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 374 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 |
|---|---|---|---|---|---|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
115,834
shares
|
$3.7 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
114,661
shares
|
$3.66 Million
0.0% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
105,064
shares
|
$3.35 Million
0.08% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
100,168
shares
|
$3.2 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.96%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
99,407
shares
|
$3.17 Million
0.07% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
96,673
shares
|
$3.09 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
95,087
shares
|
$3.04 Million
0.21% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
93,511
shares
|
$2.98 Million
1.77% of portfolio
|
Q2 2022
Added 13.89%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
90,215
shares
|
$2.88 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
86,169
shares
|
$2.75 Million
0.02% of portfolio
|
Q2 2025
Added 35.23%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
83,495
shares
|
$2.67 Million
0.34% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
80,971
shares
|
$2.58 Million
1.54% of portfolio
|
Q4 2023
Reduced 10.37%
|
|
|
Vaughan & CO Securities, Inc.
|
Jul 22, 2025 Q2 2025 |
78,205
shares
|
$2.5 Million
1.45% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
75,013
shares
|
$2.39 Million
0.27% of portfolio
|
Q2 2025
Reduced 6.95%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
74,266
shares
|
$2.37 Million
0.62% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
73,843
shares
|
$2.36 Million
0.16% of portfolio
|
Q2 2025
Added 128.29%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
69,787
shares
|
$2.23 Million
0.08% of portfolio
|
Q2 2025
Added 15.64%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
68,484
shares
|
$2.19 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
68,460
shares
|
$2.19 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jul 28, 2025 Q2 2025 |
64,501
shares
|
$2.06 Million
0.51% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
64,072
shares
|
$2.05 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.14%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
63,145
shares
|
$2.02 Million
0.53% of portfolio
|
Q2 2023
Reduced 14.62%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Jul 29, 2025 Q2 2025 |
61,793
shares
|
$1.97 Million
1.82% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
61,757
shares
|
$1.97 Million
0.3% of portfolio
|
Q2 2025
Reduced 12.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
61,335
shares
|
$1.96 Million
0.06% of portfolio
|
Q2 2025
Added 10.04%
|