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 |
|---|---|---|---|---|---|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
116
shares
|
$3,502
0.0% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
114
shares
|
$3,441
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
95
shares
|
$2,868
0.0% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
55
shares
|
$1,660
0.0% of portfolio
|
Q3 2024
Reduced 77.46%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
49
shares
|
$1,479
0.0% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
44
shares
|
$1,328
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
44
shares
|
$1,328
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
40
shares
|
$1,207
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
37
shares
|
$1,117
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
30
shares
|
$905
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
21
shares
|
$633
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
17
shares
|
$513
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
11
shares
|
$332
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
9
shares
|
$271
0.0% of portfolio
|
Q4 2019
Reduced 96.31%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
6
shares
|
$181
0.0% of portfolio
|
Q3 2024
New holding
|