Wisdomtree US Smallcap DividDESETF
13F holders, Q2 2024 (June 30)325holders +5
21new positions
17sold out
2famous investors
$30.85avg. 13F price*
At the end of Q2 2024, 325 institutions reported holding Wisdomtree US Smallcap Divid (DES) in their 13F filings, up 5 from Q1 2024. 21 opened new positions and 17 sold out. The largest holders were Morgan Stanley ($68.4M), Bank of America Corp. ($66.8M) and UBS Group AG ($56.9M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $8.6M |
| Exits | 17 | $5.4M |
All 13F filers, Q1 2024 → Q2 2024: 1,067,538 shares bought and 1,889,096 shares sold, net −821,558 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 325 holders
| Morgan Stanley | 0.01% | Reduce -1.2% | 2,195,822 | $68.4M |
| Bank of America Corp. | 0.01% | Reduce -9.2% | 2,145,736 | $66.8M |
| UBS Group AG | 0.02% | Reduce -5.4% | 1,825,802 | $56.9M |
| LPL Financial LLC | 0.03% | Add +0.1% | 1,645,193 | $51.2M |
| Creative Planning | 0.05% | Reduce -0.7% | 1,506,548 | $46.9M |
| M&T Bank Corp | 0.13% | Add +2.6% | 1,188,964 | $37.0M |
| Royal Bank of Canada | 0.01% | Reduce -4.3% | 867,560 | $27.0M |
| Wells Fargo & Company | 0.01% | Reduce -0.7% | 853,260 | $26.6M |
| Ameriprise Financial Inc. | 0.01% | Add +3.1% | 743,267 | $23.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +2.1% | 664,236 | $20.7M |
| Keybank National Association | 0.08% | Reduce -1.2% | 629,699 | $19.6M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +0.1% | 447,539 | $13.9M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -5.7% | 361,416 | $11.3M |
| Mercer Global Advisors Inc. | 0.03% | Add +9.9% | 359,347 | $11.2M |
| Corient Private Wealth LP | 0.02% | Reduce -0.4% | 341,107 | $10.6M |
| Raymond James & Associates | 0.01% | Add +5.7% | 340,048 | $10.6M |
| Kestra Advisory Services, LLC | 0.06% | Add +4.2% | 321,346 | $10.0M |
| Destination Wealth Management | 0.33% | Add +1.7% | 321,144 | $10.0M |
| Truist Financial Corp. | 0.01% | Add +5.0% | 279,967 | $8.7M |
| Baird Financial Group, Inc. | 0.02% | Reduce -1.5% | 253,865 | $7.9M |
| Assetmark, Inc. | 0.02% | Reduce -31.6% | 241,602 | $7.5M |
| Cetera Investment Advisers | 0.02% | Reduce -11.0% | 239,585 | $7.5M |
| Prosperity Consulting Group, LLC | 0.95% | Reduce -15.7% | 224,481 | $7.0M |
| Stifel Financial Corp. | 0.01% | Add +1.3% | 221,287 | $6.9M |
| BIP Wealth, LLC | 0.51% | Reduce -8.0% | 201,168 | $6.3M |
| Private Portfolio Partners LLC | 4.92% | Add +1.4% | 193,902 | $6.0M |
| Dynamic Advisor Solutions LLC | 0.18% | Add +0.4% | 183,651 | $5.7M |
| HC Advisors, LLC | 5.25% | Add +7.9% | 182,662 | $5.7M |
| Key Financial Inc | 1.26% | Add +3.6% | 168,820 | $5.3M |
| Cascade Financial Partners, LLC | 0.68% | Add +0.4% | 165,758 | $5.2M |
| One Wealth Map LLC | 3.09% | Add +2.4% | 146,674 | $5.0M |
| Valmark Advisers, Inc. | 0.08% | Reduce -1.6% | 155,688 | $4.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -25.2% | 153,710 | $4.8M |
| Curi Capital, LLC | 0.11% | Reduce -10.3% | 153,117 | $4.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -5.8% | 152,793 | $4.8M |
| Signature Estate & Investment Advisors LLC | 0.12% | Reduce -13.2% | 152,683 | $4.8M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.8% | 151,490 | $4.7M |
| Del-Sette Capital Management, LLC | 3.70% | Add +7.2% | 144,638 | $4.5M |
| Melone Private Wealth, LLC | 2.56% | Add +1.2% | 138,932 | $4.3M |
| Meridian Wealth Management, LLC | 0.51% | New | 136,987 | $4.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.13% | Reduce -1.2% | 135,062 | $4.2M |
| Parcion Private Wealth LLC | 0.37% | Reduce -2.7% | 128,500 | $4.0M |
| Jones Financial Companies LLLP | 0.00% | Add +85.9% | 128,040 | $4.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.0% | 124,748 | $3.9M |
| Glen Eagle Advisors, LLC | 0.71% | Reduce -2.3% | 123,753 | $3.9M |
| Rockefeller Capital Management L.P. | 0.01% | Add +3.4% | 123,602 | $3.9M |
