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 |
| Alaska Permanent Capital Management, LLC | 0.10% | Add +16.3% | 37,318 | $1.2M |
| Invenio Wealth Partners LLC | 0.64% | Reduce -39.9% | 36,345 | $1.2M |
| Halbert Hargrove Global Advisors, LLC | 0.08% | Add +22.5% | 36,001 | $1.2M |
| Mariner, LLC | 0.00% | Add +46.6% | 34,909 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +50.6% | 34,622 | $1.1M |
| Bank of New York Mellon Corp | 0.00% | Add +295.2% | 33,884 | $1.1M |
| Waterfront Wealth Inc. | 0.31% | Reduce -10.4% | 35,444 | $1.1M |
| Composition Wealth, LLC | 0.03% | Add +85.8% | 33,746 | $1.1M |
| United Advisor Group, LLC | 0.41% | New | 33,489 | $1.1M |
| Connecticut Wealth Management, LLC | 0.06% | Reduce -9.1% | 33,289 | $1.1M |
| Opus Capital Group, LLC | 0.16% | Add +0.5% | 32,806 | $1.1M |
| Round Rock Advisors LLC | 0.25% | No change | 31,955 | $1.0M |
| Wesbanco Bank Inc. | 0.04% | Reduce -4.8% | 31,137 | $1.0M |
| Two Sigma Investments, LP | 0.00% | Reduce -2.6% | 30,400 | $993K |
| GYL Financial Synergies, LLC | 0.08% | Reduce -2.9% | 29,939 | $978K |
| IHT Wealth Management, LLC | 0.04% | Reduce -88.8% | 29,715 | $971K |
| Vicus Capital | 0.09% | Reduce -0.8% | 29,304 | $958K |
| Bokf, NA | 0.02% | Reduce -2.1% | 29,600 | $957K |
| Mather Group, Llc. | 0.01% | Add +13.8% | 29,328 | $943K |
| IFG Advisory, LLC | 0.07% | Reduce -1.3% | 28,826 | $942K |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -2.3% | 28,176 | $921K |
| Comerica Bank | 0.00% | Reduce -8.6% | 27,869 | $911K |
| Principal Securities, Inc. | 0.03% | Reduce -8.9% | 27,122 | $886K |
| Spinnaker Trust | 0.06% | No change | 26,411 | $863K |
| Petra Financial Advisors Inc. | 0.61% | No change | 25,305 | $827K |
| IFP Advisors, Inc | 0.04% | Reduce -4.9% | 25,280 | $826K |
| Bristlecone Advisors, LLC | 0.07% | Reduce -19.9% | 24,316 | $795K |
| Harbor Investment Advisory, LLC | 0.08% | Add +119.6% | 24,184 | $790K |
| Smith, Moore & Co. | 0.08% | Reduce -0.1% | 24,081 | $787K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -38.7% | 23,823 | $779K |
| Sharper & Granite LLC | 0.37% | Add +4.3% | 24,205 | $770K |
| Sunbelt Securities, Inc. | 0.09% | Reduce -2.9% | 23,456 | $767K |
| F&V Capital Management, LLC | 0.22% | Add +7.3% | 22,840 | $746K |
| Clearwater Capital Advisors, LLC | 0.08% | Reduce -0.2% | 22,392 | $732K |
| BOK Financial Private Wealth, Inc. | 0.05% | Add +5.3% | 21,742 | $711K |
| Independence Bank of Kentucky | 0.21% | Add +21.1% | 21,675 | $708K |
| WealthShield Partners, LLC | 0.11% | Reduce -8.8% | 20,995 | $686K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.02% | Reduce -0.6% | 20,882 | $682K |
| Insight Advisors, LLC/ PA | 0.13% | Add +9.1% | 20,754 | $678K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +2.6% | 20,518 | $671K |
| Marino, Stram & Associates LLC | 0.16% | Add +0.1% | 20,111 | $657K |
| Principle Wealth Partners LLC | 0.05% | No change | 19,240 | $629K |
| Guidance Capital, Inc. | 0.23% | New | 20,387 | $627K |
| Robinson Smith Wealth Advisors LLC | 0.59% | No change | 18,741 | $612K |
| Buckingham Strategic Wealth, LLC | 0.01% | Reduce -13.9% | 18,112 | $592K |
| Trustmark Bank Trust Department | 0.05% | Add +26.9% | 17,844 | $583K |
| Sigma Planning Corp | 0.02% | Add +93.3% | 17,823 | $582K |
| Investment Partners Asset Management, Inc. | 0.52% | Reduce -0.5% | 17,462 | $571K |
| Rehmann Capital Advisory Group | 0.04% | No change | 17,378 | $568K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -12.0% | 17,087 | $558K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -9.9% | 17,342 | $548K |
| Hengehold Capital Management LLC | 0.06% | Reduce -16.0% | 16,684 | $545K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +84.1% | 16,412 | $536K |
