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 |
|---|---|---|---|---|---|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
600
shares
|
$19,692
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
561
shares
|
$18,412
0.0% of portfolio
|
Q4 2023
Reduced 94.19%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
560
shares
|
$18,379
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
516
shares
|
$16,935
0.0% of portfolio
|
Q1 2025
Added 203.53%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
505
shares
|
$16,574
0.0% of portfolio
|
Q3 2024
Reduced 26.28%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
500
shares
|
$16,410
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
495
shares
|
$16,245
0.0% of portfolio
|
Q1 2025
Reduced 12.7%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
469
shares
|
$15,392
0.0% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
456
shares
|
$14,965
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
430
shares
|
$14,112
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
318
shares
|
$10,436
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
310
shares
|
$10,174
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
275
shares
|
$9,025
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
263
shares
|
$8,631
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
258
shares
|
$8,467
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
254
shares
|
$8,336
0.0% of portfolio
|
Q1 2025
Reduced 49.6%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
236
shares
|
$7,745
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Eukles Asset Management
|
Apr 29, 2025 Q1 2025 |
234
shares
|
$7,679
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
200
shares
|
$6,564
0.0% of portfolio
|
Q2 2025
Reduced 85.3%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
199
shares
|
$6,531
0.0% of portfolio
|
Q1 2025
Added 8.74%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
186
shares
|
$6,104
0.0% of portfolio
|
Q2 2020
Reduced 92.98%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
170
shares
|
$5,579
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
166
shares
|
$5,448
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
166
shares
|
$5,448
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
150
shares
|
$4,923
0.0% of portfolio
|
Q1 2025
New holding
|