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 |
|---|---|---|---|---|---|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Feb 13, 2025 Q4 2024 |
43,959
shares
|
$1.4 Million
0.86% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
43,720
shares
|
$1.4 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Jan 27, 2025 Q4 2024 |
42,167
shares
|
$1.35 Million
0.81% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
41,253
shares
|
$1.32 Million
0.2% of portfolio
|
Q3 2024
Reduced 20.75%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
41,209
shares
|
$1.32 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
40,938
shares
|
$1.31 Million
0.31% of portfolio
|
Q4 2024
Reduced 10.37%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
40,817
shares
|
$1.3 Million
0.07% of portfolio
|
Q4 2024
Reduced 14.62%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
39,781
shares
|
$1.27 Million
0.44% of portfolio
|
Q1 2022
Reduced 2.45%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
39,624
shares
|
$1.26 Million
0.24% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
39,120
shares
|
$1.25 Million
0.21% of portfolio
|
Q4 2024
Added 34.52%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
36,973
shares
|
$1.18 Million
0.01% of portfolio
|
Q4 2024
Reduced 12.53%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
36,618
shares
|
$1.17 Million
0.26% of portfolio
|
Q4 2024
Reduced 6.11%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
36,235
shares
|
$1.16 Million
0.07% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
36,190
shares
|
$1.16 Million
0.04% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
35,333
shares
|
$1.13 Million
0.0% of portfolio
|
Q4 2024
Added 33.63%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
34,743
shares
|
$1.11 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
33,677
shares
|
$1.07 Million
0.09% of portfolio
|
Q4 2024
Reduced 5.1%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
33,211
shares
|
$1.06 Million
0.04% of portfolio
|
Q4 2024
Added 11.33%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
32,893
shares
|
$1.05 Million
0.04% of portfolio
|
Q4 2024
Reduced 7.13%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
31,482
shares
|
$1 Million
0.02% of portfolio
|
Q4 2024
Added 7.03%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
30,678
shares
|
$979,241
0.0% of portfolio
|
Q4 2024
Reduced 5.63%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
29,966
shares
|
$956,514
0.02% of portfolio
|
Q4 2024
Added 10.42%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
29,843
shares
|
$952,588
0.08% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
28,494
shares
|
$909,528
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
28,436
shares
|
$907,677
0.0% of portfolio
|
Q4 2024
Reduced 2.62%
|