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 356 institutions that hold shares in the stock, with a total of 30.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
27,846
shares
|
$965,420
0.06% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
27,587
shares
|
$956,441
0.14% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
27,380
shares
|
$949,264
0.02% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
27,279
shares
|
$945,762
0.01% of portfolio
|
Q4 2024
Added 29.19%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
26,441
shares
|
$916,709
0.0% of portfolio
|
Q3 2024
Reduced 26.81%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
26,411
shares
|
$915,669
0.06% of portfolio
|
Q2 2023
Added 0.0%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
26,366
shares
|
$914,109
0.0% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
25,590
shares
|
$887,205
0.09% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
25,305
shares
|
$877,324
0.58% of portfolio
|
Q4 2023
Reduced 3.5%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
25,124
shares
|
$871,049
0.01% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
25,066
shares
|
$869,038
0.03% of portfolio
|
Q3 2024
Reduced 19.47%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
24,806
shares
|
$860,024
0.06% of portfolio
|
Q4 2023
Reduced 4.71%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
24,559
shares
|
$851,460
0.56% of portfolio
|
Q2 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
23,704
shares
|
$821,817
0.03% of portfolio
|
Q2 2020
Reduced 23.14%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
23,247
shares
|
$805,973
0.06% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
23,222
shares
|
$805,106
0.08% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
23,181
shares
|
$803,685
0.0% of portfolio
|
Q3 2024
Reduced 68.4%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jan 13, 2025 Q4 2024 |
23,105
shares
|
$801,050
0.35% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
22,562
shares
|
$782,224
0.08% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
21,742
shares
|
$753,795
0.05% of portfolio
|
Q1 2024
Added 5.33%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
21,355
shares
|
$740,377
0.01% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
21,228
shares
|
$735,974
0.19% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
20,882
shares
|
$723,978
0.02% of portfolio
|
Q1 2024
Reduced 0.6%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
20,282
shares
|
$703,176
0.06% of portfolio
|
Q4 2024
Added 34.47%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
20,043
shares
|
$694,890
0.15% of portfolio
|
Q4 2024
Reduced 0.63%
|