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 |
|---|---|---|---|---|---|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
59,063
shares
|
$1.89 Million
0.22% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
58,591
shares
|
$1.87 Million
0.93% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
58,101
shares
|
$1.85 Million
0.07% of portfolio
|
Q1 2023
Reduced 0.31%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
58,052
shares
|
$1.85 Million
0.4% of portfolio
|
Q2 2023
Added 0.01%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
58,015
shares
|
$1.85 Million
0.32% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
57,172
shares
|
$1.82 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
56,063
shares
|
$1.79 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
55,353
shares
|
$1.77 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
55,237
shares
|
$1.76 Million
0.0% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
54,712
shares
|
$1.75 Million
0.0% of portfolio
|
Q4 2024
Reduced 18.55%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
53,374
shares
|
$1.7 Million
0.04% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
53,232
shares
|
$1.7 Million
0.26% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
52,199
shares
|
$1.67 Million
0.49% of portfolio
|
Q4 2020
Reduced 70.32%
|
|
|
F&V Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
52,170
shares
|
$1.67 Million
0.47% of portfolio
|
Q4 2024
Added 67.27%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
51,150
shares
|
$1.63 Million
0.02% of portfolio
|
Q4 2024
Added 10.11%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
50,461
shares
|
$1.61 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Feb 14, 2025 Q4 2024 |
50,256
shares
|
$1.6 Million
1.81% of portfolio
|
Q4 2024
New holding
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
49,210
shares
|
$1.57 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
49,083
shares
|
$1.57 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Jan 22, 2025 Q4 2024 |
49,035
shares
|
$1.57 Million
1.1% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Powers Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
49,001
shares
|
$1.56 Million
0.85% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Jan 27, 2025 Q4 2024 |
46,553
shares
|
$1.49 Million
0.53% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
45,766
shares
|
$1.46 Million
0.57% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
44,892
shares
|
$1.43 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
44,388
shares
|
$1.42 Million
0.28% of portfolio
|
Q4 2024
Reduced 1.81%
|