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 |
|---|---|---|---|---|---|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
20,797
shares
|
$663,840
0.04% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
20,222
shares
|
$645,486
0.32% of portfolio
|
Q2 2025
Added 15.92%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Aug 05, 2025 Q2 2025 |
20,062
shares
|
$640,379
0.41% of portfolio
|
Q2 2025
Reduced 12.29%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
20,049
shares
|
$639,964
0.06% of portfolio
|
Q1 2025
Reduced 11.14%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
19,869
shares
|
$634,218
0.05% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
19,653
shares
|
$627,323
0.0% of portfolio
|
Q2 2025
Added 18.66%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
19,555
shares
|
$624,195
0.0% of portfolio
|
Q4 2024
Reduced 10.99%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
19,128
shares
|
$610,565
0.05% of portfolio
|
Q2 2025
Reduced 18.18%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
18,639
shares
|
$594,956
0.01% of portfolio
|
Q2 2025
Reduced 42.62%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
18,405
shares
|
$587,487
0.01% of portfolio
|
Q2 2025
Added 9.31%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
18,335
shares
|
$585,253
0.02% of portfolio
|
Q3 2022
Reduced 63.64%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
18,276
shares
|
$583,369
0.33% of portfolio
|
Q4 2022
Reduced 0.38%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
18,174
shares
|
$580,114
0.01% of portfolio
|
Q2 2024
Added 0.34%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Jul 23, 2025 Q2 2025 |
17,967
shares
|
$573,506
0.28% of portfolio
|
Q2 2025
Added 11.54%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
17,840
shares
|
$569,452
0.0% of portfolio
|
Q2 2025
Added 19.52%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
17,817
shares
|
$568,718
0.04% of portfolio
|
Q2 2025
Added 10.02%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
17,682
shares
|
$564,409
0.03% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
17,501
shares
|
$558,631
0.0% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
17,213
shares
|
$549,438
0.38% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
17,121
shares
|
$546,502
0.01% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
17,003
shares
|
$542,735
0.03% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Seek First Inc.
Campbell, CA |
Jul 10, 2025 Q2 2025 |
16,812
shares
|
$536,639
0.48% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
16,762
shares
|
$535,043
0.0% of portfolio
|
Q2 2025
Added 46.21%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
16,587
shares
|
$529,457
0.03% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
16,387
shares
|
$523,073
0.13% of portfolio
|
Q2 2025
Reduced 3.8%
|