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 |
|---|---|---|---|---|---|
|
Sterling Investment Counsel, LLC
|
Jul 21, 2025 Q2 2025 |
10,398
shares
|
$331,904
0.19% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jul 15, 2025 Q2 2025 |
10,392
shares
|
$331,712
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
10,379
shares
|
$331,297
0.08% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
10,367
shares
|
$330,914
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
10,302
shares
|
$328,839
0.02% of portfolio
|
Q2 2025
Added 5.45%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
10,239
shares
|
$326,828
0.03% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jul 29, 2025 Q2 2025 |
10,190
shares
|
$325,264
0.23% of portfolio
|
Q3 2024
Added 36.67%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jul 10, 2025 Q2 2025 |
10,174
shares
|
$324,754
0.1% of portfolio
|
Q2 2024
Added 0.6%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
9,970
shares
|
$318,242
0.01% of portfolio
|
Q2 2025
Reduced 9.4%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
9,874
shares
|
$315,178
0.01% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
9,843
shares
|
$314,188
0.03% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
9,713
shares
|
$310,038
0.01% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
9,648
shares
|
$307,964
0.19% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
9,536
shares
|
$304,389
0.02% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
9,510
shares
|
$303,559
0.17% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
9,405
shares
|
$300,207
0.01% of portfolio
|
Q2 2025
Reduced 12.4%
|
|
|
Moller Financial Services
|
Jul 10, 2025 Q2 2025 |
9,086
shares
|
$290,025
0.06% of portfolio
|
Q4 2024
Reduced 11.68%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jul 21, 2025 Q2 2025 |
9,065
shares
|
$289,354
0.15% of portfolio
|
Q1 2025
Reduced 9.94%
|
|
|
Plimoth Trust CO LLC
|
Jul 22, 2025 Q2 2025 |
8,900
shares
|
$284,088
0.07% of portfolio
|
Q2 2025
Reduced 4.62%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
8,421
shares
|
$268,798
0.04% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
8,112
shares
|
$258,935
0.0% of portfolio
|
Q2 2025
Reduced 6.8%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
7,951
shares
|
$253,795
0.0% of portfolio
|
Q2 2025
Reduced 23.3%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
7,888
shares
|
$251,784
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
7,874
shares
|
$251,338
0.02% of portfolio
|
Q2 2024
Reduced 2.34%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
7,796
shares
|
$248,848
0.05% of portfolio
|
Q2 2025
Reduced 12.37%
|