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 |
|---|---|---|---|---|---|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
27,545
shares
|
$902,374
0.04% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
27,423
shares
|
$898,377
0.01% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
27,229
shares
|
$892,022
0.0% of portfolio
|
Q3 2025
Reduced 7.59%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
27,051
shares
|
$886,190
0.0% of portfolio
|
Q3 2025
Reduced 70.01%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
26,784
shares
|
$877,443
0.01% of portfolio
|
Q3 2025
Reduced 15.29%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
26,575
shares
|
$870,597
0.3% of portfolio
|
Q3 2025
Added 17.21%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
26,411
shares
|
$865,224
0.05% of portfolio
|
Q2 2023
Added 0.0%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
26,207
shares
|
$858,541
0.02% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Nov 07, 2025 Q3 2025 |
26,135
shares
|
$856,182
0.51% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
25,605
shares
|
$838,819
0.07% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
25,221
shares
|
$826,239
0.0% of portfolio
|
Q3 2025
Added 28.33%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Nov 05, 2025 Q3 2025 |
24,868
shares
|
$814,675
0.34% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
24,806
shares
|
$812,644
0.06% of portfolio
|
Q4 2023
Reduced 4.71%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
24,559
shares
|
$804,552
0.56% of portfolio
|
Q2 2022
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
24,440
shares
|
$800,654
0.01% of portfolio
|
Q3 2025
Added 83.87%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
23,991
shares
|
$785,945
0.07% of portfolio
|
Q2 2025
Added 59.31%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
23,704
shares
|
$776,543
0.03% of portfolio
|
Q2 2020
Reduced 23.14%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
23,515
shares
|
$770,351
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
23,059
shares
|
$755,412
0.14% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
23,050
shares
|
$755,118
0.07% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
22,623
shares
|
$741,129
0.0% of portfolio
|
Q3 2025
Added 29.27%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
22,461
shares
|
$735,822
0.02% of portfolio
|
Q3 2025
Reduced 11.33%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
22,005
shares
|
$720,883
0.0% of portfolio
|
Q3 2025
Reduced 11.62%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
21,973
shares
|
$719,835
0.05% of portfolio
|
Q3 2025
Reduced 54.98%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
21,879
shares
|
$716,756
0.01% of portfolio
|
Q3 2025
Reduced 2.27%
|
|