Institutional Ownership Wisdomtree Tr U.S. Smallcap Di (DES)
This table provides information about the institutional ownership of Wisdomtree Tr U.S. Smallcap Di (DES). We have compiled data on the 344 institutions that hold shares in the stock, with a total of 29.7 Million shares, which have been reported (via 13F filing form) to have a value of $925 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
2,363,761
shares
|
$73.6 Million
0.01% of portfolio
|
Q1 2024
Added 25.3%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
2,222,196
shares
|
$69.2 Million
0.01% of portfolio
|
Q1 2024
Added 4.1%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
1,929,788
shares
|
$60.1 Million
0.02% of portfolio
|
Q1 2024
Added 2.32%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
1,642,666
shares
|
$51.2 Million
0.03% of portfolio
|
Q1 2024
Reduced 5.11%
|
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
1,517,440
shares
|
$47.3 Million
0.06% of portfolio
|
Q1 2024
Reduced 3.55%
|
|
|
M&T Bank Corp
|
May 07, 2024 Q1 2024 |
1,158,487
shares
|
$36.1 Million
0.13% of portfolio
|
Q1 2024
Added 7.98%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
906,975
shares
|
$28.3 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.13%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
859,063
shares
|
$26.8 Million
0.01% of portfolio
|
Q1 2024
Added 6.03%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
720,580
shares
|
$22.4 Million
0.01% of portfolio
|
Q1 2024
Added 1.17%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
650,830
shares
|
$20.3 Million
0.01% of portfolio
|
Q1 2024
Added 8.67%
|
|
|
Keybank National Association
|
May 14, 2024 Q1 2024 |
637,426
shares
|
$19.9 Million
0.09% of portfolio
|
Q1 2024
Reduced 0.22%
|
|
|
Huntington National Bank
Columbus, OH |
May 03, 2024 Q1 2024 |
522,999
shares
|
$16.3 Million
0.14% of portfolio
|
Q1 2024
Reduced 2.08%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
447,318
shares
|
$13.9 Million
0.02% of portfolio
|
Q1 2024
Reduced 15.35%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
383,354
shares
|
$11.9 Million
0.02% of portfolio
|
Q1 2024
Reduced 2.51%
|
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
353,243
shares
|
$11 Million
0.04% of portfolio
|
Q1 2024
Added 7.49%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
342,390
shares
|
$10.7 Million
0.02% of portfolio
|
Q1 2024
Added 0.26%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
326,986
shares
|
$10.2 Million
0.03% of portfolio
|
Q1 2024
Added 11.02%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
321,711
shares
|
$10 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.49%
|
|
|
Destination Wealth Management
|
May 14, 2024 Q1 2024 |
315,707
shares
|
$9.83 Million
0.35% of portfolio
|
Q1 2024
Reduced 0.8%
|
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
308,531
shares
|
$9.61 Million
0.07% of portfolio
|
Q1 2024
Reduced 0.77%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
284,436
shares
|
$8.86 Million
3.34% of portfolio
|
Q4 2023
Reduced 1.15%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
269,219
shares
|
$8.39 Million
0.02% of portfolio
|
Q1 2024
Added 616.31%
|
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
266,620
shares
|
$8.31 Million
0.01% of portfolio
|
Q1 2024
Added 7.13%
|
|
|
Prosperity Consulting Group, LLC
|
May 01, 2024 Q1 2024 |
266,383
shares
|
$8.3 Million
1.05% of portfolio
|
Q1 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
257,821
shares
|
$8.03 Million
0.02% of portfolio
|
Q1 2024
Added 1.99%
|
|