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 351 institutions that hold shares in the stock, with a total of 29.3 Million shares, which have been reported (via 13F filing form) to have a value of $991 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wrenne Financial Planning LLC
Lexington, KY |
Nov 12, 2024 Q3 2024 |
6,505
shares
|
$215,250
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
6,130
shares
|
$202,841
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
6,085
shares
|
$201,352
0.01% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
6,068
shares
|
$200,790
0.0% of portfolio
|
Q3 2024
Reduced 21.97%
|
|
|
Madrona Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
5,928
shares
|
$196,157
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
5,906
shares
|
$195,429
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,900
shares
|
$195,231
0.0% of portfolio
|
Q3 2024
Reduced 17.53%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
5,670
shares
|
$187,620
0.09% of portfolio
|
Q4 2022
Reduced 9.86%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
5,172
shares
|
$171,141
0.0% of portfolio
|
Q1 2024
Reduced 21.96%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
5,117
shares
|
$169,321
0.01% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
5,064
shares
|
$167,567
0.02% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
4,856
shares
|
$160,685
0.05% of portfolio
|
Q2 2024
Added 15.02%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
4,607
shares
|
$152,445
0.0% of portfolio
|
Q2 2024
Added 92.84%
|
|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
4,478
shares
|
$148,177
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
4,474
shares
|
$148,044
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
4,028
shares
|
$133,286
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
3,971
shares
|
$131,400
0.0% of portfolio
|
Q3 2024
Added 14.08%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
3,925
shares
|
$129,878
0.01% of portfolio
|
Q3 2024
Added 97.73%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
3,621
shares
|
$119,818
0.01% of portfolio
|
Q2 2023
Reduced 39.53%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
3,469
shares
|
$114,789
0.01% of portfolio
|
Q2 2024
Added 767.25%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
3,249
shares
|
$107,509
0.02% of portfolio
|
Q4 2017
Added 200.0%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
2,856
shares
|
$94,505
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
2,840
shares
|
$93,975
0.03% of portfolio
|
Q4 2024
Reduced 8.09%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
2,796
shares
|
$92,519
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
2,604
shares
|
$86,166
0.01% of portfolio
|
Q3 2021
Reduced 10.82%
|