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 |
|---|---|---|---|---|---|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
244,536
shares
|
$7.62 Million
0.51% of portfolio
|
Q1 2025
Added 9.11%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
234,602
shares
|
$7.31 Million
0.65% of portfolio
|
Q3 2022
Added 2.6%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
233,518
shares
|
$7.28 Million
0.01% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
223,418
shares
|
$6.96 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
204,379
shares
|
$6.37 Million
0.51% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
203,175
shares
|
$6.33 Million
0.02% of portfolio
|
Q1 2025
Added 33.63%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
198,193
shares
|
$6.18 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
196,422
shares
|
$6.12 Million
1.25% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Hc Advisors, LLC
|
May 13, 2025 Q1 2025 |
193,829
shares
|
$6.04 Million
4.9% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
177,768
shares
|
$5.54 Million
1.25% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
173,017
shares
|
$5.39 Million
0.14% of portfolio
|
Q1 2025
Added 13.02%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
171,585
shares
|
$5.35 Million
0.69% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
169,523
shares
|
$5.28 Million
0.01% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Del Sette Capital Management, LLC
|
May 05, 2025 Q1 2025 |
164,949
shares
|
$5.14 Million
4.36% of portfolio
|
Q1 2025
Added 13.96%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
158,726
shares
|
$4.95 Million
2.79% of portfolio
|
Q4 2024
Added 44.96%
|
|
|
H&H Retirement Design & Management Inc
|
Apr 22, 2025 Q1 2025 |
155,019
shares
|
$4.83 Million
3.12% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
153,237
shares
|
$4.77 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
144,958
shares
|
$4.52 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
141,581
shares
|
$4.41 Million
0.01% of portfolio
|
Q1 2025
Added 8.3%
|
|
|
Melone Private Wealth, LLC
|
Apr 11, 2025 Q1 2025 |
141,534
shares
|
$4.41 Million
2.37% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
May 08, 2025 Q1 2025 |
136,739
shares
|
$4.26 Million
3.22% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
134,998
shares
|
$4.21 Million
0.11% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
May 06, 2025 Q1 2025 |
132,349
shares
|
$4.12 Million
1.69% of portfolio
|
Q1 2025
New holding
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
129,375
shares
|
$4.03 Million
0.35% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
119,444
shares
|
$3.72 Million
2.94% of portfolio
|
Q1 2025
Added 4.48%
|