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 |
| Mariner, LLC | 0.00% | Add +16.7% | 32,509 | $1.1M |
| F&V Capital Management, LLC | 0.28% | No change | 31,190 | $1.1M |
| Invenio Wealth Partners LLC | 0.46% | Reduce -8.8% | 30,925 | $1.1M |
| GYL Financial Synergies, LLC | 0.08% | Add +2.5% | 29,843 | $1.0M |
| IHT Wealth Management, LLC | 0.03% | Add +0.2% | 29,830 | $1.0M |
| Oppenheimer & Co. Inc. | 0.02% | Add +1.2% | 29,413 | $1.0M |
| Captrust Financial Advisors | 0.00% | Add +9.2% | 29,200 | $1.0M |
| Independence Bank of Kentucky | 0.22% | Add +18.4% | 29,081 | $1.0M |
| Bokf, NA | 0.02% | Add +0.5% | 29,743 | $1.0M |
| Connecticut Wealth Management, LLC | 0.05% | Reduce -9.3% | 27,921 | $963K |
| IFG Advisory, LLC | 0.06% | Reduce -1.1% | 27,846 | $960K |
| WealthShield Partners, LLC | 0.13% | Add +28.4% | 27,586 | $951K |
| Principal Securities, Inc. | 0.02% | Add +3.9% | 27,138 | $936K |
| Composition Wealth, LLC | 0.02% | Reduce -6.3% | 27,067 | $934K |
| Jane Street Group, LLC | 0.00% | Reduce -26.8% | 26,441 | $912K |
| Spinnaker Trust | 0.06% | No change | 26,411 | $911K |
| Comerica Bank | 0.00% | Reduce -1.1% | 26,366 | $909K |
| Smith, Moore & Co. | 0.08% | Add +0.0% | 25,590 | $883K |
| Mather Group, Llc. | 0.01% | Reduce -8.6% | 25,576 | $882K |
| Petra Financial Advisors Inc. | 0.58% | No change | 25,305 | $873K |
| World Investment Advisors | 0.03% | New | 25,066 | $865K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -10.6% | 21,969 | $819K |
| Bristlecone Advisors, LLC | 0.07% | Reduce -4.3% | 23,700 | $817K |
| Vicus Capital | 0.07% | Reduce -19.4% | 23,676 | $817K |
| Clearwater Capital Advisors, LLC | 0.08% | Reduce -0.1% | 23,222 | $801K |
| Susquehanna International Group, LLP | 0.00% | Reduce -68.4% | 23,181 | $800K |
| Sharper & Granite LLC | 0.36% | Add +0.4% | 23,105 | $797K |
| Sunbelt Securities, Inc. | 0.08% | Reduce -2.4% | 22,562 | $778K |
| Insight Advisors, LLC/ PA | 0.13% | Add +1.7% | 21,745 | $750K |
| BOK Financial Private Wealth, Inc. | 0.05% | No change | 21,742 | $750K |
| Clearstead Advisors, LLC | 0.01% | Add +3.4% | 21,355 | $737K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -0.1% | 21,116 | $728K |
| Marino, Stram & Associates LLC | 0.16% | Add +0.1% | 20,171 | $696K |
| Guidance Capital, Inc. | 0.21% | Reduce -2.0% | 19,297 | $678K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +8.8% | 18,523 | $639K |
| Pinnacle Associates Ltd. | 0.01% | Add +26.3% | 19,414 | $625K |
| SouthState Bank Corp | 0.04% | No change | 17,766 | $613K |
| Rehmann Capital Advisory Group | 0.04% | No change | 17,378 | $599K |
| Round Rock Advisors LLC | 0.14% | Reduce -11.1% | 17,376 | $599K |
| Principle Wealth Partners LLC | 0.04% | Reduce -0.4% | 17,170 | $592K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -5.0% | 16,849 | $581K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -1.4% | 16,872 | $577K |
| Brown Advisory Inc. | 0.00% | No change | 16,376 | $565K |
