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 361 institutions that hold shares in the stock, with a total of 31.4 Million shares, which have been reported (via 13F filing form) to have a value of $1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
1,465
shares
|
$46,762
0.01% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,395
shares
|
$44,528
0.0% of portfolio
|
Q2 2021
Reduced 23.14%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
1,387
shares
|
$44,273
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
1,361
shares
|
$43,443
0.0% of portfolio
|
Q3 2024
Reduced 15.52%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
1,337
shares
|
$42,677
0.02% of portfolio
|
Q3 2024
Reduced 17.77%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
1,335
shares
|
$42,613
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
1,278
shares
|
$40,793
0.03% of portfolio
|
Q1 2024
Reduced 13.06%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
1,213
shares
|
$38,718
0.02% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,081
shares
|
$34,505
0.01% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
1,058
shares
|
$33,771
0.0% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
1,050
shares
|
$33,516
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,034
shares
|
$33,005
0.0% of portfolio
|
Q1 2024
Reduced 0.29%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
975
shares
|
$31,122
0.01% of portfolio
|
Q1 2023
Reduced 48.0%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
953
shares
|
$30,419
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
895
shares
|
$28,568
0.0% of portfolio
|
Q4 2024
Reduced 21.28%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
882
shares
|
$28,153
0.0% of portfolio
|
Q4 2024
Reduced 17.49%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
823
shares
|
$26,270
0.02% of portfolio
|
Q2 2024
Reduced 69.55%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
735
shares
|
$23,461
0.01% of portfolio
|
Q3 2022
Added 63.33%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
727
shares
|
$23,205
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
691
shares
|
$22,056
0.0% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
680
shares
|
$21,705
0.0% of portfolio
|
Q2 2024
Reduced 68.45%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
662
shares
|
$21,131
0.01% of portfolio
|
Q1 2024
Reduced 70.98%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
600
shares
|
$19,152
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
567
shares
|
$18,098
0.0% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
561
shares
|
$17,907
0.0% of portfolio
|
Q4 2023
Reduced 94.19%
|