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 |
|---|---|---|---|---|---|
|
Croban
Fremont, OH |
Apr 30, 2025 Q1 2025 |
118,839
shares
|
$3.7 Million
3.5% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
112,903
shares
|
$3.52 Million
0.01% of portfolio
|
Q1 2025
Added 31.2%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
107,665
shares
|
$3.35 Million
0.02% of portfolio
|
Q1 2025
Added 10.43%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
102,800
shares
|
$3.2 Million
0.01% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
101,947
shares
|
$3.18 Million
0.04% of portfolio
|
Q1 2025
Added 394.5%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
101,427
shares
|
$3.16 Million
0.09% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
96,836
shares
|
$3.02 Million
0.08% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
93,511
shares
|
$2.91 Million
1.77% of portfolio
|
Q2 2022
Added 13.89%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
92,446
shares
|
$2.88 Million
0.22% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
83,875
shares
|
$2.61 Million
0.05% of portfolio
|
Q4 2022
Added 0.03%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
83,495
shares
|
$2.6 Million
0.34% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
80,971
shares
|
$2.52 Million
1.54% of portfolio
|
Q4 2023
Reduced 10.37%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
80,612
shares
|
$2.51 Million
0.3% of portfolio
|
Q1 2025
Reduced 11.99%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
79,659
shares
|
$2.48 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Vaughan & CO Securities, Inc.
|
Apr 29, 2025 Q1 2025 |
79,606
shares
|
$2.48 Million
1.59% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
70,895
shares
|
$2.21 Million
0.64% of portfolio
|
Q1 2025
Added 13.72%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
70,659
shares
|
$2.2 Million
0.03% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
70,177
shares
|
$2.19 Million
0.37% of portfolio
|
Q1 2025
Reduced 30.23%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
69,751
shares
|
$2.17 Million
0.0% of portfolio
|
Q1 2025
Reduced 17.99%
|
|
|
Vestor Capital, LLC
Chicago, IL |
May 06, 2025 Q1 2025 |
68,915
shares
|
$2.15 Million
0.18% of portfolio
|
Q1 2025
Added 4.68%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
68,130
shares
|
$2.12 Million
0.61% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
63,720
shares
|
$1.99 Million
0.02% of portfolio
|
Q1 2025
Added 24.57%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
63,145
shares
|
$1.97 Million
0.53% of portfolio
|
Q2 2023
Reduced 14.62%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
61,406
shares
|
$1.91 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
60,349
shares
|
$1.88 Million
0.07% of portfolio
|
Q1 2025
Reduced 26.86%
|