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 377 institutions that hold shares in the stock, with a total of 30.4 Million shares, which have been reported (via 13F filing form) to have a value of $971 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
13,006
shares
|
$415,151
0.02% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
12,965
shares
|
$413,842
0.0% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
12,672
shares
|
$404,490
0.0% of portfolio
|
Q2 2025
Reduced 10.27%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Jul 14, 2025 Q2 2025 |
12,660
shares
|
$404,107
0.41% of portfolio
|
Q2 2025
Added 13.75%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
12,496
shares
|
$398,872
0.09% of portfolio
|
Q2 2025
Added 2374.46%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
12,457
shares
|
$397,627
0.03% of portfolio
|
Q2 2025
Reduced 5.63%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
12,382
shares
|
$395,233
0.01% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Aug 11, 2025 Q2 2025 |
12,277
shares
|
$391,881
0.16% of portfolio
|
Q2 2025
Reduced 49.45%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
12,100
shares
|
$386,232
0.01% of portfolio
|
Q2 2025
Added 590.25%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
11,972
shares
|
$382,146
0.06% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
11,792
shares
|
$376,400
0.17% of portfolio
|
Q2 2022
Reduced 17.0%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Jul 16, 2025 Q2 2025 |
11,644
shares
|
$371,676
0.15% of portfolio
|
Q2 2025
Reduced 25.84%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
11,617
shares
|
$370,814
0.17% of portfolio
|
Q2 2025
Reduced 6.19%
|
|
|
Integral Investment Advisors, Inc.
|
Aug 01, 2025 Q2 2025 |
11,580
shares
|
$369,633
0.11% of portfolio
|
Q2 2024
Reduced 20.67%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
11,117
shares
|
$354,854
0.0% of portfolio
|
Q1 2025
Reduced 9.51%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
11,005
shares
|
$351,279
0.01% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
11,000
shares
|
$351,120
0.02% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Lom Asset Management LTD
Hamilton, |
Aug 07, 2025 Q2 2025 |
11,000
shares
|
$351,120
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
10,979
shares
|
$350,449
0.0% of portfolio
|
Q2 2025
Reduced 10.18%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
May 15, 2025 Q1 2025 |
10,855
shares
|
$346,491
0.12% of portfolio
|
Q2 2023
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
10,670
shares
|
$340,586
0.03% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
10,659
shares
|
$340,235
0.04% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
10,621
shares
|
$339,022
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
10,466
shares
|
$334,074
0.0% of portfolio
|
Q1 2025
Added 17.53%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
10,443
shares
|
$333,340
0.01% of portfolio
|
Q2 2025
Added 0.12%
|