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 382 institutions that hold shares in the stock, with a total of 30.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
1,030
shares
|
$33,742
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
1,000
shares
|
$32,759
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
975
shares
|
$31,940
0.01% of portfolio
|
Q1 2023
Reduced 48.0%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
870
shares
|
$28,501
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
823
shares
|
$26,961
0.02% of portfolio
|
Q2 2024
Reduced 69.55%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Jan 05, 2026 Q4 2025 |
810
shares
|
$26,535
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
793
shares
|
$25,978
0.01% of portfolio
|
Q2 2025
Reduced 16.88%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
735
shares
|
$24,078
0.01% of portfolio
|
Q3 2022
Added 63.33%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
662
shares
|
$21,687
0.01% of portfolio
|
Q1 2024
Reduced 70.98%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
603
shares
|
$19,754
0.0% of portfolio
|
Q3 2025
Reduced 7.52%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
600
shares
|
$19,656
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
561
shares
|
$18,378
0.0% of portfolio
|
Q4 2023
Reduced 94.19%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
560
shares
|
$18,345
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
548
shares
|
$17,952
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
541
shares
|
$17,723
0.0% of portfolio
|
Q3 2025
Reduced 27.38%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
525
shares
|
$17,199
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
522
shares
|
$17,100
0.0% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
476
shares
|
$15,593
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
468
shares
|
$15,331
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
318
shares
|
$10,417
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
263
shares
|
$8,615
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Piscataqua Savings Bank
|
Oct 28, 2025 Q3 2025 |
258
shares
|
$8,452
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
254
shares
|
$8,321
0.0% of portfolio
|
Q1 2025
Reduced 49.6%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
250
shares
|
$8,189
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Eukles Asset Management
|
Nov 05, 2025 Q3 2025 |
234
shares
|
$7,665
0.0% of portfolio
|
Q4 2018
New holding
|
|