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 |
|---|---|---|---|---|---|
|
Sterling Investment Counsel, LLC
|
Apr 21, 2025 Q1 2025 |
10,398
shares
|
$324,001
0.11% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Apr 23, 2025 Q1 2025 |
10,392
shares
|
$323,814
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
10,379
shares
|
$323,409
0.08% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
10,366
shares
|
$323,004
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
10,254
shares
|
$319,514
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Apr 21, 2025 Q1 2025 |
10,174
shares
|
$317,021
0.1% of portfolio
|
Q2 2024
Added 0.6%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
10,117
shares
|
$315,245
0.03% of portfolio
|
Q1 2025
Added 101070.0%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
9,874
shares
|
$307,673
0.01% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
9,830
shares
|
$306,302
0.19% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
9,770
shares
|
$304,433
0.02% of portfolio
|
Q1 2025
Reduced 7.56%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
9,713
shares
|
$302,657
0.01% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
9,696
shares
|
$302,127
0.02% of portfolio
|
Q1 2025
Added 8.99%
|
|
|
Better Money Decisions, LLC
|
Apr 10, 2025 Q1 2025 |
9,580
shares
|
$298,512
0.2% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
May 15, 2025 Q1 2025 |
9,380
shares
|
$292,280
0.05% of portfolio
|
Q1 2025
Reduced 12.68%
|
|
|
Plimoth Trust CO LLC
|
Apr 21, 2025 Q1 2025 |
9,331
shares
|
$290,753
0.08% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Moller Financial Services
|
Apr 09, 2025 Q1 2025 |
9,086
shares
|
$283,119
0.07% of portfolio
|
Q4 2024
Reduced 11.68%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Apr 15, 2025 Q1 2025 |
9,065
shares
|
$282,465
0.13% of portfolio
|
Q1 2025
Reduced 9.94%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
8,704
shares
|
$271,216
0.0% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
8,607
shares
|
$268,194
0.05% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
8,302
shares
|
$258,690
0.06% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
7,888
shares
|
$245,790
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
7,874
shares
|
$245,353
0.02% of portfolio
|
Q2 2024
Reduced 2.34%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
May 14, 2025 Q1 2025 |
7,728
shares
|
$240,804
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
May 14, 2025 Q1 2025 |
7,484
shares
|
$233,201
0.02% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
7,229
shares
|
$225,255
0.12% of portfolio
|
Q3 2022
Added 0.01%
|