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 352 institutions that hold shares in the stock, with a total of 30 Million shares, which have been reported (via 13F filing form) to have a value of $1.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
1,335
shares
|
$45,977
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
1,278
shares
|
$44,014
0.03% of portfolio
|
Q1 2024
Reduced 13.06%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
1,265
shares
|
$43,566
0.0% of portfolio
|
Q2 2024
Reduced 73.8%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
1,213
shares
|
$41,775
0.02% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
1,137
shares
|
$39,158
0.0% of portfolio
|
Q3 2024
Reduced 12.27%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,081
shares
|
$37,229
0.01% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,079
shares
|
$37,160
0.0% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
1,050
shares
|
$36,162
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,034
shares
|
$35,610
0.0% of portfolio
|
Q1 2024
Reduced 0.29%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
975
shares
|
$33,579
0.01% of portfolio
|
Q1 2023
Reduced 48.0%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
953
shares
|
$32,821
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
937
shares
|
$32,270
0.03% of portfolio
|
Q3 2024
Reduced 90.0%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
882
shares
|
$30,376
0.0% of portfolio
|
Q4 2024
Reduced 17.49%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
823
shares
|
$28,344
0.02% of portfolio
|
Q2 2024
Reduced 69.55%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
735
shares
|
$25,313
0.01% of portfolio
|
Q3 2022
Added 63.33%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
727
shares
|
$25,037
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
691
shares
|
$23,798
0.0% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
680
shares
|
$23,419
0.0% of portfolio
|
Q2 2024
Reduced 68.45%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
662
shares
|
$22,799
0.01% of portfolio
|
Q1 2024
Reduced 70.98%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
600
shares
|
$20,664
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
567
shares
|
$19,527
0.0% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
561
shares
|
$19,320
0.0% of portfolio
|
Q4 2023
Reduced 94.19%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
560
shares
|
$19,286
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
505
shares
|
$17,392
0.0% of portfolio
|
Q3 2024
Reduced 26.28%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
504
shares
|
$17,357
0.0% of portfolio
|
Q4 2022
New holding
|