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 |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
16,762
shares
|
$541,747
0.0% of portfolio
|
Q2 2025
Added 46.21%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
16,587
shares
|
$536,091
0.03% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
16,387
shares
|
$529,627
0.13% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
16,255
shares
|
$525,361
0.02% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
16,157
shares
|
$522,194
0.16% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
16,151
shares
|
$522,000
0.0% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Collar Capital Management, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
15,993
shares
|
$516,893
0.43% of portfolio
|
Q2 2025
Reduced 5.83%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
15,653
shares
|
$505,904
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
15,653
shares
|
$505,904
0.09% of portfolio
|
Q4 2022
Added 0.97%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Jul 17, 2025 Q2 2025 |
15,496
shares
|
$500,830
0.29% of portfolio
|
Q2 2025
Reduced 33.71%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
15,215
shares
|
$491,748
0.0% of portfolio
|
Q2 2025
Added 17.35%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
15,207
shares
|
$491,490
0.04% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
15,200
shares
|
$491,264
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
15,007
shares
|
$485,026
0.06% of portfolio
|
Q3 2023
Reduced 1.32%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
14,901
shares
|
$481,600
0.1% of portfolio
|
Q2 2025
Reduced 25.72%
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
14,836
shares
|
$479,499
0.08% of portfolio
|
Q2 2025
Reduced 14.62%
|
|
|
Abundance Wealth Counselors
|
Jul 21, 2025 Q2 2025 |
14,560
shares
|
$470,579
0.09% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
14,331
shares
|
$463,177
0.01% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
New Hampshire Trust
Concord, NH |
Jul 31, 2025 Q2 2025 |
14,282
shares
|
$461,594
0.09% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Aug 05, 2025 Q2 2025 |
14,266
shares
|
$461,077
0.36% of portfolio
|
Q1 2025
Reduced 12.7%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
14,250
shares
|
$460,560
0.02% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Archetype Wealth Partners
Houston, TX |
Aug 14, 2025 Q2 2025 |
14,119
shares
|
$456,326
0.06% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
13,986
shares
|
$452,027
0.02% of portfolio
|
Q2 2025
Added 111.84%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
13,839
shares
|
$447,276
0.01% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Mc Namara Financial Services, Inc.
|
Jul 25, 2025 Q2 2025 |
13,757
shares
|
$444,626
0.09% of portfolio
|
Q2 2025
Added 24.7%
|