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 |
| Causey Wealth LLC | 0.74% | — | 36,874 | $1.3M |
| United Advisor Group, LLC | 0.25% | Reduce -6.1% | 36,618 | $1.3M |
| Halbert Hargrove Global Advisors, LLC | 0.07% | Add +0.1% | 36,235 | $1.2M |
| Wesbanco Bank Inc. | 0.04% | Add +0.1% | 36,190 | $1.2M |
| Jane Street Group, LLC | 0.00% | Add +33.6% | 35,333 | $1.2M |
| Waterfront Wealth Inc. | 0.29% | Reduce -0.1% | 34,743 | $1.2M |
| Harbor Investment Advisory, LLC | 0.11% | Reduce -5.1% | 33,677 | $1.2M |
| IHT Wealth Management, LLC | 0.04% | Add +11.3% | 33,211 | $1.1M |
| HBK Sorce Advisory LLC | 0.03% | Reduce -7.1% | 32,893 | $1.1M |
| Oppenheimer & Co. Inc. | 0.02% | Add +7.0% | 31,482 | $1.1M |
| Mariner, LLC | 0.00% | Reduce -5.6% | 30,678 | $1.1M |
| Principal Securities, Inc. | 0.02% | Add +10.4% | 29,966 | $1.0M |
| Apella Capital, LLC | 0.04% | New | 28,494 | $979K |
| Captrust Financial Advisors | 0.00% | Reduce -2.6% | 28,436 | $977K |
| IFG Advisory, LLC | 0.05% | No change | 27,846 | $957K |
| WealthShield Partners, LLC | 0.13% | Add +0.0% | 27,587 | $948K |
| Composition Wealth, LLC | 0.02% | Add +1.2% | 27,380 | $941K |
| Invenio Wealth Partners LLC | 0.39% | Reduce -11.6% | 27,346 | $939K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +29.2% | 27,279 | $937K |
| Bokf, NA | 0.02% | Reduce -7.0% | 27,645 | $915K |
| World Investment Advisors | 0.03% | Add +5.8% | 26,510 | $911K |
| Spinnaker Trust | 0.06% | No change | 26,411 | $907K |
| Comerica Bank | 0.00% | Reduce -0.5% | 26,239 | $901K |
| Smith, Moore & Co. | 0.08% | Add +0.0% | 25,594 | $879K |
| Petra Financial Advisors Inc. | 0.59% | No change | 25,305 | $869K |
| Kondo Wealth Advisors, Inc. | 0.44% | — | 25,209 | $866K |
| Mather Group, Llc. | 0.01% | Reduce -1.8% | 25,124 | $863K |
| Blue Capital, Inc. | 0.59% | — | 24,388 | $838K |
| &partners | 0.01% | Add +42.9% | 23,397 | $818K |
| Columbia River Financial Group, LLC | 0.55% | — | 23,269 | $799K |
| Bristlecone Advisors, LLC | 0.06% | Reduce -1.9% | 23,247 | $799K |
| Clearwater Capital Advisors, LLC | 0.08% | Reduce -0.1% | 23,189 | $797K |
| Sharper & Granite LLC | 0.35% | No change | 23,105 | $794K |
| Sunbelt Securities, Inc. | 0.07% | No change | 22,562 | $771K |
| Clearstead Advisors, LLC | 0.01% | Reduce -0.9% | 21,158 | $727K |
| Insight Advisors, LLC/ PA | 0.12% | Reduce -2.4% | 21,228 | $725K |
| BOK Financial Private Wealth, Inc. | 0.05% | Reduce -5.1% | 20,641 | $710K |
| Waverly Advisors, LLC | 0.01% | Add +46.7% | 20,616 | $708K |
| AdvisorNet Financial, Inc | 0.06% | Add +34.5% | 20,282 | $697K |
| Marino, Stram & Associates LLC | 0.15% | Reduce -0.6% | 20,043 | $688K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -11.0% | 19,555 | $684K |
| Vicus Capital | 0.06% | Reduce -18.5% | 19,301 | $663K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -44.7% | 18,877 | $648K |
| Collar Capital Management, LLC | 0.54% | — | 18,823 | $647K |
| SouthState Bank Corp | 0.04% | No change | 17,766 | $610K |
| Rehmann Capital Advisory Group | 0.04% | No change | 17,378 | $597K |
| Round Rock Advisors LLC | 0.12% | No change | 17,376 | $597K |
| Csenge Advisory Group | 0.03% | Add +28.7% | 17,170 | $590K |
| AssuredPartners Investment Advisors, LLC | 0.11% | — | 16,874 | $580K |
| Sigma Planning Corp | 0.02% | Add +1.7% | 16,599 | $570K |
| Brown Advisory Inc. | 0.00% | Add +1.1% | 16,559 | $569K |
| Robinson Smith Wealth Advisors LLC | 0.48% | No change | 16,341 | $561K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -4.5% | 16,097 | $553K |
