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 361 institutions that hold shares in the stock, with a total of 31.4 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 |
|---|---|---|---|---|---|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
6,796
shares
|
$216,928
0.09% of portfolio
|
Q3 2024
Reduced 10.59%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Apr 16, 2025 Q1 2025 |
6,776
shares
|
$216,289
0.19% of portfolio
|
Q1 2025
Reduced 8.21%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
6,740
shares
|
$215,140
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Mirador Capital Partners LP
|
Apr 08, 2025 Q1 2025 |
6,726
shares
|
$214,693
0.04% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
6,719
shares
|
$214,470
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Anson Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
6,679
shares
|
$213,193
0.21% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Wambolt & Associates, LLC
|
Feb 11, 2025 Q4 2024 |
6,592
shares
|
$210,416
0.07% of portfolio
|
Q4 2024
Reduced 27.26%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
6,529
shares
|
$208,405
0.01% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Feb 10, 2025 Q4 2024 |
6,505
shares
|
$207,639
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
6,227
shares
|
$198,765
0.01% of portfolio
|
Q4 2024
Reduced 34.64%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Mar 10, 2025 Q4 2024 |
6,176
shares
|
$197,137
0.13% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,968
shares
|
$190,498
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
5,906
shares
|
$188,519
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,900
shares
|
$188,328
0.0% of portfolio
|
Q3 2024
Reduced 17.53%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
5,852
shares
|
$186,795
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
5,670
shares
|
$180,986
0.09% of portfolio
|
Q4 2022
Reduced 9.86%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
5,204
shares
|
$166,111
0.02% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
5,172
shares
|
$165,090
0.0% of portfolio
|
Q1 2024
Reduced 21.96%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
4,907
shares
|
$156,631
0.0% of portfolio
|
Q4 2024
Added 6.51%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
4,838
shares
|
$154,428
0.01% of portfolio
|
Q4 2024
Reduced 5.45%
|
|
|
Mitchell Sinkler & Starr
|
Feb 12, 2025 Q4 2024 |
4,478
shares
|
$142,937
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
4,118
shares
|
$131,446
0.01% of portfolio
|
Q4 2024
Added 4.92%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
4,059
shares
|
$129,563
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
4,028
shares
|
$128,573
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
3,971
shares
|
$126,754
0.0% of portfolio
|
Q3 2024
Added 14.08%
|