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 |
|---|---|---|---|---|---|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
58,150
shares
|
$1.76 Million
0.3% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
58,101
shares
|
$1.75 Million
0.07% of portfolio
|
Q1 2023
Reduced 0.31%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
58,052
shares
|
$1.75 Million
0.4% of portfolio
|
Q2 2023
Added 0.01%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
56,063
shares
|
$1.69 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
55,353
shares
|
$1.67 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
55,237
shares
|
$1.67 Million
0.0% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
54,712
shares
|
$1.65 Million
0.0% of portfolio
|
Q4 2024
Reduced 18.55%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
54,414
shares
|
$1.64 Million
0.18% of portfolio
|
Q1 2025
Reduced 4.82%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
53,374
shares
|
$1.61 Million
0.04% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
53,232
shares
|
$1.61 Million
0.26% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
52,199
shares
|
$1.58 Million
0.49% of portfolio
|
Q4 2020
Reduced 70.32%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
51,150
shares
|
$1.54 Million
0.02% of portfolio
|
Q4 2024
Added 10.11%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
50,461
shares
|
$1.52 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Feb 14, 2025 Q4 2024 |
50,256
shares
|
$1.52 Million
1.81% of portfolio
|
Q4 2024
New holding
|
|
|
F&V Capital Management, LLC
|
Apr 16, 2025 Q1 2025 |
49,840
shares
|
$1.5 Million
0.41% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
48,901
shares
|
$1.48 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
48,285
shares
|
$1.46 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Powers Advisory Group, LLC
|
Apr 16, 2025 Q1 2025 |
47,939
shares
|
$1.45 Million
0.73% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Apr 14, 2025 Q1 2025 |
47,920
shares
|
$1.45 Million
1.04% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
45,766
shares
|
$1.38 Million
0.57% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
44,892
shares
|
$1.36 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Feb 13, 2025 Q4 2024 |
43,959
shares
|
$1.33 Million
0.86% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Inspirion Wealth Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
43,761
shares
|
$1.32 Million
0.2% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Apr 10, 2025 Q1 2025 |
43,095
shares
|
$1.3 Million
0.46% of portfolio
|
Q1 2025
Reduced 7.43%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
42,646
shares
|
$1.29 Million
0.24% of portfolio
|
Q1 2025
Reduced 3.92%
|