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 |
|---|---|---|---|---|---|
|
Croban
Fremont, OH |
Oct 20, 2025 Q3 2025 |
118,669
shares
|
$3.89 Million
2.66% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
104,415
shares
|
$3.42 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
102,338
shares
|
$3.35 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.75%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
100,168
shares
|
$3.28 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.96%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
97,786
shares
|
$3.2 Million
0.21% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
96,694
shares
|
$3.17 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
94,886
shares
|
$3.11 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
93,511
shares
|
$3.06 Million
1.77% of portfolio
|
Q2 2022
Added 13.89%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
92,079
shares
|
$3.02 Million
0.02% of portfolio
|
Q3 2025
Added 6.86%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
83,495
shares
|
$2.74 Million
0.34% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
83,236
shares
|
$2.73 Million
0.0% of portfolio
|
Q3 2025
Reduced 42.39%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
80,971
shares
|
$2.65 Million
1.54% of portfolio
|
Q4 2023
Reduced 10.37%
|
|
|
Vaughan & CO Securities, Inc.
|
Oct 17, 2025 Q3 2025 |
78,205
shares
|
$2.56 Million
1.43% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
76,131
shares
|
$2.49 Million
0.15% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Farmers National Bank
Danville, KY |
Dec 15, 2025 Q3 2025 |
75,337
shares
|
$2.47 Million
0.6% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
71,736
shares
|
$2.35 Million
0.18% of portfolio
|
Q3 2025
Added 5671.2%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
68,235
shares
|
$2.24 Million
0.24% of portfolio
|
Q3 2025
Reduced 9.04%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Oct 09, 2025 Q3 2025 |
65,061
shares
|
$2.13 Million
1.75% of portfolio
|
Q3 2025
Added 5.29%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
64,444
shares
|
$2.11 Million
0.01% of portfolio
|
Q3 2025
Added 7.41%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
63,761
shares
|
$2.09 Million
0.06% of portfolio
|
Q3 2025
Added 3.96%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
63,283
shares
|
$2.07 Million
0.07% of portfolio
|
Q3 2025
Reduced 9.32%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
63,145
shares
|
$2.07 Million
0.53% of portfolio
|
Q2 2023
Reduced 14.62%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Oct 17, 2025 Q3 2025 |
62,748
shares
|
$2.06 Million
0.5% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
62,056
shares
|
$2.03 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
59,918
shares
|
$1.96 Million
0.0% of portfolio
|
Q3 2023
Reduced 4.83%
|
|