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 |
---|---|---|---|---|---|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
13,181
shares
|
$432,600
0.02% of portfolio
|
Q4 2023
New holding
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
13,138
shares
|
$431,189
0.08% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
13,070
shares
|
$428,957
0.05% of portfolio
|
Q1 2024
New holding
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
13,006
shares
|
$426,856
0.02% of portfolio
|
Q2 2025
Added 2.46%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
12,965
shares
|
$425,511
0.0% of portfolio
|
Q1 2025
Added 0.92%
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Jul 14, 2025 Q2 2025 |
12,660
shares
|
$415,501
0.41% of portfolio
|
Q2 2025
Added 13.75%
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
12,457
shares
|
$408,838
0.03% of portfolio
|
Q2 2025
Reduced 5.63%
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
12,384
shares
|
$406,442
0.19% of portfolio
|
Q1 2025
Reduced 7.81%
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
12,382
shares
|
$406,377
0.01% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
12,224
shares
|
$401,191
0.0% of portfolio
|
Q1 2025
Reduced 6.99%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
12,100
shares
|
$397,122
0.01% of portfolio
|
Q2 2025
Added 590.25%
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
11,981
shares
|
$393,216
0.02% of portfolio
|
Q4 2024
Reduced 11.13%
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
11,836
shares
|
$388,457
0.07% of portfolio
|
Q1 2025
Reduced 12.89%
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
11,792
shares
|
$387,013
0.17% of portfolio
|
Q2 2022
Reduced 17.0%
|
|
New Insight Wealth Advisors
San Ramon, CA |
Jul 16, 2025 Q2 2025 |
11,644
shares
|
$382,156
0.15% of portfolio
|
Q2 2025
Reduced 25.84%
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
11,580
shares
|
$380,055
0.12% of portfolio
|
Q2 2024
Reduced 20.67%
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
11,464
shares
|
$376,248
0.0% of portfolio
|
Q1 2025
Added 2.57%
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
11,316
shares
|
$371,391
0.01% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
11,117
shares
|
$364,859
0.0% of portfolio
|
Q1 2025
Reduced 9.51%
|
|
Mc Namara Financial Services, Inc.
|
Apr 11, 2025 Q1 2025 |
11,032
shares
|
$362,070
0.08% of portfolio
|
Q1 2025
Added 21.81%
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
10,994
shares
|
$360,823
0.03% of portfolio
|
Q1 2025
Added 0.04%
|
|
Hilltop Partners LLC
Mishawaka, IN |
May 15, 2025 Q1 2025 |
10,855
shares
|
$356,261
0.12% of portfolio
|
Q2 2023
New holding
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
10,736
shares
|
$352,355
0.01% of portfolio
|
Q1 2025
Added 1.26%
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
10,670
shares
|
$350,189
0.03% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
10,659
shares
|
$349,828
0.04% of portfolio
|
Q3 2024
Reduced 1.98%
|