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 |
|---|---|---|---|---|---|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
41,250
shares
|
$1.32 Million
0.18% of portfolio
|
Q2 2025
Reduced 5.74%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
40,645
shares
|
$1.3 Million
0.23% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
40,314
shares
|
$1.29 Million
0.19% of portfolio
|
Q2 2025
Reduced 5.47%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
39,781
shares
|
$1.27 Million
0.36% of portfolio
|
Q1 2022
Reduced 2.45%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
38,958
shares
|
$1.24 Million
0.04% of portfolio
|
Q2 2025
Added 6.61%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
37,280
shares
|
$1.19 Million
0.17% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
36,906
shares
|
$1.18 Million
0.22% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
36,235
shares
|
$1.16 Million
0.06% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
35,483
shares
|
$1.13 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.9%
|
|
|
F&V Capital Management, LLC
|
Jul 21, 2025 Q2 2025 |
35,190
shares
|
$1.12 Million
0.29% of portfolio
|
Q2 2025
Reduced 29.39%
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
34,688
shares
|
$1.11 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
34,668
shares
|
$1.11 Million
0.01% of portfolio
|
Q2 2025
Added 5.36%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
34,022
shares
|
$1.09 Million
0.08% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
33,500
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2025
Reduced 67.41%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
32,726
shares
|
$1.04 Million
0.05% of portfolio
|
Q1 2025
Reduced 19.82%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
32,082
shares
|
$1.02 Million
0.02% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
31,822
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
31,619
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.89%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
29,871
shares
|
$953,482
0.03% of portfolio
|
Q2 2025
Reduced 10.1%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
29,843
shares
|
$952,588
0.08% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
29,467
shares
|
$940,586
0.01% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
28,644
shares
|
$914,316
0.0% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
28,420
shares
|
$907,166
0.05% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
28,063
shares
|
$895,770
0.11% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
27,735
shares
|
$885,301
0.01% of portfolio
|
Q2 2025
Reduced 2.65%
|