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 |
|---|---|---|---|---|---|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
13,355
shares
|
$431,633
0.02% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
13,292
shares
|
$429,597
0.01% of portfolio
|
Q2 2025
Added 34.62%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
13,181
shares
|
$426,009
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
13,138
shares
|
$424,620
0.08% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
13,070
shares
|
$422,422
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
13,070
shares
|
$422,422
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Oct 07, 2025 Q3 2025 |
12,890
shares
|
$416,604
0.42% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
12,804
shares
|
$413,825
0.0% of portfolio
|
Q2 2025
Added 15.17%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
12,672
shares
|
$409,559
0.0% of portfolio
|
Q2 2025
Reduced 10.27%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
12,496
shares
|
$403,870
0.09% of portfolio
|
Q2 2025
Added 2374.46%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
12,318
shares
|
$398,117
0.03% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Aug 11, 2025 Q2 2025 |
12,277
shares
|
$396,792
0.16% of portfolio
|
Q2 2025
Reduced 49.45%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
12,207
shares
|
$394,530
0.01% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
11,972
shares
|
$386,935
0.06% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
11,792
shares
|
$381,117
0.17% of portfolio
|
Q2 2022
Reduced 17.0%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Jul 16, 2025 Q2 2025 |
11,644
shares
|
$376,334
0.15% of portfolio
|
Q2 2025
Reduced 25.84%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
11,617
shares
|
$375,461
0.17% of portfolio
|
Q2 2025
Reduced 6.19%
|
|
|
Integral Investment Advisors, Inc.
|
Aug 01, 2025 Q2 2025 |
11,580
shares
|
$374,265
0.11% of portfolio
|
Q2 2024
Reduced 20.67%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
11,249
shares
|
$363,567
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
11,005
shares
|
$355,681
0.01% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
11,000
shares
|
$355,520
0.02% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Lom Asset Management LTD
Hamilton, |
Aug 07, 2025 Q2 2025 |
11,000
shares
|
$355,520
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
10,979
shares
|
$354,841
0.0% of portfolio
|
Q2 2025
Reduced 10.18%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Aug 25, 2025 Q2 2025 |
10,855
shares
|
$350,833
0.1% of portfolio
|
Q2 2023
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
10,670
shares
|
$344,854
0.03% of portfolio
|
Q2 2025
Reduced 1.66%
|