| &partners | 0.01% | New | 16,368 | $565K |
| Robinson Smith Wealth Advisors LLC | 0.48% | Reduce -12.8% | 16,341 | $564K |
| Sigma Planning Corp | 0.02% | Reduce -1.2% | 16,322 | $563K |
| Hengehold Capital Management LLC | 0.05% | No change | 16,184 | $558K |
| Pension & Wealth Management Advisors, Inc. | 0.28% | Add +26.0% | 16,101 | $555K |
| Investment Partners Asset Management, Inc. | 0.45% | Reduce -7.9% | 15,947 | $550K |
| NewSquare Capital LLC | 0.04% | Reduce -0.9% | 15,402 | $531K |
| AdvisorNet Financial, Inc | 0.04% | Add +186.5% | 15,083 | $520K |
| Arkos Global Advisors | 0.07% | Reduce -3.9% | 14,627 | $504K |
| JT Stratford LLC | 0.08% | Add +23.0% | 14,306 | $493K |
| Integrated Advisors Network LLC | 0.02% | No change | 14,250 | $491K |
| Waverly Advisors, LLC | 0.01% | Reduce -2.1% | 14,053 | $485K |
| Abundance Wealth Counselors | 0.10% | Add +20.2% | 14,025 | $484K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +0.1% | 13,989 | $482K |
| Uhlmann Price Securities, LLC | 0.38% | — | 13,927 | $480K |
| SGL Investment Advisors, Inc. | 0.25% | — | 13,181 | $477K |
| Bank of Montreal | 0.00% | Add +3.4% | 13,852 | $475K |
| New Hampshire Trust | 0.10% | No change | 13,662 | $471K |
| Cowa, LLC | 0.22% | Add +71.0% | 13,521 | $466K |
| Midland Wealth Advisors, LLC | 0.03% | Reduce -5.1% | 13,481 | $465K |
| Collaborative Wealth Managment Inc. | 0.21% | Add +0.5% | 13,380 | $461K |
| Natixis Advisors, LLC | 0.00% | New | 13,343 | $460K |
| Csenge Advisory Group | 0.02% | Reduce -1.7% | 13,342 | $459K |
| Founders Financial Securities LLC | 0.04% | Reduce -17.3% | 13,304 | $459K |
| FinTrust Capital Advisors, LLC | 0.08% | Reduce -1.4% | 13,138 | $453K |
| Schechter Investment Advisors, LLC | 0.03% | No change | 13,070 | $451K |
| Equitable Holdings, Inc. | 0.00% | Reduce -10.6% | 12,953 | $447K |
| Citadel Advisors | 0.00% | Reduce -86.2% | 12,791 | $441K |
| Focus Financial Network, Inc. | 0.02% | Reduce -3.1% | 12,755 | $440K |
| Hancock Whitney Corp. | 0.01% | Reduce -0.5% | 12,489 | $431K |
| Park Avenue Securities LLC | 0.00% | Add +1.6% | 12,298 | $424K |
| McNamara Financial Services, Inc. | 0.08% | Reduce -3.3% | 12,010 | $414K |
| Focus Partners Wealth | 0.00% | Add +28.9% | 11,907 | $411K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -0.2% | 11,823 | $408K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | No change | 11,778 | $406K |
| Flow Traders U.S. LLC | 0.02% | Reduce -79.9% | 11,771 | $406K |
| FMR LLC | 0.00% | Add +1.9% | 11,691 | $403K |
| Integral Investment Advisors, Inc. | 0.11% | No change | 11,580 | $399K |
| Empirical Asset Management, LLC | 0.14% | No change | 11,527 | $398K |
| Capital Investment Counsel, LLC | 0.07% | Reduce -26.1% | 11,512 | $397K |
| Dakota Wealth Management | 0.01% | Reduce -1.6% | 11,323 | $391K |
| Atria Investments, Inc | 0.00% | Add +1.5% | 11,197 | $386K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -94.0% | 11,066 | $382K |
| Verdence Capital Advisors LLC | 0.03% | Add +2.4% | 10,983 | $379K |
