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 |
---|---|---|---|---|---|
Marino, Stram & Associates LLC
|
Apr 24, 2024 Q1 2024 |
20,111
shares
|
$626,457
0.16% of portfolio
|
Q1 2024
Added 0.08%
|
|
Principle Wealth Partners LLC
|
Apr 23, 2024 Q1 2024 |
19,240
shares
|
$599,326
0.05% of portfolio
|
Q4 2023
Reduced 1.11%
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Apr 25, 2024 Q1 2024 |
18,741
shares
|
$583,782
0.59% of portfolio
|
Q4 2023
New holding
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
18,335
shares
|
$571,135
0.02% of portfolio
|
Q3 2022
Reduced 63.64%
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
18,276
shares
|
$569,297
0.33% of portfolio
|
Q4 2022
Reduced 0.38%
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
May 09, 2024 Q1 2024 |
18,112
shares
|
$564,188
0.01% of portfolio
|
Q1 2024
Reduced 13.94%
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 10, 2024 Q1 2024 |
17,844
shares
|
$555,840
0.05% of portfolio
|
Q1 2024
Added 26.9%
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2024 Q1 2024 |
17,823
shares
|
$555,186
0.02% of portfolio
|
Q1 2024
Added 93.27%
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Apr 15, 2024 Q1 2024 |
17,462
shares
|
$543,941
0.52% of portfolio
|
Q1 2024
Reduced 0.48%
|
|
Chicago Partners Investment Group LLC
|
Apr 25, 2024 Q1 2024 |
17,342
shares
|
$540,203
0.02% of portfolio
|
Q1 2024
Reduced 9.92%
|
|
Pinnacle Associates LTD
|
Apr 26, 2024 Q1 2024 |
17,087
shares
|
$532,260
0.01% of portfolio
|
Q1 2024
Reduced 11.99%
|
|
Hengehold Capital Management LLC
|
Apr 15, 2024 Q1 2024 |
16,684
shares
|
$519,706
0.06% of portfolio
|
Q1 2024
Reduced 15.99%
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2024 Q1 2024 |
16,412
shares
|
$511,233
0.02% of portfolio
|
Q1 2024
Added 84.11%
|
|
Brown Advisory Inc
|
Apr 24, 2024 Q1 2024 |
16,376
shares
|
$510,112
0.0% of portfolio
|
Q2 2023
Reduced 1.87%
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2024 Q1 2024 |
16,196
shares
|
$504,505
0.09% of portfolio
|
Q1 2024
Added 1.49%
|
|
Csenge Advisory Group
|
May 03, 2024 Q1 2024 |
15,678
shares
|
$488,369
0.03% of portfolio
|
Q1 2024
Added 0.5%
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
15,653
shares
|
$487,590
0.09% of portfolio
|
Q4 2022
New holding
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
15,653
shares
|
$487,590
0.09% of portfolio
|
Q4 2022
Added 0.97%
|
|
Accredited Investors Inc.
|
May 14, 2024 Q1 2024 |
15,373
shares
|
$478,868
0.03% of portfolio
|
Q1 2024
Added 0.84%
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
15,146
shares
|
$471,797
0.01% of portfolio
|
Q1 2024
Reduced 10.42%
|
|
New Square Capital LLC
|
May 08, 2024 Q1 2024 |
15,010
shares
|
$467,561
0.04% of portfolio
|
Q1 2024
Added 32.01%
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
15,007
shares
|
$467,468
0.06% of portfolio
|
Q3 2023
Reduced 1.32%
|
|
Gts Securities LLC
New York, NY |
May 15, 2024 Q1 2024 |
14,765
shares
|
$459,929
0.0% of portfolio
|
Q1 2024
New holding
|
|
Integral Investment Advisors, Inc.
|
May 01, 2024 Q1 2024 |
14,597
shares
|
$454,696
0.2% of portfolio
|
Q1 2024
New holding
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2024 Q1 2024 |
14,551
shares
|
$453,263
0.01% of portfolio
|
Q1 2024
New holding
|