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 |
---|---|---|---|---|---|
Psi Advisors, LLC
|
Jul 23, 2024 Q2 2024 |
1,076
shares
|
$36,885
0.01% of portfolio
|
Q2 2024
Added 0.37%
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
1,069
shares
|
$36,645
0.0% of portfolio
|
Q2 2024
Reduced 18.83%
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
1,034
shares
|
$35,445
0.0% of portfolio
|
Q1 2024
Reduced 0.29%
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 12, 2024 Q2 2024 |
989
shares
|
$33,902
0.02% of portfolio
|
Q1 2024
Added 6.92%
|
|
Missouri Trust & Investment CO
Springfield, MO |
Aug 14, 2024 Q2 2024 |
975
shares
|
$33,423
0.01% of portfolio
|
Q1 2023
Reduced 48.0%
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
823
shares
|
$28,212
0.02% of portfolio
|
Q2 2024
Reduced 69.55%
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 12, 2024 Q2 2024 |
749
shares
|
$25,675
0.01% of portfolio
|
Q1 2024
New holding
|
|
Pinnacle Bancorp, Inc.
|
Jul 15, 2024 Q2 2024 |
735
shares
|
$25,195
0.01% of portfolio
|
Q3 2022
Added 63.33%
|
|
Russell Investments Group, Ltd.
|
Aug 08, 2024 Q2 2024 |
700
shares
|
$23,996
0.0% of portfolio
|
Q2 2024
New holding
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 23, 2024 Q2 2024 |
685
shares
|
$23,481
0.01% of portfolio
|
Q1 2024
New holding
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
680
shares
|
$23,310
0.0% of portfolio
|
Q2 2024
Reduced 68.45%
|
|
United Community Bank
Greenville, SC |
Aug 02, 2024 Q2 2024 |
662
shares
|
$22,693
0.01% of portfolio
|
Q1 2024
Reduced 70.98%
|
|
Aspire Private Capital, LLC
|
Jul 15, 2024 Q2 2024 |
654
shares
|
$22,419
0.01% of portfolio
|
Q1 2022
New holding
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
600
shares
|
$20,568
0.01% of portfolio
|
Q1 2023
New holding
|
|
Asset Dedication, LLC
|
Aug 06, 2024 Q2 2024 |
561
shares
|
$19,231
0.0% of portfolio
|
Q4 2023
Reduced 94.19%
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
560
shares
|
$19,196
0.0% of portfolio
|
Q3 2022
New holding
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 13, 2024 Q2 2024 |
559
shares
|
$19,162
0.01% of portfolio
|
Q2 2024
Reduced 6.21%
|
|
Hollencrest Capital Management
|
Aug 12, 2024 Q2 2024 |
504
shares
|
$17,277
0.0% of portfolio
|
Q4 2022
New holding
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
456
shares
|
$15,631
0.0% of portfolio
|
Q2 2024
New holding
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 08, 2024 Q2 2024 |
430
shares
|
$14,740
0.0% of portfolio
|
Q1 2024
New holding
|
|
Northwest Capital Management Inc
|
Jul 09, 2024 Q2 2024 |
267
shares
|
$9,152
0.0% of portfolio
|
Q4 2023
New holding
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
263
shares
|
$9,015
0.02% of portfolio
|
Q2 2022
New holding
|
|
Piscataqua Savings Bank
|
Jul 12, 2024 Q2 2024 |
258
shares
|
$8,844
0.01% of portfolio
|
Q1 2021
New holding
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
244
shares
|
$8,364
0.0% of portfolio
|
Q2 2024
Added 343.64%
|
|
Eukles Asset Management
|
Aug 01, 2024 Q2 2024 |
234
shares
|
$8,021
0.0% of portfolio
|
Q4 2018
New holding
|