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 |
---|---|---|---|---|---|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
May 03, 2024 Q1 2024 |
14,450
shares
|
$450,117
0.02% of portfolio
|
Q4 2023
Added 10.73%
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2024 Q1 2024 |
14,324
shares
|
$446,192
0.0% of portfolio
|
Q1 2024
New holding
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 10, 2024 Q1 2024 |
14,106
shares
|
$439,401
0.02% of portfolio
|
Q1 2024
Reduced 0.43%
|
|
Hrt Financial LP
New York, NY |
May 13, 2024 Q1 2024 |
13,905
shares
|
$433,140
0.0% of portfolio
|
Q1 2024
New holding
|
|
Wambolt & Associates, LLC
|
Apr 30, 2024 Q1 2024 |
13,768
shares
|
$428,873
0.13% of portfolio
|
Q1 2024
Reduced 44.21%
|
|
Midland Wealth Advisors LLC
Rockford, IL |
May 13, 2024 Q1 2024 |
13,683
shares
|
$426,225
0.03% of portfolio
|
Q1 2024
Reduced 46.14%
|
|
Founders Financial Securities LLC
|
Apr 17, 2024 Q1 2024 |
13,682
shares
|
$426,194
0.05% of portfolio
|
Q1 2024
Added 8.84%
|
|
New Hampshire Trust
Concord, NH |
Apr 09, 2024 Q1 2024 |
13,662
shares
|
$425,571
0.1% of portfolio
|
Q1 2024
Reduced 0.68%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
13,514
shares
|
$420,961
0.0% of portfolio
|
Q1 2023
Added 9.4%
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Apr 30, 2024 Q1 2024 |
13,487
shares
|
$420,120
0.05% of portfolio
|
Q1 2024
Reduced 8.34%
|
|
Fin Trust Capital Advisors, LLC
|
May 02, 2024 Q1 2024 |
13,318
shares
|
$414,855
0.09% of portfolio
|
Q1 2024
Reduced 40.5%
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 10, 2024 Q1 2024 |
13,256
shares
|
$412,924
0.22% of portfolio
|
Q1 2024
Reduced 5.73%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
13,181
shares
|
$410,588
0.02% of portfolio
|
Q4 2023
New holding
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 24, 2024 Q1 2024 |
13,181
shares
|
$410,588
0.02% of portfolio
|
Q1 2024
New holding
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
May 10, 2024 Q1 2024 |
13,081
shares
|
$407,473
0.01% of portfolio
|
Q1 2024
Reduced 47.42%
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 06, 2024 Q1 2024 |
13,070
shares
|
$407,130
0.04% of portfolio
|
Q1 2024
New holding
|
|
Park Avenue Securities LLC
|
Apr 10, 2024 Q1 2024 |
12,844
shares
|
$400,090
0.01% of portfolio
|
Q1 2024
Added 13.48%
|
|
Hancock Whitney Corp
|
May 16, 2024 Q1 2024 |
12,612
shares
|
$392,863
0.01% of portfolio
|
Q1 2024
Reduced 2.65%
|
|
Invesco Ltd.
Atlanta, GA |
May 14, 2024 Q1 2024 |
12,384
shares
|
$385,761
0.0% of portfolio
|
Q1 2024
Added 1.49%
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
May 01, 2024 Q1 2024 |
12,160
shares
|
$378,784
0.1% of portfolio
|
Q1 2024
Reduced 16.37%
|
|
Personal Cfo Solutions, LLC
|
May 13, 2024 Q1 2024 |
11,990
shares
|
$373,488
0.07% of portfolio
|
Q3 2023
Added 11.12%
|
|
Mc Namara Financial Services, Inc.
|
Apr 15, 2024 Q1 2024 |
11,895
shares
|
$370,529
0.08% of portfolio
|
Q1 2024
Reduced 12.84%
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
11,792
shares
|
$367,320
0.17% of portfolio
|
Q2 2022
Reduced 17.0%
|
|
Dakota Wealth Management
|
Apr 24, 2024 Q1 2024 |
11,689
shares
|
$364,112
0.01% of portfolio
|
Q1 2024
Added 1.58%
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Apr 11, 2024 Q1 2024 |
11,621
shares
|
$361,994
0.26% of portfolio
|
Q4 2023
Reduced 17.43%
|