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 362 institutions that hold shares in the stock, with a total of 31.1 Million shares, which have been reported (via 13F filing form) to have a value of $937 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
15,564
shares
|
$468,476
0.1% of portfolio
|
Q1 2025
Reduced 7.76%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
15,142
shares
|
$455,774
0.0% of portfolio
|
Q4 2024
Added 13.48%
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
15,059
shares
|
$453,275
0.05% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
15,050
shares
|
$453,005
0.01% of portfolio
|
Q4 2024
Reduced 22.48%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
15,007
shares
|
$451,710
0.06% of portfolio
|
Q3 2023
Reduced 1.32%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
14,726
shares
|
$443,252
0.25% of portfolio
|
Q4 2024
Added 103.57%
|
|
|
Abundance Wealth Counselors
|
Apr 21, 2025 Q1 2025 |
14,584
shares
|
$438,978
0.1% of portfolio
|
Q1 2025
Added 4.32%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
14,513
shares
|
$436,841
0.02% of portfolio
|
Q1 2025
Reduced 81.44%
|
|
|
Archetype Wealth Partners
Houston, TX |
Feb 14, 2025 Q4 2024 |
14,313
shares
|
$430,821
0.07% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
New Hampshire Trust
Concord, NH |
Apr 08, 2025 Q1 2025 |
14,282
shares
|
$429,888
0.1% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 23, 2025 Q1 2025 |
13,788
shares
|
$415,018
0.44% of portfolio
|
Q1 2025
Added 14.94%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Feb 18, 2025 Q4 2024 |
13,587
shares
|
$408,968
0.08% of portfolio
|
Q4 2024
Reduced 5.03%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
13,433
shares
|
$404,333
0.22% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
13,181
shares
|
$396,748
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
13,149
shares
|
$395,784
0.04% of portfolio
|
Q4 2024
Added 23.36%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
13,142
shares
|
$395,574
0.0% of portfolio
|
Q4 2024
Reduced 5.13%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
13,138
shares
|
$395,453
0.08% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
13,099
shares
|
$394,279
0.01% of portfolio
|
Q4 2024
Reduced 29.28%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
13,070
shares
|
$393,407
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Feb 13, 2025 Q4 2024 |
12,895
shares
|
$388,139
0.22% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
12,847
shares
|
$386,694
0.0% of portfolio
|
Q4 2024
Added 30.11%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
12,694
shares
|
$382,089
0.02% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
12,476
shares
|
$375,527
0.01% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
12,414
shares
|
$373,661
0.04% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
12,285
shares
|
$369,778
0.0% of portfolio
|
Q4 2024
Reduced 5.16%
|