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 |
|---|---|---|---|---|---|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
233,737
shares
|
$7.66 Million
0.29% of portfolio
|
Q3 2025
Reduced 6.8%
|
|
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
Oct 17, 2025 Q3 2025 |
229,113
shares
|
$7.51 Million
6.62% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
217,170
shares
|
$7.11 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
213,893
shares
|
$7.01 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
207,868
shares
|
$6.81 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.34%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
204,661
shares
|
$6.7 Million
0.0% of portfolio
|
Q3 2025
Added 41.19%
|
|
|
Hc Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
203,344
shares
|
$6.66 Million
5.08% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
196,422
shares
|
$6.43 Million
1.25% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
179,167
shares
|
$5.87 Million
0.3% of portfolio
|
Q3 2025
Reduced 7.8%
|
|
|
Del Sette Capital Management, LLC
|
Nov 18, 2025 Q3 2025 |
178,827
shares
|
$5.86 Million
4.01% of portfolio
|
Q3 2025
Added 8.78%
|
|
|
H&H Retirement Design & Management Inc
|
Nov 12, 2025 Q3 2025 |
173,596
shares
|
$5.69 Million
3.13% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
165,078
shares
|
$5.41 Million
0.64% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
162,770
shares
|
$5.33 Million
1.04% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
158,726
shares
|
$5.2 Million
2.79% of portfolio
|
Q4 2024
Added 44.96%
|
|
|
Melone Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
158,707
shares
|
$5.2 Million
2.43% of portfolio
|
Q3 2025
Added 12.1%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
Oct 23, 2025 Q3 2025 |
149,848
shares
|
$4.91 Million
3.11% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
146,121
shares
|
$4.79 Million
0.0% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
145,472
shares
|
$4.77 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.56%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
144,249
shares
|
$4.73 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
143,784
shares
|
$4.71 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
142,459
shares
|
$4.67 Million
0.01% of portfolio
|
Q3 2025
Added 7.27%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
133,100
shares
|
$4.36 Million
0.01% of portfolio
|
Q3 2025
Added 297.31%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
129,375
shares
|
$4.24 Million
0.29% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
125,966
shares
|
$4.13 Million
0.09% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
119,686
shares
|
$3.92 Million
2.47% of portfolio
|
Q3 2025
Reduced 0.05%
|
|