Wisdomtree Emerging MarketsDGREETF

13F holders, Q4 2024 (December 31)
53holders +9
8new positions
3sold out
$25.02avg. 13F price*

At the end of Q4 2024, 53 institutions reported holding Wisdomtree Emerging Markets (DGRE) in their 13F filings, up 9 from Q3 2024. 8 opened new positions and 3 sold out. The largest holders were One Capital Management, LLC ($30.6M), LPL Financial LLC ($13.3M) and NewEdge Wealth, LLC ($8.3M).

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions8$5.2M
Exits3$1.4M

All 13F filers, Q3 2024 → Q4 2024: 329,324 shares bought and 453,045 shares sold, net −123,721 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 53 holders

One Capital Management, LLC 1.01% Reduce -2.3% 1,224,565 $30.6M
LPL Financial LLC 0.01% Add +4.5% 532,367 $13.3M
NewEdge Wealth, LLC 0.14% Add +4.7% 330,398 $8.3M
SimpliFi, Inc. 2.25% Add +0.3% 196,528 $4.9M
Raymond James Financial Inc. 0.00% — 131,084 $3.3M
Cetera Investment Advisers 0.01% Add +12.8% 126,706 $3.2M
Royal Bank of Canada 0.00% Reduce -6.8% 120,747 $3.0M
Hobbs Group Advisors, LLC 0.96% Reduce -64.3% 102,198 $2.6M
Old Mission Capital LLC 0.06% New 97,160 $2.4M
United Advisor Group, LLC 0.45% Add +61.8% 90,112 $2.3M
HighTower Advisors, LLC 0.00% New 78,177 $2.0M
Strive Asset Management, LLC 1.16% — 61,913 $1.5M
NewEdge Advisors, LLC 0.01% Add +21.9% 59,833 $1.5M
Occidental Asset Management, LLC 0.22% Add +6.4% 57,256 $1.4M
Envestnet Asset Management Inc. 0.00% Add +10.9% 50,627 $1.3M
Cambridge Investment Research Advisors, Inc. 0.00% Add +18.8% 47,802 $1.2M
Astoria Portfolio Advisors LLC. 0.35% Reduce -64.8% 40,094 $990K
Professional Financial Advisors, LLC 0.23% Add +6.0% 36,375 $910K
Exchange Capital Management, Inc. 0.13% Add +14.7% 33,691 $843K
Morgan Stanley 0.00% Reduce -4.7% 27,427 $686K
Capital Analysts, LLC 0.03% Add +4.5% 25,187 $630K
Capital Advisors, Ltd. LLC 0.07% Add +0.0% 22,470 $562K
Jane Street Group, LLC 0.00% New 21,026 $526K
KMG Fiduciary Partners, LLC 0.04% Add +0.9% 19,389 $485K
Great Waters Wealth Management 0.06% Add +0.1% 17,597 $440K
Kestra Advisory Services, LLC 0.00% Reduce -2.1% 14,758 $369K
Osaic Holdings, Inc. 0.00% Add +0.9% 13,238 $331K
180 Wealth Advisors, LLC 0.05% Add +0.1% 12,813 $321K
Parkside Financial Bank & Trust 0.03% New 10,477 $262K
Mutual Advisors, LLC 0.01% Add +2.4% 9,613 $240K
Capital Management Corp. 0.04% No change 9,006 $225K
IFP Advisors, Inc 0.01% No change 7,128 $178K
Frazier Financial Advisors, LLC 0.12% No change 6,084 $153K
CENTRAL TRUST Co 0.00% Reduce -6.7% 4,559 $114K
Pension & Wealth Management Advisors, Inc. 0.03% Add +0.3% 3,012 $75K
Princeton Global Asset Management LLC 0.01% No change 2,860 $72K
SBI Securities Co., Ltd. 0.00% — 2,782 $70K
Vermillion & White Wealth Management Group, LLC 0.04% Reduce -98.0% 2,026 $51K
Sunbelt Securities, Inc. 0.00% No change 1,700 $43K
Valley National Advisers Inc. 0.00% Reduce -71.2% 1,110 $27K
Rothschild Investment LLC 0.00% No change 1,000 $25K
Creekmur Asset Management LLC 0.00% No change 402 $10K
Global Retirement Partners, LLC 0.00% New 369 $9K
Transce3nd, LLC 0.00% — 285 $7K
Hartford Financial Management Inc. 0.00% New 228 $6K
JPMorgan Chase & Co. 0.00% Reduce -2.0% 193 $5K
Glen Eagle Advisors, LLC 0.00% No change 150 $4K
Decker Retirement Planning Inc. 0.00% — 112 $3K
Tower Research Capital LLC (TRC) 0.00% New 36 $901
DHJJ Financial Advisors, Ltd. 0.00% No change 16 $401
AE Wealth Management LLC 0.00% New 14 $350
Provenance Wealth Advisors, LLC 0.00% No change 13 $325
Allworth Financial LP 0.00% No change 4 $102

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