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 |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
13,852
shares
|
$478,725
0.0% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 17, 2024 Q3 2024 |
13,662
shares
|
$472,158
0.1% of portfolio
|
Q1 2024
Reduced 0.68%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 01, 2024 Q3 2024 |
13,521
shares
|
$467,285
0.22% of portfolio
|
Q3 2024
Added 70.96%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
13,481
shares
|
$465,903
0.03% of portfolio
|
Q3 2024
Reduced 5.12%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
13,380
shares
|
$462,412
0.21% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
13,343
shares
|
$461,134
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
13,342
shares
|
$461,099
0.02% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
13,304
shares
|
$459,786
0.04% of portfolio
|
Q3 2024
Reduced 17.25%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
13,181
shares
|
$455,535
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 15, 2024 Q3 2024 |
13,181
shares
|
$455,535
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
13,138
shares
|
$454,049
0.08% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
13,070
shares
|
$451,699
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
12,953
shares
|
$447,655
0.0% of portfolio
|
Q3 2024
Reduced 10.62%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
12,791
shares
|
$442,056
0.0% of portfolio
|
Q3 2024
Reduced 86.24%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
12,755
shares
|
$440,812
0.02% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
12,489
shares
|
$431,619
0.01% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
12,298
shares
|
$425,018
0.0% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Mc Namara Financial Services, Inc.
|
Oct 10, 2024 Q3 2024 |
12,010
shares
|
$415,065
0.08% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
11,823
shares
|
$408,602
0.0% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
11,792
shares
|
$407,531
0.17% of portfolio
|
Q2 2022
Reduced 17.0%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
11,778
shares
|
$407,047
0.04% of portfolio
|
Q2 2024
Reduced 12.67%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,771
shares
|
$406,805
0.02% of portfolio
|
Q3 2024
Reduced 79.89%
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
11,580
shares
|
$400,204
0.11% of portfolio
|
Q2 2024
Reduced 20.67%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
11,527
shares
|
$398,373
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 12, 2024 Q3 2024 |
11,512
shares
|
$397,854
0.07% of portfolio
|
Q3 2024
Reduced 26.14%
|