Wisdomtree US Smallcap DividDESETF
13F holders, Q3 2024 (September 30)322holders −3
17new positions
19sold out
1famous investor
$34.48avg. 13F price*
At the end of Q3 2024, 322 institutions reported holding Wisdomtree US Smallcap Divid (DES) in their 13F filings, down 3 from Q2 2024. 17 opened new positions and 19 sold out. The largest holders were Morgan Stanley ($77.4M), LPL Financial LLC ($75.7M) and Bank of America Corp. ($68.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wisdomtree US Smallcap Divid
- CUSIP
- 97717W604
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $3.0M |
| Exits | 19 | $9.7M |
All 13F filers, Q2 2024 → Q3 2024: 1,781,825 shares bought and 1,683,491 shares sold, net +98,334 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 322 holders
| Morgan Stanley | 0.01% | Add +2.2% | 2,243,273 | $77.4M |
| LPL Financial LLC | 0.03% | Add +33.4% | 2,195,071 | $75.7M |
| Bank of America Corp. | 0.01% | Reduce -8.2% | 1,970,323 | $68.0M |
| UBS Group AG | 0.02% | Reduce -5.7% | 1,721,509 | $59.4M |
| Creative Planning | 0.05% | Reduce -0.9% | 1,492,661 | $51.5M |
| M&T Bank Corp | 0.14% | Add +1.6% | 1,207,541 | $41.6M |
| Royal Bank of Canada | 0.01% | Reduce -1.1% | 857,596 | $29.6M |
| Wells Fargo & Company | 0.01% | Reduce -0.1% | 852,799 | $29.4M |
| Ameriprise Financial Inc. | 0.01% | Add +2.5% | 762,034 | $26.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +1.9% | 676,946 | $23.3M |
| Keybank National Association | 0.09% | Add +6.2% | 668,969 | $23.1M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +10.3% | 493,443 | $17.0M |
| Stifel Financial Corp. | 0.02% | Add +115.3% | 476,329 | $16.4M |
| Raymond James & Associates | 0.01% | Add +30.8% | 444,823 | $15.3M |
| Mercer Global Advisors Inc. | 0.03% | Add +5.1% | 377,678 | $12.8M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -1.9% | 354,703 | $12.2M |
| Corient Private Wealth LP | 0.02% | Add +0.1% | 341,601 | $11.8M |
| Destination Wealth Management | 0.34% | Reduce -0.6% | 319,348 | $11.0M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -1.1% | 317,669 | $11.0M |
| Truist Financial Corp. | 0.02% | Add +3.9% | 290,983 | $10.0M |
| Cetera Investment Advisers | 0.02% | Reduce -2.0% | 234,758 | $8.1M |
| Prosperity Consulting Group, LLC | 0.63% | Add +4.4% | 234,331 | $8.1M |
| Assetmark, Inc. | 0.02% | Reduce -5.0% | 229,427 | $7.9M |
| BIP Wealth, LLC | 0.51% | Add +8.8% | 218,954 | $7.6M |
| Valmark Advisers, Inc. | 0.11% | Add +35.4% | 210,807 | $7.3M |
| Private Portfolio Partners LLC | 1.27% | Add +1.5% | 196,870 | $6.8M |
| IFP Advisors, Inc | 0.24% | Add +731.1% | 190,335 | $6.6M |
| HC Advisors, LLC | 5.30% | Add +2.4% | 186,960 | $6.4M |
| Jones Financial Companies LLLP | 0.01% | Add +46.4% | 187,387 | $6.4M |
| Key Financial Inc | 1.30% | Add +1.2% | 170,876 | $5.9M |
| Baird Financial Group, Inc. | 0.01% | Reduce -34.1% | 167,222 | $5.8M |
| Cascade Financial Partners, LLC | 0.72% | Add +1.0% | 167,488 | $5.8M |
| One Wealth Map LLC | 3.13% | Add +4.5% | 153,259 | $5.3M |
| Curi Capital, LLC | 0.12% | No change | 153,117 | $5.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -0.5% | 152,109 | $5.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.2% | 151,780 | $5.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -1.4% | 151,635 | $5.2M |
| Del-Sette Capital Management, LLC | 3.83% | Reduce -1.8% | 141,984 | $4.9M |
| Melone Private Wealth, LLC | 2.53% | Reduce -0.5% | 138,220 | $4.8M |
| JPMorgan Chase & Co. | 0.00% | Add +10.8% | 138,212 | $4.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.13% | Reduce -2.3% | 131,996 | $4.6M |
| Parcion Private Wealth LLC | 0.37% | Add +0.7% | 129,375 | $4.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +1.0% | 124,851 | $4.3M |
| Frazier Financial Advisors, LLC | 3.16% | Reduce -4.5% | 117,825 | $4.1M |
| Glen Eagle Advisors, LLC | 0.68% | Reduce -5.8% | 116,547 | $4.0M |
| Two Sigma Investments, LP | 0.01% | Add +273.4% | 113,500 | $3.9M |
