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 |
|---|---|---|---|---|---|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
11,323
shares
|
$391,322
0.01% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
11,197
shares
|
$386,968
0.01% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
11,066
shares
|
$382,440
0.01% of portfolio
|
Q3 2024
Reduced 93.97%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
10,983
shares
|
$379,572
0.03% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
10,959
shares
|
$378,743
0.01% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 12, 2024 Q3 2024 |
10,855
shares
|
$375,148
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
10,659
shares
|
$368,375
0.04% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
10,659
shares
|
$368,375
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
10,576
shares
|
$365,506
0.09% of portfolio
|
Q2 2024
Reduced 13.03%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
10,503
shares
|
$362,983
0.02% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 22, 2024 Q3 2024 |
10,398
shares
|
$359,354
0.13% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
10,301
shares
|
$356,002
0.03% of portfolio
|
Q3 2024
Added 429.89%
|
|
|
Moller Financial Services
|
Oct 09, 2024 Q3 2024 |
10,288
shares
|
$355,553
0.09% of portfolio
|
Q3 2024
Reduced 9.58%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Oct 15, 2024 Q3 2024 |
10,174
shares
|
$351,613
0.11% of portfolio
|
Q2 2024
Added 0.6%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
10,070
shares
|
$348,019
0.2% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Oct 24, 2024 Q3 2024 |
9,973
shares
|
$344,666
0.38% of portfolio
|
Q3 2024
Added 39.39%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
9,874
shares
|
$341,245
0.0% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
9,676
shares
|
$334,402
0.01% of portfolio
|
Q3 2024
Added 34.39%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
9,592
shares
|
$331,499
0.07% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
9,527
shares
|
$329,253
0.01% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
9,385
shares
|
$324,345
0.0% of portfolio
|
Q2 2024
Added 6.06%
|
|
|
Plimoth Trust CO LLC
|
Oct 21, 2024 Q3 2024 |
9,371
shares
|
$323,861
0.08% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
9,097
shares
|
$314,392
0.0% of portfolio
|
Q3 2024
Added 46.75%
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
9,062
shares
|
$313,182
0.09% of portfolio
|
Q3 2024
Reduced 12.48%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
8,965
shares
|
$309,830
0.0% of portfolio
|
Q3 2024
Reduced 15.1%
|