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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
131
shares
|
$4,181
0.0% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
114
shares
|
$3,638
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
112
shares
|
$3,575
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
107
shares
|
$3,415
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
103
shares
|
$3,287
0.0% of portfolio
|
Q2 2025
Reduced 11.21%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
100
shares
|
$3,192
0.0% of portfolio
|
Q2 2025
Reduced 76.74%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
92
shares
|
$2,936
0.0% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
81
shares
|
$2,585
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
58
shares
|
$1,851
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
56
shares
|
$1,787
0.0% of portfolio
|
Q2 2025
Added 9.8%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
44
shares
|
$1,404
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
44
shares
|
$1,404
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
41
shares
|
$1,308
0.0% of portfolio
|
Q2 2025
Added 10.81%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
40
shares
|
$1,276
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
30
shares
|
$957
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
30
shares
|
$957
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
21
shares
|
$670
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
20
shares
|
$638
0.0% of portfolio
|
Q2 2025
Reduced 85.19%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
17
shares
|
$542
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
9
shares
|
$287
0.0% of portfolio
|
Q4 2019
Reduced 96.31%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
2
shares
|
$63
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|