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 |
---|---|---|---|---|---|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
561
shares
|
$16,936
0.0% of portfolio
|
Q4 2023
Reduced 94.19%
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
560
shares
|
$16,906
0.0% of portfolio
|
Q3 2022
New holding
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
505
shares
|
$15,245
0.0% of portfolio
|
Q3 2024
Reduced 26.28%
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
504
shares
|
$15,215
0.0% of portfolio
|
Q4 2022
New holding
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
500
shares
|
$15,095
0.02% of portfolio
|
Q4 2024
New holding
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
495
shares
|
$14,944
0.0% of portfolio
|
Q1 2025
Reduced 12.7%
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
468
shares
|
$14,128
0.0% of portfolio
|
Q1 2025
New holding
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
456
shares
|
$13,766
0.0% of portfolio
|
Q2 2024
New holding
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
430
shares
|
$12,981
0.0% of portfolio
|
Q1 2024
New holding
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
263
shares
|
$7,939
0.02% of portfolio
|
Q2 2022
New holding
|
|
Piscataqua Savings Bank
|
Apr 11, 2025 Q1 2025 |
258
shares
|
$7,789
0.01% of portfolio
|
Q1 2021
New holding
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
236
shares
|
$7,124
0.01% of portfolio
|
Q4 2024
New holding
|
|
Eukles Asset Management
|
Apr 29, 2025 Q1 2025 |
234
shares
|
$7,064
0.0% of portfolio
|
Q4 2018
New holding
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
199
shares
|
$6,007
0.0% of portfolio
|
Q1 2025
Added 8.74%
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
186
shares
|
$5,615
0.0% of portfolio
|
Q2 2020
Reduced 92.98%
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
170
shares
|
$5,132
0.0% of portfolio
|
Q4 2024
New holding
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
170
shares
|
$5,132
0.0% of portfolio
|
Q3 2024
New holding
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
166
shares
|
$5,011
0.0% of portfolio
|
Q4 2024
New holding
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
166
shares
|
$5,011
0.0% of portfolio
|
Q1 2025
New holding
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
150
shares
|
$4,528
0.0% of portfolio
|
Q1 2025
New holding
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
149
shares
|
$4,498
0.0% of portfolio
|
Q1 2025
Added 101.35%
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
144
shares
|
$4,347
0.0% of portfolio
|
Q1 2022
New holding
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
135
shares
|
$4,075
0.0% of portfolio
|
Q4 2024
Reduced 89.33%
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
134
shares
|
$4,045
0.0% of portfolio
|
Q1 2023
Reduced 95.48%
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
130
shares
|
$3,924
0.0% of portfolio
|
Q4 2024
Added 0.78%
|