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 |
|---|---|---|---|---|---|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
114,326
shares
|
$3.65 Million
3.1% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
101,181
shares
|
$3.23 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
100,584
shares
|
$3.21 Million
0.57% of portfolio
|
Q4 2024
Reduced 13.7%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
98,100
shares
|
$3.13 Million
0.01% of portfolio
|
Q4 2024
Reduced 13.57%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
97,498
shares
|
$3.11 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
93,511
shares
|
$2.98 Million
1.77% of portfolio
|
Q2 2022
Added 13.89%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
92,993
shares
|
$2.97 Million
0.08% of portfolio
|
Q4 2024
Added 7.56%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
92,286
shares
|
$2.95 Million
0.23% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
91,597
shares
|
$2.92 Million
0.35% of portfolio
|
Q4 2024
Reduced 6.26%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
86,053
shares
|
$2.75 Million
0.0% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
85,053
shares
|
$2.71 Million
0.01% of portfolio
|
Q4 2024
Added 10.59%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
83,875
shares
|
$2.68 Million
0.05% of portfolio
|
Q4 2022
Added 0.03%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
83,495
shares
|
$2.67 Million
0.34% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
82,506
shares
|
$2.63 Million
0.1% of portfolio
|
Q4 2024
Reduced 13.36%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
80,971
shares
|
$2.58 Million
1.54% of portfolio
|
Q4 2023
Reduced 10.37%
|
|
|
Vaughan & CO Securities, Inc.
|
Jan 27, 2025 Q4 2024 |
79,606
shares
|
$2.54 Million
1.66% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
78,210
shares
|
$2.5 Million
0.13% of portfolio
|
Q4 2024
Added 448.84%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
69,931
shares
|
$2.23 Million
0.04% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 14, 2025 Q4 2024 |
68,230
shares
|
$2.18 Million
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Vestor Capital, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
65,835
shares
|
$2.1 Million
0.17% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
63,145
shares
|
$2.02 Million
0.53% of portfolio
|
Q2 2023
Reduced 14.62%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
62,860
shares
|
$2.01 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
59,918
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2023
Reduced 4.83%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Jan 17, 2025 Q4 2024 |
59,353
shares
|
$1.89 Million
2.21% of portfolio
|
Q4 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
59,350
shares
|
$1.89 Million
0.49% of portfolio
|
Q2 2022
Added 11675.79%
|