| Hilltop Partners LLC | 0.13% | No change | 10,855 | $374K |
| Diversified, LLC | 0.04% | Reduce -2.0% | 10,659 | $368K |
| Diversified Enterprises, LLC | 0.04% | — | 10,659 | $368K |
| Cherry Tree Wealth Management, LLC | 0.09% | No change | 10,576 | $365K |
| PFG Investments, LLC | 0.02% | Add +4.5% | 10,503 | $362K |
| Sterling Investment Counsel, LLC | 0.13% | Reduce -3.3% | 10,398 | $359K |
| Lanark Financial, Inc. | 0.03% | Add +429.9% | 10,301 | $355K |
| Moller Wealth Partners | 0.09% | Reduce -9.6% | 10,288 | $355K |
| Brady Family Wealth, LLC | 0.11% | No change | 10,174 | $351K |
| Pacific Sun Financial Corp | 0.19% | Reduce -3.4% | 10,070 | $347K |
| Navis Wealth Advisors, LLC | 0.37% | Add +39.4% | 9,973 | $344K |
| Advisory Services Network, LLC | 0.01% | No change | 10,959 | $341K |
| EP Wealth Advisors, LLC | 0.00% | Add +0.9% | 9,874 | $341K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +34.4% | 9,676 | $334K |
| Gallagher Fiduciary Advisors, LLC | 0.07% | Add +0.8% | 9,592 | $331K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -3.1% | 9,527 | $325K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 9,385 | $324K |
| Plimoth Trust Co. LLC | 0.08% | Reduce -0.4% | 9,371 | $323K |
| Cwm, LLC | 0.00% | Add +46.8% | 9,097 | $314K |
| Invesco Ltd. | 0.00% | Reduce -15.1% | 8,965 | $309K |
| Wambolt & Associates, LLC | 0.08% | Reduce -12.5% | 9,062 | $308K |
| MAI Capital Management | 0.00% | Reduce -2.2% | 8,915 | $307K |
| Trustmark Bank Trust Department | 0.02% | Reduce -0.3% | 8,896 | $307K |
| West Bancorporation Inc. | 0.20% | Reduce -28.8% | 8,865 | $306K |
| Southland Equity Partners LLC | 0.07% | Reduce -6.7% | 8,822 | $304K |
| Strategic Financial Concepts, LLC | 0.10% | Reduce -97.0% | 8,710 | $300K |
| Bright Futures Wealth Management, LLC. | 0.14% | Add +1.7% | 8,639 | $297K |
| Personal Cfo Solutions, LLC | 0.04% | No change | 8,490 | $293K |
| Ally Invest Advisors Inc. | 0.02% | Reduce -16.0% | 8,091 | $279K |
| Wedmont Private Capital | 0.02% | Add +1.0% | 8,115 | $275K |
| Cape Ann Savings Bank | 0.16% | No change | 7,930 | $274K |
| Berger Financial Group, Inc | 0.02% | No change | 7,874 | $272K |
| Savant Capital, LLC | 0.00% | Add +7.7% | 7,787 | $269K |
| First National Trust Co | 0.01% | Reduce -14.9% | 7,764 | $268K |
| Vance Wealth, LLC | 0.10% | No change | 7,728 | $267K |
| Rockingstone Advisors LLC | 0.13% | Add +8.1% | 7,565 | $261K |
| Colonial Trust Co / SC | 0.04% | Add +59.0% | 7,342 | $252K |
| New Insight Wealth Advisors | 0.13% | Add +1.4% | 7,234 | $250K |
| Napatree Capital LLC | 0.17% | Reduce -0.2% | 6,882 | $237K |
| Neuberger Berman Group LLC | 0.00% | Reduce -17.9% | 6,878 | $237K |
| Allworth Financial LP | 0.00% | No change | 6,871 | $237K |
| Geneos Wealth Management Inc. | 0.01% | Add +3.8% | 6,817 | $235K |
| Wealth Group, Ltd. | 0.16% | No change | 6,827 | $235K |
| Gray Wealth Management Inc. | 0.09% | Reduce -10.6% | 6,796 | $234K |
