We are live on ! Find out more
DGS icon

WisdomTree Emerging Markets SmallCap Dividend Fund
DGS

Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$907M +$94.7M +1,774,774 +12%
PP
2
Palladium Partners
Virginia
$38.2M +$2.77M +51,918 +8%
Bank of America
3
Bank of America
North Carolina
$37.5M +$269K +5,051 +0.7%
Wells Fargo
4
Wells Fargo
California
$32.3M +$1.33M +24,912 +4%
WA
5
Waddell & Associates
Tennessee
$27.5M +$27M +505,249 New
Morgan Stanley
6
Morgan Stanley
New York
$23.6M -$1.93M -36,219 -8%
BFM
7
Boston Financial Management
Massachusetts
$19.2M +$345K +6,463 +2%
FPIS
8
Financial Planning & Information Services
Wisconsin
$17M +$367K +6,882 +2%
GPWA
9
Great Point Wealth Advisors
Massachusetts
$16.2M +$681K +12,770 +4%
EWMCB
10
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$15.5M +$144K +2,708 +1%
Victory Capital Management
11
Victory Capital Management
Texas
$15.5M – – –
AFIA
12
America First Investment Advisors
Nebraska
$14.8M +$463K +8,675 +3%
EA
13
Efficient Advisors
Ohio
$14M -$83.7K -1,570 -0.6%
BEAM
14
Baker Ellis Asset Management
Washington
$10.2M +$440K +8,254 +5%
CM
15
Capital Management
Virginia
$9.44M +$756K +14,180 +9%
NCM
16
Neumann Capital Management
California
$8.66M +$77.3K +1,450 +0.9%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$8.62M +$292K +5,470 +4%
OMC
18
Old Mission Capital
Illinois
$7.07M +$6.92M +129,701 New
UBS Group
19
UBS Group
Switzerland
$6.96M -$227K -4,252 -3%
Citadel Advisors
20
Citadel Advisors
Florida
$6.7M -$443K -8,300 -6%
LPL Financial
21
LPL Financial
California
$5.87M -$119K -2,229 -2%
SPIA
22
Steward Partners Investment Advisory
New York
$5.76M -$487K -9,133 -8%
Ameriprise
23
Ameriprise
Minnesota
$5.52M -$13.7K -256 -0.3%
TIM
24
Tortoise Investment Management
New York
$5.34M +$554K +10,391 +12%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$5.16M +$396K +7,429 +9%
1
2 3 4 5