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 |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
59,918
shares
|
$1.87 Million
0.0% of portfolio
|
Q3 2023
Reduced 4.83%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
59,854
shares
|
$1.87 Million
0.0% of portfolio
|
Q1 2025
Added 8.36%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Apr 17, 2025 Q1 2025 |
59,434
shares
|
$1.85 Million
2.04% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
59,350
shares
|
$1.85 Million
0.49% of portfolio
|
Q2 2022
Added 11675.79%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
May 20, 2025 Q1 2025 |
58,867
shares
|
$1.83 Million
0.87% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
58,693
shares
|
$1.83 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
58,150
shares
|
$1.81 Million
0.3% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
58,101
shares
|
$1.81 Million
0.07% of portfolio
|
Q1 2023
Reduced 0.31%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
58,052
shares
|
$1.81 Million
0.4% of portfolio
|
Q2 2023
Added 0.01%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
55,739
shares
|
$1.74 Million
0.07% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
55,382
shares
|
$1.73 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
54,414
shares
|
$1.7 Million
0.18% of portfolio
|
Q1 2025
Reduced 4.82%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
53,419
shares
|
$1.66 Million
0.24% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
52,788
shares
|
$1.64 Million
0.01% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
51,904
shares
|
$1.62 Million
0.02% of portfolio
|
Q1 2025
Added 121.84%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
50,724
shares
|
$1.58 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
F&V Capital Management, LLC
|
Apr 16, 2025 Q1 2025 |
49,840
shares
|
$1.55 Million
0.41% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
48,901
shares
|
$1.52 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
May 20, 2025 Q1 2025 |
48,593
shares
|
$1.51 Million
1.32% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
48,285
shares
|
$1.5 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Powers Advisory Group, LLC
|
Apr 16, 2025 Q1 2025 |
47,939
shares
|
$1.49 Million
0.73% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Apr 14, 2025 Q1 2025 |
47,920
shares
|
$1.49 Million
1.04% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Tfg Advisers LLC
|
May 15, 2025 Q1 2025 |
46,185
shares
|
$1.44 Million
0.54% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Inspirion Wealth Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
43,761
shares
|
$1.36 Million
0.2% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Apr 10, 2025 Q1 2025 |
43,095
shares
|
$1.34 Million
0.46% of portfolio
|
Q1 2025
Reduced 7.43%
|