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 359 institutions that hold shares in the stock, with a total of 31.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,456,682
shares
|
$84.5 Million
0.01% of portfolio
|
Q4 2024
Added 9.51%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
2,231,066
shares
|
$76.7 Million
0.03% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,218,534
shares
|
$76.3 Million
0.01% of portfolio
|
Q4 2024
Added 12.6%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,723,044
shares
|
$59.3 Million
0.01% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
1,475,993
shares
|
$50.8 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
1,067,927
shares
|
$36.7 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
|
$33.4 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
867,157
shares
|
$29.8 Million
0.01% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
852,659
shares
|
$29.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
827,196
shares
|
$28.4 Million
0.01% of portfolio
|
Q4 2024
Added 8.55%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
685,403
shares
|
$23.6 Million
0.09% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
685,115
shares
|
$23.6 Million
0.01% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
553,488
shares
|
$19 Million
0.14% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
538,263
shares
|
$18.5 Million
0.05% of portfolio
|
Q4 2024
Added 42.52%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
493,443
shares
|
$17 Million
0.02% of portfolio
|
Q3 2024
Added 10.26%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
444,823
shares
|
$15.3 Million
0.01% of portfolio
|
Q3 2024
Added 30.81%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
341,099
shares
|
$11.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.84%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
339,244
shares
|
$11.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
313,805
shares
|
$10.8 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
312,153
shares
|
$10.7 Million
0.34% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
292,804
shares
|
$10.1 Million
0.05% of portfolio
|
Q4 2024
Reduced 97.09%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
288,259
shares
|
$9.91 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
|
$9.78 Million
3.34% of portfolio
|
Q4 2023
Reduced 1.15%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
264,994
shares
|
$9.11 Million
0.14% of portfolio
|
Q4 2024
Added 25.7%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
248,957
shares
|
$8.56 Million
0.01% of portfolio
|
Q4 2024
Added 32.86%
|