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 |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
16,562
shares
|
$543,564
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
16,460
shares
|
$540,217
0.01% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
16,194
shares
|
$531,487
0.04% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
16,151
shares
|
$530,075
0.0% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
May 09, 2025 Q1 2025 |
16,108
shares
|
$528,664
0.26% of portfolio
|
Q1 2025
Added 24.92%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
16,057
shares
|
$526,990
0.17% of portfolio
|
Q1 2025
Added 37.79%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
15,820
shares
|
$519,212
0.04% of portfolio
|
Q4 2024
Reduced 7.86%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
15,653
shares
|
$513,731
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
15,653
shares
|
$513,731
0.09% of portfolio
|
Q4 2022
Added 0.97%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
15,564
shares
|
$510,810
0.1% of portfolio
|
Q1 2025
Reduced 7.76%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Jul 17, 2025 Q2 2025 |
15,496
shares
|
$508,578
0.29% of portfolio
|
Q2 2025
Reduced 33.71%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
15,348
shares
|
$503,721
0.02% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
15,007
shares
|
$492,529
0.06% of portfolio
|
Q3 2023
Reduced 1.32%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
14,926
shares
|
$489,871
0.0% of portfolio
|
Q1 2025
Added 50.55%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
14,901
shares
|
$489,050
0.1% of portfolio
|
Q2 2025
Reduced 25.72%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jul 16, 2025 Q1 2025 |
14,835
shares
|
$486,884
0.35% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
14,812
shares
|
$486,129
0.04% of portfolio
|
Q1 2025
Added 19.32%
|
|
|
Abundance Wealth Counselors
|
Apr 21, 2025 Q1 2025 |
14,584
shares
|
$478,646
0.1% of portfolio
|
Q1 2025
Added 4.32%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
14,513
shares
|
$476,316
0.02% of portfolio
|
Q1 2025
Reduced 81.44%
|
|
|
New Hampshire Trust
Concord, NH |
Apr 08, 2025 Q1 2025 |
14,282
shares
|
$468,735
0.1% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
May 12, 2025 Q1 2025 |
14,266
shares
|
$468,210
0.38% of portfolio
|
Q1 2025
Reduced 12.7%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
14,123
shares
|
$463,516
0.0% of portfolio
|
Q1 2025
Reduced 12.26%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
14,089
shares
|
$462,400
0.01% of portfolio
|
Q1 2025
Reduced 6.39%
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
14,023
shares
|
$460,234
0.07% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 23, 2025 Q1 2025 |
13,788
shares
|
$452,522
0.44% of portfolio
|
Q1 2025
Added 14.94%
|