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 $1.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
104,105
shares
|
$3.88 Million
0.1% of portfolio
|
Q3 2024
Reduced 11.97%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
98,615
shares
|
$3.67 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
97,714
shares
|
$3.64 Million
0.37% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
95,229
shares
|
$3.55 Million
0.11% of portfolio
|
Q3 2024
Reduced 9.18%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
93,511
shares
|
$3.48 Million
1.77% of portfolio
|
Q2 2022
Added 13.89%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
92,194
shares
|
$3.44 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Buckingham Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
87,038
shares
|
$3.24 Million
0.35% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
86,456
shares
|
$3.22 Million
0.07% of portfolio
|
Q3 2024
Reduced 43.38%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
85,811
shares
|
$3.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
83,875
shares
|
$3.13 Million
0.05% of portfolio
|
Q4 2022
Added 0.03%
|
|
|
Vaughan & CO Securities, Inc.
|
Oct 31, 2024 Q3 2024 |
81,444
shares
|
$3.03 Million
1.68% of portfolio
|
Q2 2024
Reduced 5.51%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
80,971
shares
|
$3.02 Million
1.54% of portfolio
|
Q4 2023
Reduced 10.37%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
76,908
shares
|
$2.87 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
68,079
shares
|
$2.54 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
67,169
shares
|
$2.5 Million
0.0% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
65,136
shares
|
$2.43 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
63,878
shares
|
$2.38 Million
0.17% of portfolio
|
Q3 2024
Reduced 6.12%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
63,145
shares
|
$2.35 Million
0.53% of portfolio
|
Q2 2023
Reduced 14.62%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
61,443
shares
|
$2.29 Million
0.22% of portfolio
|
Q3 2024
Reduced 10.48%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
59,918
shares
|
$2.23 Million
0.0% of portfolio
|
Q3 2023
Reduced 4.83%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
59,350
shares
|
$2.21 Million
0.49% of portfolio
|
Q2 2022
Added 11675.79%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
58,847
shares
|
$2.19 Million
2.14% of portfolio
|
Q3 2024
Added 7.54%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
58,317
shares
|
$2.17 Million
0.21% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
58,213
shares
|
$2.17 Million
0.94% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
58,101
shares
|
$2.16 Million
0.07% of portfolio
|
Q1 2023
Reduced 0.31%
|