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 |
| Halbert Hargrove Global Advisors, LLC | 0.07% | Add +0.2% | 36,087 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.5% | 35,481 | $1.1M |
| Montecito Bank & Trust | 0.22% | Reduce -12.6% | 34,861 | $1.1M |
| Waterfront Wealth Inc. | 0.29% | Reduce -1.9% | 34,763 | $1.1M |
| Invenio Wealth Partners LLC | 0.52% | Reduce -6.7% | 33,915 | $1.1M |
| Opus Capital Group, LLC | 0.15% | Add +3.0% | 33,799 | $1.1M |
| Wesbanco Bank Inc. | 0.04% | Add +7.4% | 33,437 | $1.0M |
| F&V Capital Management, LLC | 0.28% | Add +36.6% | 31,190 | $972K |
| Connecticut Wealth Management, LLC | 0.05% | Reduce -7.5% | 30,776 | $959K |
| Two Sigma Investments, LP | 0.00% | No change | 30,400 | $947K |
| Harbor Investment Advisory, LLC | 0.10% | Add +25.6% | 30,383 | $946K |
| IHT Wealth Management, LLC | 0.03% | Add +0.2% | 29,783 | $928K |
| Bokf, NA | 0.02% | Reduce -0.1% | 29,583 | $922K |
| Vicus Capital | 0.08% | Add +0.3% | 29,391 | $916K |
| Mather Group, Llc. | 0.01% | Reduce -4.6% | 27,987 | $915K |
| GYL Financial Synergies, LLC | 0.07% | Reduce -2.8% | 29,112 | $907K |
| Oppenheimer & Co. Inc. | 0.01% | Add +3.2% | 29,067 | $905K |
| Composition Wealth, LLC | 0.02% | Reduce -14.4% | 28,889 | $900K |
| IFG Advisory, LLC | 0.06% | Reduce -2.3% | 28,171 | $878K |
| Mariner, LLC | 0.00% | Reduce -20.2% | 27,863 | $868K |
| Captrust Financial Advisors | 0.00% | Reduce -32.6% | 26,749 | $833K |
| Comerica Bank | 0.00% | Reduce -4.4% | 26,646 | $830K |
| Spinnaker Trust | 0.05% | No change | 26,411 | $823K |
| Principal Securities, Inc. | 0.02% | Reduce -3.7% | 26,113 | $813K |
| Smith, Moore & Co. | 0.08% | Add +6.3% | 25,586 | $797K |
| Petra Financial Advisors Inc. | 0.57% | No change | 25,305 | $788K |
| Bristlecone Advisors, LLC | 0.07% | Add +1.8% | 24,757 | $771K |
| Sanctuary Advisors, LLC | 0.01% | — | 24,567 | $768K |
| D. E. Shaw & Co. | 0.00% | Add +71.5% | 24,572 | $765K |
| Independence Bank of Kentucky | 0.20% | Add +13.3% | 24,555 | $765K |
| Clearwater Capital Advisors, LLC | 0.08% | Add +3.8% | 23,252 | $724K |
| Sunbelt Securities, Inc. | 0.07% | Reduce -1.5% | 23,105 | $720K |
| Sharper & Granite LLC | 0.34% | Reduce -5.0% | 23,005 | $717K |
| IFP Advisors, Inc | 0.03% | Reduce -9.4% | 22,901 | $713K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -6.6% | 22,242 | $693K |
| Guidance Capital, Inc. | 0.23% | Reduce -3.4% | 19,692 | $688K |
| BOK Financial Private Wealth, Inc. | 0.05% | No change | 21,742 | $677K |
| WealthShield Partners, LLC | 0.10% | Add +2.3% | 21,478 | $669K |
| Insight Advisors, LLC/ PA | 0.12% | Add +3.0% | 21,387 | $666K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +3.0% | 21,130 | $658K |
| Clearstead Advisors, LLC | 0.01% | New | 20,658 | $643K |
| Marino, Stram & Associates LLC | 0.15% | Add +0.2% | 20,144 | $627K |
| Round Rock Advisors LLC | 0.15% | Reduce -38.8% | 19,546 | $609K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -1.3% | 17,114 | $596K |
| Robinson Smith Wealth Advisors LLC | 0.51% | No change | 18,741 | $584K |
