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 |
|---|---|---|---|---|---|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
234,602
shares
|
$7.49 Million
0.65% of portfolio
|
Q3 2022
Added 2.6%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
224,039
shares
|
$7.15 Million
0.02% of portfolio
|
Q2 2025
Added 10.27%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
218,860
shares
|
$6.99 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
216,847
shares
|
$6.92 Million
0.13% of portfolio
|
Q2 2025
Added 25.33%
|
|
|
Hc Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
198,304
shares
|
$6.33 Million
4.72% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
196,422
shares
|
$6.27 Million
1.25% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
194,328
shares
|
$6.2 Million
0.46% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
H&H Retirement Design & Management Inc
|
Jul 23, 2025 Q2 2025 |
171,838
shares
|
$5.49 Million
3.04% of portfolio
|
Q2 2025
Added 10.85%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
168,108
shares
|
$5.37 Million
0.64% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
167,354
shares
|
$5.34 Million
1.09% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
|
Del Sette Capital Management, LLC
|
Aug 12, 2025 Q2 2025 |
164,390
shares
|
$5.25 Million
3.83% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
158,726
shares
|
$5.07 Million
2.79% of portfolio
|
Q4 2024
Added 44.96%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
152,742
shares
|
$4.88 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
152,415
shares
|
$4.87 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.09%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
146,072
shares
|
$4.66 Million
0.0% of portfolio
|
Q2 2025
Added 373.57%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
144,958
shares
|
$4.63 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
144,488
shares
|
$4.61 Million
0.01% of portfolio
|
Q2 2025
Reduced 51.48%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
Jul 14, 2025 Q2 2025 |
143,503
shares
|
$4.58 Million
3.03% of portfolio
|
Q2 2025
Added 4.95%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
142,762
shares
|
$4.56 Million
0.0% of portfolio
|
Q2 2025
Reduced 38.86%
|
|
|
Melone Private Wealth, LLC
|
Jul 08, 2025 Q2 2025 |
141,577
shares
|
$4.52 Million
2.29% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
132,808
shares
|
$4.24 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jul 30, 2025 Q2 2025 |
129,375
shares
|
$4.13 Million
0.22% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
120,583
shares
|
$3.85 Million
0.09% of portfolio
|
Q2 2025
Reduced 10.68%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
119,744
shares
|
$3.82 Million
2.68% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Croban
Fremont, OH |
Aug 08, 2025 Q2 2025 |
118,690
shares
|
$3.79 Million
3.22% of portfolio
|
Q2 2025
Reduced 0.13%
|