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 |
|---|---|---|---|---|---|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
10,432
shares
|
$341,752
0.02% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
10,379
shares
|
$340,016
0.08% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Oct 09, 2025 Q3 2025 |
10,174
shares
|
$333,300
0.11% of portfolio
|
Q2 2024
Added 0.6%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
9,866
shares
|
$323,210
0.01% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Nov 14, 2025 Q3 2025 |
9,691
shares
|
$317,477
0.25% of portfolio
|
Q3 2025
Added 35.07%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
9,675
shares
|
$316,953
0.0% of portfolio
|
Q3 2025
Reduced 8.91%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
9,648
shares
|
$316,068
0.19% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
9,593
shares
|
$314,266
0.01% of portfolio
|
Q3 2025
Reduced 3.78%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
9,536
shares
|
$312,399
0.02% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
9,470
shares
|
$310,237
0.16% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2025 Q3 2025 |
9,394
shares
|
$307,747
0.12% of portfolio
|
Q3 2025
Reduced 23.48%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
9,360
shares
|
$306,633
0.02% of portfolio
|
Q3 2025
Reduced 8.58%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
9,253
shares
|
$303,128
0.03% of portfolio
|
Q3 2025
Reduced 13.28%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Oct 29, 2025 Q3 2025 |
9,229
shares
|
$302,342
0.12% of portfolio
|
Q3 2025
Reduced 20.74%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
9,197
shares
|
$301,293
0.01% of portfolio
|
Q3 2025
Reduced 11.93%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 09, 2025 Q3 2025 |
9,065
shares
|
$296,969
0.15% of portfolio
|
Q1 2025
Reduced 9.94%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
8,974
shares
|
$293,988
0.01% of portfolio
|
Q3 2025
Added 61.46%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Nov 12, 2025 Q3 2025 |
8,699
shares
|
$284,979
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Plimoth Trust CO LLC
|
Oct 17, 2025 Q3 2025 |
8,590
shares
|
$281,408
0.07% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
8,520
shares
|
$279,115
0.01% of portfolio
|
Q3 2025
Reduced 39.08%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
8,495
shares
|
$278,296
0.0% of portfolio
|
Q3 2025
Reduced 18.83%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
8,303
shares
|
$272,006
0.02% of portfolio
|
Q3 2025
Reduced 15.65%
|
|
|
Moller Financial Services
|
Oct 06, 2025 Q3 2025 |
8,105
shares
|
$265,519
0.06% of portfolio
|
Q3 2025
Reduced 10.8%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2025 Q3 2025 |
7,888
shares
|
$258,410
0.07% of portfolio
|
Q3 2025
Reduced 55.21%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
7,874
shares
|
$257,952
0.02% of portfolio
|
Q2 2024
Reduced 2.34%
|
|