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 $1.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
8,896
shares
|
$331,464
0.02% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
West Bancorporation Inc
|
Oct 24, 2024 Q3 2024 |
8,865
shares
|
$330,309
0.21% of portfolio
|
Q3 2024
Reduced 28.78%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
8,822
shares
|
$328,707
0.07% of portfolio
|
Q3 2024
Reduced 6.69%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
8,710
shares
|
$324,534
0.1% of portfolio
|
Q3 2024
Reduced 97.04%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
8,639
shares
|
$321,889
0.15% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
8,490
shares
|
$316,337
0.04% of portfolio
|
Q2 2024
Reduced 29.19%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
8,115
shares
|
$302,364
0.02% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
8,091
shares
|
$301,470
0.02% of portfolio
|
Q3 2024
Reduced 16.03%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 08, 2024 Q3 2024 |
7,930
shares
|
$295,471
0.16% of portfolio
|
Q2 2024
Reduced 1.18%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
7,874
shares
|
$293,385
0.02% of portfolio
|
Q2 2024
Reduced 2.34%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
7,787
shares
|
$290,143
0.0% of portfolio
|
Q3 2024
Added 7.73%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
7,764
shares
|
$289,286
0.01% of portfolio
|
Q3 2024
Reduced 14.93%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 08, 2024 Q3 2024 |
7,728
shares
|
$287,945
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 08, 2024 Q3 2024 |
7,565
shares
|
$281,871
0.13% of portfolio
|
Q3 2024
Added 8.07%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
7,342
shares
|
$273,562
0.04% of portfolio
|
Q3 2024
Added 58.99%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Nov 13, 2024 Q3 2024 |
7,234
shares
|
$269,538
0.13% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
7,229
shares
|
$269,352
0.12% of portfolio
|
Q3 2022
Added 0.01%
|
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
6,882
shares
|
$256,423
0.17% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,878
shares
|
$256,274
0.0% of portfolio
|
Q3 2024
Reduced 17.9%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
6,871
shares
|
$256,013
0.0% of portfolio
|
Q2 2024
Reduced 3.71%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
6,817
shares
|
$254,001
0.01% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
6,796
shares
|
$253,218
0.09% of portfolio
|
Q3 2024
Reduced 10.59%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
6,740
shares
|
$251,132
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Anson Capital, Inc.
|
Oct 24, 2024 Q3 2024 |
6,723
shares
|
$250,498
0.22% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Nov 12, 2024 Q3 2024 |
6,505
shares
|
$242,376
0.13% of portfolio
|
Q2 2024
New holding
|