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 $1.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
260
shares
|
$8,985
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
258
shares
|
$8,916
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
234
shares
|
$8,087
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
224
shares
|
$7,741
0.01% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
186
shares
|
$6,428
0.0% of portfolio
|
Q2 2020
Reduced 92.98%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
170
shares
|
$5,875
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
167
shares
|
$5,771
0.0% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
148
shares
|
$5,114
0.0% of portfolio
|
Q2 2024
Added 35.78%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
144
shares
|
$4,976
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
138
shares
|
$4,769
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
134
shares
|
$4,631
0.0% of portfolio
|
Q1 2023
Reduced 95.48%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
129
shares
|
$4,458
0.0% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Costello Asset Management, Inc
|
Nov 01, 2024 Q3 2024 |
115
shares
|
$3,974
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
114
shares
|
$3,939
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
73
shares
|
$2,522
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
63
shares
|
$2,177
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
55
shares
|
$1,900
0.0% of portfolio
|
Q3 2024
Reduced 77.46%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
47
shares
|
$1,624
0.0% of portfolio
|
Q3 2024
Added 9.3%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
44
shares
|
$1,520
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
44
shares
|
$1,520
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
40
shares
|
$1,382
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
21
shares
|
$725
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
17
shares
|
$587
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
9
shares
|
$311
0.0% of portfolio
|
Q4 2019
Reduced 96.31%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
6
shares
|
$207
0.0% of portfolio
|
Q3 2024
New holding
|