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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,626
shares
|
$51,901
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
1,597
shares
|
$50,976
0.01% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
1,580
shares
|
$50,433
0.0% of portfolio
|
Q1 2025
Reduced 13.42%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
1,540
shares
|
$49,156
0.01% of portfolio
|
Q2 2025
Reduced 45.77%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
1,518
shares
|
$48,454
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
1,510
shares
|
$48,199
0.02% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
1,475
shares
|
$47,082
0.01% of portfolio
|
Q3 2024
Added 25.53%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
1,422
shares
|
$45,390
0.0% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,395
shares
|
$44,528
0.0% of portfolio
|
Q2 2021
Reduced 23.14%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
1,296
shares
|
$41,368
0.0% of portfolio
|
Q2 2025
Reduced 39.97%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
1,278
shares
|
$40,793
0.02% of portfolio
|
Q1 2024
Reduced 13.06%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
1,243
shares
|
$39,676
0.0% of portfolio
|
Q2 2025
Reduced 98.2%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
1,230
shares
|
$39,261
0.02% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jul 25, 2025 Q2 2025 |
1,050
shares
|
$33,516
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
1,034
shares
|
$33,005
0.0% of portfolio
|
Q1 2024
Reduced 0.29%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
1,030
shares
|
$32,877
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
975
shares
|
$31,122
0.01% of portfolio
|
Q1 2023
Reduced 48.0%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
823
shares
|
$26,270
0.02% of portfolio
|
Q2 2024
Reduced 69.55%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
810
shares
|
$25,855
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
793
shares
|
$25,312
0.01% of portfolio
|
Q2 2025
Reduced 16.88%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
745
shares
|
$23,780
0.0% of portfolio
|
Q2 2025
Added 170.91%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
735
shares
|
$23,461
0.01% of portfolio
|
Q3 2022
Added 63.33%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
662
shares
|
$21,131
0.01% of portfolio
|
Q1 2024
Reduced 70.98%
|