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 350 institutions that hold shares in the stock, with a total of 29.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Platform Technology Partners
|
Nov 04, 2024 Q3 2024 |
39,781
shares
|
$1.43 Million
0.44% of portfolio
|
Q1 2022
Reduced 2.45%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
39,001
shares
|
$1.4 Million
0.32% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
38,144
shares
|
$1.37 Million
0.23% of portfolio
|
Q3 2024
Added 9.42%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
36,205
shares
|
$1.3 Million
0.07% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
36,149
shares
|
$1.3 Million
0.04% of portfolio
|
Q3 2024
Added 8.11%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
35,488
shares
|
$1.28 Million
0.1% of portfolio
|
Q3 2024
Added 16.8%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
35,420
shares
|
$1.27 Million
0.05% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
34,763
shares
|
$1.25 Million
0.3% of portfolio
|
Q2 2024
Reduced 1.92%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
34,158
shares
|
$1.23 Million
0.01% of portfolio
|
Q3 2024
Added 53.57%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
32,509
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
F&V Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
31,190
shares
|
$1.12 Million
0.28% of portfolio
|
Q2 2024
Added 36.56%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
31,127
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
30,925
shares
|
$1.11 Million
0.46% of portfolio
|
Q3 2024
Reduced 8.82%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
29,843
shares
|
$1.07 Million
0.08% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
29,830
shares
|
$1.07 Million
0.03% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
29,743
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
29,413
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
29,200
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Added 9.16%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
29,081
shares
|
$1.05 Million
0.22% of portfolio
|
Q3 2024
Added 18.43%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
27,921
shares
|
$1 Million
0.05% of portfolio
|
Q3 2024
Reduced 9.28%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
27,846
shares
|
$1 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
27,586
shares
|
$992,268
0.13% of portfolio
|
Q3 2024
Added 28.44%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
27,138
shares
|
$976,153
0.02% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
27,067
shares
|
$973,599
0.02% of portfolio
|
Q3 2024
Reduced 6.31%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
26,441
shares
|
$951,082
0.0% of portfolio
|
Q3 2024
Reduced 26.81%
|