DEM Institutional Ownership & Shareholders
WISDOMTREE EMERGING MARKETS (DEM) is currently held by 368 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.72B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of DEM tracked by InsiderSet, reporting ownership valued at approximately $557.43M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $544.58M, representing an estimated loss of -2.31% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% of the total disclosed DEM value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Bank Of America Corp, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in WISDOMTREE EMERGING MARKETS (DEM).
This page ranks the largest institutional DEM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
368
Total Reported Value
$2.72B
Largest Holder
Morgan Stanley
Largest Position
$557.43M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
47
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.03% | 10,363,063 | $557,429,223 | $544,578,961 | -$12,850,262 | -2.31% | |
| Bank Of America Corp | 0.03% | 7,298,812 | $392,603,120 | $383,552,571 | -$9,050,549 | -2.31% | |
| Wells Fargo & Company/Mn | 0.03% | 3,246,246 | $174,615,604 | $170,590,227 | -$4,025,377 | -2.31% | |
| Creative Planning | 0.07% | 2,161,735 | $119,565,553 | $113,599,174 | -$5,966,379 | -4.99% | |
| Lpl Financial Llc | 0.03% | 2,153,138 | $115,817,308 | $113,147,402 | -$2,669,906 | -2.31% | |
| Ubs Group Ag | 0.02% | 1,958,981 | $105,373,589 | $102,944,452 | -$2,429,137 | -2.31% | |
| Kestra Investment Management, Llc | 1.75% | 1,666,585 | $92,178,797 | $87,579,042 | -$4,599,755 | -4.99% | |
| Ameriprise Financial Inc | 0.02% | 1,565,592 | $84,463,232 | $82,271,860 | -$2,191,372 | -2.59% | |
| Envestnet Asset Management Inc | 0.02% | 1,407,570 | $75,713,173 | $73,967,804 | -$1,745,370 | -2.31% | |
| Assetmark, Inc | 0.10% | 1,123,585 | $62,145,475 | $59,044,392 | -$3,101,083 | -4.99% | |
| Kestra Advisory Services, Llc | 0.13% | 810,274 | $44,816,248 | $42,579,899 | -$2,236,349 | -4.99% | |
| Mercer Global Advisors Inc | 0.05% | 810,959 | $43,621,464 | $42,615,895 | -$1,005,569 | -2.31% | |
| Royal Bank Of Canada | 0.01% | 733,891 | $39,476,000 | $38,565,972 | -$910,028 | -2.31% | |
| Jpmorgan Chase & Co | 0.00% | 671,876 | $35,972,251 | $35,307,084 | -$665,167 | -1.85% | |
| Raymond James Financial Inc | 0.01% | 665,509 | $35,797,739 | $34,972,498 | -$825,241 | -2.31% | |
| Cwm, Llc | 0.09% | 668,256 | $33,205,649 | $35,116,853 | +$1,911,204 | +5.76% | |
| Cetera Investment Advisers | 0.03% | 595,293 | $32,020,797 | $31,282,647 | -$738,150 | -2.31% | |
| Commonwealth Equity Services, Llc | 0.04% | 493,836 | $27,314,086 | $25,951,082 | -$1,363,004 | -4.99% | |
| Wealth Enhancement Advisory Services, Llc | 0.04% | 476,678 | $25,868,264 | $25,049,429 | -$818,835 | -3.17% | |
| Signature Estate & Investment Advisors Llc | 0.39% | 398,744 | $22,054,499 | $20,953,997 | -$1,100,502 | -4.99% | |
| Private Advisor Group, Llc | 0.10% | 399,296 | $21,478,136 | $20,983,005 | -$495,131 | -2.31% | |
| Aspiriant, Llc | 0.48% | 353,031 | $19,526,195 | $18,551,779 | -$974,416 | -4.99% | |
| State Of Wisconsin Investment Board | 0.03% | 311,419 | $16,751,228 | $16,365,068 | -$386,160 | -2.31% | |
| Rockefeller Capital Management L.P. | 0.02% | 294,717 | $15,852,871 | $15,487,378 | -$365,493 | -2.31% | |
| Baird Financial Group, Inc. | 0.02% | 287,923 | $15,487,404 | $15,130,354 | -$357,050 | -2.31% | |
| Stifel Financial Corp | 0.01% | 259,407 | $13,953,740 | $13,631,838 | -$321,902 | -2.31% | |
| Linscomb Wealth, Inc. | 0.59% | 252,249 | $13,568,470 | $13,255,685 | -$312,785 | -2.31% | |
