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 |
|---|---|---|---|---|---|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
13,181
shares
|
$431,809
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
13,138
shares
|
$430,400
0.08% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
13,070
shares
|
$428,173
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
13,070
shares
|
$428,173
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
13,020
shares
|
$426,535
0.01% of portfolio
|
Q3 2025
Reduced 5.92%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Oct 07, 2025 Q3 2025 |
12,890
shares
|
$422,276
0.42% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 16, 2025 Q3 2025 |
12,874
shares
|
$421,752
0.08% of portfolio
|
Q3 2025
Reduced 9.86%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 03, 2025 Q3 2025 |
12,520
shares
|
$410,155
0.3% of portfolio
|
Q3 2025
Reduced 12.24%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
12,416
shares
|
$406,748
0.03% of portfolio
|
Q3 2025
Reduced 37.51%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
12,318
shares
|
$403,537
0.03% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
12,224
shares
|
$400,458
0.0% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Oct 21, 2025 Q3 2025 |
12,095
shares
|
$396,232
0.21% of portfolio
|
Q3 2025
Reduced 21.95%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
11,875
shares
|
$389,025
0.03% of portfolio
|
Q3 2025
Reduced 21.91%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
11,863
shares
|
$388,631
0.08% of portfolio
|
Q3 2025
Reduced 5.07%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
11,792
shares
|
$386,305
0.17% of portfolio
|
Q2 2022
Reduced 17.0%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
11,785
shares
|
$386,076
0.17% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
11,678
shares
|
$382,571
0.06% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
11,657
shares
|
$381,883
0.01% of portfolio
|
Q3 2025
Reduced 4.51%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
11,580
shares
|
$379,360
0.11% of portfolio
|
Q2 2024
Reduced 20.67%
|
|
|
Lom Asset Management LTD
Hamilton, |
Nov 12, 2025 Q3 2025 |
11,000
shares
|
$360,360
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
10,979
shares
|
$359,672
0.0% of portfolio
|
Q2 2025
Reduced 10.18%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
10,866
shares
|
$355,970
0.01% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
10,659
shares
|
$349,188
0.04% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
10,550
shares
|
$345,618
0.02% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
10,520
shares
|
$344,635
0.01% of portfolio
|
Q3 2025
Added 11.86%
|
|