| Buckingham Strategic Wealth, LLC | 0.01% | Add +0.3% | 18,174 | $566K |
| SouthState Bank Corp | 0.04% | Add +3609.0% | 17,766 | $553K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -90.5% | 17,742 | $553K |
| Rehmann Capital Advisory Group | 0.04% | No change | 17,378 | $541K |
| Investment Partners Asset Management, Inc. | 0.48% | Reduce -0.8% | 17,319 | $539K |
| Principle Wealth Partners LLC | 0.04% | Reduce -10.4% | 17,245 | $537K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +3.8% | 17,033 | $531K |
| Sigma Planning Corp | 0.02% | Reduce -7.3% | 16,518 | $515K |
| Brown Advisory Inc. | 0.00% | No change | 16,376 | $510K |
| Hengehold Capital Management LLC | 0.05% | Reduce -3.0% | 16,184 | $504K |
| Founders Financial Securities LLC | 0.05% | Add +17.5% | 16,077 | $501K |
| Capital Investment Counsel, LLC | 0.10% | Reduce -93.9% | 15,587 | $486K |
| NewSquare Capital LLC | 0.04% | Add +3.6% | 15,550 | $484K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -10.0% | 15,378 | $479K |
| Arkos Global Advisors | 0.08% | Reduce -6.1% | 15,214 | $474K |
| Equitable Holdings, Inc. | 0.00% | Reduce -4.3% | 14,492 | $451K |
| Focus Financial Network, Inc. | 0.02% | Reduce -0.1% | 13,167 | $450K |
| Waverly Advisors, LLC | 0.01% | Reduce -1.4% | 14,352 | $447K |
| Integrated Advisors Network LLC | 0.02% | Reduce -1.4% | 14,250 | $444K |
| Midland Wealth Advisors, LLC | 0.03% | Add +3.8% | 14,208 | $443K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -0.9% | 13,978 | $435K |
| New Hampshire Trust | 0.10% | No change | 13,662 | $426K |
| Csenge Advisory Group | 0.02% | Reduce -13.4% | 13,571 | $423K |
| Bank of Montreal | 0.00% | Reduce -0.8% | 13,401 | $418K |
| FinTrust Capital Advisors, LLC | 0.08% | Add +0.1% | 13,327 | $415K |
| Collaborative Wealth Managment Inc. | 0.20% | Add +0.5% | 13,318 | $415K |
| Schechter Investment Advisors, LLC | 0.03% | No change | 13,070 | $407K |
| Pension & Wealth Management Advisors, Inc. | 0.23% | Add +18.5% | 12,780 | $398K |
| Hancock Whitney Corp. | 0.01% | Reduce -0.5% | 12,552 | $391K |
| West Bancorporation Inc. | 0.29% | Reduce -70.2% | 12,447 | $388K |
| McNamara Financial Services, Inc. | 0.08% | Add +4.5% | 12,424 | $387K |
| Park Avenue Securities LLC | 0.00% | Reduce -5.8% | 12,101 | $377K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -9.4% | 11,845 | $369K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | Reduce -12.7% | 11,778 | $367K |
| Abundance Wealth Counselors | 0.17% | Add +42.9% | 11,669 | $363K |
| JT Stratford LLC | 0.07% | Add +0.5% | 11,633 | $362K |
| Empirical Asset Management, LLC | 0.14% | New | 11,527 | $359K |
| Dakota Wealth Management | 0.01% | Reduce -1.6% | 11,507 | $358K |
| FMR LLC | 0.00% | Add +15.9% | 11,471 | $357K |
| Integral Investment Advisors, Inc. | 0.13% | Reduce -20.7% | 11,580 | $357K |
| Moller Wealth Partners | 0.09% | No change | 11,378 | $354K |
| Atria Investments, Inc | 0.00% | New | 11,032 | $344K |
| Advisory Services Network, LLC | 0.01% | Reduce -0.6% | 10,959 | $341K |
