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 375 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 |
|---|---|---|---|---|---|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
27,545
shares
|
$879,236
0.04% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
26,933
shares
|
$859,701
0.0% of portfolio
|
Q2 2025
Reduced 28.78%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
26,584
shares
|
$848,561
0.02% of portfolio
|
Q2 2025
Added 5.35%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
26,411
shares
|
$843,039
0.05% of portfolio
|
Q2 2023
Added 0.0%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Aug 01, 2025 Q2 2025 |
26,229
shares
|
$837,229
0.53% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
25,742
shares
|
$821,684
0.02% of portfolio
|
Q2 2025
Reduced 7.34%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
25,601
shares
|
$817,183
0.07% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
25,330
shares
|
$808,533
0.02% of portfolio
|
Q2 2025
Reduced 87.22%
|
|
|
Paragon Private Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
25,233
shares
|
$805,437
0.34% of portfolio
|
Q2 2025
Added 38.83%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Jul 29, 2025 Q2 2025 |
25,001
shares
|
$798,031
0.36% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
24,898
shares
|
$794,744
0.0% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
24,806
shares
|
$791,807
0.06% of portfolio
|
Q4 2023
Reduced 4.71%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
24,559
shares
|
$783,923
0.56% of portfolio
|
Q2 2022
New holding
|
|
|
Blue Capital, Inc.
Omaha, NE |
Feb 14, 2025 Q4 2024 |
24,388
shares
|
$778,464
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
23,991
shares
|
$765,792
0.07% of portfolio
|
Q2 2025
Added 59.31%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
23,704
shares
|
$756,631
0.03% of portfolio
|
Q2 2020
Reduced 23.14%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
23,144
shares
|
$738,756
0.07% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jul 30, 2025 Q2 2025 |
22,760
shares
|
$726,499
0.29% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
22,673
shares
|
$723,722
0.28% of portfolio
|
Q2 2025
Added 6.79%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
22,387
shares
|
$714,593
0.01% of portfolio
|
Q2 2025
Reduced 7.25%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Aug 01, 2025 Q2 2025 |
22,353
shares
|
$713,507
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
21,913
shares
|
$699,462
0.02% of portfolio
|
Q2 2025
Reduced 33.9%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
21,859
shares
|
$697,739
0.01% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
21,804
shares
|
$695,983
0.02% of portfolio
|
Q2 2025
Added 27.35%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
21,005
shares
|
$670,479
0.01% of portfolio
|
Q2 2025
Reduced 6.3%
|