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 |
|---|---|---|---|---|---|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
561
shares
|
$17,907
0.0% of portfolio
|
Q4 2023
Reduced 94.19%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
560
shares
|
$17,875
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
548
shares
|
$17,492
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
525
shares
|
$16,758
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
519
shares
|
$16,566
0.0% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
499
shares
|
$15,928
0.0% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
469
shares
|
$14,970
0.0% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
318
shares
|
$10,150
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
263
shares
|
$8,394
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
258
shares
|
$8,235
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
254
shares
|
$8,107
0.0% of portfolio
|
Q1 2025
Reduced 49.6%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
250
shares
|
$7,980
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
236
shares
|
$7,533
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Eukles Asset Management
|
Aug 06, 2025 Q2 2025 |
234
shares
|
$7,469
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
210
shares
|
$6,703
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
200
shares
|
$6,384
0.0% of portfolio
|
Q2 2025
Reduced 85.3%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
186
shares
|
$5,937
0.0% of portfolio
|
Q2 2020
Reduced 92.98%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
170
shares
|
$5,426
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
166
shares
|
$5,298
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
166
shares
|
$5,298
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
150
shares
|
$4,788
0.0% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
150
shares
|
$4,788
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
145
shares
|
$4,628
0.0% of portfolio
|
Q2 2025
Reduced 27.14%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
144
shares
|
$4,596
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
134
shares
|
$4,277
0.0% of portfolio
|
Q1 2023
Reduced 95.48%
|