Wisdomtree Emerging MarketsDGREETF
13F holders, Q1 2024 (March 31)42holders
$25.65avg. 13F price*
At the end of Q1 2024, 42 institutions reported holding Wisdomtree Emerging Markets (DGRE) in their 13F filings. The largest holders were One Capital Management, LLC ($34.8M), LPL Financial LLC ($11.0M) and NewEdge Wealth, LLC ($8.3M).
- Company
- Wisdomtree Emerging Markets
- CUSIP
- 97717W323
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $6.4M |
| Exits | 6 | $2.1M |
Ownership 42 holders
| One Capital Management, LLC | 1.26% | Add +3.5% | 1,354,927 | $34.8M |
| LPL Financial LLC | 0.01% | Add +4.5% | 428,303 | $11.0M |
| NewEdge Wealth, LLC | 0.19% | Add +7.3% | 325,497 | $8.3M |
| Astoria Portfolio Advisors LLC. | 2.45% | Reduce -2.2% | 252,993 | $6.3M |
| SimpliFi, Inc. | 2.32% | New | 197,723 | $5.1M |
| Jane Street Group, LLC | 0.01% | Add +306.1% | 160,844 | $4.1M |
| Royal Bank of Canada | 0.00% | Add +4.2% | 126,862 | $3.3M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -3.1% | 113,410 | $2.9M |
| Vermillion & White Wealth Management Group, LLC | 2.12% | Add +1.6% | 103,307 | $2.7M |
| Old Mission Capital LLC | 0.03% | Reduce -9.4% | 55,186 | $1.4M |
| Occidental Asset Management, LLC | 0.25% | Add +2.0% | 51,525 | $1.3M |
| Professional Financial Advisors, LLC | 0.25% | Add +2.6% | 34,501 | $887K |
| Morgan Stanley | 0.00% | Reduce -12.5% | 32,395 | $833K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +190.1% | 29,826 | $767K |
| Capital Analysts, LLC | 0.03% | Add +14.3% | 26,428 | $679K |
| Capital Advisors, Ltd. LLC | 0.09% | Add +0.1% | 25,614 | $658K |
| United Advisor Group, LLC | 0.23% | New | 23,735 | $610K |
| Bank of Montreal | 0.00% | New | 20,197 | $519K |
| Great Waters Wealth Management | 0.08% | Reduce -3.0% | 19,389 | $498K |
| KMG Fiduciary Partners, LLC | 0.05% | Add +0.3% | 19,006 | $488K |
| Osaic Holdings, Inc. | 0.00% | Add +54.9% | 18,890 | $486K |
| Exchange Capital Management, Inc. | 0.07% | Add +56.6% | 16,228 | $417K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -10.9% | 14,942 | $384K |
| 180 Wealth Advisors, LLC | 0.06% | Add +4.6% | 12,645 | $325K |
| Mutual Advisors, LLC | 0.01% | Add +2.1% | 10,408 | $267K |
| Frazier Financial Advisors, LLC | 0.19% | No change | 9,134 | $235K |
| Capital Management Corp. | 0.04% | No change | 9,006 | $231K |
| IFP Advisors, Inc | 0.01% | New | 7,128 | $183K |
| Princeton Global Asset Management LLC | 0.04% | Reduce -3.4% | 7,083 | $182K |
| CENTRAL TRUST Co | 0.00% | No change | 4,950 | $127K |
| Valley National Advisers Inc. | 0.01% | No change | 3,860 | $99K |
| Pension & Wealth Management Advisors, Inc. | 0.05% | Add +59.6% | 3,025 | $78K |
| Sunbelt Securities, Inc. | 0.00% | Add +13.3% | 1,700 | $44K |
| Rothschild Investment LLC | 0.00% | No change | 1,000 | $26K |
| Creekmur Asset Management LLC | 0.01% | Add +0.3% | 626 | $16K |
| Scarborough Advisors, LLC | 0.00% | Add +30.2% | 328 | $8K |
| JPMorgan Chase & Co. | 0.00% | Reduce -42.1% | 199 | $5K |
| NewEdge Advisors, LLC | 0.00% | Reduce -24.1% | 195 | $5K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 150 | $4K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 16 | $412 |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 13 | $334 |
| Allworth Financial LP | 0.00% | No change | 4 | $104 |
"% of holder's portfolio" is DGRE's weight in each manager's 13F, not the share of Wisdomtree Emerging Markets the manager owns.