| Diversified, LLC | 0.04% | No change | 10,874 | $339K |
| Hilltop Partners LLC | 0.12% | No change | 10,855 | $338K |
| Sterling Investment Counsel, LLC | 0.13% | No change | 10,748 | $335K |
| Verdence Capital Advisors LLC | 0.03% | Add +0.1% | 10,727 | $334K |
| Cherry Tree Wealth Management, LLC | 0.08% | Reduce -13.0% | 10,576 | $329K |
| Invesco Ltd. | 0.00% | Reduce -14.7% | 10,560 | $329K |
| Pacific Sun Financial Corp | 0.19% | Reduce -1.3% | 10,420 | $325K |
| Wambolt & Associates, LLC | 0.09% | Reduce -24.8% | 10,354 | $320K |
| Brady Family Wealth, LLC | 0.10% | Add +0.6% | 10,174 | $317K |
| PFG Investments, LLC | 0.02% | Add +0.8% | 10,049 | $313K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +29.6% | 9,830 | $306K |
| EP Wealth Advisors, LLC | 0.00% | No change | 9,782 | $305K |
| Ally Invest Advisors Inc. | 0.03% | Reduce -0.7% | 9,636 | $300K |
| Gallagher Fiduciary Advisors, LLC | 0.07% | Add +0.9% | 9,521 | $297K |
| Southland Equity Partners LLC | 0.08% | Reduce -2.6% | 9,454 | $294K |
| Plimoth Trust Co. LLC | 0.08% | Reduce -0.4% | 9,411 | $293K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +6.1% | 9,385 | $292K |
| Wintrust Investments LLC | 0.02% | Reduce -11.3% | 9,372 | $292K |
| Focus Partners Wealth | 0.00% | Add +0.8% | 9,239 | $288K |
| First National Trust Co | 0.01% | Reduce -7.3% | 9,127 | $284K |
| MAI Capital Management | 0.00% | Add +0.4% | 9,115 | $284K |
| Bright Futures Wealth Management, LLC. | 0.15% | Reduce -5.0% | 8,496 | $279K |
| Trustmark Bank Trust Department | 0.02% | Reduce -50.0% | 8,926 | $278K |
| Personal Cfo Solutions, LLC | 0.04% | Reduce -29.2% | 8,490 | $264K |
| Neuberger Berman Group LLC | 0.00% | No change | 8,378 | $261K |
| Wedmont Private Capital | 0.02% | New | 8,038 | $260K |
| Cape Ann Savings Bank | 0.15% | Reduce -1.2% | 7,930 | $247K |
| Cowa, LLC | 0.13% | Add +19.1% | 7,909 | $246K |
| Berger Financial Group, Inc | 0.02% | Reduce -2.3% | 7,874 | $245K |
| Synovus Financial Corp. | 0.00% | Add +6.7% | 7,776 | $242K |
| Vance Wealth, LLC | 0.10% | No change | 7,728 | $241K |
| Sebold Capital Management, Inc. | 0.17% | Reduce -33.9% | 7,687 | $239K |
| Gray Wealth Management Inc. | 0.10% | Reduce -0.9% | 7,601 | $237K |
| John W. Brooker & Co., CPAs | 0.12% | No change | 7,498 | $234K |
| Allworth Financial LP | 0.00% | Reduce -3.7% | 6,871 | $231K |
| Savant Capital, LLC | 0.00% | Add +0.0% | 7,228 | $225K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 7,200 | $224K |
| Navis Wealth Advisors, LLC | 0.26% | Add +8.4% | 7,155 | $223K |
| Raymond James Trust N.A. | 0.01% | Reduce -0.2% | 7,154 | $223K |
| New Insight Wealth Advisors | 0.13% | Reduce -7.0% | 7,134 | $222K |
| Rockingstone Advisors LLC | 0.11% | No change | 7,000 | $218K |
| GTS Securities LLC | 0.00% | Reduce -52.8% | 6,970 | $217K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.5% | 6,925 | $216K |
| Napatree Capital LLC | 0.17% | New | 6,897 | $215K |
| Wealth Group, Ltd. | 0.15% | No change | 6,827 | $213K |