| Atria Investments, Inc | 0.01% | Add +43.5% | 16,072 | $552K |
| Investment Partners Asset Management, Inc. | 0.43% | Add +0.4% | 16,017 | $550K |
| Cowa, LLC | 0.27% | Add +17.4% | 15,877 | $545K |
| Principle Wealth Partners LLC | 0.04% | Reduce -7.9% | 15,820 | $543K |
| NewSquare Capital LLC | 0.04% | Add +2.5% | 15,782 | $542K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -6.6% | 15,763 | $533K |
| Hengehold Capital Management LLC | 0.05% | Reduce -4.3% | 15,485 | $532K |
| Pension & Wealth Management Advisors, Inc. | 0.21% | Reduce -5.5% | 15,222 | $523K |
| Natixis Advisors, LLC | 0.00% | Add +13.5% | 15,142 | $520K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -22.5% | 15,050 | $517K |
| New Insight Wealth Advisors | 0.25% | Add +103.6% | 14,726 | $506K |
| Wealthcare Capital Partners, LLC | 0.26% | — | 14,402 | $495K |
| Uhlmann Price Securities, LLC | 0.37% | Add +2.9% | 14,327 | $492K |
| Arkos Global Advisors | 0.07% | Reduce -2.1% | 14,313 | $492K |
| Abundance Wealth Counselors | 0.10% | Reduce -0.3% | 13,980 | $480K |
| New Hampshire Trust | 0.10% | No change | 13,662 | $469K |
| FMR LLC | 0.00% | Add +16.8% | 13,658 | $469K |
| JT Stratford LLC | 0.08% | Reduce -5.0% | 13,587 | $467K |
| Collaborative Wealth Managment Inc. | 0.21% | Add +0.4% | 13,433 | $461K |
| Diversified Enterprises, LLC | 0.04% | Add +23.4% | 13,149 | $452K |
| Bank of Montreal | 0.00% | Reduce -5.1% | 13,142 | $451K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -29.3% | 13,099 | $450K |
| Schechter Investment Advisors, LLC | 0.03% | No change | 13,070 | $449K |
| Focus Financial Network, Inc. | 0.02% | Add +2.2% | 13,041 | $448K |
| EP Wealth Advisors, LLC | 0.00% | Add +30.1% | 12,847 | $441K |
| SGL Investment Advisors, Inc. | 0.22% | Reduce -2.2% | 12,895 | $439K |
| Hancock Whitney Corp. | 0.01% | Reduce -0.1% | 12,476 | $429K |
| Founders Financial Securities LLC | 0.04% | Reduce -6.7% | 12,414 | $426K |
| Park Avenue Securities LLC | 0.00% | Add +0.1% | 12,304 | $423K |
| Equitable Holdings, Inc. | 0.00% | Reduce -5.2% | 12,285 | $422K |
| Navis Wealth Advisors, LLC | 0.45% | Add +20.3% | 11,996 | $412K |
| Midland Wealth Advisors, LLC | 0.02% | Reduce -11.1% | 11,981 | $412K |
| Empirical Asset Management, LLC | 0.13% | Add +1.1% | 11,653 | $400K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -17.0% | 11,614 | $399K |
| Integral Investment Advisors, Inc. | 0.13% | No change | 11,580 | $398K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | Reduce -2.8% | 11,450 | $393K |
| Dakota Wealth Management | 0.01% | No change | 11,323 | $389K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +19.1% | 11,177 | $384K |
| Infinity Wealth Counsel, LLC | 0.41% | — | 11,130 | $382K |
| Verdence Capital Advisors LLC | 0.03% | Add +0.1% | 10,990 | $377K |
| Hilltop Partners LLC | 0.13% | No change | 10,855 | $373K |
| Capital Investment Counsel, LLC | 0.06% | Reduce -6.7% | 10,742 | $369K |
| First National Trust Co | 0.01% | Add +36.5% | 10,602 | $364K |
| Cherry Tree Wealth Management, LLC | 0.09% | No change | 10,576 | $363K |
| PFG Investments, LLC | 0.02% | Add +0.6% | 10,569 | $363K |
| Advisory Services Network, LLC | 0.01% | Reduce -5.0% | 10,406 | $357K |
| Sterling Investment Counsel, LLC | 0.24% | No change | 10,398 | $357K |
| TigerOak Management, L.L.C. | 0.13% | — | 10,392 | $357K |
| Cyndeo Wealth Partners, LLC | 0.02% | New | 10,254 | $352K |
