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 363 institutions that hold shares in the stock, with a total of 31.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
567
shares
|
$18,506
0.0% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
561
shares
|
$18,311
0.0% of portfolio
|
Q4 2023
Reduced 94.19%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
560
shares
|
$18,278
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
505
shares
|
$16,483
0.0% of portfolio
|
Q3 2024
Reduced 26.28%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
504
shares
|
$16,450
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
500
shares
|
$16,320
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
456
shares
|
$14,883
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
430
shares
|
$14,035
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
263
shares
|
$8,584
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
258
shares
|
$8,421
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
236
shares
|
$7,703
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Eukles Asset Management
|
Jan 29, 2025 Q4 2024 |
234
shares
|
$7,637
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
186
shares
|
$6,071
0.0% of portfolio
|
Q2 2020
Reduced 92.98%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
183
shares
|
$5,973
0.0% of portfolio
|
Q4 2024
Added 23.65%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
170
shares
|
$5,548
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
170
shares
|
$5,548
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
166
shares
|
$5,418
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
144
shares
|
$4,700
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
138
shares
|
$4,504
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
135
shares
|
$4,406
0.0% of portfolio
|
Q4 2024
Reduced 89.33%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
134
shares
|
$4,373
0.0% of portfolio
|
Q1 2023
Reduced 95.48%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
130
shares
|
$4,243
0.0% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
116
shares
|
$3,786
0.0% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
114
shares
|
$3,720
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
95
shares
|
$3,100
0.0% of portfolio
|
Q4 2024
Reduced 3.06%
|