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 |
|---|---|---|---|---|---|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
15,653
shares
|
$499,643
0.09% of portfolio
|
Q4 2022
Added 0.97%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
15,653
shares
|
$499,643
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
15,485
shares
|
$494,281
0.05% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
15,142
shares
|
$483,332
0.0% of portfolio
|
Q4 2024
Added 13.48%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
15,050
shares
|
$480,396
0.01% of portfolio
|
Q4 2024
Reduced 22.48%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
15,007
shares
|
$479,023
0.06% of portfolio
|
Q3 2023
Reduced 1.32%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
14,726
shares
|
$470,053
0.25% of portfolio
|
Q4 2024
Added 103.57%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
14,402
shares
|
$459,711
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Archetype Wealth Partners
Houston, TX |
Feb 14, 2025 Q4 2024 |
14,313
shares
|
$456,870
0.07% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Abundance Wealth Counselors
|
Jan 24, 2025 Q4 2024 |
13,980
shares
|
$446,241
0.1% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
New Hampshire Trust
Concord, NH |
Jan 16, 2025 Q4 2024 |
13,662
shares
|
$436,091
0.1% of portfolio
|
Q1 2024
Reduced 0.68%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Feb 18, 2025 Q4 2024 |
13,587
shares
|
$433,697
0.08% of portfolio
|
Q4 2024
Reduced 5.03%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
13,433
shares
|
$428,781
0.22% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
13,181
shares
|
$420,737
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
13,149
shares
|
$419,716
0.04% of portfolio
|
Q4 2024
Added 23.36%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
13,142
shares
|
$419,492
0.0% of portfolio
|
Q4 2024
Reduced 5.13%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
13,138
shares
|
$419,364
0.08% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
13,099
shares
|
$418,120
0.01% of portfolio
|
Q4 2024
Reduced 29.28%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
13,070
shares
|
$417,194
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
13,041
shares
|
$416,268
0.02% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Feb 13, 2025 Q4 2024 |
12,895
shares
|
$411,608
0.22% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
12,847
shares
|
$410,076
0.0% of portfolio
|
Q4 2024
Added 30.11%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
12,476
shares
|
$398,233
0.01% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
12,414
shares
|
$396,254
0.04% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
12,304
shares
|
$392,743
0.0% of portfolio
|
Q4 2024
Added 0.05%
|