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 |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
59,998
shares
|
$1.92 Million
0.02% of portfolio
|
Q2 2025
Added 15.59%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
59,918
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2023
Reduced 4.83%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
59,350
shares
|
$1.89 Million
0.49% of portfolio
|
Q2 2022
Added 11675.79%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
58,966
shares
|
$1.88 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Aug 11, 2025 Q2 2025 |
58,570
shares
|
$1.87 Million
0.78% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
58,506
shares
|
$1.87 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
58,101
shares
|
$1.85 Million
0.07% of portfolio
|
Q1 2023
Reduced 0.31%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
58,052
shares
|
$1.85 Million
0.4% of portfolio
|
Q2 2023
Added 0.01%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
57,916
shares
|
$1.85 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
180 Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
57,614
shares
|
$1.84 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
55,207
shares
|
$1.76 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
54,656
shares
|
$1.74 Million
0.01% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
54,414
shares
|
$1.74 Million
0.17% of portfolio
|
Q1 2025
Reduced 4.82%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
54,288
shares
|
$1.73 Million
0.22% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Jul 22, 2025 Q2 2025 |
49,926
shares
|
$1.59 Million
0.99% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
49,458
shares
|
$1.58 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Powers Advisory Group, LLC
|
Jul 18, 2025 Q2 2025 |
48,998
shares
|
$1.56 Million
0.69% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
48,807
shares
|
$1.56 Million
0.11% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
May 20, 2025 Q1 2025 |
48,593
shares
|
$1.55 Million
1.32% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
47,837
shares
|
$1.53 Million
0.48% of portfolio
|
Q2 2025
Added 11.0%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
47,826
shares
|
$1.53 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
46,281
shares
|
$1.48 Million
0.28% of portfolio
|
Q2 2025
Added 12.84%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
44,931
shares
|
$1.43 Million
0.5% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Jul 16, 2025 Q2 2025 |
41,811
shares
|
$1.33 Million
0.69% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
41,253
shares
|
$1.32 Million
0.2% of portfolio
|
Q3 2024
Reduced 20.75%
|