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 383 institutions that hold shares in the stock, with a total of 30.8 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 |
|---|---|---|---|---|---|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
59,436
shares
|
$1.95 Million
0.28% of portfolio
|
Q3 2025
Reduced 3.76%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
59,350
shares
|
$1.94 Million
0.49% of portfolio
|
Q2 2022
Added 11675.79%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
58,322
shares
|
$1.91 Million
0.76% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
58,101
shares
|
$1.9 Million
0.07% of portfolio
|
Q1 2023
Reduced 0.31%
|
|
|
180 Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
58,099
shares
|
$1.9 Million
0.23% of portfolio
|
Q4 2025
Reduced 0.52%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
58,052
shares
|
$1.9 Million
0.4% of portfolio
|
Q2 2023
Added 0.01%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
57,971
shares
|
$1.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
56,647
shares
|
$1.86 Million
0.02% of portfolio
|
Q3 2025
Reduced 17.26%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
54,912
shares
|
$1.8 Million
0.22% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Modera Wealth Management, LLC
|
Jan 21, 2026 Q4 2025 |
54,737
shares
|
$1.79 Million
0.02% of portfolio
|
Q4 2025
Added 0.0%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
54,132
shares
|
$1.77 Million
0.17% of portfolio
|
Q3 2025
Reduced 6.53%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
54,125
shares
|
$1.77 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
53,324
shares
|
$1.75 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Ascent Group, LLC
|
Jan 20, 2026 Q4 2025 |
52,754
shares
|
$1.73 Million
0.06% of portfolio
|
Q4 2025
Reduced 3.02%
|
|
|
Investment Research Partners LLC
Lemont, PA |
Dec 01, 2025 Q3 2025 |
51,195
shares
|
$1.68 Million
0.76% of portfolio
|
Q3 2025
New holding
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Jan 12, 2026 Q4 2025 |
49,719
shares
|
$1.63 Million
1.03% of portfolio
|
Q4 2025
Reduced 0.29%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Jan 23, 2026 Q4 2025 |
49,605
shares
|
$1.63 Million
0.47% of portfolio
|
Q4 2025
Added 1.16%
|
|
|
Powers Advisory Group, LLC
|
Oct 22, 2025 Q3 2025 |
49,018
shares
|
$1.61 Million
0.66% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
48,756
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
46,397
shares
|
$1.52 Million
0.03% of portfolio
|
Q3 2025
Reduced 6.19%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
44,931
shares
|
$1.47 Million
0.5% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
41,253
shares
|
$1.35 Million
0.2% of portfolio
|
Q3 2024
Reduced 20.75%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Jan 23, 2026 Q4 2025 |
41,207
shares
|
$1.35 Million
0.65% of portfolio
|
Q4 2025
Added 0.63%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
40,115
shares
|
$1.31 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
39,781
shares
|
$1.3 Million
0.35% of portfolio
|
Q1 2022
Reduced 2.45%
|
|