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 |
|---|---|---|---|---|---|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
1,100
shares
|
$38,016
0.01% of portfolio
|
Q2 2024
Reduced 15.38%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,079
shares
|
$37,290
0.0% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
1,078
shares
|
$37,255
0.01% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,069
shares
|
$36,944
0.0% of portfolio
|
Q2 2024
Reduced 18.83%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,034
shares
|
$35,735
0.0% of portfolio
|
Q1 2024
Reduced 0.29%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
989
shares
|
$34,179
0.03% of portfolio
|
Q1 2024
Added 6.92%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
975
shares
|
$33,696
0.01% of portfolio
|
Q1 2023
Reduced 48.0%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
937
shares
|
$32,382
0.03% of portfolio
|
Q3 2024
Reduced 90.0%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
823
shares
|
$28,442
0.02% of portfolio
|
Q2 2024
Reduced 69.55%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
735
shares
|
$25,401
0.01% of portfolio
|
Q3 2022
Added 63.33%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
691
shares
|
$23,880
0.0% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
680
shares
|
$23,500
0.0% of portfolio
|
Q2 2024
Reduced 68.45%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
662
shares
|
$22,878
0.01% of portfolio
|
Q1 2024
Reduced 70.98%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
654
shares
|
$22,602
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
600
shares
|
$20,736
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
562
shares
|
$19,422
0.01% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
561
shares
|
$19,388
0.0% of portfolio
|
Q4 2023
Reduced 94.19%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
560
shares
|
$19,353
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
505
shares
|
$17,452
0.0% of portfolio
|
Q3 2024
Reduced 26.28%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
504
shares
|
$17,418
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
456
shares
|
$15,759
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
430
shares
|
$14,860
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
371
shares
|
$12,821
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
267
shares
|
$9,227
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
263
shares
|
$9,089
0.02% of portfolio
|
Q2 2022
New holding
|