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 378 institutions that hold shares in the stock, with a total of 31.1 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 |
Aug 08, 2025 Q2 2025 |
118,690
shares
|
$3.84 Million
3.22% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
115,834
shares
|
$3.74 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
114,661
shares
|
$3.71 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
|
$3.4 Million
0.08% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
100,168
shares
|
$3.24 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.96%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
99,407
shares
|
$3.21 Million
0.07% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
97,786
shares
|
$3.16 Million
0.21% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
96,673
shares
|
$3.12 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
93,511
shares
|
$3.02 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
|
$2.92 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
86,169
shares
|
$2.78 Million
0.02% of portfolio
|
Q2 2025
Added 35.23%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
83,495
shares
|
$2.7 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
|
$2.62 Million
1.54% of portfolio
|
Q4 2023
Reduced 10.37%
|
|
|
Vaughan & CO Securities, Inc.
|
Jul 22, 2025 Q2 2025 |
78,205
shares
|
$2.53 Million
1.45% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
76,131
shares
|
$2.46 Million
0.15% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
74,266
shares
|
$2.4 Million
0.62% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
69,787
shares
|
$2.26 Million
0.08% of portfolio
|
Q2 2025
Added 15.64%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
68,484
shares
|
$2.21 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
68,460
shares
|
$2.21 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
68,235
shares
|
$2.21 Million
0.24% of portfolio
|
Q3 2025
Reduced 9.04%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Oct 09, 2025 Q3 2025 |
65,061
shares
|
$2.1 Million
1.75% of portfolio
|
Q3 2025
Added 5.29%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jul 28, 2025 Q2 2025 |
64,501
shares
|
$2.08 Million
0.51% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
64,072
shares
|
$2.07 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
|
$2.04 Million
0.53% of portfolio
|
Q2 2023
Reduced 14.62%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
61,757
shares
|
$2 Million
0.3% of portfolio
|
Q2 2025
Reduced 12.0%
|