Wisdomtree US Smallcap DividDESETF
13F holders, Q1 2024 (March 31)320holders
2famous investors
$32.65avg. 13F price*
At the end of Q1 2024, 320 institutions reported holding Wisdomtree US Smallcap Divid (DES) in their 13F filings. The largest holders were Bank of America Corp. ($77.2M), Morgan Stanley ($72.6M) and UBS Group AG ($63.1M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Wisdomtree US Smallcap Divid
- CUSIP
- 97717W604
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $22.4M |
| Exits | 18 | $9.1M |
Ownership 320 holders
| Bank of America Corp. | 0.01% | Add +25.3% | 2,363,761 | $77.2M |
| Morgan Stanley | 0.01% | Add +4.1% | 2,222,196 | $72.6M |
| UBS Group AG | 0.02% | Add +2.3% | 1,929,788 | $63.1M |
| LPL Financial LLC | 0.03% | Reduce -5.1% | 1,642,666 | $53.7M |
| Creative Planning | 0.06% | Reduce -3.5% | 1,517,440 | $49.6M |
| M&T Bank Corp | 0.13% | Add +8.0% | 1,158,487 | $37.9M |
| Royal Bank of Canada | 0.01% | Reduce -0.1% | 906,975 | $29.6M |
| Wells Fargo & Company | 0.01% | Add +6.0% | 859,063 | $28.1M |
| Ameriprise Financial Inc. | 0.01% | Add +1.2% | 720,580 | $23.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +8.7% | 650,830 | $21.3M |
| Keybank National Association | 0.09% | Reduce -0.2% | 637,426 | $20.8M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -15.3% | 447,318 | $14.6M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -2.5% | 383,354 | $12.5M |
| Assetmark, Inc. | 0.04% | Add +7.5% | 353,243 | $11.5M |
| Corient Private Wealth LP | 0.02% | Add +0.3% | 342,390 | $11.2M |
| Mercer Global Advisors Inc. | 0.03% | Add +11.0% | 326,986 | $10.7M |
| Raymond James & Associates | 0.01% | Reduce -0.5% | 321,711 | $10.5M |
| Destination Wealth Management | 0.34% | Reduce -0.8% | 315,707 | $10.3M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -0.8% | 308,531 | $10.1M |
| Cetera Investment Advisers | 0.02% | Add +134.8% | 269,219 | $8.8M |
| Truist Financial Corp. | 0.01% | Add +7.1% | 266,620 | $8.7M |
| Prosperity Consulting Group, LLC | 1.09% | New | 266,383 | $8.7M |
| Baird Financial Group, Inc. | 0.02% | Add +2.0% | 257,821 | $8.4M |
| Capital Investment Counsel, LLC | 1.78% | Add +49.7% | 254,298 | $8.3M |
| BIP Wealth, LLC | 0.52% | Reduce -1.8% | 218,572 | $7.1M |
| Stifel Financial Corp. | 0.01% | Reduce -0.1% | 218,409 | $7.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -32.5% | 205,451 | $6.7M |
| Private Portfolio Partners LLC | 1.30% | Add +2.5% | 191,318 | $6.3M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -38.9% | 185,701 | $6.1M |
| Dynamic Advisor Solutions LLC | 0.20% | Add +1.1% | 182,922 | $6.0M |
| Signature Estate & Investment Advisors LLC | 0.16% | Add +8.1% | 175,830 | $5.7M |
| Curi Capital, LLC | 0.13% | Add +15.4% | 170,625 | $5.6M |
| HC Advisors, LLC | 2.64% | Add +8.2% | 169,349 | $5.5M |
| Key Financial Inc | 1.36% | Add +1.7% | 162,942 | $5.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -4.9% | 162,258 | $5.3M |
| Valmark Advisers, Inc. | 0.09% | Reduce -1.0% | 158,246 | $5.2M |
| Cascade Financial Partners, LLC | 0.74% | — | 165,128 | $5.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +1.4% | 152,726 | $5.0M |
| Melone Private Wealth, LLC | 2.69% | Reduce -1.7% | 137,251 | $4.5M |
| JPMorgan Chase & Co. | 0.00% | Add +7.8% | 137,139 | $4.5M |
| One Wealth Map LLC | 2.95% | Reduce -10.5% | 143,235 | $4.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.14% | Add +0.2% | 136,737 | $4.5M |
| Del-Sette Capital Management, LLC | 3.62% | Add +9.3% | 134,880 | $4.4M |
| Salomon & Ludwin, LLC | 0.37% | Reduce -6.6% | 132,777 | $4.3M |
| Parcion Private Wealth LLC | 0.38% | No change | 132,075 | $4.3M |
| Glen Eagle Advisors, LLC | 0.79% | Add +3.9% | 126,667 | $4.1M |
| Frazier Financial Advisors, LLC | 3.35% | Add +0.4% | 124,763 | $4.1M |
