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 |
|---|---|---|---|---|---|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
234,602
shares
|
$7.08 Million
0.65% of portfolio
|
Q3 2022
Added 2.6%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
232,463
shares
|
$7.02 Million
0.01% of portfolio
|
Q4 2024
Reduced 51.2%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
227,790
shares
|
$6.88 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
224,126
shares
|
$6.77 Million
0.52% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
210,280
shares
|
$6.35 Million
0.55% of portfolio
|
Q4 2024
Reduced 10.26%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
201,562
shares
|
$6.09 Million
0.24% of portfolio
|
Q4 2024
Added 5.9%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
196,422
shares
|
$5.93 Million
1.25% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Hc Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
188,954
shares
|
$5.7 Million
5.47% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
177,768
shares
|
$5.37 Million
1.25% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
172,493
shares
|
$5.21 Million
0.77% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
162,935
shares
|
$4.92 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
158,726
shares
|
$4.79 Million
2.79% of portfolio
|
Q4 2024
Added 44.96%
|
|
|
H&H Retirement Design & Management Inc
|
Apr 22, 2025 Q1 2025 |
155,019
shares
|
$4.68 Million
3.12% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
153,237
shares
|
$4.63 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
153,082
shares
|
$4.62 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
152,041
shares
|
$4.59 Million
0.01% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
145,031
shares
|
$4.38 Million
0.0% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Del Sette Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
144,744
shares
|
$4.37 Million
4.09% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Melone Private Wealth, LLC
|
Apr 11, 2025 Q1 2025 |
141,534
shares
|
$4.27 Million
2.37% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
139,400
shares
|
$4.21 Million
0.13% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
Apr 17, 2025 Q4 2024 |
133,399
shares
|
$4.03 Million
3.26% of portfolio
|
Q4 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
130,732
shares
|
$3.95 Million
0.01% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
129,375
shares
|
$3.91 Million
0.35% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Croban
Fremont, OH |
Apr 30, 2025 Q1 2025 |
118,839
shares
|
$3.59 Million
3.5% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
114,326
shares
|
$3.45 Million
3.1% of portfolio
|
Q4 2024
Reduced 2.97%
|