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 $1.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,570
shares
|
$88,819
0.0% of portfolio
|
Q2 2024
Reduced 16.56%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
2,495
shares
|
$86,227
0.01% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
2,457
shares
|
$84,913
0.04% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,400
shares
|
$82,944
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
2,281
shares
|
$78,831
0.05% of portfolio
|
Q2 2023
Reduced 22.49%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
2,159
shares
|
$74,615
0.01% of portfolio
|
Q1 2024
Reduced 10.79%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
2,000
shares
|
$69,120
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
1,944
shares
|
$67,184
0.02% of portfolio
|
Q1 2020
Reduced 5.81%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
1,825
shares
|
$63,072
0.0% of portfolio
|
Q4 2023
Reduced 18.89%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,800
shares
|
$62,208
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,626
shares
|
$56,194
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
1,597
shares
|
$55,192
0.01% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
1,518
shares
|
$52,462
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
1,484
shares
|
$51,287
0.02% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
1,475
shares
|
$50,976
0.01% of portfolio
|
Q3 2024
Added 25.53%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,430
shares
|
$49,420
0.0% of portfolio
|
Q3 2024
Added 1562.79%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,395
shares
|
$48,211
0.0% of portfolio
|
Q2 2021
Reduced 23.14%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
1,380
shares
|
$47,692
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,361
shares
|
$47,036
0.0% of portfolio
|
Q3 2024
Reduced 15.52%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
1,337
shares
|
$46,206
0.02% of portfolio
|
Q3 2024
Reduced 17.77%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
1,278
shares
|
$44,167
0.03% of portfolio
|
Q1 2024
Reduced 13.06%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
1,265
shares
|
$43,718
0.0% of portfolio
|
Q2 2024
Reduced 73.8%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
1,204
shares
|
$41,610
0.02% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
1,200
shares
|
$41,472
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
1,137
shares
|
$39,294
0.0% of portfolio
|
Q3 2024
Reduced 12.27%
|