Wisdomtree US Smallcap DividDESETF
13F holders, Q2 2026 (June 30)370holders +18
30new positions
15sold out
2famous investors
$40.67avg. 13F price*
At the end of Q2 2026, 370 institutions reported holding Wisdomtree US Smallcap Divid (DES) in their 13F filings, up 18 from Q1 2026. 30 opened new positions and 15 sold out. The largest holders were Morgan Stanley ($115.0M), Bank of America Corp. ($99.4M) and LPL Financial LLC ($56.9M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Wisdomtree US Smallcap Divid
- CUSIP
- 97717W604
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $7.9M |
| Exits | 15 | $4.3M |
All 13F filers, Q1 2026 → Q2 2026: 860,253 shares bought and 556,036 shares sold, net +304,217 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 370 holders
| Morgan Stanley | 0.01% | Add +2.3% | 2,828,155 | $115.0M |
| Bank of America Corp. | 0.01% | Reduce -0.6% | 2,443,644 | $99.4M |
| LPL Financial LLC | 0.01% | Reduce -1.9% | 1,397,957 | $56.9M |
| UBS Group AG | 0.01% | Reduce -3.1% | 1,343,918 | $54.7M |
| Creative Planning | 0.03% | Reduce -0.6% | 1,339,636 | $54.5M |
| M&T Bank Corp | 0.12% | Add +0.4% | 1,045,207 | $42.5M |
| Mercer Global Advisors Inc. | 0.04% | Add +2.4% | 870,701 | $35.4M |
| Jones Financial Companies LLLP | 0.01% | Add +12.1% | 854,626 | $34.9M |
| Wells Fargo & Company | 0.01% | Add +1.4% | 822,698 | $33.5M |
| Raymond James Financial Inc. | 0.01% | Add +0.1% | 748,428 | $30.4M |
| Keybank National Association | 0.10% | Add +3.3% | 741,283 | $30.2M |
| Royal Bank of Canada | 0.00% | Add +0.7% | 686,604 | $27.9M |
| Ameriprise Financial Inc. | 0.00% | Add +0.4% | 419,458 | $17.1M |
| Valmark Advisers, Inc. | 0.14% | Reduce -4.0% | 334,790 | $13.6M |
| Cetera Investment Advisers | 0.01% | Add +2.2% | 327,587 | $13.3M |
| Destination Wealth Management | 0.31% | Reduce -1.6% | 324,017 | $13.2M |
| Allen Investment Management, LLC | 0.14% | No change | 293,475 | $11.9M |
| Assetmark, Inc. | 0.02% | Add +31.6% | 286,502 | $11.7M |
| Bank of New York Mellon Corp | 0.00% | Add +11.9% | 281,370 | $11.4M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -2.0% | 268,651 | $10.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.4% | 249,762 | $10.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.2% | 234,957 | $9.6M |
| Curi Capital, LLC | 0.14% | Add +0.9% | 224,123 | $9.1M |
| BIP Wealth, LLC | 0.24% | Reduce -0.7% | 212,265 | $8.6M |
| Del-Sette Capital Management, LLC | 4.99% | Reduce -0.9% | 210,229 | $8.6M |
| HC Advisors, LLC | 5.10% | Reduce -0.1% | 206,337 | $8.4M |
| Osaic Holdings, Inc. | 0.01% | Add +14.4% | 202,258 | $8.2M |
| One Wealth Map LLC | 3.60% | Add +3.2% | 189,509 | $7.7M |
| Melone Private Wealth, LLC | 2.69% | Add +0.7% | 173,362 | $7.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.2% | 168,384 | $6.8M |
| Lee, Kelleher & Klein Wealth Management | 3.45% | Reduce -0.4% | 162,148 | $6.6M |
| Cascade Financial Partners, LLC | 0.56% | Reduce -1.3% | 157,674 | $6.4M |
| Two Sigma Investments, LP | 0.01% | Add +19.7% | 156,000 | $6.3M |
| Key Financial Inc | 1.04% | Reduce -2.1% | 155,418 | $6.3M |
| Stifel Financial Corp. | 0.01% | Add +2.8% | 150,823 | $6.1M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.0% | 149,198 | $6.1M |
| Stonebridge Wealth Management, LLC | 5.34% | Add +4.3% | 146,670 | $6.0M |
| Prosperity Consulting Group, LLC | 0.22% | Reduce -7.7% | 140,984 | $5.7M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -3.8% | 139,847 | $5.7M |
| Croban | 2.32% | Add +2.1% | 129,615 | $5.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +3.3% | 128,971 | $5.2M |
| Parcion Private Wealth LLC | 0.29% | No change | 128,500 | $5.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.08% | Reduce -3.0% | 128,207 | $5.2M |
| Three Bearings Fiduciary Advisors, Inc. | 4.53% | Reduce -3.4% | 124,232 | $5.1M |
| Frazier Financial Advisors, LLC | 2.50% | Add +2.5% | 121,735 | $5.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -1.1% | 113,225 | $4.5M |
