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 |
|---|---|---|---|---|---|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
6,206
shares
|
$203,308
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Madrona Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
6,192
shares
|
$202,849
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
6,179
shares
|
$202,424
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 15, 2025 Q3 2025 |
6,114
shares
|
$200,294
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 17, 2025 Q3 2025 |
6,024
shares
|
$197,346
0.06% of portfolio
|
Q3 2025
Reduced 44.5%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
6,016
shares
|
$197,084
0.0% of portfolio
|
Q3 2025
Reduced 24.34%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,900
shares
|
$193,284
0.0% of portfolio
|
Q3 2024
Reduced 17.53%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
5,670
shares
|
$185,749
0.08% of portfolio
|
Q4 2022
Reduced 9.86%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
5,480
shares
|
$179,524
0.02% of portfolio
|
Q4 2019
Added 34.67%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
5,471
shares
|
$179,229
0.0% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
5,340
shares
|
$174,938
0.01% of portfolio
|
Q3 2025
Added 47.47%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
4,752
shares
|
$155,675
0.16% of portfolio
|
Q3 2025
Reduced 7.37%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
3,997
shares
|
$130,941
0.02% of portfolio
|
Q3 2025
Reduced 24.24%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
3,873
shares
|
$126,879
0.0% of portfolio
|
Q2 2025
Added 12.42%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
3,788
shares
|
$124,094
0.06% of portfolio
|
Q4 2024
Added 244.36%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
3,604
shares
|
$118,067
0.0% of portfolio
|
Q1 2025
Reduced 9.24%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
3,416
shares
|
$111,908
0.01% of portfolio
|
Q3 2025
Added 27.13%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
3,249
shares
|
$106,437
0.01% of portfolio
|
Q4 2017
Added 200.0%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
3,242
shares
|
$106,207
0.01% of portfolio
|
Q2 2025
Reduced 24.94%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
2,856
shares
|
$93,562
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
2,796
shares
|
$91,596
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
2,626
shares
|
$86,027
0.03% of portfolio
|
Q3 2025
Reduced 10.41%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
2,608
shares
|
$85,438
0.0% of portfolio
|
Q2 2025
Added 12.61%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
2,574
shares
|
$84,324
0.0% of portfolio
|
Q2 2025
Reduced 49.45%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,570
shares
|
$84,193
0.0% of portfolio
|
Q2 2024
Reduced 16.56%
|
|