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 382 institutions that hold shares in the stock, with a total of 30.9 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 |
|---|---|---|---|---|---|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 15, 2025 Q3 2025 |
21,460
shares
|
$703,029
0.26% of portfolio
|
Q3 2025
Reduced 5.71%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
21,430
shares
|
$702,046
0.02% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
21,124
shares
|
$692,022
0.01% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
20,882
shares
|
$684,094
0.02% of portfolio
|
Q1 2024
Reduced 0.6%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
20,641
shares
|
$676,199
0.04% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
20,578
shares
|
$674,135
0.03% of portfolio
|
Q3 2025
Reduced 37.12%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
20,512
shares
|
$671,973
0.0% of portfolio
|
Q3 2025
Reduced 30.26%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
20,489
shares
|
$671,219
0.0% of portfolio
|
Q3 2025
Reduced 85.97%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Nov 13, 2025 Q3 2025 |
20,305
shares
|
$665,191
0.41% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
20,224
shares
|
$662,538
0.0% of portfolio
|
Q3 2025
Added 25.22%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
20,165
shares
|
$660,605
0.01% of portfolio
|
Q3 2025
Added 66.65%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
19,937
shares
|
$653,136
0.02% of portfolio
|
Q3 2025
Reduced 8.56%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
19,555
shares
|
$640,621
0.0% of portfolio
|
Q4 2024
Reduced 10.99%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 20, 2025 Q3 2025 |
18,835
shares
|
$617,034
0.42% of portfolio
|
Q3 2025
Added 9.42%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
18,651
shares
|
$611,006
0.01% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
New Square Capital LLC
|
Nov 12, 2025 Q3 2025 |
18,632
shares
|
$610,384
0.04% of portfolio
|
Q3 2025
Added 4.57%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
18,335
shares
|
$600,654
0.02% of portfolio
|
Q3 2022
Reduced 63.64%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
18,276
shares
|
$598,721
0.33% of portfolio
|
Q4 2022
Reduced 0.38%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
18,174
shares
|
$595,380
0.01% of portfolio
|
Q2 2024
Added 0.34%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
17,762
shares
|
$581,883
0.03% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
17,682
shares
|
$579,262
0.03% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
17,677
shares
|
$579,098
0.01% of portfolio
|
Q3 2025
Reduced 3.96%
|
|
|
Seek First Inc.
Campbell, CA |
Nov 12, 2025 Q3 2025 |
17,153
shares
|
$561,932
0.42% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
17,025
shares
|
$557,739
0.14% of portfolio
|
Q3 2025
Added 3.89%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
16,932
shares
|
$554,692
0.01% of portfolio
|
Q3 2025
Reduced 1.1%
|
|