Wisdomtree US Smallcap DividDESETF
13F holders, Q4 2024 (December 31)333holders +11
14new positions
25sold out
$34.34avg. 13F price*
At the end of Q4 2024, 333 institutions reported holding Wisdomtree US Smallcap Divid (DES) in their 13F filings, up 11 from Q3 2024. 14 opened new positions and 25 sold out. The largest holders were Morgan Stanley ($84.4M), LPL Financial LLC ($76.6M) and Bank of America Corp. ($76.2M).
- Company
- Wisdomtree US Smallcap Divid
- CUSIP
- 97717W604
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $3.3M |
| Exits | 25 | $5.6M |
All 13F filers, Q3 2024 → Q4 2024: 1,391,036 shares bought and 815,265 shares sold, net +575,771 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 333 holders
| Morgan Stanley | 0.01% | Add +9.5% | 2,456,682 | $84.4M |
| LPL Financial LLC | 0.03% | Add +1.6% | 2,231,066 | $76.6M |
| Bank of America Corp. | 0.01% | Add +12.6% | 2,218,534 | $76.2M |
| UBS Group AG | 0.01% | Add +0.1% | 1,723,044 | $59.2M |
| Creative Planning | 0.05% | Reduce -1.1% | 1,475,993 | $50.7M |
| M&T Bank Corp | 0.12% | Reduce -11.6% | 1,067,927 | $36.7M |
| Raymond James Financial Inc. | 0.01% | — | 971,403 | $33.4M |
| Wells Fargo & Company | 0.01% | Add +1.7% | 867,157 | $29.8M |
| Royal Bank of Canada | 0.01% | Reduce -0.6% | 852,659 | $29.3M |
| Ameriprise Financial Inc. | 0.01% | Add +8.6% | 827,196 | $28.4M |
| Keybank National Association | 0.09% | Add +2.5% | 685,403 | $23.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +1.2% | 685,115 | $23.5M |
| Mercer Global Advisors Inc. | 0.05% | Add +42.5% | 538,263 | $18.5M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -3.8% | 341,099 | $11.7M |
| Corient Private Wealth LP | 0.02% | Reduce -0.7% | 339,244 | $11.7M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -1.2% | 313,805 | $10.8M |
| Destination Wealth Management | 0.34% | Reduce -2.3% | 312,153 | $10.7M |
| Truist Financial Corp. | 0.02% | Reduce -0.9% | 288,259 | $9.9M |
| Valmark Advisers, Inc. | 0.14% | Add +25.7% | 264,994 | $9.1M |
| Jones Financial Companies LLLP | 0.01% | Add +32.9% | 248,957 | $8.6M |
| Cetera Investment Advisers | 0.02% | Add +4.1% | 244,318 | $8.4M |
| Stifel Financial Corp. | 0.01% | Reduce -51.2% | 232,463 | $8.0M |
| Assetmark, Inc. | 0.02% | Reduce -0.7% | 227,790 | $7.8M |
| BIP Wealth, LLC | 0.52% | Add +2.4% | 224,126 | $7.7M |
| Prosperity Consulting Group, LLC | 0.54% | Reduce -10.3% | 210,280 | $7.2M |
| IFP Advisors, Inc | 0.23% | Add +5.9% | 201,562 | $6.9M |
| Private Portfolio Partners LLC | 1.24% | Reduce -0.2% | 196,422 | $6.7M |
| HC Advisors, LLC | 5.21% | Add +1.1% | 188,954 | $6.5M |
| Cascade Financial Partners, LLC | 0.77% | Add +3.0% | 172,493 | $5.9M |
| Key Financial Inc | 1.34% | Add +0.5% | 171,719 | $5.9M |
| Osaic Holdings, Inc. | 0.01% | Add +8.6% | 164,715 | $5.7M |
| Baird Financial Group, Inc. | 0.01% | Reduce -2.6% | 162,935 | $5.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +5.7% | 160,778 | $5.5M |
| Kades & Cheifetz LLC | 2.79% | Add +45.0% | 158,726 | $5.5M |
| Curi Capital, LLC | 0.12% | Reduce -0.0% | 153,082 | $5.3M |
| One Wealth Map LLC | 3.15% | Add +0.3% | 153,752 | $5.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.5% | 151,005 | $5.2M |
| JPMorgan Chase & Co. | 0.00% | Add +4.9% | 145,031 | $5.0M |
| Del-Sette Capital Management, LLC | 4.04% | Add +1.9% | 144,744 | $5.0M |
| Melone Private Wealth, LLC | 2.51% | Add +2.1% | 141,144 | $4.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.13% | Add +5.6% | 139,400 | $4.8M |
| Lee, Kelleher & Klein Wealth Management | 3.26% | — | 133,399 | $4.6M |
| Rockefeller Capital Management L.P. | 0.01% | Add +4.7% | 130,732 | $4.5M |
| Parcion Private Wealth LLC | 0.34% | No change | 129,375 | $4.4M |
| Croban | 4.02% | — | 119,220 | $4.1M |
| Frazier Financial Advisors, LLC | 3.10% | Reduce -3.0% | 114,326 | $3.9M |
| Bank of New York Mellon Corp | 0.00% | Add +41.0% | 101,849 | $3.5M |
