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 363 institutions that hold shares in the stock, with a total of 31.5 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 |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
244,318
shares
|
$7.8 Million
0.02% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
234,602
shares
|
$7.49 Million
0.65% of portfolio
|
Q3 2022
Added 2.6%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
232,463
shares
|
$7.42 Million
0.01% of portfolio
|
Q4 2024
Reduced 51.2%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
227,790
shares
|
$7.27 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
224,126
shares
|
$7.15 Million
0.52% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
210,280
shares
|
$6.71 Million
0.55% of portfolio
|
Q4 2024
Reduced 10.26%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
201,562
shares
|
$6.43 Million
0.24% of portfolio
|
Q4 2024
Added 5.9%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
196,422
shares
|
$6.27 Million
1.25% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Hc Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
188,954
shares
|
$6.03 Million
5.47% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
172,493
shares
|
$5.51 Million
0.77% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
171,719
shares
|
$5.48 Million
1.36% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
162,935
shares
|
$5.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
160,778
shares
|
$5.13 Million
0.01% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
158,726
shares
|
$5.07 Million
2.79% of portfolio
|
Q4 2024
Added 44.96%
|
|
|
H&H Retirement Design & Management Inc
|
Feb 24, 2025 Q4 2024 |
153,752
shares
|
$4.91 Million
3.32% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
153,082
shares
|
$4.89 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
152,041
shares
|
$4.85 Million
0.01% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
151,005
shares
|
$4.82 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
145,031
shares
|
$4.63 Million
0.0% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Del Sette Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
144,744
shares
|
$4.62 Million
4.09% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Melone Private Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
141,144
shares
|
$4.51 Million
2.51% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
139,400
shares
|
$4.45 Million
0.13% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
130,732
shares
|
$4.17 Million
0.01% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
129,375
shares
|
$4.13 Million
0.35% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Croban
Fremont, OH |
Feb 07, 2025 Q4 2023 |
119,220
shares
|
$3.81 Million
4.05% of portfolio
|
Q4 2023
New holding
|