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 |
---|---|---|---|---|---|
Ifg Advisory, LLC
|
May 06, 2024 Q1 2024 |
28,826
shares
|
$897,929
0.07% of portfolio
|
Q1 2024
Reduced 1.27%
|
|
Oppenheimer & CO Inc
New York, NY |
May 06, 2024 Q1 2024 |
28,176
shares
|
$877,682
0.02% of portfolio
|
Q1 2024
Reduced 2.29%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
27,869
shares
|
$868,119
0.0% of portfolio
|
Q1 2024
Reduced 8.64%
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
27,122
shares
|
$844,850
0.03% of portfolio
|
Q1 2024
Reduced 8.94%
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
26,588
shares
|
$828,216
0.04% of portfolio
|
Q4 2023
Reduced 7.71%
|
|
Spinnaker Trust
|
May 06, 2024 Q1 2024 |
26,411
shares
|
$822,702
0.06% of portfolio
|
Q2 2023
Added 0.0%
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 23, 2024 Q1 2024 |
25,305
shares
|
$788,250
0.61% of portfolio
|
Q4 2023
Reduced 3.5%
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
24,806
shares
|
$772,706
0.06% of portfolio
|
Q4 2023
Reduced 4.71%
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
24,559
shares
|
$765,012
0.56% of portfolio
|
Q2 2022
New holding
|
|
Bristlecone Advisors, LLC
|
Apr 22, 2024 Q1 2024 |
24,316
shares
|
$757,443
0.07% of portfolio
|
Q1 2024
Reduced 19.93%
|
|
Sharper & Granite LLC
El Segundo, CA |
Apr 17, 2024 Q1 2024 |
24,205
shares
|
$753,985
0.37% of portfolio
|
Q1 2024
Added 4.35%
|
|
Harbor Investment Advisory, LLC
|
Apr 12, 2024 Q1 2024 |
24,184
shares
|
$753,331
0.07% of portfolio
|
Q1 2024
Added 119.6%
|
|
Smith, Moore & Co.
Clayton, MO |
May 10, 2024 Q1 2024 |
24,081
shares
|
$750,123
0.08% of portfolio
|
Q1 2024
Reduced 0.08%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 14, 2024 Q1 2024 |
23,823
shares
|
$742,086
0.01% of portfolio
|
Q1 2024
Reduced 38.69%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
23,704
shares
|
$738,379
0.03% of portfolio
|
Q2 2020
Reduced 23.14%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
23,456
shares
|
$730,654
0.09% of portfolio
|
Q1 2024
Reduced 2.87%
|
|
F&V Capital Management, LLC
|
Apr 15, 2024 Q1 2024 |
22,840
shares
|
$711,466
0.22% of portfolio
|
Q1 2024
Added 7.26%
|
|
Clearwater Capital Advisors, LLC
|
May 09, 2024 Q1 2024 |
22,392
shares
|
$697,510
0.08% of portfolio
|
Q1 2024
Reduced 0.23%
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Apr 30, 2024 Q1 2024 |
21,742
shares
|
$677,263
0.05% of portfolio
|
Q1 2024
Added 5.33%
|
|
Independence Bank Of Kentucky
|
Apr 16, 2024 Q1 2024 |
21,675
shares
|
$675,176
0.21% of portfolio
|
Q1 2024
Added 21.12%
|
|
Wealth Shield Partners, LLC
Cary, NC |
Apr 29, 2024 Q1 2024 |
20,995
shares
|
$653,994
0.11% of portfolio
|
Q1 2024
Reduced 8.77%
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
20,882
shares
|
$650,474
0.02% of portfolio
|
Q1 2024
Reduced 0.6%
|
|
Insight Advisors, LLC
Newtown, PA |
May 06, 2024 Q1 2024 |
20,754
shares
|
$646,487
0.21% of portfolio
|
Q1 2024
Added 9.09%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
20,518
shares
|
$639,135
0.01% of portfolio
|
Q1 2024
Added 2.61%
|
|
Guidance Capital, Inc
Lousville, KY |
Apr 17, 2024 Q1 2024 |
20,387
shares
|
$635,055
0.23% of portfolio
|
Q1 2024
New holding
|