| Brown Advisory Inc. | 0.00% | No change | 16,376 | $535K |
| Arkos Global Advisors | 0.09% | Add +1.5% | 16,196 | $529K |
| Csenge Advisory Group | 0.03% | Add +0.5% | 15,678 | $512K |
| Accredited Investors Inc. | 0.03% | Add +0.8% | 15,373 | $502K |
| Equitable Holdings, Inc. | 0.01% | Reduce -10.4% | 15,146 | $495K |
| NewSquare Capital LLC | 0.04% | Add +32.0% | 15,010 | $491K |
| GTS Securities LLC | 0.01% | New | 14,765 | $483K |
| Waverly Advisors, LLC | 0.01% | New | 14,551 | $476K |
| Integral Investment Advisors, Inc. | 0.20% | New | 14,597 | $474K |
| Integrated Advisors Network LLC | 0.02% | No change | 14,450 | $472K |
| D. E. Shaw & Co. | 0.00% | New | 14,324 | $468K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -0.4% | 14,106 | $461K |
| HRT Financial LP | 0.00% | New | 13,905 | $454K |
| Midland Wealth Advisors, LLC | 0.03% | Reduce -46.1% | 13,683 | $447K |
| Founders Financial Securities LLC | 0.05% | Add +8.8% | 13,682 | $447K |
| New Hampshire Trust | 0.10% | Reduce -0.7% | 13,662 | $446K |
| Wambolt & Associates, LLC | 0.13% | Reduce -44.2% | 13,768 | $445K |
| Bank of Montreal | 0.00% | Reduce -3.7% | 13,514 | $442K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.05% | Reduce -8.3% | 13,487 | $441K |
| FinTrust Capital Advisors, LLC | 0.08% | Reduce -40.5% | 13,318 | $435K |
| Collaborative Wealth Managment Inc. | 0.22% | Reduce -5.7% | 13,256 | $433K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -47.4% | 13,081 | $427K |
| Schechter Investment Advisors, LLC | 0.03% | New | 13,070 | $427K |
| Park Avenue Securities LLC | 0.01% | Add +13.5% | 12,844 | $420K |
| Hancock Whitney Corp. | 0.01% | Reduce -2.6% | 12,612 | $412K |
| Invesco Ltd. | 0.00% | Add +1.5% | 12,384 | $405K |
| Focus Financial Network, Inc. | 0.02% | — | 13,181 | $403K |
| Cherry Tree Wealth Management, LLC | 0.10% | Reduce -16.4% | 12,160 | $397K |
| Personal Cfo Solutions, LLC | 0.06% | No change | 11,990 | $392K |
| McNamara Financial Services, Inc. | 0.08% | Reduce -12.8% | 11,895 | $389K |
| Dakota Wealth Management | 0.01% | Add +1.6% | 11,689 | $382K |
| Sebold Capital Management, Inc. | 0.26% | No change | 11,621 | $380K |
| JT Stratford LLC | 0.08% | Reduce -30.7% | 11,570 | $378K |
| Moller Wealth Partners | 0.10% | Reduce -3.8% | 11,378 | $372K |
| Advisory Services Network, LLC | 0.01% | Add +0.5% | 11,021 | $360K |
| Diversified, LLC | 0.05% | Add +3.4% | 10,874 | $355K |
| Hilltop Partners LLC | 0.13% | No change | 10,855 | $355K |
| Pension & Wealth Management Advisors, Inc. | 0.23% | Add +21.6% | 10,786 | $353K |
| Sterling Investment Counsel, LLC | 0.16% | No change | 10,748 | $351K |
| Verdence Capital Advisors LLC | 0.03% | Add +1.1% | 10,720 | $350K |
| Pacific Sun Financial Corp | 0.20% | Reduce -0.8% | 10,560 | $345K |
| Wintrust Investments LLC | 0.03% | Reduce -15.9% | 10,572 | $345K |
| Brady Family Wealth, LLC | 0.11% | Add +0.6% | 10,113 | $330K |
| PFG Investments, LLC | 0.02% | Add +0.4% | 9,972 | $326K |
| FMR LLC | 0.00% | Add +45.7% | 9,901 | $324K |
| First National Trust Co | 0.01% | Reduce -2.1% | 9,851 | $322K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -0.2% | 9,782 | $320K |
| Goldman Sachs Group Inc. | 0.00% | New | 9,707 | $317K |
| Southland Equity Partners LLC | 0.09% | Reduce -2.1% | 9,703 | $317K |
| Ally Invest Advisors Inc. | 0.03% | Reduce -12.6% | 9,700 | $317K |
| Plimoth Trust Co. LLC | 0.08% | Reduce -26.9% | 9,446 | $309K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +0.5% | 9,434 | $308K |
| Focus Partners Wealth | 0.00% | New | 9,168 | $300K |
| MAI Capital Management | 0.00% | New | 9,075 | $297K |