| Brady Family Wealth, LLC | 0.11% | No change | 10,174 | $349K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -14.4% | 10,124 | $348K |
| Rockingstone Advisors LLC | 0.15% | Add +33.0% | 10,065 | $346K |
| Silver Oak Securities, Incorporated | 0.03% | New | 10,090 | $345K |
| Bison Wealth, LLC | 0.04% | — | 9,969 | $342K |
| Cwm, LLC | 0.00% | Add +9.0% | 9,914 | $341K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +2.2% | 9,893 | $340K |
| Pacific Sun Financial Corp | 0.18% | Reduce -2.4% | 9,830 | $338K |
| Gallagher Fiduciary Advisors, LLC | 0.07% | Add +0.8% | 9,664 | $332K |
| Plimoth Trust Co. LLC | 0.08% | No change | 9,371 | $322K |
| Better Money Decisions, LLC | 0.22% | New | 9,134 | $314K |
| Moller Wealth Partners | 0.08% | Reduce -11.7% | 9,086 | $312K |
| McNamara Financial Services, Inc. | 0.07% | Reduce -24.6% | 9,057 | $311K |
| MAI Capital Management | 0.00% | Reduce -0.1% | 8,905 | $306K |
| Trustmark Bank Trust Department | 0.02% | No change | 8,896 | $306K |
| Huntleigh Advisors, Inc. | 0.07% | — | 8,892 | $305K |
| Invesco Ltd. | 0.00% | Reduce -1.0% | 8,877 | $305K |
| Strategic Financial Concepts, LLC | 0.06% | Reduce -2.1% | 8,524 | $293K |
| Southland Equity Partners LLC | 0.07% | Reduce -3.6% | 8,504 | $292K |
| Berger Financial Group, Inc | 0.02% | No change | 7,874 | $270K |
| Wedmont Private Capital | 0.01% | Add +0.0% | 8,116 | $269K |
| Cape Ann Savings Bank | 0.16% | Reduce -1.6% | 7,805 | $268K |
| Vance Wealth, LLC | 0.10% | No change | 7,728 | $265K |
| Ally Invest Advisors Inc. | 0.02% | Reduce -4.5% | 7,723 | $265K |
| Hickory Asset Management, Inc. | 0.22% | — | 7,382 | $254K |
| Colonial Trust Co / SC | 0.04% | No change | 7,342 | $251K |
| Kiely Wealth Advisory Group, Inc. | 0.15% | Add +56.8% | 7,013 | $241K |
| Meridian Investment Counsel Inc. | 0.07% | New | 7,000 | $240K |
| Allworth Financial LP | 0.00% | No change | 6,871 | $239K |
| Napatree Capital LLC | 0.14% | No change | 6,882 | $236K |
| Neuberger Berman Group LLC | 0.00% | No change | 6,878 | $236K |
| Gray Wealth Management Inc. | 0.09% | No change | 6,796 | $233K |
| Mirador Capital Partners LP | 0.04% | New | 6,767 | $232K |
| Fiduciary Group, LLC | 0.02% | No change | 6,740 | $232K |
| Axis Wealth Partners, LLC | 0.19% | — | 6,719 | $231K |
| Anson Capital, Inc. | 0.20% | Reduce -0.7% | 6,679 | $229K |
| Wambolt & Associates, LLC | 0.07% | Reduce -27.3% | 6,592 | $226K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -4.2% | 6,529 | $224K |
| Wrenne Financial Planning LLC | 0.13% | No change | 6,505 | $223K |
| National Philanthropic Trust | 0.00% | No change | 6,500 | $223K |
| Wealth Group, Ltd. | 0.14% | Reduce -6.2% | 6,405 | $220K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -34.6% | 6,227 | $214K |
| Milestone Asset Management, LLC | 0.05% | New | 6,206 | $213K |
| Triton Financial Group Inc | 0.13% | Add +0.8% | 6,176 | $212K |
| Legacy Private Trust Co. | 0.01% | Reduce -1.6% | 6,085 | $209K |
| Two Sigma Securities, LLC | 0.04% | New | 5,968 | $205K |
| Accredited Investors Inc. | 0.01% | No change | 5,906 | $203K |
| Monterey Private Wealth, Inc. | 0.07% | New | 5,852 | $201K |
| Optimum Investment Advisors | 0.09% | No change | 5,670 | $195K |
| Caldwell Trust Co | 0.02% | No change | 5,480 | $188K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +3.1% | 5,221 | $179K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 5,172 | $175K |
| US Bancorp \de | 0.00% | Add +6.5% | 4,907 | $169K |
