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 351 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 $1.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
26,366
shares
|
$911,208
0.0% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
25,590
shares
|
$884,390
0.09% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
25,576
shares
|
$883,906
0.01% of portfolio
|
Q3 2024
Reduced 8.61%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
25,305
shares
|
$874,540
0.58% of portfolio
|
Q4 2023
Reduced 3.5%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
25,066
shares
|
$866,280
0.03% of portfolio
|
Q3 2024
Reduced 19.47%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
24,806
shares
|
$857,295
0.06% of portfolio
|
Q4 2023
Reduced 4.71%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
24,559
shares
|
$848,759
0.56% of portfolio
|
Q2 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
23,704
shares
|
$819,210
0.03% of portfolio
|
Q2 2020
Reduced 23.14%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
23,700
shares
|
$819,072
0.07% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
23,676
shares
|
$818,242
0.07% of portfolio
|
Q3 2024
Reduced 19.44%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
23,222
shares
|
$802,552
0.08% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
23,181
shares
|
$801,135
0.0% of portfolio
|
Q3 2024
Reduced 68.4%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 31, 2024 Q3 2024 |
23,105
shares
|
$798,508
0.36% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
22,901
shares
|
$791,458
0.03% of portfolio
|
Q2 2024
Reduced 9.41%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
22,562
shares
|
$779,742
0.08% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
21,969
shares
|
$759,248
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
21,745
shares
|
$751,507
0.2% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
21,742
shares
|
$751,403
0.05% of portfolio
|
Q1 2024
Added 5.33%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
21,355
shares
|
$738,028
0.01% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
21,116
shares
|
$729,768
0.01% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
20,882
shares
|
$721,681
0.02% of portfolio
|
Q1 2024
Reduced 0.6%
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
20,171
shares
|
$697,109
0.16% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
19,414
shares
|
$670,947
0.01% of portfolio
|
Q3 2024
Added 26.25%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Oct 22, 2024 Q3 2024 |
19,297
shares
|
$666,904
0.21% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
18,523
shares
|
$640,154
0.01% of portfolio
|
Q3 2024
Added 8.75%
|