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 |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
2,195,822
shares
|
$75.3 Million
0.01% of portfolio
|
Q1 2024
Added 4.1%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
2,145,736
shares
|
$73.6 Million
0.01% of portfolio
|
Q2 2024
Reduced 9.22%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
1,825,802
shares
|
$62.6 Million
0.01% of portfolio
|
Q2 2024
Reduced 5.39%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
1,645,193
shares
|
$56.4 Million
0.03% of portfolio
|
Q2 2024
Added 0.15%
|
|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
1,506,548
shares
|
$51.6 Million
0.05% of portfolio
|
Q2 2024
Reduced 0.72%
|
|
M&T Bank Corp
|
Jul 31, 2024 Q2 2024 |
1,188,964
shares
|
$40.8 Million
0.13% of portfolio
|
Q2 2024
Added 2.63%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
867,560
shares
|
$29.7 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.35%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
853,260
shares
|
$29.2 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.68%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
743,267
shares
|
$25.5 Million
0.01% of portfolio
|
Q2 2024
Added 3.15%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
664,236
shares
|
$22.8 Million
0.01% of portfolio
|
Q2 2024
Added 2.06%
|
|
Keybank National Association
|
Jul 31, 2024 Q2 2024 |
629,699
shares
|
$21.6 Million
0.08% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
518,067
shares
|
$17.8 Million
0.13% of portfolio
|
Q2 2024
Reduced 0.94%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
447,539
shares
|
$15.3 Million
0.02% of portfolio
|
Q2 2024
Added 0.05%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
361,416
shares
|
$12.4 Million
0.02% of portfolio
|
Q2 2024
Reduced 5.72%
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
359,347
shares
|
$12.3 Million
0.03% of portfolio
|
Q2 2024
Added 9.9%
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
341,107
shares
|
$11.7 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
340,048
shares
|
$11.7 Million
0.01% of portfolio
|
Q2 2024
Added 5.7%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
321,346
shares
|
$11 Million
0.06% of portfolio
|
Q2 2024
Added 4.15%
|
|
Destination Wealth Management
|
Jul 24, 2024 Q2 2024 |
321,144
shares
|
$11 Million
0.33% of portfolio
|
Q2 2024
Added 1.72%
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
294,702
shares
|
$10.1 Million
0.0% of portfolio
|
Q2 2024
Added 3213.49%
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
284,436
shares
|
$9.75 Million
3.34% of portfolio
|
Q4 2023
Reduced 1.15%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
279,967
shares
|
$9.6 Million
0.01% of portfolio
|
Q2 2024
Added 5.01%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
253,865
shares
|
$8.7 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.53%
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
241,602
shares
|
$8.28 Million
0.02% of portfolio
|
Q2 2024
Reduced 31.6%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
239,585
shares
|
$8.21 Million
0.02% of portfolio
|
Q2 2024
Reduced 11.01%
|