| Strategic Financial Concepts, LLC | 0.07% | New | 8,894 | $291K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +16.1% | 8,849 | $289K |
| Colorado Capital Management, Inc. | 0.16% | Reduce -2.6% | 8,440 | $276K |
| Bright Futures Wealth Management, LLC. | 0.15% | — | 8,946 | $276K |
| Neuberger Berman Group LLC | 0.00% | Reduce -20.0% | 8,378 | $274K |
| Abundance Wealth Counselors | 0.06% | New | 8,164 | $267K |
| Berger Financial Group, Inc | 0.02% | No change | 8,063 | $263K |
| Cape Ann Savings Bank | 0.16% | Reduce -2.9% | 8,025 | $262K |
| Vance Wealth, LLC | 0.10% | No change | 7,728 | $253K |
| New Insight Wealth Advisors | 0.16% | Add +20.9% | 7,674 | $251K |
| Gray Wealth Management Inc. | 0.11% | Reduce -2.9% | 7,671 | $251K |
| John W. Brooker & Co., CPAs | 0.13% | Reduce -2.9% | 7,498 | $245K |
| Synovus Financial Corp. | 0.00% | Add +7.4% | 7,286 | $238K |
| Prospera Financial Services Inc | 0.01% | Reduce -87.2% | 7,265 | $237K |
| Savant Capital, LLC | 0.00% | Add +1.0% | 7,225 | $236K |
| Raymond James Trust N.A. | 0.01% | Reduce -0.8% | 7,166 | $234K |
| Madrona Financial Services, LLC | 0.08% | No change | 7,145 | $233K |
| Allworth Financial LP | 0.00% | Add +3.9% | 7,136 | $233K |
| Rockingstone Advisors LLC | 0.12% | No change | 7,000 | $229K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -23.0% | 6,892 | $225K |
| Wealth Group, Ltd. | 0.17% | — | 6,827 | $223K |
| Cwm, LLC | 0.00% | Add +64.4% | 6,837 | $223K |
| Fiduciary Group, LLC | 0.02% | No change | 6,740 | $220K |
| Snowden Capital Advisors LLC | 0.01% | New | 6,698 | $219K |
| Cowa, LLC | 0.13% | New | 6,641 | $217K |
| Navis Wealth Advisors, LLC | 0.26% | New | 6,598 | $216K |
| Geneos Wealth Management Inc. | 0.01% | No change | 6,567 | $215K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -17.9% | 7,588 | $214K |
| National Philanthropic Trust | 0.00% | No change | 6,500 | $212K |
| Anson Capital, Inc. | 0.30% | Add +1.3% | 6,324 | $207K |
| Cedar Brook Financial Partners, LLC | 0.04% | New | 6,303 | $206K |
| Legacy Private Trust Co. | 0.01% | No change | 6,280 | $205K |
| Harbour Investments, Inc. | 0.01% | Add +0.1% | 5,674 | $185K |
| Optimum Investment Advisors | 0.09% | No change | 5,670 | $185K |
| Caldwell Trust Co | 0.02% | No change | 5,480 | $179K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -22.0% | 5,172 | $167K |
| Colonial Trust Co / SC | 0.03% | No change | 4,944 | $160K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 4,828 | $158K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -3.6% | 4,586 | $150K |
| Mitchell Sinkler & Starr | 0.04% | New | 4,478 | $146K |
| Householder Group Estate & Retirement Specialist, LLC | 0.04% | No change | 4,222 | $138K |
| Continuum Advisory, LLC | 0.02% | New | 4,028 | $130K |
| Bank of New Hampshire | 0.03% | No change | 3,890 | $127K |
| MCF Advisors LLC | 0.01% | No change | 3,621 | $118K |
| Heritage Wealth Advisors | 0.01% | No change | 3,469 | $113K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | No change | 3,249 | $106K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +0.2% | 3,080 | $101K |
| Viewpoint Capital Management LLC | 0.06% | No change | 2,856 | $93K |
| ICA Group Wealth Management, LLC | 0.02% | Add +1.7% | 2,703 | $88K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -9.8% | 2,676 | $87K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.9% | 2,627 | $86K |
| Webster Bank, N. A. | 0.01% | No change | 2,604 | $85K |
| Evermay Wealth Management LLC | 0.01% | No change | 2,590 | $85K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +1472.6% | 2,579 | $84K |
| US Bancorp \de | 0.00% | No change | 2,389 | $78K |
| Private Trust Co. NA | 0.01% | Reduce -10.8% | 2,159 | $71K |
