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 350 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 $1.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
229,427
shares
|
$8.26 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
218,954
shares
|
$7.89 Million
0.51% of portfolio
|
Q3 2024
Added 8.84%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
210,807
shares
|
$7.59 Million
0.11% of portfolio
|
Q3 2024
Added 35.4%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
196,870
shares
|
$7.09 Million
1.28% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
187,387
shares
|
$6.75 Million
0.01% of portfolio
|
Q3 2024
Added 46.35%
|
|
|
Hc Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
186,960
shares
|
$6.73 Million
5.5% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
170,876
shares
|
$6.15 Million
1.32% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
167,488
shares
|
$6.03 Million
0.72% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
167,222
shares
|
$6.02 Million
0.01% of portfolio
|
Q3 2024
Reduced 34.13%
|
|
|
H&H Retirement Design & Management Inc
|
Oct 16, 2024 Q3 2024 |
153,259
shares
|
$5.52 Million
3.13% of portfolio
|
Q3 2024
Added 4.49%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
153,117
shares
|
$5.52 Million
0.12% of portfolio
|
Q2 2024
Reduced 10.26%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
152,109
shares
|
$5.48 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
151,780
shares
|
$5.47 Million
0.01% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
151,635
shares
|
$5.46 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Del Sette Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
141,984
shares
|
$5.11 Million
4.0% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Melone Private Wealth, LLC
|
Oct 07, 2024 Q3 2024 |
138,220
shares
|
$4.98 Million
2.53% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
138,212
shares
|
$4.98 Million
0.0% of portfolio
|
Q3 2024
Added 10.79%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
131,996
shares
|
$4.75 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
129,375
shares
|
$4.66 Million
0.38% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
124,851
shares
|
$4.5 Million
0.01% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
117,825
shares
|
$4.24 Million
3.16% of portfolio
|
Q3 2024
Reduced 4.5%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
116,547
shares
|
$4.2 Million
0.68% of portfolio
|
Q3 2024
Reduced 5.82%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
113,500
shares
|
$4.09 Million
0.01% of portfolio
|
Q3 2024
Added 273.36%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Oct 02, 2024 Q3 2024 |
109,498
shares
|
$3.94 Million
2.16% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Jul 31, 2024 Q2 2024 |
105,625
shares
|
$3.8 Million
1.61% of portfolio
|
Q2 2024
Added 3.39%
|