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 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ifg Advisory, LLC
|
Jul 30, 2024 Q2 2024 |
28,171
shares
|
$965,701
0.06% of portfolio
|
Q2 2024
Reduced 2.27%
|
|
Mather Group, Llc.
Chicago, IL |
Jul 08, 2024 Q2 2024 |
27,987
shares
|
$959,394
0.01% of portfolio
|
Q2 2024
Reduced 4.57%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
27,863
shares
|
$955,143
0.0% of portfolio
|
Q2 2024
Reduced 20.18%
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
26,749
shares
|
$916,955
0.0% of portfolio
|
Q2 2024
Reduced 32.64%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
26,646
shares
|
$913,424
0.0% of portfolio
|
Q2 2024
Reduced 4.39%
|
|
Spinnaker Trust
|
Jul 31, 2024 Q2 2024 |
26,411
shares
|
$905,369
0.05% of portfolio
|
Q2 2023
Added 0.0%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
26,113
shares
|
$895,153
0.02% of portfolio
|
Q2 2024
Reduced 3.72%
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 14, 2024 Q2 2024 |
25,586
shares
|
$877,088
0.08% of portfolio
|
Q2 2024
Added 6.25%
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Jul 18, 2024 Q2 2024 |
25,305
shares
|
$867,455
0.57% of portfolio
|
Q4 2023
Reduced 3.5%
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
24,806
shares
|
$850,349
0.06% of portfolio
|
Q4 2023
Reduced 4.71%
|
|
Bristlecone Advisors, LLC
|
Jul 25, 2024 Q2 2024 |
24,757
shares
|
$848,669
0.07% of portfolio
|
Q2 2024
Added 1.81%
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
24,572
shares
|
$842,328
0.0% of portfolio
|
Q2 2024
Added 71.54%
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
24,559
shares
|
$841,882
0.56% of portfolio
|
Q2 2022
New holding
|
|
Independence Bank Of Kentucky
|
Jul 25, 2024 Q2 2024 |
24,555
shares
|
$841,745
0.2% of portfolio
|
Q2 2024
Added 13.29%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
23,704
shares
|
$812,573
0.03% of portfolio
|
Q2 2020
Reduced 23.14%
|
|
Clearwater Capital Advisors, LLC
|
Aug 06, 2024 Q2 2024 |
23,252
shares
|
$797,078
0.08% of portfolio
|
Q2 2024
Added 3.84%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
23,105
shares
|
$792,039
0.08% of portfolio
|
Q2 2024
Reduced 1.5%
|
|
Sharper & Granite LLC
El Segundo, CA |
Aug 09, 2024 Q2 2024 |
23,005
shares
|
$788,611
0.34% of portfolio
|
Q2 2024
Reduced 4.96%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
22,901
shares
|
$785,046
0.03% of portfolio
|
Q2 2024
Reduced 9.41%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
22,242
shares
|
$762,455
0.01% of portfolio
|
Q2 2024
Reduced 6.64%
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
21,742
shares
|
$745,315
0.05% of portfolio
|
Q1 2024
Added 5.33%
|
|
Wealth Shield Partners, LLC
Cary, NC |
Jul 26, 2024 Q2 2024 |
21,478
shares
|
$736,265
0.1% of portfolio
|
Q2 2024
Added 2.3%
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 15, 2024 Q2 2024 |
21,387
shares
|
$733,146
0.19% of portfolio
|
Q2 2024
Added 3.05%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
21,130
shares
|
$724,336
0.01% of portfolio
|
Q2 2024
Added 2.98%
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
20,882
shares
|
$715,834
0.02% of portfolio
|
Q1 2024
Reduced 0.6%
|