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 |
|---|---|---|---|---|---|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
7,860
shares
|
$257,493
0.0% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Anson Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
7,788
shares
|
$255,134
0.24% of portfolio
|
Q3 2025
Added 5.86%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 14, 2025 Q3 2025 |
7,728
shares
|
$253,169
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
7,476
shares
|
$244,913
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Nov 10, 2025 Q3 2025 |
7,324
shares
|
$239,934
0.08% of portfolio
|
Q3 2025
Reduced 29.52%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
7,253
shares
|
$237,608
0.02% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
7,229
shares
|
$236,822
0.12% of portfolio
|
Q3 2022
Added 0.01%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Nov 07, 2025 Q3 2025 |
7,099
shares
|
$232,563
0.01% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
7,013
shares
|
$229,745
0.15% of portfolio
|
Q4 2024
Added 56.75%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Oct 23, 2025 Q3 2025 |
7,000
shares
|
$229,320
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
6,871
shares
|
$225,093
0.0% of portfolio
|
Q2 2024
Reduced 3.71%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
6,835
shares
|
$223,914
0.0% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
6,796
shares
|
$222,636
0.09% of portfolio
|
Q3 2024
Reduced 10.59%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
6,750
shares
|
$221,130
0.18% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
6,750
shares
|
$221,130
0.03% of portfolio
|
Q2 2025
Reduced 28.04%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
6,692
shares
|
$219,229
0.12% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
6,485
shares
|
$212,448
0.0% of portfolio
|
Q3 2025
Added 13.83%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
6,431
shares
|
$210,679
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Vista Capital Partners, Inc.
|
Nov 06, 2025 Q3 2025 |
6,365
shares
|
$208,517
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Nov 10, 2025 Q3 2025 |
6,346
shares
|
$207,894
0.09% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
6,319
shares
|
$207,010
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
6,283
shares
|
$205,831
0.12% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
6,278
shares
|
$205,667
0.02% of portfolio
|
Q3 2025
Reduced 67.18%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
6,273
shares
|
$205,503
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
6,240
shares
|
$204,422
0.02% of portfolio
|
Q3 2025
New holding
|
|