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 |
|---|---|---|---|---|---|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
5,670
shares
|
$186,089
0.09% of portfolio
|
Q4 2022
Reduced 9.86%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
5,204
shares
|
$170,795
0.02% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
5,092
shares
|
$167,119
0.0% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
4,319
shares
|
$141,749
0.02% of portfolio
|
Q1 2025
Reduced 41.17%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
4,099
shares
|
$134,529
0.02% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
3,788
shares
|
$124,322
0.06% of portfolio
|
Q4 2024
Added 244.36%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
3,621
shares
|
$118,841
0.01% of portfolio
|
Q2 2023
Reduced 39.53%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
3,604
shares
|
$118,283
0.0% of portfolio
|
Q1 2025
Reduced 9.24%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
3,550
shares
|
$116,511
0.0% of portfolio
|
Q1 2025
Added 223.61%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
3,469
shares
|
$113,852
0.01% of portfolio
|
Q2 2024
Added 767.25%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
3,445
shares
|
$113,064
0.0% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
3,249
shares
|
$106,632
0.01% of portfolio
|
Q4 2017
Added 200.0%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
2,856
shares
|
$93,733
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
2,796
shares
|
$91,764
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
2,604
shares
|
$85,463
0.01% of portfolio
|
Q3 2021
Reduced 10.82%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,570
shares
|
$84,347
0.0% of portfolio
|
Q2 2024
Reduced 16.56%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
2,503
shares
|
$82,148
0.04% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,400
shares
|
$78,768
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
2,381
shares
|
$78,144
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
2,316
shares
|
$76,011
0.0% of portfolio
|
Q1 2025
Reduced 43.76%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
2,281
shares
|
$74,862
0.05% of portfolio
|
Q2 2023
Reduced 22.49%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
2,215
shares
|
$72,696
0.01% of portfolio
|
Q1 2025
Reduced 10.72%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,159
shares
|
$70,858
0.01% of portfolio
|
Q1 2024
Reduced 10.79%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
2,000
shares
|
$65,640
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,944
shares
|
$63,802
0.01% of portfolio
|
Q1 2020
Reduced 5.81%
|