| Valmark Advisers, Inc. | 0.14% | 250,218 | $13,459,230 | $13,148,956 | -$310,274 | -2.31% | |
| Canandaigua National Corp | 1.15% | 259,477 | $12,893,412 | $13,635,516 | +$742,104 | +5.76% | |
| Baker Avenue Asset Management, Lp | 0.23% | 229,674 | $12,354,186 | $12,069,369 | -$284,817 | -2.31% | |
| Alliancebernstein L.P. | 0.00% | 245,598 | $12,203,765 | $12,906,175 | +$702,410 | +5.76% | |
| D.A. Davidson & Co. | 0.06% | 206,187 | $11,404,241 | $10,835,127 | -$569,114 | -4.99% | |
| M&T Bank Corp | 0.04% | 219,314 | $10,897,436 | $11,524,951 | +$627,515 | +5.76% | |
| Citadel Advisors Llc | 0.01% | 183,814 | $9,887,355 | $9,659,426 | -$227,929 | -2.31% | |
| Td Private Client Wealth Llc | 0.18% | 178,121 | $9,851,879 | $9,360,259 | -$491,620 | -4.99% | |
| &Partners | 0.04% | 180,226 | $9,699,713 | $9,470,876 | -$228,837 | -2.36% | |
| Assuredpartners Investment Advisors, Llc | 0.90% | 172,446 | $9,275,866 | $9,062,037 | -$213,829 | -2.31% | |
| Nan Shan Life Insurance Co., Ltd. | 0.29% | 170,000 | $9,144,300 | $8,933,500 | -$210,800 | -2.31% | |
| Inspire Advisors, Llc | 0.63% | 167,626 | $9,016,129 | $8,808,746 | -$207,383 | -2.30% | |
| Private Wealth Advisors, Llc | 2.58% | 160,714 | $8,644,802 | $8,445,521 | -$199,281 | -2.31% | |
| Hamilton Wealth, Llc | 1.57% | 158,988 | $8,551,965 | $8,354,819 | -$197,146 | -2.31% | |
| Huntington National Bank | 0.04% | 136,987 | $7,368,539 | $7,198,667 | -$169,872 | -2.31% | |
| Janney Montgomery Scott Llc | 0.01% | 133,939 | $7,205,000 | $7,038,494 | -$166,506 | -2.31% | |
| Cascade Financial Partners, Llc | 0.60% | 129,281 | $6,954,013 | $6,793,717 | -$160,296 | -2.31% | |
| Cheviot Value Management, Llc | 0.70% | 127,512 | $6,858,882 | $6,700,756 | -$158,126 | -2.31% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.09% | 122,524 | $6,776,780 | $6,438,636 | -$338,144 | -4.99% | |
| Cornerstone Wealth Group, Llc | 0.39% | 122,488 | $6,774,811 | $6,436,744 | -$338,067 | -4.99% | |
| Arbor Trust Wealth Advisors, Llc | 2.69% | 123,876 | $6,663,287 | $6,509,684 | -$153,603 | -2.31% | |
| Freedom Day Solutions, Llc | 1.41% | 115,636 | $6,395,833 | $6,076,672 | -$319,161 | -4.99% | |
| Equitable Holdings, Inc. | 0.04% | 116,249 | $6,253,016 | $6,108,885 | -$144,131 | -2.30% |
Frequently asked questions about DEM
Who are the largest institutional holders of DEM?
The largest institutional holders of DEM reported in the latest SEC Form 13F filings include Morgan Stanley, Bank Of America Corp, Wells Fargo & Company/Mn, Creative Planning, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported DEM position.
What is DEM institutional ownership?
This page tracks DEM positions reported by institutional investment managers through SEC Form 13F. WISDOMTREE EMERGING MARKETS (DEM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DEM?
InsiderSet currently tracks 368 institutional managers reporting DEM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DEM shareholders.
How much DEM stock do institutions own?
Institutional investment managers disclosed approximately $2.72B in DEM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DEM institutional ownership last updated?
The latest DEM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DEM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DEM position after the reporting date.
Are institutions buying or selling DEM?
Institutional buying and selling can be analyzed by comparing DEM positions across consecutive 13F reporting periods. InsiderSet's DEM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DEM ownership changes.
How has DEM institutional ownership changed over time?
InsiderSet tracks DEM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.