Wisdomtree Emerging MarketsDGREETF

13F holders, Q3 2024 (September 30)
44holders −4
2new positions
6sold out
$27.74avg. 13F price*

At the end of Q3 2024, 44 institutions reported holding Wisdomtree Emerging Markets (DGRE) in their 13F filings, down 4 from Q2 2024. 2 opened new positions and 6 sold out. The largest holders were One Capital Management, LLC ($34.8M), LPL Financial LLC ($14.1M) and NewEdge Wealth, LLC ($8.8M).

Company
Wisdomtree Emerging Markets
CUSIP
97717W323
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q1 2024: 42Q1 2024Q2 2024: 48Q2 2024Q3 2024: 44Q3 2024Q4 2024: 53Q4 2024Q1 2025: 54Q1 2025Q2 2025: 53Q2 2025Q3 2025: 55Q3 2025Q4 2025: 53Q4 2025Q1 2026: 56Q1 2026Q2 2026: 56Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions2$3.1M
Exits6$2.3M

All 13F filers, Q2 2024 → Q3 2024: 282,388 shares bought and 332,104 shares sold, net −49,716 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 44 holders

One Capital Management, LLC 1.11% Add +1.5% 1,253,917 $34.8M
LPL Financial LLC 0.01% Add +14.3% 509,542 $14.1M
NewEdge Wealth, LLC 0.16% Reduce -0.6% 315,624 $8.8M
Hobbs Group Advisors, LLC 2.84% Add +5.3% 286,129 $7.9M
SimpliFi, Inc. 2.41% Reduce -2.2% 195,848 $5.4M
Royal Bank of Canada 0.00% Reduce -6.5% 129,518 $3.6M
Raymond James Financial Services Advisors, Inc. 0.00% Add +5.5% 122,370 $3.4M
Astoria Portfolio Advisors LLC. 1.07% Reduce -55.4% 113,948 $3.1M
Cetera Investment Advisers 0.01% New 112,373 $3.1M
Vermillion & White Wealth Management Group, LLC 2.11% Reduce -2.9% 103,041 $2.9M
United Advisor Group, LLC 0.35% Add +19.5% 55,696 $1.5M
Occidental Asset Management, LLC 0.24% Add +0.1% 53,801 $1.5M
NewEdge Advisors, LLC 0.01% Add +20.4% 49,068 $1.4M
Envestnet Asset Management Inc. 0.00% Add +210.3% 45,632 $1.3M
Flow Traders U.S. LLC 0.06% Reduce -52.8% 41,252 $1.1M
Cambridge Investment Research Advisors, Inc. 0.00% Add +25.3% 40,256 $1.1M
Professional Financial Advisors, LLC 0.25% Reduce -1.9% 34,320 $952K
Exchange Capital Management, Inc. 0.13% Add +46.7% 29,374 $815K
Morgan Stanley 0.00% Reduce -9.3% 28,789 $799K
Capital Analysts, LLC 0.03% Reduce -0.1% 24,092 $669K
Capital Advisors, Ltd. LLC 0.08% Reduce -11.7% 22,465 $623K
KMG Fiduciary Partners, LLC 0.05% Add +0.6% 19,207 $533K
Great Waters Wealth Management 0.07% Reduce -5.9% 17,572 $488K
Kestra Advisory Services, LLC 0.00% Add +0.0% 15,081 $419K
Osaic Holdings, Inc. 0.00% Add +7.7% 13,116 $364K
180 Wealth Advisors, LLC 0.06% Add +1.2% 12,803 $355K
Susquehanna International Group, LLP 0.00% Reduce -73.7% 10,101 $280K
Mutual Advisors, LLC 0.01% Reduce -0.9% 9,385 $251K
Capital Management Corp. 0.04% No change 9,006 $250K
IFP Advisors, Inc 0.01% No change 7,128 $198K
Frazier Financial Advisors, LLC 0.13% No change 6,084 $169K
CENTRAL TRUST Co 0.00% No change 4,888 $136K
Valley National Advisers Inc. 0.02% No change 3,860 $107K
Pension & Wealth Management Advisors, Inc. 0.04% Add +0.6% 3,003 $83K
Princeton Global Asset Management LLC 0.02% Reduce -59.6% 2,860 $79K
Sunbelt Securities, Inc. 0.00% No change 1,700 $47K
Rothschild Investment LLC 0.00% No change 1,000 $28K
Creekmur Asset Management LLC 0.00% Add +0.8% 402 $11K
JPMorgan Chase & Co. 0.00% Reduce -0.5% 197 $5K
Glen Eagle Advisors, LLC 0.00% No change 150 $4K
DHJJ Financial Advisors, Ltd. 0.00% No change 16 $444
Provenance Wealth Advisors, LLC 0.00% No change 13 $361
Allworth Financial LP 0.00% No change 4 $112
FMR LLC 0.00% New 1 $28

"% of holder's portfolio" is DGRE's weight in each manager's 13F, not the share of Wisdomtree Emerging Markets the manager owns.