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 |
|---|---|---|---|---|---|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
27,645
shares
|
$834,602
0.02% of portfolio
|
Q4 2024
Reduced 7.05%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
27,587
shares
|
$832,851
0.14% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Feb 12, 2025 Q4 2024 |
27,346
shares
|
$825,575
0.39% of portfolio
|
Q4 2024
Reduced 11.57%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
27,279
shares
|
$823,553
0.01% of portfolio
|
Q4 2024
Added 29.19%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
26,411
shares
|
$797,348
0.06% of portfolio
|
Q2 2023
Added 0.0%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
26,335
shares
|
$795,053
0.69% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
26,239
shares
|
$792,155
0.0% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
25,594
shares
|
$772,682
0.08% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
25,234
shares
|
$761,814
0.02% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
24,806
shares
|
$748,893
0.06% of portfolio
|
Q4 2023
Reduced 4.71%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
24,559
shares
|
$741,436
0.56% of portfolio
|
Q2 2022
New holding
|
|
|
Blue Capital, Inc.
Omaha, NE |
Feb 14, 2025 Q4 2024 |
24,388
shares
|
$736,273
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
24,137
shares
|
$728,696
0.01% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
23,704
shares
|
$715,623
0.03% of portfolio
|
Q2 2020
Reduced 23.14%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
23,397
shares
|
$706,355
0.01% of portfolio
|
Q4 2024
Added 42.94%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
23,247
shares
|
$701,826
0.06% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
23,189
shares
|
$700,075
0.08% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Apr 29, 2025 Q1 2025 |
23,080
shares
|
$696,785
0.3% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Apr 29, 2025 Q1 2025 |
22,872
shares
|
$690,505
0.49% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
21,158
shares
|
$638,760
0.01% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
20,882
shares
|
$630,427
0.02% of portfolio
|
Q1 2024
Reduced 0.6%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
20,641
shares
|
$623,151
0.05% of portfolio
|
Q4 2024
Reduced 5.06%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
20,616
shares
|
$622,397
0.01% of portfolio
|
Q4 2024
Added 46.7%
|
|
|
Marino, Stram & Associates LLC
|
Apr 21, 2025 Q1 2025 |
20,061
shares
|
$605,641
0.14% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
20,049
shares
|
$605,279
0.06% of portfolio
|
Q1 2025
Reduced 11.14%
|