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 382 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 |
|---|---|---|---|---|---|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
2,543
shares
|
$83,308
0.03% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,400
shares
|
$78,624
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
2,281
shares
|
$74,725
0.05% of portfolio
|
Q2 2023
Reduced 22.49%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
2,153
shares
|
$70,532
0.01% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
2,070
shares
|
$67,813
0.01% of portfolio
|
Q3 2025
Reduced 20.51%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
2,000
shares
|
$65,519
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,967
shares
|
$64,438
0.0% of portfolio
|
Q3 2025
Reduced 6.15%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
1,944
shares
|
$63,685
0.01% of portfolio
|
Q1 2020
Reduced 5.81%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,800
shares
|
$58,968
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
1,785
shares
|
$58,476
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
1,769
shares
|
$57,952
0.0% of portfolio
|
Q2 2025
Reduced 49.01%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,626
shares
|
$53,267
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,626
shares
|
$53,267
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
1,597
shares
|
$52,317
0.01% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
1,580
shares
|
$51,760
0.0% of portfolio
|
Q1 2025
Reduced 13.42%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
1,540
shares
|
$50,450
0.01% of portfolio
|
Q2 2025
Reduced 45.77%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
1,523
shares
|
$49,893
0.02% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
1,518
shares
|
$49,729
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
1,475
shares
|
$48,321
0.01% of portfolio
|
Q3 2024
Added 25.53%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
1,422
shares
|
$46,584
0.0% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,395
shares
|
$45,700
0.0% of portfolio
|
Q2 2021
Reduced 23.14%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
1,278
shares
|
$41,867
0.02% of portfolio
|
Q1 2024
Reduced 13.06%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
1,239
shares
|
$40,589
0.02% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Asset Planning,Inc
Cypress, CA |
Oct 23, 2025 Q3 2025 |
1,050
shares
|
$34,398
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
1,034
shares
|
$33,873
0.0% of portfolio
|
Q1 2024
Reduced 0.29%
|
|