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 |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
101,427
shares
|
$3.06 Million
0.09% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
100,584
shares
|
$3.04 Million
0.57% of portfolio
|
Q4 2024
Reduced 13.7%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
98,100
shares
|
$2.96 Million
0.01% of portfolio
|
Q4 2024
Reduced 13.57%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
97,498
shares
|
$2.94 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
93,511
shares
|
$2.82 Million
1.77% of portfolio
|
Q2 2022
Added 13.89%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
92,993
shares
|
$2.81 Million
0.08% of portfolio
|
Q4 2024
Added 7.56%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
92,446
shares
|
$2.79 Million
0.22% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
86,053
shares
|
$2.6 Million
0.0% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
83,875
shares
|
$2.53 Million
0.05% of portfolio
|
Q4 2022
Added 0.03%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
83,495
shares
|
$2.52 Million
0.34% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
80,971
shares
|
$2.44 Million
1.54% of portfolio
|
Q4 2023
Reduced 10.37%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
80,612
shares
|
$2.43 Million
0.3% of portfolio
|
Q1 2025
Reduced 11.99%
|
|
|
Vaughan & CO Securities, Inc.
|
Apr 29, 2025 Q1 2025 |
79,606
shares
|
$2.4 Million
1.59% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
70,659
shares
|
$2.13 Million
0.03% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
69,751
shares
|
$2.11 Million
0.0% of portfolio
|
Q1 2025
Reduced 17.99%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
68,130
shares
|
$2.06 Million
0.61% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
65,835
shares
|
$1.99 Million
0.17% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
63,145
shares
|
$1.91 Million
0.53% of portfolio
|
Q2 2023
Reduced 14.62%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
62,860
shares
|
$1.9 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
60,349
shares
|
$1.82 Million
0.07% of portfolio
|
Q1 2025
Reduced 26.86%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
59,918
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2023
Reduced 4.83%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Apr 17, 2025 Q1 2025 |
59,434
shares
|
$1.79 Million
2.04% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
59,350
shares
|
$1.79 Million
0.49% of portfolio
|
Q2 2022
Added 11675.79%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
58,693
shares
|
$1.77 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
58,591
shares
|
$1.77 Million
0.93% of portfolio
|
Q4 2024
Added 0.65%
|