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 |
|---|---|---|---|---|---|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
4,099
shares
|
$127,724
0.02% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
3,788
shares
|
$118,034
0.06% of portfolio
|
Q4 2024
Added 244.36%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
3,621
shares
|
$112,830
0.01% of portfolio
|
Q2 2023
Reduced 39.53%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
3,604
shares
|
$112,300
0.0% of portfolio
|
Q1 2025
Reduced 9.24%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
3,550
shares
|
$110,618
0.0% of portfolio
|
Q1 2025
Added 223.61%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
3,469
shares
|
$108,094
0.01% of portfolio
|
Q2 2024
Added 767.25%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
3,445
shares
|
$107,346
0.0% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
3,249
shares
|
$101,238
0.01% of portfolio
|
Q4 2017
Added 200.0%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
2,856
shares
|
$88,992
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
2,840
shares
|
$88,494
0.02% of portfolio
|
Q4 2024
Reduced 8.09%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
2,796
shares
|
$87,123
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
2,604
shares
|
$81,140
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
|
$80,081
0.0% of portfolio
|
Q2 2024
Reduced 16.56%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
2,503
shares
|
$77,993
0.04% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,400
shares
|
$74,784
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
2,316
shares
|
$72,166
0.0% of portfolio
|
Q1 2025
Reduced 43.76%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
2,281
shares
|
$71,075
0.05% of portfolio
|
Q2 2023
Reduced 22.49%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
2,215
shares
|
$69,019
0.01% of portfolio
|
Q1 2025
Reduced 10.72%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,159
shares
|
$67,274
0.01% of portfolio
|
Q1 2024
Reduced 10.79%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
2,000
shares
|
$62,320
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
1,944
shares
|
$60,575
0.01% of portfolio
|
Q1 2020
Reduced 5.81%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,800
shares
|
$56,088
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
1,753
shares
|
$54,623
0.0% of portfolio
|
Q1 2025
Added 30.53%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,626
shares
|
$50,666
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
1,610
shares
|
$50,167
0.0% of portfolio
|
Q1 2025
New holding
|