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 |
|---|---|---|---|---|---|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
27,846
shares
|
$888,844
0.05% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
27,645
shares
|
$882,428
0.02% of portfolio
|
Q4 2024
Reduced 7.05%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
27,587
shares
|
$880,577
0.14% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
27,380
shares
|
$873,969
0.02% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Feb 12, 2025 Q4 2024 |
27,346
shares
|
$872,884
0.39% of portfolio
|
Q4 2024
Reduced 11.57%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
27,279
shares
|
$870,745
0.01% of portfolio
|
Q4 2024
Added 29.19%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
26,510
shares
|
$846,199
0.03% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
26,411
shares
|
$843,039
0.06% of portfolio
|
Q2 2023
Added 0.0%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
26,239
shares
|
$837,548
0.0% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
25,594
shares
|
$816,960
0.08% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Feb 10, 2025 Q4 2024 |
25,305
shares
|
$807,735
0.59% of portfolio
|
Q4 2023
Reduced 3.5%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
25,124
shares
|
$801,958
0.01% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
24,806
shares
|
$791,807
0.06% of portfolio
|
Q4 2023
Reduced 4.71%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
24,559
shares
|
$783,923
0.56% of portfolio
|
Q2 2022
New holding
|
|
|
Blue Capital, Inc.
Omaha, NE |
Feb 14, 2025 Q4 2024 |
24,388
shares
|
$778,464
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
23,704
shares
|
$756,631
0.03% of portfolio
|
Q2 2020
Reduced 23.14%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
23,397
shares
|
$746,832
0.01% of portfolio
|
Q4 2024
Added 42.94%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Feb 19, 2025 Q4 2024 |
23,269
shares
|
$742,746
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
23,247
shares
|
$742,044
0.06% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
23,189
shares
|
$740,192
0.08% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jan 13, 2025 Q4 2024 |
23,105
shares
|
$737,511
0.35% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
22,562
shares
|
$720,179
0.08% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
21,228
shares
|
$677,597
0.19% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
21,158
shares
|
$675,363
0.01% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
20,882
shares
|
$666,553
0.02% of portfolio
|
Q1 2024
Reduced 0.6%
|