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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
3,873
shares
|
$123,626
0.0% of portfolio
|
Q2 2025
Added 12.42%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
3,788
shares
|
$120,912
0.06% of portfolio
|
Q4 2024
Added 244.36%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
3,621
shares
|
$115,582
0.01% of portfolio
|
Q2 2023
Reduced 39.53%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
3,604
shares
|
$115,039
0.0% of portfolio
|
Q1 2025
Reduced 9.24%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
3,249
shares
|
$103,708
0.01% of portfolio
|
Q4 2017
Added 200.0%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
3,242
shares
|
$103,484
0.02% of portfolio
|
Q2 2025
Reduced 24.94%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
2,931
shares
|
$93,557
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jul 22, 2025 Q2 2025 |
2,856
shares
|
$91,163
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
2,796
shares
|
$89,248
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
2,687
shares
|
$85,769
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
2,608
shares
|
$83,247
0.0% of portfolio
|
Q2 2025
Added 12.61%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
2,604
shares
|
$83,119
0.01% of portfolio
|
Q3 2021
Reduced 10.82%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
2,574
shares
|
$82,162
0.0% of portfolio
|
Q2 2025
Reduced 49.45%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,570
shares
|
$82,034
0.0% of portfolio
|
Q2 2024
Reduced 16.56%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
2,524
shares
|
$80,566
0.03% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,400
shares
|
$76,608
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
2,381
shares
|
$76,001
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
2,281
shares
|
$72,809
0.05% of portfolio
|
Q2 2023
Reduced 22.49%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
2,168
shares
|
$69,202
0.01% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
2,105
shares
|
$67,191
0.0% of portfolio
|
Q2 2025
Reduced 40.7%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
2,096
shares
|
$66,904
0.0% of portfolio
|
Q2 2025
Added 137.64%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
2,000
shares
|
$63,840
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,944
shares
|
$62,052
0.01% of portfolio
|
Q1 2020
Reduced 5.81%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,800
shares
|
$57,456
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
1,769
shares
|
$56,466
0.0% of portfolio
|
Q2 2025
Reduced 49.01%
|