| Anson Capital, Inc. | 0.21% | Add +6.6% | 6,741 | $210K |
| Fiduciary Group, LLC | 0.02% | No change | 6,740 | $210K |
| Snowden Capital Advisors LLC | 0.01% | Add +0.0% | 6,699 | $209K |
| Geneos Wealth Management Inc. | 0.01% | No change | 6,567 | $205K |
| Wrenne Financial Planning LLC | 0.14% | New | 6,505 | $203K |
| National Philanthropic Trust | 0.00% | No change | 6,500 | $202K |
| Colorado Capital Management, Inc. | 0.11% | Reduce -24.2% | 6,395 | $199K |
| Cwm, LLC | 0.00% | Reduce -9.3% | 6,199 | $193K |
| Optimum Investment Advisors | 0.08% | No change | 5,670 | $177K |
| Caldwell Trust Co | 0.02% | No change | 5,480 | $171K |
| AdvisorNet Financial, Inc | 0.01% | Add +1404.3% | 5,265 | $164K |
| Harbour Investments, Inc. | 0.01% | Reduce -7.7% | 5,240 | $163K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 5,172 | $159K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +9.3% | 5,015 | $156K |
| Mitchell Sinkler & Starr | 0.04% | No change | 4,478 | $151K |
| Householder Group Estate & Retirement Specialist, LLC | 0.04% | Add +15.0% | 4,856 | $151K |
| US Bancorp \de | 0.00% | Add +92.8% | 4,607 | $144K |
| Colonial Trust Co / SC | 0.03% | Reduce -6.6% | 4,618 | $142K |
| Continuum Advisory, LLC | 0.02% | No change | 4,028 | $125K |
| Bank of New Hampshire | 0.03% | No change | 3,890 | $121K |
| MCF Advisors LLC | 0.01% | No change | 3,621 | $113K |
| PNC Financial Services Group, Inc. | 0.00% | Add +32.5% | 3,481 | $108K |
| Heritage Wealth Advisors | 0.00% | No change | 3,469 | $108K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | No change | 3,249 | $101K |
| Viewpoint Capital Management LLC | 0.05% | No change | 2,856 | $89K |
| Webster Bank, N. A. | 0.01% | No change | 2,604 | $81K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -16.6% | 2,570 | $80K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -2.8% | 2,508 | $78K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 2,485 | $77K |
| Hazlett, Burt & Watson, Inc. | 0.04% | Add +109.9% | 2,439 | $76K |
| Painted Porch Advisors LLC | 0.04% | New | 2,381 | $74K |
| Private Trust Co. NA | 0.01% | No change | 2,159 | $67K |
| CoreCap Advisors, LLC | 0.01% | Add +31.1% | 1,985 | $62K |
| Versant Capital Management, Inc | 0.02% | No change | 1,944 | $61K |
| Lanark Financial, Inc. | 0.01% | Add +0.7% | 1,944 | $60K |
| Trust Co. of Vermont | 0.00% | No change | 1,825 | $57K |
| Private Ocean, LLC | 0.00% | No change | 1,626 | $51K |
| Tidemark, LLC | 0.02% | No change | 1,626 | $51K |
| Signaturefd, LLC | 0.00% | Add +38.8% | 1,611 | $50K |
| Evermay Wealth Management LLC | 0.01% | Reduce -38.1% | 1,602 | $50K |
| Fairman Group, LLC | 0.05% | No change | 1,518 | $47K |
| Main Street Group, LTD | 0.02% | Add +0.7% | 1,477 | $46K |
| Larson Financial Group LLC | 0.00% | Add +0.3% | 1,296 | $40K |
| PrairieView Partners, LLC | 0.00% | No change | 1,298 | $40K |
| C M Bidwell & Associates Ltd. | 0.03% | No change | 1,278 | $40K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -73.8% | 1,265 | $39K |