| Fiduciary Group, LLC | 0.02% | No change | 6,740 | $232K |
| Anson Capital, Inc. | 0.21% | Reduce -0.3% | 6,723 | $232K |
| Wrenne Financial Planning LLC | 0.13% | No change | 6,505 | $224K |
| National Philanthropic Trust | 0.00% | No change | 6,500 | $224K |
| Legacy Private Trust Co. | 0.01% | New | 6,185 | $213K |
| Triton Financial Group Inc | 0.14% | New | 6,130 | $211K |
| Synovus Financial Corp. | 0.00% | Reduce -22.0% | 6,068 | $209K |
| Madrona Financial Services, LLC | 0.06% | New | 5,928 | $204K |
| Accredited Investors Inc. | 0.01% | New | 5,906 | $204K |
| Raymond James Trust N.A. | 0.00% | Reduce -17.5% | 5,900 | $203K |
| Optimum Investment Advisors | 0.08% | No change | 5,670 | $196K |
| Caldwell Trust Co | 0.02% | No change | 5,480 | $189K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 5,172 | $178K |
| Harbour Investments, Inc. | 0.01% | Reduce -2.4% | 5,117 | $176K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +1.0% | 5,064 | $175K |
| Householder Group Estate & Retirement Specialist, LLC | 0.05% | No change | 4,856 | $167K |
| Kiely Wealth Advisory Group, Inc. | 0.10% | New | 4,474 | $165K |
| US Bancorp \de | 0.00% | No change | 4,607 | $159K |
| Mitchell Sinkler & Starr | 0.04% | No change | 4,478 | $154K |
| Continuum Advisory, LLC | 0.02% | No change | 4,028 | $146K |
| PNC Financial Services Group, Inc. | 0.00% | Add +14.1% | 3,971 | $137K |
| CoreCap Advisors, LLC | 0.01% | Add +97.7% | 3,925 | $135K |
| MCF Advisors LLC | 0.01% | No change | 3,621 | $125K |
| Heritage Wealth Advisors | 0.01% | No change | 3,469 | $120K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | No change | 3,249 | $112K |
| Bank of New Hampshire | 0.03% | Reduce -20.6% | 3,090 | $107K |
| Viewpoint Capital Management LLC | 0.05% | No change | 2,856 | $98K |
| Webster Bank, N. A. | 0.01% | No change | 2,604 | $90K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -0.5% | 2,495 | $86K |
| Hazlett, Burt & Watson, Inc. | 0.04% | Add +0.7% | 2,457 | $85K |
| Painted Porch Advisors LLC | 0.04% | No change | 2,381 | $82K |
| Private Trust Co. NA | 0.01% | No change | 2,159 | $74K |
| Versant Capital Management, Inc | 0.02% | No change | 1,944 | $67K |
| Trust Co. of Vermont | 0.00% | No change | 1,825 | $63K |
| Evermay Wealth Management LLC | 0.01% | Reduce -0.3% | 1,597 | $55K |
| Fairman Group, LLC | 0.05% | No change | 1,518 | $52K |
| Main Street Group, LTD | 0.02% | Add +0.5% | 1,484 | $51K |
| ORG Partners LLC | 0.01% | Add +25.5% | 1,475 | $51K |
| Farther Finance Advisors, LLC | 0.00% | Add +1562.8% | 1,430 | $49K |
| Oarsman Capital, Inc. | 0.01% | New | 1,380 | $48K |
| Signaturefd, LLC | 0.00% | Reduce -15.5% | 1,361 | $47K |
| Tidemark, LLC | 0.02% | Reduce -17.8% | 1,337 | $46K |
| C M Bidwell & Associates Ltd. | 0.03% | No change | 1,278 | $44K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,265 | $44K |
| Aspect Partners, LLC | 0.02% | Add +0.8% | 1,204 | $42K |
| Tompkins Financial Corp. | 0.00% | New | 1,200 | $41K |
