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 344 institutions that hold shares in the stock, with a total of 29.7 Million shares, which have been reported (via 13F filing form) to have a value of $925 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 29, 2024 Q1 2024 |
116,741
shares
|
$3.64 Million
0.13% of portfolio
|
Q1 2024
Added 1.83%
|
|
Kades & Cheifetz LLC
Berwyn, PA |
May 06, 2024 Q1 2024 |
110,267
shares
|
$3.43 Million
2.31% of portfolio
|
Q1 2024
Reduced 4.51%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
108,241
shares
|
$3.37 Million
0.01% of portfolio
|
Q1 2024
Reduced 21.96%
|
|
Beacon Financial Group
|
May 07, 2024 Q1 2024 |
107,260
shares
|
$3.34 Million
0.41% of portfolio
|
Q1 2024
Reduced 23.05%
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
May 10, 2024 Q1 2024 |
102,162
shares
|
$3.18 Million
1.84% of portfolio
|
Q1 2024
Added 14.66%
|
|
Buckingham Capital Management, Inc.
|
Apr 10, 2024 Q1 2024 |
100,570
shares
|
$3.13 Million
0.4% of portfolio
|
Q1 2024
Reduced 16.8%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
98,450
shares
|
$3.07 Million
0.03% of portfolio
|
Q1 2024
Added 0.23%
|
|
Evanson Asset Management, LLC
|
Apr 12, 2024 Q1 2024 |
97,923
shares
|
$3.05 Million
0.26% of portfolio
|
Q1 2024
Added 1.13%
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
93,511
shares
|
$2.91 Million
1.77% of portfolio
|
Q2 2022
Added 13.89%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 02, 2024 Q1 2024 |
88,702
shares
|
$2.76 Million
0.09% of portfolio
|
Q1 2024
Reduced 0.31%
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
87,203
shares
|
$2.72 Million
0.01% of portfolio
|
Q1 2024
Reduced 5.55%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
86,977
shares
|
$2.71 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 14, 2024 Q1 2024 |
86,457
shares
|
$2.69 Million
0.16% of portfolio
|
Q1 2024
Reduced 29.31%
|
|
Vaughan & CO Securities, Inc.
|
May 01, 2024 Q1 2024 |
86,193
shares
|
$2.68 Million
1.82% of portfolio
|
Q1 2024
Reduced 3.47%
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
83,875
shares
|
$2.61 Million
0.05% of portfolio
|
Q4 2022
Added 0.03%
|
|
Orion Portfolio Solutions, LLC
|
May 09, 2024 Q1 2024 |
82,220
shares
|
$2.56 Million
0.03% of portfolio
|
Q1 2024
Reduced 5.7%
|
|
Financial Counselors Inc
|
May 02, 2024 Q1 2024 |
81,049
shares
|
$2.52 Million
0.04% of portfolio
|
Q1 2024
Reduced 3.0%
|
|
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%
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Apr 29, 2024 Q1 2024 |
78,985
shares
|
$2.46 Million
1.82% of portfolio
|
Q1 2024
Added 148.98%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
69,778
shares
|
$2.17 Million
0.01% of portfolio
|
Q1 2024
Reduced 7.77%
|
|
Ascent Group, LLC
|
May 15, 2024 Q1 2024 |
69,580
shares
|
$2.17 Million
0.2% of portfolio
|
Q1 2024
Added 0.32%
|
|
Jones Financial Companies Lllp
|
May 14, 2024 Q1 2024 |
68,863
shares
|
$2.15 Million
0.0% of portfolio
|
Q1 2024
Added 15.1%
|
|
Jnba Financial Advisors
|
Apr 26, 2024 Q1 2024 |
67,382
shares
|
$2.1 Million
0.23% of portfolio
|
Q1 2024
Reduced 19.76%
|
|
Alhambra Investment Partners LLC
|
Apr 15, 2024 Q1 2024 |
67,341
shares
|
$2.1 Million
1.23% of portfolio
|
Q1 2024
Added 1.13%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
67,273
shares
|
$2.1 Million
0.02% of portfolio
|
Q1 2024
Added 79.18%
|