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 30.4 Million shares, which have been reported (via 13F filing form) to have a value of $931 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
29,641
shares
|
$908,496
0.01% of portfolio
|
Q1 2025
Reduced 19.83%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
29,199
shares
|
$894,949
0.12% of portfolio
|
Q1 2025
Added 5.84%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
28,644
shares
|
$877,938
0.0% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
28,490
shares
|
$873,218
0.02% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
27,921
shares
|
$855,778
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
27,846
shares
|
$853,479
0.05% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
27,782
shares
|
$851,518
0.03% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
26,411
shares
|
$809,497
0.06% of portfolio
|
Q2 2023
Added 0.0%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
26,335
shares
|
$807,167
0.69% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
25,605
shares
|
$784,793
0.0% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
25,596
shares
|
$784,517
0.08% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
25,234
shares
|
$773,422
0.02% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
24,806
shares
|
$760,303
0.06% of portfolio
|
Q4 2023
Reduced 4.71%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
24,559
shares
|
$752,733
0.56% of portfolio
|
Q2 2022
New holding
|
|
|
Blue Capital, Inc.
Omaha, NE |
Feb 14, 2025 Q4 2024 |
24,388
shares
|
$747,492
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 13, 2025 Q1 2025 |
24,287
shares
|
$744,396
0.33% of portfolio
|
Q1 2025
Reduced 11.19%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
24,137
shares
|
$739,799
0.01% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
23,704
shares
|
$726,527
0.03% of portfolio
|
Q2 2020
Reduced 23.14%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
23,379
shares
|
$716,566
0.06% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
May 01, 2025 Q1 2025 |
23,375
shares
|
$716,443
0.48% of portfolio
|
Q1 2025
Reduced 46.83%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
23,179
shares
|
$710,436
0.08% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Apr 29, 2025 Q1 2025 |
23,080
shares
|
$707,402
0.3% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Apr 29, 2025 Q1 2025 |
22,872
shares
|
$701,026
0.49% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
22,418
shares
|
$687,111
0.01% of portfolio
|
Q1 2025
Added 5.96%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
22,209
shares
|
$680,705
0.01% of portfolio
|
Q1 2025
Added 69.55%
|