| AdvisorNet Financial, Inc | 0.19% | Add +8.6% | 103,830 | $4.2M |
| Wealthcare Advisory Partners LLC | 0.08% | Add +0.4% | 100,523 | $4.1M |
| Evanson Financial, LLC | 0.18% | — | 91,178 | $3.7M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -6.8% | 86,110 | $3.5M |
| Waverly Advisors, LLC | 0.02% | Reduce -3.6% | 86,095 | $3.5M |
| Focus Partners Wealth | 0.00% | Add +6.4% | 85,644 | $3.5M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -1.6% | 78,490 | $3.2M |
| VAUGHAN & Co SECURITIES, INC. | 1.49% | Reduce -0.2% | 78,361 | $3.2M |
| Farmers National Bank | 0.64% | Reduce -3.6% | 75,796 | $3.1M |
| Dickmeyer Boyce Financial Management, Inc. | 1.59% | Add +1.7% | 75,255 | $3.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -5.3% | 73,900 | $3.0M |
| Truist Financial Corp. | 0.00% | Reduce -3.0% | 73,407 | $3.0M |
| Total Clarity Wealth Management, Inc. | 0.56% | No change | 71,231 | $2.9M |
| Cerity Partners LLC | 0.00% | Add +0.5% | 70,986 | $2.9M |
| Corient Private Wealth LP | 0.00% | Add +0.9% | 70,809 | $2.9M |
| Signature Estate & Investment Advisors LLC | 0.05% | Reduce -12.4% | 70,780 | $2.9M |
| Merit Financial Group, LLC | 0.02% | Reduce -9.7% | 70,085 | $2.9M |
| Stock Yards Bank & Trust Co. | 0.08% | Reduce -1.0% | 68,545 | $2.8M |
| Marathon Strategic Advisors, LLC | 1.54% | Reduce -1.9% | 66,967 | $2.7M |
| Capital Analysts, LLC | 0.06% | Reduce -0.4% | 65,910 | $2.7M |
| Citadel Advisors | 0.00% | Add +85.8% | 61,398 | $2.5M |
| Founders Grove Wealth Partners, LLC | 0.49% | Reduce -0.2% | 59,927 | $2.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.1% | 59,026 | $2.4M |
| Aspen Investment Management Inc | 0.64% | Add +1.6% | 58,678 | $2.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.1% | 58,393 | $2.4M |
| Cahill Financial Advisors Inc. | 0.23% | Reduce -0.5% | 57,791 | $2.4M |
| Beacon Financial Group | 0.21% | Reduce -10.7% | 57,354 | $2.3M |
| MML Investors Services, LLC | 0.00% | Add +21.2% | 56,955 | $2.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +4.2% | 56,182 | $2.3M |
| Glen Eagle Advisors, LLC | 0.29% | Reduce -1.4% | 55,734 | $2.3M |
| Modera Wealth Management, LLC | 0.02% | Reduce -0.5% | 55,611 | $2.3M |
| Midwest Trust Co | 0.03% | Reduce -1.7% | 55,283 | $2.2M |
| Financial Advisory Partners, LLC | 0.58% | Add +2.8% | 54,670 | $2.2M |
| FFG Retirement Advisors LLC | 1.14% | Add +1.6% | 52,981 | $2.2M |
| &partners | 0.01% | Reduce -16.8% | 52,867 | $2.2M |
| TopTier Wealth Management, LLC | 1.28% | Reduce -11.8% | 52,099 | $2.1M |
| 180 Wealth Advisors, LLC | 0.21% | Reduce -9.2% | 51,844 | $2.1M |
| Salomon & Ludwin, LLC | 0.17% | Reduce -3.7% | 50,460 | $2.1M |
| JNBA Financial Advisors | 0.15% | Reduce -1.5% | 49,918 | $2.0M |
| Powers Advisory Group, LLC | 0.62% | Add +0.1% | 48,890 | $2.0M |
| Ascent Group, LLC | 0.06% | Reduce -2.3% | 48,715 | $2.0M |
| Farther Finance Advisors, LLC | 0.02% | Add +96.4% | 48,384 | $2.0M |
| Investment Research Partners LLC | 0.66% | Reduce -5.8% | 47,948 | $2.0M |
| Advisory Services Network, LLC | 0.02% | Add +48.3% | 46,138 | $1.9M |
| Arkadios Wealth Advisors | 0.03% | Add +3.7% | 44,821 | $1.8M |
| Wesbanco Bank Inc. | 0.04% | Add +5.0% | 42,857 | $1.7M |
| Invested Advisors | 1.54% | Add +3.7% | 42,836 | $1.7M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +26.1% | 40,797 | $1.7M |
| Old North State Wealth Management, LLC | 0.71% | Reduce -1.6% | 40,663 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +38.4% | 40,395 | $1.6M |
| F&V Capital Management, LLC | 0.30% | Reduce -0.3% | 40,105 | $1.6M |
| Platform Technology Partners | 0.27% | No change | 39,781 | $1.6M |
| Wealthcare Capital Partners, LLC | 0.64% | Add +3.3% | 37,815 | $1.5M |
| Inspirion Wealth Advisors, LLC | 0.17% | Reduce -4.4% | 36,725 | $1.5M |
"% of holder's portfolio" is DES's weight in each manager's 13F, not the share of Wisdomtree US Smallcap Divid the manager owns.