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 31.2 Million shares, which have been reported (via 13F filing form) to have a value of $996 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2,574,892
shares
|
$82.2 Million
0.01% of portfolio
|
Q2 2025
Added 6.19%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
2,299,893
shares
|
$73.4 Million
0.01% of portfolio
|
Q2 2025
Added 21.33%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,732,436
shares
|
$55.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,651,760
shares
|
$52.7 Million
0.02% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
1,439,254
shares
|
$45.9 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
1,071,307
shares
|
$34.2 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
940,510
shares
|
$30 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
822,035
shares
|
$26.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.24%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
714,782
shares
|
$22.8 Million
0.03% of portfolio
|
Q2 2025
Added 110.65%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
711,068
shares
|
$22.7 Million
0.09% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
664,924
shares
|
$21.2 Million
0.02% of portfolio
|
Q2 2025
Added 78.97%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
590,173
shares
|
$18.8 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
589,206
shares
|
$18.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.65%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
577,142
shares
|
$18.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.93%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
551,706
shares
|
$17.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.28%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
543,142
shares
|
$17.3 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
493,443
shares
|
$15.8 Million
0.02% of portfolio
|
Q3 2024
Added 10.26%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
444,967
shares
|
$14.2 Million
0.07% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
444,823
shares
|
$14.2 Million
0.01% of portfolio
|
Q3 2024
Added 30.81%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
335,967
shares
|
$10.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
324,885
shares
|
$10.4 Million
0.31% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
322,988
shares
|
$10.3 Million
0.14% of portfolio
|
Q2 2025
Added 6.55%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
284,436
shares
|
$9.08 Million
3.34% of portfolio
|
Q4 2023
Reduced 1.15%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
260,063
shares
|
$8.3 Million
0.01% of portfolio
|
Q2 2025
Added 5.81%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
250,797
shares
|
$8.01 Million
0.49% of portfolio
|
Q2 2025
Added 2.56%
|