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 |
|---|---|---|---|---|---|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
18,276
shares
|
$657,387
0.33% of portfolio
|
Q4 2022
Reduced 0.38%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
18,174
shares
|
$653,718
0.01% of portfolio
|
Q2 2024
Added 0.34%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
17,766
shares
|
$639,043
0.04% of portfolio
|
Q2 2024
Added 3608.98%
|
|
|
Round Rock Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
17,376
shares
|
$625,014
0.14% of portfolio
|
Q3 2024
Reduced 11.1%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
17,170
shares
|
$617,604
0.04% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
16,872
shares
|
$606,885
0.02% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
16,849
shares
|
$606,058
0.0% of portfolio
|
Q3 2024
Reduced 5.03%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
16,376
shares
|
$589,044
0.0% of portfolio
|
Q2 2023
Reduced 1.87%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
16,368
shares
|
$588,756
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
16,341
shares
|
$587,785
0.48% of portfolio
|
Q3 2024
Reduced 12.81%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
16,322
shares
|
$587,102
0.02% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
16,184
shares
|
$582,138
0.05% of portfolio
|
Q2 2024
Reduced 3.0%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 24, 2024 Q3 2024 |
15,947
shares
|
$573,613
0.45% of portfolio
|
Q3 2024
Reduced 7.92%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
15,653
shares
|
$563,038
0.09% of portfolio
|
Q4 2022
Added 0.97%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
15,653
shares
|
$563,038
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
15,402
shares
|
$554,009
0.04% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
15,083
shares
|
$542,535
0.04% of portfolio
|
Q3 2024
Added 186.48%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
15,007
shares
|
$539,801
0.06% of portfolio
|
Q3 2023
Reduced 1.32%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
14,627
shares
|
$526,133
0.07% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
14,306
shares
|
$514,586
0.09% of portfolio
|
Q3 2024
Added 22.98%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
14,250
shares
|
$512,572
0.02% of portfolio
|
Q2 2024
Reduced 1.38%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
14,053
shares
|
$505,486
0.01% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Abundance Wealth Counselors
|
Oct 17, 2024 Q3 2024 |
14,025
shares
|
$504,479
0.1% of portfolio
|
Q3 2024
Added 20.19%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
13,989
shares
|
$503,184
0.02% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
13,852
shares
|
$498,256
0.0% of portfolio
|
Q3 2024
Added 3.37%
|