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 375 institutions that hold shares in the stock, with a total of 30.7 Million shares, which have been reported (via 13F filing form) to have a value of $980 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,424,848
shares
|
$77.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,895,525
shares
|
$60.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.56%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,732,807
shares
|
$55.3 Million
0.01% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,651,760
shares
|
$52.7 Million
0.02% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
1,439,254
shares
|
$45.9 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
1,071,307
shares
|
$34.2 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
966,113
shares
|
$30.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
958,509
shares
|
$30.6 Million
0.01% of portfolio
|
Q1 2025
Added 12.41%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
711,068
shares
|
$22.7 Million
0.09% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
664,924
shares
|
$21.2 Million
0.02% of portfolio
|
Q2 2025
Added 78.97%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
638,000
shares
|
$20.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 26.43%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
626,831
shares
|
$20 Million
0.01% of portfolio
|
Q1 2025
Reduced 24.22%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
593,740
shares
|
$19 Million
0.04% of portfolio
|
Q1 2025
Added 10.31%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
551,706
shares
|
$17.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.28%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
543,142
shares
|
$17.3 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
493,443
shares
|
$15.8 Million
0.02% of portfolio
|
Q3 2024
Added 10.26%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
444,823
shares
|
$14.2 Million
0.01% of portfolio
|
Q3 2024
Added 30.81%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
431,950
shares
|
$13.8 Million
0.07% of portfolio
|
Q1 2025
Added 37.65%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
339,328
shares
|
$10.8 Million
0.02% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
335,967
shares
|
$10.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
322,988
shares
|
$10.3 Million
0.14% of portfolio
|
Q2 2025
Added 6.55%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
309,034
shares
|
$9.86 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
284,436
shares
|
$9.08 Million
3.34% of portfolio
|
Q4 2023
Reduced 1.15%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
260,063
shares
|
$8.3 Million
0.01% of portfolio
|
Q2 2025
Added 5.81%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
250,797
shares
|
$8.01 Million
0.49% of portfolio
|
Q2 2025
Added 2.56%
|