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 |
|---|---|---|---|---|---|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
134
shares
|
$4,175
0.0% of portfolio
|
Q1 2023
Reduced 95.48%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
130
shares
|
$4,050
0.0% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
116
shares
|
$3,614
0.0% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
114
shares
|
$3,552
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
92
shares
|
$2,866
0.0% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
51
shares
|
$1,589
0.0% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
44
shares
|
$1,371
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
44
shares
|
$1,371
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
40
shares
|
$1,246
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
37
shares
|
$1,152
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
30
shares
|
$934
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
21
shares
|
$654
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
17
shares
|
$529
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
11
shares
|
$342
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
9
shares
|
$280
0.0% of portfolio
|
Q4 2019
Reduced 96.31%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
6
shares
|
$186
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
2
shares
|
$62
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|