| Frazier Financial Advisors, LLC | 3.05% | Reduce -1.1% | 123,371 | $3.8M |
| Wealthcare Advisory Partners LLC | 0.12% | Reduce -3.3% | 118,257 | $3.7M |
| Kades & Cheifetz LLC | 2.10% | Reduce -2.8% | 107,138 | $3.3M |
| JPL Wealth Management, LLC | 1.61% | Add +3.4% | 105,625 | $3.3M |
| Stock Yards Bank & Trust Co. | 0.11% | Reduce -10.2% | 104,854 | $3.3M |
| Avantax Advisory Services, Inc. | 0.02% | Add +0.8% | 99,200 | $3.1M |
| Beacon Financial Group | 0.35% | Reduce -7.7% | 99,006 | $3.1M |
| Citadel Advisors | 0.00% | Add +103.2% | 92,943 | $2.9M |
| Evanson Asset Management, LLC | 0.21% | Reduce -5.5% | 92,537 | $2.9M |
| Buckingham Capital Management, Inc. | 0.33% | Reduce -10.7% | 89,829 | $2.8M |
| HighTower Advisors, LLC | 0.00% | Reduce -20.7% | 85,861 | $2.7M |
| Cerity Partners LLC | 0.01% | Reduce -6.1% | 81,894 | $2.6M |
| VAUGHAN & Co SECURITIES, INC. | 1.60% | Reduce -5.5% | 81,444 | $2.5M |
| NewEdge Advisors, LLC | 0.02% | Add +18.9% | 80,011 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -15.7% | 73,365 | $2.3M |
| Financial Counselors Inc. | 0.03% | Reduce -15.1% | 68,848 | $2.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +607.6% | 68,686 | $2.1M |
| Salomon & Ludwin, LLC | 0.24% | Reduce -48.3% | 68,639 | $2.1M |
| Ascent Group, LLC | 0.17% | Reduce -2.2% | 68,040 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | Add +17.4% | 66,797 | $2.1M |
| Vestor Capital, LLC | 0.17% | Reduce -1.3% | 66,159 | $2.1M |
| JNBA Financial Advisors | 0.20% | Reduce -11.3% | 59,802 | $1.9M |
| Aspen Investment Management Inc | 0.92% | Add +0.0% | 59,311 | $1.8M |
| Gladstone Institutional Advisory LLC | 0.10% | Reduce -32.2% | 58,645 | $1.8M |
| Flow Traders U.S. LLC | 0.09% | New | 58,535 | $1.8M |
| Capital Analysts, LLC | 0.08% | Add +3.9% | 58,420 | $1.8M |
| 180 Wealth Advisors, LLC | 0.29% | Add +0.1% | 55,562 | $1.8M |
| Modera Wealth Management, LLC | 0.03% | Reduce -0.9% | 56,708 | $1.8M |
| Bank of New York Mellon Corp | 0.00% | Add +64.0% | 55,575 | $1.7M |
| Private Advisor Group, LLC | 0.01% | Reduce -3.8% | 55,217 | $1.7M |
| Marathon Strategic Advisors, LLC | 1.99% | Add +0.9% | 54,721 | $1.7M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -38.4% | 54,663 | $1.7M |
| NBT Bank, N.A. | 0.12% | Reduce -0.2% | 53,628 | $1.7M |
| MML Investors Services, LLC | 0.01% | Add +3.9% | 52,303 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -25.2% | 52,214 | $1.6M |
| Farmers National Bank | 0.49% | Add +1.6% | 52,199 | $1.6M |
| Financial Planning & Information Services, Inc. | 0.25% | Reduce -0.4% | 52,057 | $1.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.3% | 51,882 | $1.6M |
| Cahill Financial Advisors Inc. | 0.22% | Add +0.3% | 51,124 | $1.6M |
| FFG Retirement Advisors LLC | 1.09% | Reduce -36.3% | 50,335 | $1.6M |
| Powers Advisory Group, LLC | 0.82% | Reduce -0.8% | 48,443 | $1.5M |
| Old North State Wealth Management, LLC | 0.98% | Add +0.9% | 47,885 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -41.8% | 47,881 | $1.5M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -41.8% | 47,881 | $1.5M |
| Inspirion Wealth Advisors, LLC | 0.22% | No change | 46,110 | $1.4M |
| TFG Advisers LLC | 0.55% | Reduce -3.9% | 45,771 | $1.4M |
| IAG Wealth Partners, LLC | 0.29% | Reduce -1.7% | 45,609 | $1.4M |
| SC&H Financial Advisors, Inc. | 0.35% | Add +0.3% | 45,561 | $1.4M |
| Prepared Retirement Institute LLC | 0.93% | Reduce -3.7% | 45,264 | $1.4M |
| Financial Advisory Partners, LLC | 0.49% | Reduce -2.6% | 42,266 | $1.3M |
| Platform Technology Partners | 0.43% | — | 39,781 | $1.2M |
| United Advisor Group, LLC | 0.37% | Add +14.6% | 38,393 | $1.2M |
| HBK Sorce Advisory LLC | 0.04% | Reduce -3.7% | 37,108 | $1.2M |
| Jane Street Group, LLC | 0.00% | Reduce -41.4% | 36,125 | $1.1M |
"% of holder's portfolio" is DES's weight in each manager's 13F, not the share of Wisdomtree US Smallcap Divid the manager owns.