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 374 institutions that hold shares in the stock, with a total of 30.7 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 |
|---|---|---|---|---|---|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
7,874
shares
|
$258,424
0.02% of portfolio
|
Q2 2024
Reduced 2.34%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
May 14, 2025 Q1 2025 |
7,728
shares
|
$253,632
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
7,684
shares
|
$252,188
0.05% of portfolio
|
Q2 2025
Reduced 7.44%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
May 14, 2025 Q1 2025 |
7,484
shares
|
$245,624
0.02% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
7,229
shares
|
$237,255
0.12% of portfolio
|
Q3 2022
Added 0.01%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
7,013
shares
|
$230,166
0.15% of portfolio
|
Q4 2024
Added 56.75%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
7,000
shares
|
$229,740
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Anson Capital, Inc.
|
May 07, 2025 Q1 2025 |
6,945
shares
|
$227,934
0.23% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
May 14, 2025 Q1 2025 |
6,905
shares
|
$226,622
0.14% of portfolio
|
Q1 2025
Reduced 11.53%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
6,878
shares
|
$225,735
0.0% of portfolio
|
Q3 2024
Reduced 17.9%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
6,871
shares
|
$225,506
0.0% of portfolio
|
Q2 2024
Reduced 3.71%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
6,796
shares
|
$223,044
0.09% of portfolio
|
Q3 2024
Reduced 10.59%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Apr 16, 2025 Q1 2025 |
6,776
shares
|
$222,388
0.19% of portfolio
|
Q1 2025
Reduced 8.21%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
6,740
shares
|
$221,206
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
6,692
shares
|
$219,631
0.12% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
6,602
shares
|
$216,677
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
May 13, 2025 Q1 2025 |
6,504
shares
|
$213,461
0.11% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
6,496
shares
|
$213,198
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
6,344
shares
|
$208,210
0.13% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
6,227
shares
|
$204,370
0.01% of portfolio
|
Q4 2024
Reduced 34.64%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
6,205
shares
|
$203,648
0.01% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Mar 10, 2025 Q4 2024 |
6,176
shares
|
$202,696
0.13% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,900
shares
|
$193,638
0.0% of portfolio
|
Q3 2024
Reduced 17.53%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
5,797
shares
|
$190,257
0.01% of portfolio
|
Q1 2025
Added 19.82%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
5,697
shares
|
$186,975
0.0% of portfolio
|
Q1 2025
Added 10.15%
|