| Aspect Partners, LLC | 0.02% | Add +0.8% | 1,195 | $37K |
| ORG Partners LLC | 0.00% | New | 1,175 | $36K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -40.0% | 1,117 | $35K |
| AlphaMark Advisors, LLC | 0.01% | Reduce -15.4% | 1,100 | $34K |
| NorthRock Partners, LLC | 0.00% | New | 1,089 | $34K |
| PSI Advisors, LLC | 0.01% | Add +0.4% | 1,076 | $33K |
| Global Retirement Partners, LLC | 0.00% | Reduce -18.8% | 1,069 | $33K |
| Blair William & Co. | 0.00% | No change | 1,034 | $32K |
| Missouri Trust & Investment Co | 0.01% | No change | 975 | $30K |
| ICA Group Wealth Management, LLC | 0.02% | Reduce -69.5% | 823 | $26K |
| Opal Wealth Advisors, LLC | 0.01% | No change | 749 | $23K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 735 | $23K |
| Russell Investments Group, Ltd. | 0.00% | New | 700 | $22K |
| Founders Financial Alliance, LLC | 0.01% | No change | 685 | $21K |
| Spire Wealth Management | 0.00% | Reduce -68.5% | 680 | $21K |
| United Community Bank | 0.01% | No change | 662 | $21K |
| Aspire Private Capital, LLC | 0.01% | No change | 654 | $20K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -6.2% | 559 | $18K |
| Asset Dedication, LLC | 0.00% | No change | 561 | $17K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 456 | $16K |
| Hollencrest Capital Management | 0.00% | No change | 504 | $16K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 430 | $13K |
| Strategic Financial Concepts, LLC | 0.00% | Add +3213.5% | 294,702 | $8K |
| Northwest Capital Management Inc | 0.00% | No change | 267 | $8K |
| Piscataqua Savings Bank | 0.01% | No change | 258 | $8K |
| Coppell Advisory Solutions LLC | 0.00% | — | 244 | $8K |
| Eukles Asset Management | 0.00% | No change | 234 | $7K |
| Clear Point Advisors Inc. | 0.01% | Add +0.9% | 222 | $7K |
| Triad Wealth Partners, LLC | 0.00% | New | 200 | $6K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 186 | $6K |
| North Star Investment Management Corp. | 0.00% | No change | 170 | $5K |
| Creative Financial Designs Inc. | 0.00% | Add +35.8% | 148 | $5K |
| Element Wealth, LLC | 0.00% | New | 138 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.8% | 128 | $4K |
| Ridgewood Investments LLC | 0.00% | New | 114 | $4K |
| REAP Financial Group, LLC | 0.00% | No change | 98 | $3K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -96.8% | 86 | $3K |
| Salem Investment Counselors Inc. | 0.00% | No change | 75 | $2K |
| Rothschild Investment LLC | 0.00% | New | 73 | $2K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 44 | $1K |
| Smartleaf Asset Management LLC | 0.00% | Add +2.4% | 43 | $1K |
| Nvwm, LLC | 0.00% | No change | 42 | $1K |
| Clearstead Trust, LLC | 0.00% | No change | 21 | $654 |
| Redmont Wealth Advisors LLC | 0.00% | New | 17 | $530 |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | New | 8 | $249 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.7% | 2 | $62 |
"% of holder's portfolio" is DES's weight in each manager's 13F, not the share of Wisdomtree US Smallcap Divid the manager owns.