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 |
|---|---|---|---|---|---|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
20,641
shares
|
$658,860
0.05% of portfolio
|
Q4 2024
Reduced 5.06%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
20,616
shares
|
$658,062
0.01% of portfolio
|
Q4 2024
Added 46.7%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
20,282
shares
|
$647,401
0.06% of portfolio
|
Q4 2024
Added 34.47%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
20,043
shares
|
$639,772
0.15% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
19,555
shares
|
$624,195
0.0% of portfolio
|
Q4 2024
Reduced 10.99%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
19,301
shares
|
$616,087
0.06% of portfolio
|
Q4 2024
Reduced 18.48%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
18,877
shares
|
$602,553
0.01% of portfolio
|
Q4 2024
Reduced 44.74%
|
|
|
Collar Capital Management, LLC
Appleton, WI |
Feb 14, 2025 Q4 2024 |
18,823
shares
|
$600,830
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
18,335
shares
|
$585,253
0.02% of portfolio
|
Q3 2022
Reduced 63.64%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
18,276
shares
|
$583,369
0.33% of portfolio
|
Q4 2022
Reduced 0.38%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
18,174
shares
|
$580,114
0.01% of portfolio
|
Q2 2024
Added 0.34%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
17,766
shares
|
$567,090
0.04% of portfolio
|
Q2 2024
Added 3608.98%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
17,376
shares
|
$554,641
0.12% of portfolio
|
Q3 2024
Reduced 11.1%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
17,170
shares
|
$548,066
0.03% of portfolio
|
Q4 2024
Added 28.69%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
16,874
shares
|
$538,618
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
16,599
shares
|
$529,840
0.02% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
16,559
shares
|
$528,563
0.0% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
16,341
shares
|
$521,604
0.48% of portfolio
|
Q3 2024
Reduced 12.81%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
16,097
shares
|
$513,816
0.0% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
16,072
shares
|
$513,018
0.01% of portfolio
|
Q4 2024
Added 43.54%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 29, 2025 Q4 2024 |
16,017
shares
|
$511,262
0.43% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Cowa, LLC
Tulsa, OK |
Feb 03, 2025 Q4 2024 |
15,877
shares
|
$506,793
0.25% of portfolio
|
Q4 2024
Added 17.42%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
15,820
shares
|
$504,974
0.04% of portfolio
|
Q4 2024
Reduced 7.86%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
15,782
shares
|
$503,761
0.04% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
15,763
shares
|
$503,154
0.02% of portfolio
|
Q4 2024
Reduced 6.57%
|