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 |
|---|---|---|---|---|---|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
21,232
shares
|
$661,589
0.29% of portfolio
|
Q1 2025
Added 33.73%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
20,882
shares
|
$650,683
0.02% of portfolio
|
Q1 2024
Reduced 0.6%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
20,641
shares
|
$643,173
0.05% of portfolio
|
Q4 2024
Reduced 5.06%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
20,266
shares
|
$631,488
0.01% of portfolio
|
Q1 2025
Reduced 25.71%
|
|
|
Marino, Stram & Associates LLC
|
Apr 21, 2025 Q1 2025 |
20,061
shares
|
$625,100
0.14% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
20,049
shares
|
$624,726
0.06% of portfolio
|
Q1 2025
Reduced 11.14%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
19,555
shares
|
$609,333
0.0% of portfolio
|
Q4 2024
Reduced 10.99%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
19,448
shares
|
$605,999
0.06% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
18,335
shares
|
$571,318
0.02% of portfolio
|
Q3 2022
Reduced 63.64%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
18,276
shares
|
$569,480
0.33% of portfolio
|
Q4 2022
Reduced 0.38%
|
|
|
Paragon Private Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
18,175
shares
|
$566,333
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
18,174
shares
|
$566,301
0.01% of portfolio
|
Q2 2024
Added 0.34%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
17,958
shares
|
$559,571
0.0% of portfolio
|
Q1 2025
Added 18.6%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
17,682
shares
|
$550,971
0.03% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
17,445
shares
|
$543,586
0.29% of portfolio
|
Q1 2025
Added 21.13%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
17,376
shares
|
$541,436
0.1% of portfolio
|
Q3 2024
Reduced 11.1%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
17,121
shares
|
$533,490
0.01% of portfolio
|
Q1 2025
Added 73.06%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Apr 15, 2025 Q1 2025 |
17,098
shares
|
$532,773
0.43% of portfolio
|
Q1 2025
Added 6.75%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
17,034
shares
|
$530,779
0.15% of portfolio
|
Q1 2025
Reduced 19.76%
|
|
|
Collar Capital Management, LLC
Appleton, WI |
May 13, 2025 Q1 2025 |
16,983
shares
|
$529,190
0.49% of portfolio
|
Q1 2025
Reduced 9.78%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
16,838
shares
|
$524,672
0.01% of portfolio
|
Q1 2025
Reduced 38.5%
|
|
|
Seek First Inc.
Campbell, CA |
May 13, 2025 Q1 2025 |
16,812
shares
|
$523,861
0.48% of portfolio
|
Q1 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
16,720
shares
|
$520,995
0.02% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
16,587
shares
|
$516,850
0.03% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
16,562
shares
|
$516,071
0.0% of portfolio
|
Q1 2025
New holding
|