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 351 institutions that hold shares in the stock, with a total of 29.3 Million shares, which have been reported (via 13F filing form) to have a value of $1 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Moller Financial Services
|
Jul 01, 2024 Q2 2024 |
11,378
shares
|
$390,037
0.09% of portfolio
|
Q1 2024
Reduced 3.84%
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
11,032
shares
|
$378,176
0.0% of portfolio
|
Q2 2024
New holding
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
10,959
shares
|
$375,674
0.01% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
Diversified, LLC
|
Jul 24, 2024 Q2 2024 |
10,874
shares
|
$372,760
0.04% of portfolio
|
Q1 2024
Added 3.37%
|
|
Hilltop Partners LLC
Mishawaka, IN |
Aug 01, 2024 Q2 2024 |
10,855
shares
|
$372,109
0.12% of portfolio
|
Q2 2023
New holding
|
|
Sterling Investment Counsel, LLC
|
Jul 25, 2024 Q2 2024 |
10,748
shares
|
$368,441
0.13% of portfolio
|
Q3 2023
Reduced 1.2%
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2024 Q2 2024 |
10,727
shares
|
$367,721
0.03% of portfolio
|
Q2 2024
Added 0.07%
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 06, 2024 Q2 2024 |
10,576
shares
|
$362,545
0.08% of portfolio
|
Q2 2024
Reduced 13.03%
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2024 Q2 2024 |
10,560
shares
|
$361,996
0.0% of portfolio
|
Q2 2024
Reduced 14.73%
|
|
Pacific Sun Financial Corp
|
Jul 19, 2024 Q2 2024 |
10,420
shares
|
$357,197
0.21% of portfolio
|
Q2 2024
Reduced 1.33%
|
|
Wambolt & Associates, LLC
|
Aug 07, 2024 Q2 2024 |
10,354
shares
|
$354,935
0.09% of portfolio
|
Q2 2024
Reduced 24.8%
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jul 15, 2024 Q2 2024 |
10,174
shares
|
$348,764
0.1% of portfolio
|
Q2 2024
Added 0.6%
|
|
Pfg Investments, LLC
Woodbury, NY |
Aug 06, 2024 Q2 2024 |
10,049
shares
|
$344,479
0.02% of portfolio
|
Q2 2024
Added 0.77%
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
9,830
shares
|
$336,972
0.01% of portfolio
|
Q2 2024
Added 29.55%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
9,782
shares
|
$335,326
0.0% of portfolio
|
Q1 2024
Reduced 0.24%
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
9,636
shares
|
$330,322
0.03% of portfolio
|
Q2 2024
Reduced 0.66%
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2024 Q2 2024 |
9,521
shares
|
$326,379
0.07% of portfolio
|
Q2 2024
Added 0.92%
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 12, 2024 Q2 2024 |
9,454
shares
|
$324,083
0.08% of portfolio
|
Q2 2024
Reduced 2.57%
|
|
Plimoth Trust CO LLC
|
Jul 23, 2024 Q2 2024 |
9,411
shares
|
$322,609
0.08% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
9,385
shares
|
$321,717
0.0% of portfolio
|
Q2 2024
Added 6.06%
|
|
Wintrust Investments LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
9,372
shares
|
$321,272
0.03% of portfolio
|
Q2 2024
Reduced 11.35%
|
|
First National Trust CO
|
Aug 02, 2024 Q2 2024 |
9,127
shares
|
$312,873
0.01% of portfolio
|
Q2 2024
Reduced 7.35%
|
|
Mai Capital Management
|
Aug 12, 2024 Q2 2024 |
9,115
shares
|
$312,462
0.0% of portfolio
|
Q2 2024
Added 0.44%
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 14, 2024 Q2 2024 |
8,926
shares
|
$305,983
0.02% of portfolio
|
Q2 2024
Reduced 49.98%
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Aug 07, 2024 Q2 2024 |
8,496
shares
|
$291,242
0.13% of portfolio
|
Q2 2024
Reduced 5.03%
|