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 |
|---|---|---|---|---|---|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
42,646
shares
|
$1.33 Million
0.24% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Apr 24, 2025 Q1 2025 |
41,890
shares
|
$1.31 Million
0.75% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
41,253
shares
|
$1.29 Million
0.2% of portfolio
|
Q3 2024
Reduced 20.75%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Apr 22, 2025 Q1 2025 |
41,016
shares
|
$1.28 Million
0.28% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
40,645
shares
|
$1.27 Million
0.23% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
39,781
shares
|
$1.24 Million
0.4% of portfolio
|
Q1 2022
Reduced 2.45%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
37,875
shares
|
$1.18 Million
0.19% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
37,816
shares
|
$1.18 Million
0.0% of portfolio
|
Q1 2025
Added 23.27%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
36,561
shares
|
$1.14 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
36,543
shares
|
$1.14 Million
0.04% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
36,235
shares
|
$1.13 Million
0.07% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
35,483
shares
|
$1.11 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.9%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
34,744
shares
|
$1.08 Million
0.27% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
34,006
shares
|
$1.06 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
33,542
shares
|
$1.05 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
33,228
shares
|
$1.04 Million
0.04% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
33,149
shares
|
$1.03 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
32,904
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2025
Reduced 26.7%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
32,726
shares
|
$1.02 Million
0.05% of portfolio
|
Q1 2025
Reduced 19.82%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
32,484
shares
|
$1.01 Million
0.01% of portfolio
|
Q1 2025
Added 72.08%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
32,346
shares
|
$1.01 Million
0.08% of portfolio
|
Q1 2025
Added 59.48%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
30,947
shares
|
$964,308
0.02% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
30,845
shares
|
$961,130
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
30,732
shares
|
$957,609
0.02% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
29,843
shares
|
$929,907
0.08% of portfolio
|
Q3 2024
Added 2.51%
|