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 |
|---|---|---|---|---|---|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,800
shares
|
$59,076
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,626
shares
|
$53,365
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
1,610
shares
|
$52,840
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
1,597
shares
|
$52,413
0.01% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
1,580
shares
|
$51,855
0.0% of portfolio
|
Q1 2025
Reduced 13.42%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
1,540
shares
|
$50,542
0.01% of portfolio
|
Q2 2025
Reduced 45.77%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
1,518
shares
|
$49,820
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
1,510
shares
|
$49,558
0.02% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
1,475
shares
|
$48,409
0.01% of portfolio
|
Q3 2024
Added 25.53%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
1,409
shares
|
$46,243
0.0% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,395
shares
|
$45,783
0.0% of portfolio
|
Q2 2021
Reduced 23.14%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
1,278
shares
|
$41,943
0.02% of portfolio
|
Q1 2024
Reduced 13.06%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
1,220
shares
|
$40,040
0.02% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
1,050
shares
|
$34,461
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
1,034
shares
|
$33,935
0.0% of portfolio
|
Q1 2024
Reduced 0.29%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
975
shares
|
$31,999
0.01% of portfolio
|
Q1 2023
Reduced 48.0%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
954
shares
|
$31,310
0.01% of portfolio
|
Q1 2025
Reduced 28.65%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
895
shares
|
$29,373
0.0% of portfolio
|
Q4 2024
Reduced 21.28%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
882
shares
|
$28,947
0.0% of portfolio
|
Q4 2024
Reduced 17.49%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
823
shares
|
$27,010
0.02% of portfolio
|
Q2 2024
Reduced 69.55%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
750
shares
|
$24,615
0.01% of portfolio
|
Q1 2025
Reduced 30.62%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
735
shares
|
$24,122
0.01% of portfolio
|
Q3 2022
Added 63.33%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
730
shares
|
$23,958
0.0% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
680
shares
|
$22,317
0.0% of portfolio
|
Q2 2024
Reduced 68.45%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
662
shares
|
$21,726
0.01% of portfolio
|
Q1 2024
Reduced 70.98%
|