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 385 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 $1.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
38,805
shares
|
$1.27 Million
0.16% of portfolio
|
Q4 2025
Reduced 12.23%
|
|
|
F&V Capital Management, LLC
|
Jan 16, 2026 Q4 2025 |
38,395
shares
|
$1.26 Million
0.19% of portfolio
|
Q4 2025
Added 9.56%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
38,091
shares
|
$1.25 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
37,957
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2025
Added 40.93%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
36,945
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2025
Added 6.57%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jan 22, 2026 Q4 2025 |
36,235
shares
|
$1.19 Million
0.06% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Independence Bank Of Kentucky
|
Jan 20, 2026 Q4 2025 |
35,776
shares
|
$1.17 Million
0.15% of portfolio
|
Q4 2025
Reduced 3.79%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
35,483
shares
|
$1.16 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.9%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 20, 2026 Q4 2025 |
34,675
shares
|
$1.14 Million
0.2% of portfolio
|
Q4 2025
Reduced 25.26%
|
|
|
Waterfront Wealth Inc.
|
Jan 27, 2026 Q4 2025 |
34,180
shares
|
$1.12 Million
0.24% of portfolio
|
Q4 2025
Reduced 0.45%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
34,168
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2025
Added 56.31%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
34,088
shares
|
$1.12 Million
0.08% of portfolio
|
Q4 2025
Reduced 1.83%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
32,365
shares
|
$1.06 Million
0.51% of portfolio
|
Q4 2025
Added 16.61%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
32,254
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
31,801
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
29,843
shares
|
$977,656
0.08% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
29,128
shares
|
$954,233
0.01% of portfolio
|
Q3 2025
Added 73.77%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
28,804
shares
|
$943,619
0.02% of portfolio
|
Q3 2025
Added 8.35%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
28,588
shares
|
$936,542
0.34% of portfolio
|
Q3 2025
Added 13.3%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
28,450
shares
|
$932,022
0.03% of portfolio
|
Q3 2025
Reduced 4.76%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
28,444
shares
|
$931,825
0.11% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
28,155
shares
|
$922,357
0.05% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
27,545
shares
|
$902,374
0.04% of portfolio
|
Q2 2025
Reduced 1.35%
|
|