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 |
|---|---|---|---|---|---|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
3,788
shares
|
$114,359
0.06% of portfolio
|
Q4 2024
Added 244.36%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
3,621
shares
|
$109,317
0.01% of portfolio
|
Q2 2023
Reduced 39.53%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
3,469
shares
|
$104,729
0.01% of portfolio
|
Q2 2024
Added 767.25%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
3,348
shares
|
$101,076
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
3,249
shares
|
$98,087
0.01% of portfolio
|
Q4 2017
Added 200.0%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
2,856
shares
|
$86,222
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
2,840
shares
|
$85,739
0.02% of portfolio
|
Q4 2024
Reduced 8.09%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
2,796
shares
|
$84,411
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
2,604
shares
|
$78,614
0.01% of portfolio
|
Q3 2021
Reduced 10.82%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,570
shares
|
$77,588
0.0% of portfolio
|
Q2 2024
Reduced 16.56%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
2,475
shares
|
$74,720
0.04% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,400
shares
|
$72,456
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
2,281
shares
|
$68,863
0.05% of portfolio
|
Q2 2023
Reduced 22.49%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
2,215
shares
|
$66,870
0.01% of portfolio
|
Q1 2025
Reduced 10.72%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,159
shares
|
$65,180
0.01% of portfolio
|
Q1 2024
Reduced 10.79%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
2,000
shares
|
$60,380
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
1,944
shares
|
$58,689
0.01% of portfolio
|
Q1 2020
Reduced 5.81%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,800
shares
|
$54,342
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
1,753
shares
|
$52,923
0.0% of portfolio
|
Q1 2025
Added 30.53%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,626
shares
|
$49,088
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
1,610
shares
|
$48,605
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
1,597
shares
|
$48,213
0.01% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
1,580
shares
|
$47,700
0.0% of portfolio
|
Q1 2025
Reduced 13.42%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
1,518
shares
|
$45,828
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
1,492
shares
|
$45,043
0.02% of portfolio
|
Q4 2024
Added 0.54%
|