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 |
|---|---|---|---|---|---|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 13, 2025 Q2 2025 |
7,728
shares
|
$246,677
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
7,684
shares
|
$245,273
0.05% of portfolio
|
Q2 2025
Reduced 7.44%
|
|
|
Anson Capital, Inc.
|
Aug 01, 2025 Q2 2025 |
7,357
shares
|
$234,835
0.23% of portfolio
|
Q2 2025
Added 5.93%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
7,247
shares
|
$231,324
0.01% of portfolio
|
Q2 2025
Reduced 39.51%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
7,229
shares
|
$230,749
0.12% of portfolio
|
Q3 2022
Added 0.01%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 13, 2025 Q2 2025 |
7,175
shares
|
$229,026
0.2% of portfolio
|
Q2 2025
Reduced 47.96%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
7,106
shares
|
$226,823
0.02% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
7,013
shares
|
$223,854
0.15% of portfolio
|
Q4 2024
Added 56.75%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
7,000
shares
|
$223,440
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
6,959
shares
|
$222,131
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
6,871
shares
|
$219,322
0.0% of portfolio
|
Q2 2024
Reduced 3.71%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
6,796
shares
|
$216,928
0.09% of portfolio
|
Q3 2024
Reduced 10.59%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
6,750
shares
|
$215,460
0.18% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 01, 2025 Q2 2025 |
6,750
shares
|
$215,460
0.03% of portfolio
|
Q2 2025
Reduced 28.04%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
6,692
shares
|
$213,608
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
6,692
shares
|
$213,608
0.12% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Aug 13, 2025 Q2 2025 |
6,504
shares
|
$207,607
0.1% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
6,344
shares
|
$202,500
0.13% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
6,227
shares
|
$198,765
0.01% of portfolio
|
Q4 2024
Reduced 34.64%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
6,205
shares
|
$198,063
0.01% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,900
shares
|
$188,328
0.0% of portfolio
|
Q3 2024
Reduced 17.53%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
5,697
shares
|
$181,848
0.0% of portfolio
|
Q1 2025
Added 10.15%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
5,670
shares
|
$180,986
0.08% of portfolio
|
Q4 2022
Reduced 9.86%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
5,558
shares
|
$177,411
0.0% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
5,276
shares
|
$168,409
0.02% of portfolio
|
Q2 2025
Added 1.38%
|