| Wealthcare Advisory Partners LLC | 0.10% | Reduce -2.8% | 101,181 | $3.5M |
| Glen Eagle Advisors, LLC | 0.57% | Reduce -13.7% | 100,584 | $3.5M |
| Two Sigma Investments, LP | 0.01% | Reduce -13.6% | 98,100 | $3.4M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -1.1% | 97,498 | $3.3M |
| Signature Estate & Investment Advisors LLC | 0.08% | Add +7.6% | 92,993 | $3.2M |
| Evanson Asset Management, LLC | 0.22% | Add +0.1% | 92,286 | $3.2M |
| Beacon Financial Group | 0.34% | Reduce -6.3% | 91,597 | $3.1M |
| HighTower Advisors, LLC | 0.00% | Add +0.3% | 86,053 | $3.0M |
| Cerity Partners LLC | 0.01% | Add +10.6% | 85,053 | $2.9M |
| Buckingham Capital Management, Inc. | 0.33% | Reduce -4.1% | 83,495 | $2.9M |
| Stock Yards Bank & Trust Co. | 0.10% | Reduce -13.4% | 82,506 | $2.8M |
| VAUGHAN & Co SECURITIES, INC. | 1.65% | Reduce -2.3% | 79,606 | $2.7M |
| Integrated Advisors Network LLC | 0.13% | Add +448.8% | 78,210 | $2.7M |
| Financial Counselors Inc. | 0.04% | Add +2.7% | 69,931 | $2.4M |
| Founders Grove Wealth Partners, LLC | 0.68% | — | 68,230 | $2.3M |
| Vestor Capital, LLC | 0.17% | Add +1.1% | 65,835 | $2.3M |
| Ascent Group, LLC | 0.16% | Reduce -1.6% | 62,860 | $2.2M |
| Farmers National Bank | 0.62% | — | 62,339 | $2.1M |
| Marathon Strategic Advisors, LLC | 2.21% | Add +0.9% | 59,353 | $2.0M |
| Salomon & Ludwin, LLC | 0.21% | Reduce -3.9% | 59,063 | $2.0M |
| Aspen Investment Management Inc | 0.93% | Add +0.7% | 58,591 | $2.0M |
| 180 Wealth Advisors, LLC | 0.31% | Add +2.8% | 58,015 | $2.0M |
| JNBA Financial Advisors | 0.20% | Reduce -2.0% | 57,172 | $2.0M |
| Modera Wealth Management, LLC | 0.02% | Reduce -1.1% | 56,063 | $1.9M |
| Capital Analysts, LLC | 0.08% | Reduce -2.8% | 55,353 | $1.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.8% | 55,237 | $1.9M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -18.6% | 54,712 | $1.9M |
| Apollon Wealth Management, LLC | 0.04% | Add +0.3% | 53,374 | $1.8M |
| Cahill Financial Advisors Inc. | 0.25% | Add +0.6% | 53,232 | $1.8M |
| F&V Capital Management, LLC | 0.47% | Add +67.3% | 52,170 | $1.8M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +10.1% | 51,150 | $1.8M |
| Focus Partners Wealth | 0.00% | Add +329.0% | 51,081 | $1.8M |
| MML Investors Services, LLC | 0.01% | Reduce -1.5% | 50,461 | $1.7M |
| Three Magnolias Financial Advisors, LLC | 1.81% | — | 50,256 | $1.7M |
| NBT Bank, N.A. | 0.12% | Reduce -0.3% | 49,210 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.7% | 49,083 | $1.7M |
| FFG Retirement Advisors LLC | 1.10% | Reduce -1.0% | 49,035 | $1.7M |
| Powers Advisory Group, LLC | 0.84% | Add +0.4% | 49,001 | $1.7M |
| Financial Advisory Partners, LLC | 0.53% | Add +5.1% | 46,553 | $1.6M |
| TFG Advisers LLC | 0.57% | Add +0.1% | 45,766 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Reduce -1.3% | 44,892 | $1.5M |
| IAG Wealth Partners, LLC | 0.27% | Reduce -1.8% | 44,388 | $1.5M |
| Prepared Retirement Institute LLC | 0.86% | Add +0.3% | 43,959 | $1.5M |
| Inspirion Wealth Advisors, LLC | 0.21% | Reduce -1.1% | 43,720 | $1.5M |
| Old North State Wealth Management, LLC | 0.81% | Reduce -2.7% | 42,167 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -3.9% | 41,209 | $1.4M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -3.9% | 41,209 | $1.4M |
| SC&H Financial Advisors, Inc. | 0.29% | Reduce -10.4% | 40,938 | $1.4M |
| Gladstone Institutional Advisory LLC | 0.07% | Reduce -14.6% | 40,817 | $1.4M |
| Platform Technology Partners | 0.41% | No change | 39,781 | $1.4M |
| Montecito Bank & Trust | 0.24% | Add +3.9% | 39,624 | $1.4M |
| Independence Bank of Kentucky | 0.21% | Add +34.5% | 39,120 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -12.5% | 36,973 | $1.3M |
"% of holder's portfolio" is DES's weight in each manager's 13F, not the share of Wisdomtree US Smallcap Divid the manager owns.