| Kades & Cheifetz LLC | 2.16% | Add +2.2% | 109,498 | $3.8M |
| Wealthcare Advisory Partners LLC | 0.10% | Reduce -12.0% | 104,105 | $3.6M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -0.6% | 98,615 | $3.4M |
| Beacon Financial Group | 0.37% | Reduce -1.3% | 97,714 | $3.4M |
| Stock Yards Bank & Trust Co. | 0.11% | Reduce -9.2% | 95,229 | $3.3M |
| Evanson Asset Management, LLC | 0.22% | Reduce -0.4% | 92,194 | $3.2M |
| Buckingham Capital Management, Inc. | 0.34% | Reduce -3.1% | 87,038 | $3.0M |
| Signature Estate & Investment Advisors LLC | 0.07% | Reduce -43.4% | 86,456 | $3.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.1% | 85,811 | $3.0M |
| VAUGHAN & Co SECURITIES, INC. | 1.65% | No change | 81,444 | $2.8M |
| Cerity Partners LLC | 0.01% | Reduce -6.1% | 76,908 | $2.7M |
| Bank of New York Mellon Corp | 0.00% | Add +30.0% | 72,224 | $2.5M |
| Financial Counselors Inc. | 0.03% | Reduce -1.1% | 68,079 | $2.3M |
| Thrivent Financial for Lutherans | 0.00% | Add +0.6% | 67,169 | $2.3M |
| Vestor Capital, LLC | 0.18% | Reduce -1.6% | 65,136 | $2.2M |
| Ascent Group, LLC | 0.17% | Reduce -6.1% | 63,878 | $2.2M |
| Salomon & Ludwin, LLC | 0.22% | Reduce -10.5% | 61,443 | $2.1M |
| Marathon Strategic Advisors, LLC | 2.14% | Add +7.5% | 58,847 | $2.0M |
| JNBA Financial Advisors | 0.20% | Reduce -2.5% | 58,317 | $2.0M |
| Aspen Investment Management Inc | 0.94% | Reduce -1.9% | 58,213 | $2.0M |
| Capital Analysts, LLC | 0.08% | Reduce -2.5% | 56,936 | $2.0M |
| Modera Wealth Management, LLC | 0.02% | No change | 56,708 | $2.0M |
| 180 Wealth Advisors, LLC | 0.31% | Add +1.5% | 56,419 | $1.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.5% | 53,717 | $1.9M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -2.7% | 53,201 | $1.8M |
| Cahill Financial Advisors Inc. | 0.25% | Add +3.5% | 52,907 | $1.8M |
| MML Investors Services, LLC | 0.01% | Reduce -2.1% | 51,224 | $1.8M |
| FFG Retirement Advisors LLC | 1.11% | Reduce -1.6% | 49,522 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -5.3% | 49,438 | $1.7M |
| NBT Bank, N.A. | 0.11% | Reduce -8.0% | 49,337 | $1.7M |
| Powers Advisory Group, LLC | 0.84% | Add +0.7% | 48,786 | $1.7M |
| Gladstone Institutional Advisory LLC | 0.08% | Reduce -18.5% | 47,808 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +30.9% | 46,454 | $1.6M |
| TFG Advisers LLC | 0.57% | Reduce -0.1% | 45,732 | $1.6M |
| SC&H Financial Advisors, Inc. | 0.34% | Add +0.3% | 45,675 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Reduce -43.2% | 45,465 | $1.6M |
| IAG Wealth Partners, LLC | 0.29% | Reduce -0.9% | 45,207 | $1.6M |
| Financial Advisory Partners, LLC | 0.51% | Add +4.8% | 44,295 | $1.5M |
| Inspirion Wealth Advisors, LLC | 0.21% | Reduce -4.1% | 44,212 | $1.5M |
| Prepared Retirement Institute LLC | 0.91% | Reduce -3.2% | 43,806 | $1.5M |
| Old North State Wealth Management, LLC | 0.84% | Reduce -9.5% | 43,337 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -10.4% | 42,889 | $1.5M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -10.4% | 42,889 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Reduce -23.4% | 42,271 | $1.5M |
| Financial Planning & Information Services, Inc. | 0.20% | Reduce -20.8% | 41,253 | $1.4M |
| Platform Technology Partners | 0.43% | No change | 39,781 | $1.4M |
| United Advisor Group, LLC | 0.30% | Add +1.6% | 39,001 | $1.3M |
| Montecito Bank & Trust | 0.22% | Add +9.4% | 38,144 | $1.3M |
| Halbert Hargrove Global Advisors, LLC | 0.07% | Add +0.3% | 36,205 | $1.2M |
| Wesbanco Bank Inc. | 0.04% | Add +8.1% | 36,149 | $1.2M |
| Harbor Investment Advisory, LLC | 0.12% | Add +16.8% | 35,488 | $1.2M |
| HBK Sorce Advisory LLC | 0.04% | Reduce -4.5% | 35,420 | $1.2M |
| Waterfront Wealth Inc. | 0.29% | No change | 34,763 | $1.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +53.6% | 34,158 | $1.2M |
"% of holder's portfolio" is DES's weight in each manager's 13F, not the share of Wisdomtree US Smallcap Divid the manager owns.