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 344 institutions that hold shares in the stock, with a total of 29.7 Million shares, which have been reported (via 13F filing form) to have a value of $925 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
North Star Investment Management Corp.
Chicago, IL |
Apr 30, 2024 Q1 2024 |
170
shares
|
$5,295
0.0% of portfolio
|
Q1 2024
New holding
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
144
shares
|
$4,485
0.0% of portfolio
|
Q1 2022
New holding
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
134
shares
|
$4,174
0.0% of portfolio
|
Q1 2023
Reduced 95.48%
|
|
Jfs Wealth Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
127
shares
|
$3,956
0.0% of portfolio
|
Q1 2024
Added 0.79%
|
|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
109
shares
|
$3,395
0.0% of portfolio
|
Q2 2023
Reduced 43.81%
|
|
Parallel Advisors, LLC
|
May 06, 2024 Q1 2024 |
100
shares
|
$3,115
0.0% of portfolio
|
Q1 2023
Reduced 99.02%
|
|
Tucker Asset Management LLC
Littleton, CO |
Mar 04, 2024 Q4 2023 |
82
shares
|
$2,554
0.0% of portfolio
|
Q3 2023
New holding
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 11, 2024 Q1 2024 |
75
shares
|
$2,336
0.0% of portfolio
|
Q1 2024
New holding
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2024 Q4 2023 |
55
shares
|
$1,713
0.0% of portfolio
|
Q4 2023
Reduced 52.99%
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
44
shares
|
$1,370
0.0% of portfolio
|
Q1 2022
New holding
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
May 09, 2024 Q1 2024 |
44
shares
|
$1,370
0.0% of portfolio
|
Q1 2022
New holding
|
|
Nvwm, LLC
|
May 06, 2024 Q1 2024 |
42
shares
|
$1,308
0.0% of portfolio
|
Q1 2020
Reduced 87.72%
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 02, 2024 Q1 2024 |
42
shares
|
$1,308
0.0% of portfolio
|
Q1 2024
New holding
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
40
shares
|
$1,246
0.0% of portfolio
|
Q2 2022
New holding
|
|
Clearstead Trust, LLC
Portland, ME |
May 10, 2024 Q1 2024 |
21
shares
|
$654
0.0% of portfolio
|
Q2 2021
New holding
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
9
shares
|
$280
0.0% of portfolio
|
Q4 2019
Reduced 96.31%
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 14, 2024 Q1 2024 |
3
shares
|
$93
0.0% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
May 10, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
Closed
|