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 |
|---|---|---|---|---|---|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
13,138
shares
|
$409,380
0.08% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
13,070
shares
|
$407,261
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
12,965
shares
|
$403,989
0.0% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
12,694
shares
|
$395,545
0.02% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
12,384
shares
|
$385,885
0.19% of portfolio
|
Q1 2025
Reduced 7.81%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
12,382
shares
|
$385,823
0.01% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
12,224
shares
|
$380,899
0.0% of portfolio
|
Q1 2025
Reduced 6.99%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
11,981
shares
|
$373,327
0.02% of portfolio
|
Q4 2024
Reduced 11.13%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
11,836
shares
|
$368,809
0.07% of portfolio
|
Q1 2025
Reduced 12.89%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
11,792
shares
|
$367,438
0.17% of portfolio
|
Q2 2022
Reduced 17.0%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
11,580
shares
|
$360,832
0.12% of portfolio
|
Q2 2024
Reduced 20.67%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
11,464
shares
|
$357,218
0.0% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
11,316
shares
|
$352,606
0.01% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
May 12, 2025 Q1 2025 |
11,130
shares
|
$346,810
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
11,117
shares
|
$346,405
0.0% of portfolio
|
Q1 2025
Reduced 9.51%
|
|
|
Mc Namara Financial Services, Inc.
|
Apr 11, 2025 Q1 2025 |
11,032
shares
|
$343,757
0.08% of portfolio
|
Q1 2025
Added 21.81%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
11,005
shares
|
$342,915
0.01% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
10,994
shares
|
$342,573
0.03% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
May 15, 2025 Q1 2025 |
10,855
shares
|
$338,241
0.12% of portfolio
|
Q2 2023
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
10,850
shares
|
$338,086
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
10,736
shares
|
$334,533
0.01% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
10,659
shares
|
$332,134
0.04% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
10,489
shares
|
$326,837
0.03% of portfolio
|
Q1 2025
Reduced 8.39%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
10,466
shares
|
$326,120
0.0% of portfolio
|
Q1 2025
Added 17.53%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
10,430
shares
|
$324,998
0.01% of portfolio
|
Q1 2025
New holding
|