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 384 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 |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2,629,249
shares
|
$86.1 Million
0.01% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
2,421,176
shares
|
$79.3 Million
0.01% of portfolio
|
Q3 2025
Added 5.27%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,630,022
shares
|
$53.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,612,426
shares
|
$52.8 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
1,404,978
shares
|
$46 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
1,085,037
shares
|
$35.5 Million
0.13% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
845,624
shares
|
$27.7 Million
0.05% of portfolio
|
Q3 2025
Added 43.28%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
829,963
shares
|
$27.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 11.75%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
776,954
shares
|
$25.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.24%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
707,650
shares
|
$23.2 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
637,337
shares
|
$20.9 Million
0.14% of portfolio
|
Q3 2025
Added 17.34%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
615,472
shares
|
$20.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.44%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
596,777
shares
|
$19.6 Million
0.0% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
503,957
shares
|
$16.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 12.68%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
493,443
shares
|
$16.2 Million
0.02% of portfolio
|
Q3 2024
Added 10.26%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
452,660
shares
|
$14.8 Million
0.08% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
444,823
shares
|
$14.6 Million
0.01% of portfolio
|
Q3 2024
Added 30.81%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
356,588
shares
|
$11.7 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
333,569
shares
|
$10.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
330,688
shares
|
$10.8 Million
0.32% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
328,919
shares
|
$10.8 Million
0.15% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
320,024
shares
|
$10.5 Million
0.01% of portfolio
|
Q3 2025
Added 23.06%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
284,436
shares
|
$9.32 Million
3.34% of portfolio
|
Q4 2023
Reduced 1.15%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
257,709
shares
|
$8.44 Million
0.0% of portfolio
|
Q3 2025
Reduced 53.29%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
234,602
shares
|
$7.69 Million
0.65% of portfolio
|
Q3 2022
Added 2.6%
|
|