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 |
---|---|---|---|---|---|
Brightworth
|
Oct 28, 2022 Q3 2022 |
234,602
shares
|
$8.04 Million
0.65% of portfolio
|
Q3 2022
Added 2.6%
|
|
Prosperity Consulting Group, LLC
|
Aug 08, 2024 Q2 2024 |
224,481
shares
|
$7.7 Million
0.97% of portfolio
|
Q2 2024
Reduced 15.73%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
221,287
shares
|
$7.59 Million
0.01% of portfolio
|
Q2 2024
Added 1.32%
|
|
Bip Wealth, LLC
Atlanta, GA |
Aug 08, 2024 Q2 2024 |
201,168
shares
|
$6.9 Million
0.51% of portfolio
|
Q2 2024
Reduced 7.96%
|
|
Private Portfolio Partners LLC
|
Aug 14, 2024 Q2 2024 |
193,902
shares
|
$6.65 Million
4.97% of portfolio
|
Q2 2024
Added 1.35%
|
|
Dynamic Advisor Solutions LLC
|
Jul 15, 2024 Q2 2024 |
183,651
shares
|
$6.3 Million
0.18% of portfolio
|
Q2 2024
Added 0.4%
|
|
Hc Advisors, LLC
|
Aug 07, 2024 Q2 2024 |
182,662
shares
|
$6.26 Million
5.46% of portfolio
|
Q2 2024
Added 7.86%
|
|
Key F Inancial Inc
|
Jul 29, 2024 Q2 2024 |
168,820
shares
|
$5.79 Million
1.28% of portfolio
|
Q2 2024
Added 3.61%
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Jul 31, 2024 Q2 2024 |
165,758
shares
|
$5.68 Million
0.68% of portfolio
|
Q2 2024
Added 0.38%
|
|
Valmark Advisers, Inc.
|
Jul 31, 2024 Q2 2024 |
155,688
shares
|
$5.34 Million
0.08% of portfolio
|
Q2 2024
Reduced 1.62%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
153,710
shares
|
$5.27 Million
0.01% of portfolio
|
Q2 2024
Reduced 25.18%
|
|
Rmb Capital Management, LLC
|
Aug 13, 2024 Q2 2024 |
153,117
shares
|
$5.25 Million
0.12% of portfolio
|
Q2 2024
Reduced 10.26%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
152,793
shares
|
$5.24 Million
0.01% of portfolio
|
Q2 2024
Reduced 5.83%
|
|
Signature Estate & Investment Advisors LLC
|
Jul 25, 2024 Q2 2024 |
152,683
shares
|
$5.23 Million
0.12% of portfolio
|
Q2 2024
Reduced 13.16%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
151,490
shares
|
$5.19 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
H&H Retirement Design & Management Inc
|
Jul 23, 2024 Q2 2024 |
146,674
shares
|
$5.03 Million
2.89% of portfolio
|
Q2 2024
Added 2.4%
|
|
Del Sette Capital Management, LLC
|
Aug 02, 2024 Q2 2024 |
144,638
shares
|
$4.96 Million
3.88% of portfolio
|
Q2 2024
Added 7.23%
|
|
Melone Private Wealth, LLC
|
Jul 12, 2024 Q2 2024 |
138,932
shares
|
$4.76 Million
2.56% of portfolio
|
Q2 2024
Added 1.22%
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
136,987
shares
|
$4.7 Million
0.52% of portfolio
|
Q2 2024
New holding
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Aug 09, 2024 Q2 2024 |
135,062
shares
|
$4.63 Million
0.12% of portfolio
|
Q2 2024
Reduced 1.22%
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Aug 06, 2024 Q2 2024 |
128,500
shares
|
$4.4 Million
0.37% of portfolio
|
Q2 2024
Reduced 2.71%
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
128,040
shares
|
$4.39 Million
0.0% of portfolio
|
Q2 2024
Added 85.93%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
124,748
shares
|
$4.28 Million
0.0% of portfolio
|
Q2 2024
Reduced 9.04%
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
123,753
shares
|
$4.24 Million
0.71% of portfolio
|
Q2 2024
Added 159.83%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
123,602
shares
|
$4.24 Million
0.01% of portfolio
|
Q2 2024
Added 3.38%
|