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 |
---|---|---|---|---|---|
Tfg Advisers LLC
|
Jul 25, 2024 Q2 2024 |
45,771
shares
|
$1.57 Million
0.56% of portfolio
|
Q2 2024
Reduced 3.91%
|
|
Iag Wealth Partners, LLC
|
Jul 16, 2024 Q2 2024 |
45,609
shares
|
$1.56 Million
0.29% of portfolio
|
Q2 2024
Reduced 1.67%
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Aug 01, 2024 Q2 2024 |
45,561
shares
|
$1.56 Million
0.35% of portfolio
|
Q2 2024
Added 0.31%
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Jul 22, 2024 Q2 2024 |
42,266
shares
|
$1.45 Million
0.49% of portfolio
|
Q2 2024
Reduced 2.58%
|
|
Platform Technology Partners
|
Jul 30, 2024 Q2 2024 |
39,781
shares
|
$1.36 Million
0.44% of portfolio
|
Q1 2022
Reduced 2.45%
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 08, 2024 Q2 2024 |
38,393
shares
|
$1.32 Million
0.39% of portfolio
|
Q2 2024
Added 14.64%
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 08, 2024 Q2 2024 |
37,108
shares
|
$1.27 Million
0.04% of portfolio
|
Q2 2024
Reduced 3.72%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
36,125
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2024
Reduced 41.44%
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 26, 2024 Q2 2024 |
36,087
shares
|
$1.24 Million
0.07% of portfolio
|
Q2 2024
Added 0.24%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
35,481
shares
|
$1.22 Million
0.01% of portfolio
|
Q2 2024
Added 2.48%
|
|
Montecito Bank & Trust
|
Jul 17, 2024 Q2 2024 |
34,861
shares
|
$1.2 Million
0.22% of portfolio
|
Q2 2024
Reduced 12.59%
|
|
Waterfront Wealth Inc.
|
Aug 01, 2024 Q2 2024 |
34,763
shares
|
$1.19 Million
0.3% of portfolio
|
Q2 2024
Reduced 1.92%
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Aug 12, 2024 Q2 2024 |
33,915
shares
|
$1.16 Million
0.52% of portfolio
|
Q2 2024
Reduced 6.69%
|
|
Opus Capital Group, LLC
|
Jul 31, 2024 Q2 2024 |
33,799
shares
|
$1.16 Million
0.15% of portfolio
|
Q2 2024
Added 3.03%
|
|
Wesbanco Bank Inc
|
Jul 11, 2024 Q2 2024 |
33,437
shares
|
$1.15 Million
0.04% of portfolio
|
Q2 2024
Added 7.39%
|
|
F&V Capital Management, LLC
|
Jul 22, 2024 Q2 2024 |
31,190
shares
|
$1.07 Million
0.28% of portfolio
|
Q2 2024
Added 36.56%
|
|
Connecticut Wealth Management, LLC
|
Aug 13, 2024 Q2 2024 |
30,776
shares
|
$1.06 Million
0.05% of portfolio
|
Q2 2024
Reduced 7.55%
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2024 Q2 2024 |
30,400
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.56%
|
|
Harbor Investment Advisory, LLC
|
Jul 19, 2024 Q2 2024 |
30,383
shares
|
$1.04 Million
0.08% of portfolio
|
Q2 2024
Added 25.63%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
29,783
shares
|
$1.02 Million
0.04% of portfolio
|
Q2 2024
Added 0.23%
|
|
Bokf, Na
Tulsa, OK |
Aug 07, 2024 Q2 2024 |
29,583
shares
|
$1.01 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
Vicus Capital
State College, PA |
Jul 23, 2024 Q2 2024 |
29,391
shares
|
$1.01 Million
0.08% of portfolio
|
Q2 2024
Added 0.3%
|
|
Gyl Financial Synergies, LLC
|
Jul 23, 2024 Q2 2024 |
29,112
shares
|
$997,959
0.07% of portfolio
|
Q2 2024
Reduced 2.76%
|
|
Oppenheimer & CO Inc
New York, NY |
Aug 07, 2024 Q2 2024 |
29,067
shares
|
$996,416
0.01% of portfolio
|
Q2 2024
Added 3.16%
|
|
Miracle Mile Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
28,889
shares
|
$990,314
0.02% of portfolio
|
Q2 2024
Reduced 14.39%
|