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 351 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 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
6,567
shares
|
$225,116
0.01% of portfolio
|
Q2 2023
Reduced 18.3%
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Aug 07, 2024 Q2 2024 |
6,505
shares
|
$222,991
0.14% of portfolio
|
Q2 2024
New holding
|
|
Colorado Capital Management, Inc.
|
Jul 25, 2024 Q2 2024 |
6,395
shares
|
$219,220
0.11% of portfolio
|
Q2 2024
Reduced 24.23%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
6,199
shares
|
$212,501
0.0% of portfolio
|
Q2 2024
Reduced 9.33%
|
|
Optimum Investment Advisors
|
Jul 12, 2024 Q2 2024 |
5,670
shares
|
$194,367
0.08% of portfolio
|
Q4 2022
Reduced 9.86%
|
|
Advisor Net Financial, Inc
|
Jul 16, 2024 Q2 2024 |
5,265
shares
|
$180,484
0.02% of portfolio
|
Q2 2024
Added 1404.29%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
5,240
shares
|
$179,627
0.01% of portfolio
|
Q2 2024
Reduced 7.65%
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
5,172
shares
|
$177,296
0.0% of portfolio
|
Q1 2024
Reduced 21.96%
|
|
Gps Wealth Strategies Group, LLC
|
Jul 16, 2024 Q2 2024 |
5,015
shares
|
$171,914
0.02% of portfolio
|
Q2 2024
Added 9.35%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jul 17, 2024 Q2 2024 |
4,856
shares
|
$166,463
0.04% of portfolio
|
Q2 2024
Added 15.02%
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
4,618
shares
|
$158,305
0.03% of portfolio
|
Q2 2024
Reduced 6.59%
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
4,607
shares
|
$157,927
0.0% of portfolio
|
Q2 2024
Added 92.84%
|
|
Mitchell Sinkler & Starr
|
Aug 07, 2024 Q2 2024 |
4,478
shares
|
$153,505
0.04% of portfolio
|
Q1 2024
New holding
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
4,028
shares
|
$138,079
0.02% of portfolio
|
Q1 2024
New holding
|
|
Bank Of New Hampshire
|
Jul 01, 2024 Q2 2024 |
3,890
shares
|
$133,349
0.03% of portfolio
|
Q2 2023
Reduced 10.37%
|
|
Mcf Advisors LLC
Covington, KY |
Aug 05, 2024 Q2 2024 |
3,621
shares
|
$124,127
0.01% of portfolio
|
Q2 2023
Reduced 39.53%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
3,481
shares
|
$119,328
0.0% of portfolio
|
Q2 2024
Added 32.51%
|
|
Heritage Wealth Advisors
|
Aug 05, 2024 Q2 2024 |
3,469
shares
|
$118,917
0.0% of portfolio
|
Q2 2024
Added 767.25%
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 31, 2024 Q2 2024 |
3,249
shares
|
$111,375
0.02% of portfolio
|
Q4 2017
Added 200.0%
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jul 30, 2024 Q2 2024 |
2,856
shares
|
$97,903
0.05% of portfolio
|
Q4 2021
New holding
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
2,796
shares
|
$95,846
0.03% of portfolio
|
Q4 2022
New holding
|
|
Webster Bank, N. A.
|
Jul 12, 2024 Q2 2024 |
2,604
shares
|
$89,265
0.01% of portfolio
|
Q3 2021
Reduced 10.82%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,570
shares
|
$88,099
0.0% of portfolio
|
Q2 2024
Reduced 16.56%
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
2,508
shares
|
$85,974
0.01% of portfolio
|
Q2 2024
Reduced 2.75%
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
2,485
shares
|
$85,185
0.0% of portfolio
|
Q2 2024
New holding
|