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 368 institutions that hold shares in the stock, with a total of 30.6 Million shares, which have been reported (via 13F filing form) to have a value of $953 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,424,848
shares
|
$75.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,895,525
shares
|
$59.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.56%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,732,807
shares
|
$54 Million
0.01% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,613,277
shares
|
$50.3 Million
0.02% of portfolio
|
Q1 2025
Reduced 27.69%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,445,482
shares
|
$45 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
1,081,350
shares
|
$33.7 Million
0.13% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
966,113
shares
|
$30.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
958,509
shares
|
$29.9 Million
0.01% of portfolio
|
Q1 2025
Added 12.41%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
686,900
shares
|
$21.4 Million
0.09% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
638,000
shares
|
$19.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 26.43%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
628,968
shares
|
$19.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.2%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
626,831
shares
|
$19.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 24.22%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
593,740
shares
|
$18.5 Million
0.04% of portfolio
|
Q1 2025
Added 10.31%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
545,591
shares
|
$17 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
493,443
shares
|
$15.4 Million
0.02% of portfolio
|
Q3 2024
Added 10.26%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
444,823
shares
|
$13.9 Million
0.01% of portfolio
|
Q3 2024
Added 30.81%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
431,950
shares
|
$13.5 Million
0.07% of portfolio
|
Q1 2025
Added 37.65%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
371,521
shares
|
$11.6 Million
0.01% of portfolio
|
Q1 2025
Added 132.12%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
346,278
shares
|
$10.8 Million
0.02% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
339,328
shares
|
$10.6 Million
0.02% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
309,034
shares
|
$9.63 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
303,136
shares
|
$9.45 Million
0.15% of portfolio
|
Q1 2025
Added 14.39%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
297,806
shares
|
$9.28 Million
0.02% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
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 06, 2025 Q1 2025 |
245,788
shares
|
$7.66 Million
0.02% of portfolio
|
Q1 2025
Added 0.6%
|