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 382 institutions that hold shares in the stock, with a total of 30.9 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 |
|---|---|---|---|---|---|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
16,587
shares
|
$543,390
0.03% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
16,528
shares
|
$541,457
0.0% of portfolio
|
Q3 2025
Reduced 7.35%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
16,324
shares
|
$534,774
0.0% of portfolio
|
Q3 2025
Added 57.46%
|
|
|
Collar Capital Management, LLC
Appleton, WI |
Oct 16, 2025 Q3 2025 |
16,268
shares
|
$532,939
0.39% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
16,145
shares
|
$528,910
0.15% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
15,653
shares
|
$512,792
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
15,653
shares
|
$512,792
0.09% of portfolio
|
Q4 2022
Added 0.97%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
15,480
shares
|
$507,124
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Nov 06, 2025 Q3 2025 |
15,216
shares
|
$498,476
0.31% of portfolio
|
Q3 2025
Added 49.32%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
15,215
shares
|
$498,443
0.0% of portfolio
|
Q2 2025
Added 17.35%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
15,007
shares
|
$491,629
0.06% of portfolio
|
Q3 2023
Reduced 1.32%
|
|
|
Marino, Stram & Associates LLC
|
Nov 03, 2025 Q3 2025 |
14,927
shares
|
$489,008
0.09% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
14,669
shares
|
$480,556
0.04% of portfolio
|
Q3 2025
Reduced 34.98%
|
|
|
Abundance Wealth Counselors
|
Oct 22, 2025 Q3 2025 |
14,560
shares
|
$476,985
0.09% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
14,531
shares
|
$476,035
0.08% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
14,428
shares
|
$472,661
0.0% of portfolio
|
Q3 2025
Added 60.4%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
14,250
shares
|
$466,830
0.02% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Oct 21, 2025 Q3 2025 |
14,249
shares
|
$466,797
0.3% of portfolio
|
Q2 2025
Added 60.04%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2025 Q3 2025 |
14,093
shares
|
$461,686
0.06% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
14,076
shares
|
$461,129
0.01% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
14,068
shares
|
$460,867
0.01% of portfolio
|
Q3 2025
Reduced 13.45%
|
|
|
Mc Namara Financial Services, Inc.
|
Nov 14, 2025 Q3 2025 |
14,040
shares
|
$459,950
0.09% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
13,906
shares
|
$455,560
0.0% of portfolio
|
Q3 2025
Added 8.61%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
13,685
shares
|
$448,320
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
13,355
shares
|
$437,509
0.02% of portfolio
|
Q3 2025
Added 2.68%
|
|