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 365 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 $939 Million.
| 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
|
$74.2 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
|
$67.4 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
|
$67 Million
0.01% of portfolio
|
Q4 2024
Added 12.6%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,723,044
shares
|
$52 Million
0.01% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
1,475,993
shares
|
$44.6 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
1,081,350
shares
|
$32.6 Million
0.13% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
971,403
shares
|
$29.3 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
867,157
shares
|
$26.2 Million
0.01% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
852,659
shares
|
$25.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
827,196
shares
|
$25 Million
0.01% of portfolio
|
Q4 2024
Added 8.55%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
686,900
shares
|
$20.7 Million
0.09% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
628,968
shares
|
$19 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.2%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
553,488
shares
|
$16.7 Million
0.14% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
538,263
shares
|
$16.3 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
|
$14.9 Million
0.02% of portfolio
|
Q3 2024
Added 10.26%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
444,823
shares
|
$13.4 Million
0.01% of portfolio
|
Q3 2024
Added 30.81%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
341,099
shares
|
$10.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.84%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
339,244
shares
|
$10.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
313,805
shares
|
$9.47 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
312,153
shares
|
$9.42 Million
0.34% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
303,136
shares
|
$9.15 Million
0.15% of portfolio
|
Q1 2025
Added 14.39%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
297,806
shares
|
$8.99 Million
0.02% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
284,436
shares
|
$8.59 Million
3.34% of portfolio
|
Q4 2023
Reduced 1.15%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
248,957
shares
|
$7.52 Million
0.01% of portfolio
|
Q4 2024
Added 32.86%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
244,536
shares
|
$7.38 Million
0.51% of portfolio
|
Q1 2025
Added 9.11%
|