| Wealthcare Advisory Partners LLC | 0.13% | Add +7.3% | 122,318 | $4.0M |
| Rockefeller Capital Management L.P. | 0.01% | Add +11.9% | 119,562 | $3.9M |
| Stock Yards Bank & Trust Co. | 0.13% | Add +1.8% | 116,741 | $3.8M |
| Kades & Cheifetz LLC | 2.31% | Reduce -4.5% | 110,267 | $3.6M |
| HighTower Advisors, LLC | 0.01% | Reduce -22.0% | 108,241 | $3.5M |
| Beacon Financial Group | 0.40% | Reduce -23.1% | 107,260 | $3.5M |
| JPL Wealth Management, LLC | 1.84% | Add +14.7% | 102,162 | $3.3M |
| Buckingham Capital Management, Inc. | 0.40% | Reduce -16.8% | 100,570 | $3.3M |
| Avantax Advisory Services, Inc. | 0.03% | Add +0.2% | 98,450 | $3.2M |
| Evanson Asset Management, LLC | 0.24% | Add +1.1% | 97,923 | $3.2M |
| Apollon Wealth Management, LLC | 0.09% | Reduce -0.3% | 88,702 | $2.9M |
| Cerity Partners LLC | 0.01% | Reduce -5.5% | 87,203 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | New | 86,977 | $2.8M |
| Gladstone Institutional Advisory LLC | 0.15% | Reduce -29.3% | 86,457 | $2.8M |
| VAUGHAN & Co SECURITIES, INC. | 1.79% | Reduce -3.5% | 86,193 | $2.8M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -5.7% | 82,220 | $2.7M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -5.7% | 82,220 | $2.7M |
| Financial Counselors Inc. | 0.04% | Reduce -3.0% | 81,049 | $2.6M |
| FFG Retirement Advisors LLC | 1.82% | Add +149.0% | 78,985 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -7.8% | 69,778 | $2.3M |
| Ascent Group, LLC | 0.20% | Add +0.3% | 69,580 | $2.3M |
| Jones Financial Companies LLLP | 0.00% | Add +15.1% | 68,863 | $2.3M |
| JNBA Financial Advisors | 0.23% | Reduce -19.8% | 67,382 | $2.2M |
| Alhambra Investment Management LLC | 1.20% | Add +1.1% | 67,341 | $2.2M |
| NewEdge Advisors, LLC | 0.02% | Add +79.2% | 67,273 | $2.2M |
| Vestor Capital, LLC | 0.18% | Reduce -9.8% | 67,035 | $2.2M |
| Jane Street Group, LLC | 0.00% | New | 61,693 | $2.0M |
| Aspen Investment Management Inc | 0.98% | Reduce -0.8% | 59,308 | $1.9M |
| Private Advisor Group, LLC | 0.01% | Reduce -21.1% | 57,389 | $1.9M |
| Modera Wealth Management, LLC | 0.03% | No change | 57,211 | $1.9M |
| Thrivent Financial for Lutherans | 0.00% | Add +125.5% | 56,914 | $1.9M |
| Capital Analysts, LLC | 0.09% | Reduce -1.7% | 56,208 | $1.8M |
| 180 Wealth Advisors, LLC | 0.33% | Reduce -0.5% | 55,530 | $1.8M |
| Marathon Strategic Advisors, LLC | 2.16% | Add +1.6% | 54,254 | $1.8M |
| NBT Bank, N.A. | 0.13% | Reduce -1.6% | 53,750 | $1.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.8% | 53,663 | $1.8M |
| Financial Planning & Information Services, Inc. | 0.26% | Reduce -6.0% | 52,260 | $1.7M |
| Farmers National Bank | 0.50% | Add +8.9% | 51,355 | $1.7M |
| Cahill Financial Advisors Inc. | 0.23% | Add +1.3% | 50,957 | $1.7M |
| MML Investors Services, LLC | 0.01% | Add +24.1% | 50,343 | $1.6M |
| Powers Advisory Group, LLC | 0.91% | Add +1.1% | 48,851 | $1.6M |
| TFG Advisers LLC | 0.61% | Reduce -3.9% | 47,631 | $1.6M |
| Old North State Wealth Management, LLC | 1.01% | Add +0.5% | 47,446 | $1.6M |
| Prepared Retirement Institute LLC | 1.15% | Reduce -7.5% | 47,011 | $1.5M |
| IAG Wealth Partners, LLC | 0.33% | Reduce -0.3% | 46,384 | $1.5M |
| Inspirion Wealth Advisors, LLC | 0.25% | Reduce -4.5% | 46,110 | $1.5M |
| Citadel Advisors | 0.00% | New | 45,734 | $1.5M |
| SC&H Financial Advisors, Inc. | 0.39% | Add +0.2% | 45,422 | $1.5M |
| Financial Advisory Partners, LLC | 0.55% | Reduce -42.7% | 43,384 | $1.4M |
| West Bancorporation Inc. | 0.90% | Reduce -30.0% | 41,758 | $1.4M |
| Montecito Bank & Trust | 0.26% | Add +1.2% | 39,881 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +5.8% | 39,708 | $1.3M |
| HBK Sorce Advisory LLC | 0.04% | Add +3.6% | 38,541 | $1.3M |
"% of holder's portfolio" is DES's weight in each manager's 13F, not the share of Wisdomtree US Smallcap Divid the manager owns.