| Spire Wealth Management | 0.00% | Reduce -39.8% | 2,155 | $70K |
| Versant Capital Management, Inc | 0.02% | No change | 1,944 | $64K |
| Lanark Financial, Inc. | 0.01% | Reduce -20.8% | 1,930 | $63K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -0.5% | 1,861 | $61K |
| Trust Co. of Vermont | 0.00% | No change | 1,825 | $60K |
| Private Ocean, LLC | 0.01% | No change | 1,626 | $53K |
| Tidemark, LLC | 0.03% | Add +1.1% | 1,626 | $53K |
| Fernwood Investment Management, LLC | 0.01% | New | 1,572 | $51K |
| Fairman Group, LLC | 0.05% | No change | 1,518 | $50K |
| CoreCap Advisors, LLC | 0.00% | New | 1,514 | $49K |
| Main Street Group, LTD | 0.02% | Add +0.3% | 1,467 | $47K |
| Global Retirement Partners, LLC | 0.00% | Reduce -28.5% | 1,317 | $43K |
| PrairieView Partners, LLC | 0.00% | No change | 1,298 | $43K |
| Larson Financial Group LLC | 0.00% | Reduce -2.6% | 1,292 | $42K |
| AlphaMark Advisors, LLC | 0.01% | Reduce -42.7% | 1,300 | $42K |
| C M Bidwell & Associates Ltd. | 0.03% | Reduce -13.1% | 1,278 | $42K |
| Aspect Partners, LLC | 0.03% | Add +0.5% | 1,185 | $39K |
| Citigroup Inc. | 0.00% | Reduce -10.0% | 1,171 | $38K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Add +0.4% | 1,162 | $38K |
| Signaturefd, LLC | 0.00% | No change | 1,161 | $38K |
| PSI Advisors, LLC | 0.01% | Reduce -18.9% | 1,072 | $35K |
| Blair William & Co. | 0.00% | Reduce -0.3% | 1,034 | $34K |
| Missouri Trust & Investment Co | 0.01% | No change | 975 | $32K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 906 | $30K |
| Opal Wealth Advisors, LLC | 0.01% | New | 749 | $24K |
| Avior Wealth Management, LLC | 0.00% | Add +0.4% | 738 | $24K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 735 | $24K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +4.3% | 734 | $24K |
| Founders Financial Alliance, LLC | 0.01% | New | 685 | $22K |
| United Community Bank | 0.01% | Reduce -71.0% | 662 | $22K |
| Aspire Private Capital, LLC | 0.01% | No change | 654 | $21K |
| Quadrant Capital Group LLC | 0.00% | New | 600 | $20K |
| Asset Dedication, LLC | 0.00% | No change | 561 | $19K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -62.7% | 596 | $19K |
| Hollencrest Capital Management | 0.00% | No change | 504 | $16K |
| SouthState Bank Corp | 0.00% | No change | 479 | $16K |
| GHP Investment Advisors, Inc. | 0.00% | New | 430 | $14K |
| AdvisorNet Financial, Inc | 0.00% | No change | 350 | $11K |
| Register Financial Advisors LLC | 0.00% | New | 274 | $9K |
| Northwest Capital Management Inc | 0.00% | No change | 267 | $9K |
| Piscataqua Savings Bank | 0.01% | No change | 258 | $8K |
| Eukles Asset Management | 0.00% | No change | 234 | $8K |
| Clear Point Advisors Inc. | 0.01% | Add +0.5% | 220 | $7K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 186 | $6K |
| North Star Investment Management Corp. | 0.00% | New | 170 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.8% | 127 | $4K |
| Creative Financial Designs Inc. | 0.00% | No change | 109 | $4K |
| Parallel Advisors, LLC | 0.00% | No change | 100 | $3K |
| REAP Financial Group, LLC | 0.00% | New | 98 | $3K |
| Salem Investment Counselors Inc. | 0.00% | New | 75 | $2K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 44 | $1K |
| Nvwm, LLC | 0.00% | No change | 42 | $1K |
| Smartleaf Asset Management LLC | 0.00% | New | 42 | $1K |
| Clearstead Trust, LLC | 0.00% | No change | 21 | $686 |
| EPG Wealth Management LLC | 0.00% | No change | 3 | $98 |
| Tucker Asset Management LLC | 0.00% | Reduce -98.8% | 1 | $33 |
| Vima LLC | 0.00% | New | 1,000 | $28 |
"% of holder's portfolio" is DES's weight in each manager's 13F, not the share of Wisdomtree US Smallcap Divid the manager owns.