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 |
|---|---|---|---|---|---|
|
Inspirion Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
44,212
shares
|
$1.43 Million
0.19% of portfolio
|
Q3 2025
Added 7.18%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Jul 16, 2025 Q2 2025 |
41,811
shares
|
$1.35 Million
0.69% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
41,253
shares
|
$1.33 Million
0.2% of portfolio
|
Q3 2024
Reduced 20.75%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
40,314
shares
|
$1.3 Million
0.19% of portfolio
|
Q2 2025
Reduced 5.47%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
39,781
shares
|
$1.29 Million
0.36% of portfolio
|
Q1 2022
Reduced 2.45%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
38,958
shares
|
$1.26 Million
0.04% of portfolio
|
Q2 2025
Added 6.61%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
37,187
shares
|
$1.2 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
36,906
shares
|
$1.19 Million
0.22% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
36,235
shares
|
$1.17 Million
0.06% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
35,483
shares
|
$1.15 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.9%
|
|
|
F&V Capital Management, LLC
|
Oct 10, 2025 Q3 2025 |
35,045
shares
|
$1.13 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
34,688
shares
|
$1.12 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
|
$1.12 Million
0.01% of portfolio
|
Q2 2025
Added 5.36%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
34,022
shares
|
$1.1 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
|
$1.08 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
|
$1.06 Million
0.05% of portfolio
|
Q1 2025
Reduced 19.82%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
32,082
shares
|
$1.04 Million
0.02% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
31,822
shares
|
$1.03 Million
0.01% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
31,619
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.89%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
29,843
shares
|
$964,525
0.08% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
29,467
shares
|
$952,373
0.01% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
29,410
shares
|
$950,531
0.0% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 14, 2025 Q3 2025 |
28,450
shares
|
$919,504
0.03% of portfolio
|
Q3 2025
Reduced 4.76%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
28,420
shares
|
$918,534
0.05% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
28,063
shares
|
$906,996
0.11% of portfolio
|
Q2 2025
Reduced 3.89%
|