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 365 institutions that hold shares in the stock, with a total of 31.1 Million shares, which have been reported (via 13F filing form) to have a value of $939 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
12,285
shares
|
$370,884
0.0% of portfolio
|
Q4 2024
Reduced 5.16%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
11,981
shares
|
$361,706
0.02% of portfolio
|
Q4 2024
Reduced 11.13%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
11,792
shares
|
$356,000
0.17% of portfolio
|
Q2 2022
Reduced 17.0%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
11,653
shares
|
$351,804
0.01% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
11,614
shares
|
$350,626
0.01% of portfolio
|
Q4 2024
Reduced 16.98%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
11,580
shares
|
$349,600
0.12% of portfolio
|
Q2 2024
Reduced 20.67%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
11,450
shares
|
$345,675
0.04% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
11,323
shares
|
$341,841
0.01% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
11,177
shares
|
$337,433
0.0% of portfolio
|
Q4 2024
Added 19.09%
|
|
|
Mc Namara Financial Services, Inc.
|
Apr 11, 2025 Q1 2025 |
11,032
shares
|
$333,056
0.08% of portfolio
|
Q1 2025
Added 21.81%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
10,990
shares
|
$331,788
0.03% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Feb 05, 2025 Q4 2024 |
10,855
shares
|
$327,712
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
10,850
shares
|
$327,561
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
10,742
shares
|
$324,300
0.06% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
10,659
shares
|
$321,795
0.04% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
10,602
shares
|
$320,074
0.01% of portfolio
|
Q4 2024
Added 36.55%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
10,430
shares
|
$314,881
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
10,406
shares
|
$314,157
0.01% of portfolio
|
Q4 2024
Reduced 5.05%
|
|
|
Sterling Investment Counsel, LLC
|
Apr 21, 2025 Q1 2025 |
10,398
shares
|
$313,915
0.11% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Apr 23, 2025 Q1 2025 |
10,392
shares
|
$313,734
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
10,379
shares
|
$313,342
0.08% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
10,366
shares
|
$312,949
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
10,254
shares
|
$309,568
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Apr 21, 2025 Q1 2025 |
10,174
shares
|
$307,153
0.1% of portfolio
|
Q2 2024
Added 0.6%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
10,117
shares
|
$305,432
0.03% of portfolio
|
Q1 2025
Added 101070.0%
|