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 351 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 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
59,918
shares
|
$2.05 Million
0.0% of portfolio
|
Q3 2023
Reduced 4.83%
|
|
Jnba Financial Advisors
|
Jul 22, 2024 Q2 2024 |
59,802
shares
|
$2.05 Million
0.2% of portfolio
|
Q2 2024
Reduced 11.25%
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
59,350
shares
|
$2.03 Million
0.49% of portfolio
|
Q2 2022
Added 11675.79%
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Jul 26, 2024 Q2 2024 |
59,311
shares
|
$2.03 Million
0.92% of portfolio
|
Q2 2024
Added 0.01%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Aug 02, 2024 Q2 2024 |
58,645
shares
|
$2.01 Million
0.1% of portfolio
|
Q2 2024
Reduced 32.17%
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
58,535
shares
|
$2.01 Million
0.09% of portfolio
|
Q2 2024
New holding
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
58,420
shares
|
$2 Million
0.08% of portfolio
|
Q2 2024
Added 3.94%
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
58,101
shares
|
$1.99 Million
0.07% of portfolio
|
Q1 2023
Reduced 0.31%
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
58,052
shares
|
$1.99 Million
0.4% of portfolio
|
Q2 2023
Added 0.01%
|
|
Modera Wealth Management, LLC
|
Jul 29, 2024 Q2 2024 |
56,708
shares
|
$1.94 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.88%
|
|
180 Wealth Advisors, LLC
|
Jul 16, 2024 Q2 2024 |
55,562
shares
|
$1.9 Million
0.29% of portfolio
|
Q2 2024
Added 0.06%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
55,217
shares
|
$1.89 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.78%
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Jul 08, 2024 Q2 2024 |
54,721
shares
|
$1.88 Million
1.99% of portfolio
|
Q2 2024
Added 0.86%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
54,663
shares
|
$1.87 Million
0.05% of portfolio
|
Q2 2024
Reduced 38.37%
|
|
Nbt Bank N A
|
Jul 30, 2024 Q2 2024 |
53,628
shares
|
$1.84 Million
0.12% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
52,303
shares
|
$1.79 Million
0.01% of portfolio
|
Q2 2024
Added 3.89%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
52,214
shares
|
$1.79 Million
0.01% of portfolio
|
Q2 2024
Reduced 25.17%
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
52,199
shares
|
$1.79 Million
0.49% of portfolio
|
Q4 2020
Reduced 70.32%
|
|
Financial Planning & Information Services, Inc.
|
Aug 13, 2024 Q2 2024 |
52,057
shares
|
$1.78 Million
0.25% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
51,882
shares
|
$1.78 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.32%
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 06, 2024 Q2 2024 |
51,124
shares
|
$1.75 Million
0.22% of portfolio
|
Q2 2024
Added 0.33%
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Aug 02, 2024 Q2 2024 |
50,335
shares
|
$1.73 Million
1.09% of portfolio
|
Q2 2024
Reduced 36.27%
|
|
Powers Advisory Group, LLC
|
Jul 24, 2024 Q2 2024 |
48,443
shares
|
$1.66 Million
0.82% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
47,881
shares
|
$1.64 Million
0.02% of portfolio
|
Q2 2024
Reduced 41.76%
|
|
Inspirion Wealth Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
46,110
shares
|
$1.58 Million
0.22% of portfolio
|
Q1 2024
Reduced 4.55%
|