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 354 institutions that hold shares in the stock, with a total of 30 Million shares, which have been reported (via 13F filing form) to have a value of $1.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,243,273
shares
|
$77.8 Million
0.01% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
2,195,071
shares
|
$76.1 Million
0.03% of portfolio
|
Q3 2024
Added 33.42%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,970,323
shares
|
$68.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.17%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,721,509
shares
|
$59.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.71%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
1,492,661
shares
|
$51.8 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
1,067,927
shares
|
$37 Million
0.02% of portfolio
|
Q4 2024
Reduced 11.56%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
971,403
shares
|
$33.7 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
857,596
shares
|
$29.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
852,799
shares
|
$29.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
762,034
shares
|
$26.4 Million
0.01% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
685,403
shares
|
$23.8 Million
0.09% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
676,946
shares
|
$23.5 Million
0.01% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
544,818
shares
|
$18.9 Million
0.14% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
493,443
shares
|
$17.1 Million
0.02% of portfolio
|
Q3 2024
Added 10.26%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
476,329
shares
|
$16.5 Million
0.02% of portfolio
|
Q3 2024
Added 115.25%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
444,823
shares
|
$15.4 Million
0.01% of portfolio
|
Q3 2024
Added 30.81%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
377,678
shares
|
$13.1 Million
0.03% of portfolio
|
Q3 2024
Added 5.1%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
354,703
shares
|
$12.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
341,601
shares
|
$11.9 Million
0.02% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
319,348
shares
|
$11.1 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
317,669
shares
|
$11 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
292,804
shares
|
$10.2 Million
0.05% of portfolio
|
Q4 2024
Reduced 97.09%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
288,259
shares
|
$10 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
284,436
shares
|
$9.87 Million
3.34% of portfolio
|
Q4 2023
Reduced 1.15%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
264,994
shares
|
$9.19 Million
0.14% of portfolio
|
Q4 2024
Added 25.7%
|