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 383 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 |
|---|---|---|---|---|---|
|
Eukles Asset Management
|
Nov 05, 2025 Q3 2025 |
234
shares
|
$7,665
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
210
shares
|
$6,879
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
200
shares
|
$6,552
0.0% of portfolio
|
Q2 2025
Reduced 85.3%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
186
shares
|
$6,093
0.0% of portfolio
|
Q2 2020
Reduced 92.98%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
166
shares
|
$5,438
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
160
shares
|
$5,241
0.0% of portfolio
|
Q3 2025
Added 433.33%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
158
shares
|
$5,176
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
151
shares
|
$4,946
0.0% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Oct 28, 2025 Q3 2025 |
150
shares
|
$4,914
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
145
shares
|
$4,750
0.0% of portfolio
|
Q2 2025
Reduced 27.14%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
144
shares
|
$4,717
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
134
shares
|
$4,389
0.0% of portfolio
|
Q1 2023
Reduced 95.48%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
132
shares
|
$4,324
0.0% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
107
shares
|
$3,505
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
103
shares
|
$3,374
0.0% of portfolio
|
Q3 2025
Added 11.96%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
100
shares
|
$3,276
0.0% of portfolio
|
Q2 2025
Reduced 76.74%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
81
shares
|
$2,653
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
61
shares
|
$1,998
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
58
shares
|
$1,900
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
50
shares
|
$1,638
0.0% of portfolio
|
Q3 2025
Reduced 10.71%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
44
shares
|
$1,441
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
44
shares
|
$1,441
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Nov 18, 2025 Q3 2025 |
41
shares
|
$1,343
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
40
shares
|
$1,310
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
39
shares
|
$1,277
0.0% of portfolio
|
Q3 2025
Reduced 92.18%
|
|