| Larson Financial Group LLC | 0.00% | Reduce -12.3% | 1,137 | $39K |
| AlphaMark Advisors, LLC | 0.01% | No change | 1,100 | $38K |
| NorthRock Partners, LLC | 0.00% | Add +0.4% | 1,093 | $38K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -3.4% | 1,079 | $37K |
| PSI Advisors, LLC | 0.01% | Add +0.2% | 1,078 | $37K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,069 | $37K |
| Blair William & Co. | 0.00% | No change | 1,034 | $36K |
| Northwest Financial Advisors | 0.03% | New | 989 | $34K |
| Missouri Trust & Investment Co | 0.01% | No change | 975 | $34K |
| Wintrust Investments LLC | 0.02% | Reduce -90.0% | 937 | $32K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 735 | $25K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -1.3% | 691 | $24K |
| Spire Wealth Management | 0.00% | No change | 680 | $23K |
| United Community Bank | 0.01% | No change | 662 | $23K |
| Aspire Private Capital, LLC | 0.01% | No change | 654 | $23K |
| Asset Dedication, LLC | 0.00% | No change | 561 | $19K |
| Cornerstone Planning Group LLC | 0.01% | Add +0.5% | 562 | $19K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -26.3% | 505 | $17K |
| Hollencrest Capital Management | 0.00% | No change | 504 | $17K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 456 | $16K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 430 | $15K |
| Baldwin Wealth Partners LLC | 0.00% | New | 371 | $13K |
| Northwest Capital Management Inc | 0.00% | No change | 267 | $9K |
| Voisard Asset Management Group, Inc. | 0.00% | New | 260 | $9K |
| Piscataqua Savings Bank | 0.01% | No change | 258 | $9K |
| Eukles Asset Management | 0.00% | No change | 234 | $8K |
| Clear Point Advisors Inc. | 0.01% | Add +0.9% | 224 | $8K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 186 | $6K |
| Aptus Capital Advisors, LLC | 0.00% | New | 170 | $6K |
| North Star Investment Management Corp. | 0.00% | Reduce -1.8% | 167 | $6K |
| Creative Financial Designs Inc. | 0.00% | No change | 148 | $5K |
| Element Wealth, LLC | 0.00% | No change | 138 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.8% | 129 | $4K |
| Costello Asset Management, INC | 0.00% | New | 115 | $4K |
| Ridgewood Investments LLC | 0.00% | No change | 114 | $4K |
| REAP Financial Group, LLC | 0.00% | No change | 98 | $3K |
| Rothschild Investment LLC | 0.00% | No change | 73 | $3K |
| Sachetta, LLC | 0.00% | New | 63 | $2K |
| Coppell Advisory Solutions LLC | 0.00% | Reduce -77.5% | 55 | $2K |
| Smartleaf Asset Management LLC | 0.00% | Add +9.3% | 47 | $2K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 44 | $2K |
| Clearstead Trust, LLC | 0.00% | No change | 21 | $724 |
| Redmont Wealth Advisors LLC | 0.00% | No change | 17 | $586 |
| Darwin Wealth Management, LLC | 0.00% | New | 6 | $207 |
| Tower Research Capital LLC (TRC) | 0.00% | Add +150.0% | 5 | $172 |
"% of holder's portfolio" is DES's weight in each manager's 13F, not the share of Wisdomtree US Smallcap Divid the manager owns.