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 350 institutions that hold shares in the stock, with a total of 29.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,243,273
shares
|
$80.8 Million
0.01% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
2,195,071
shares
|
$79.1 Million
0.03% of portfolio
|
Q3 2024
Added 33.42%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,970,323
shares
|
$71 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.17%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,721,509
shares
|
$62 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.71%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
1,492,661
shares
|
$53.8 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
1,207,541
shares
|
$43.5 Million
0.14% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
857,596
shares
|
$30.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
852,799
shares
|
$30.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
762,034
shares
|
$27.4 Million
0.01% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
676,946
shares
|
$24.4 Million
0.01% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
668,969
shares
|
$24.1 Million
0.09% of portfolio
|
Q3 2024
Added 6.24%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
544,818
shares
|
$19.6 Million
0.14% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
493,443
shares
|
$17.8 Million
0.02% of portfolio
|
Q3 2024
Added 10.26%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
476,329
shares
|
$17.2 Million
0.02% of portfolio
|
Q3 2024
Added 115.25%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
444,823
shares
|
$16 Million
0.01% of portfolio
|
Q3 2024
Added 30.81%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
377,678
shares
|
$13.6 Million
0.03% of portfolio
|
Q3 2024
Added 5.1%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
354,703
shares
|
$12.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
341,601
shares
|
$12.3 Million
0.02% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Destination Wealth Management
|
Jul 24, 2024 Q2 2024 |
321,144
shares
|
$11.6 Million
0.33% of portfolio
|
Q2 2024
Added 1.72%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
317,669
shares
|
$11.4 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
290,983
shares
|
$10.5 Million
0.02% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
284,436
shares
|
$10.2 Million
3.34% of portfolio
|
Q4 2023
Reduced 1.15%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
234,758
shares
|
$8.46 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
234,602
shares
|
$8.45 Million
0.65% of portfolio
|
Q3 2022
Added 2.6%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
234,331
shares
|
$8.44 Million
0.64% of portfolio
|
Q3 2024
Added 4.39%
|