| Harbour Investments, Inc. | 0.00% | Reduce -5.5% | 4,838 | $166K |
| Mitchell Sinkler & Starr | 0.04% | No change | 4,478 | $154K |
| CoreCap Advisors, LLC | 0.01% | Add +4.9% | 4,118 | $141K |
| Continuum Advisory, LLC | 0.02% | No change | 4,028 | $138K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 3,971 | $136K |
| AlphaMark Advisors, LLC | 0.06% | Add +244.4% | 3,788 | $130K |
| MCF Advisors LLC | 0.01% | No change | 3,621 | $124K |
| Heritage Wealth Advisors | 0.01% | No change | 3,469 | $119K |
| AE Wealth Management LLC | 0.00% | New | 3,348 | $115K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | No change | 3,249 | $112K |
| Viewpoint Capital Management LLC | 0.05% | No change | 2,856 | $98K |
| Bank of New Hampshire | 0.03% | Reduce -8.1% | 2,840 | $98K |
| Webster Bank, N. A. | 0.01% | No change | 2,604 | $89K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -0.6% | 2,481 | $85K |
| Hazlett, Burt & Watson, Inc. | 0.04% | Add +0.7% | 2,475 | $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 | 0.01% | No change | 1,944 | $67K |
| Trust Co. of Vermont | 0.00% | No change | 1,825 | $63K |
| Evermay Wealth Management LLC | 0.01% | No change | 1,597 | $55K |
| Fairman Group, LLC | 0.04% | No change | 1,518 | $52K |
| Main Street Group, LTD | 0.02% | Add +0.5% | 1,492 | $51K |
| ORG Partners LLC | 0.01% | No change | 1,475 | $51K |
| Oarsman Capital, Inc. | 0.01% | Add +6.2% | 1,465 | $50K |
| SBI Securities Co., Ltd. | 0.00% | — | 1,387 | $48K |
| Signaturefd, LLC | 0.00% | No change | 1,361 | $47K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -6.1% | 1,343 | $46K |
| Tidemark, LLC | 0.02% | No change | 1,337 | $46K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 1,335 | $46K |
| C M Bidwell & Associates Ltd. | 0.03% | No change | 1,278 | $44K |
| Medallion Wealth Advisors, LLC | 0.02% | — | 1,224 | $42K |
| Aspect Partners, LLC | 0.02% | Add +0.8% | 1,213 | $42K |
| NorthRock Partners, LLC | 0.00% | Add +0.4% | 1,097 | $38K |
| PSI Advisors, LLC | 0.01% | Add +0.3% | 1,081 | $37K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -1.9% | 1,058 | $37K |
| Asset Planning,Inc | 0.03% | — | 1,050 | $36K |
| Blair William & Co. | 0.00% | No change | 1,034 | $36K |
| Missouri Trust & Investment Co | 0.01% | No change | 975 | $33K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 953 | $33K |
| Larson Financial Group LLC | 0.00% | Reduce -21.3% | 895 | $31K |
| Global Retirement Partners, LLC | 0.00% | Reduce -17.5% | 882 | $30K |
| Holos Integrated Wealth LLC | 0.02% | — | 810 | $28K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 735 | $25K |
| Stonebridge Financial Group, LLC | 0.00% | — | 727 | $25K |
| Russell Investments Group, Ltd. | 0.00% | No change | 691 | $24K |
| Spire Wealth Management | 0.00% | No change | 680 | $23K |
| United Community Bank | 0.01% | No change | 662 | $23K |
| Cornerstone Planning Group LLC | 0.00% | Add +0.9% | 567 | $20K |
| Asset Dedication, LLC | 0.00% | No change | 561 | $19K |
| Founders Financial Alliance, LLC | 0.00% | No change | 505 | $17K |
| Hollencrest Capital Management | 0.00% | No change | 504 | $17K |
| Accredited Wealth Management, LLC | 0.01% | — | 500 | $17K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 456 | $16K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 430 | $15K |
| Piscataqua Savings Bank | 0.01% | No change | 258 | $9K |
| Noble Wealth Management PBC | 0.01% | — | 236 | $8K |
| Eukles Asset Management | 0.00% | No change | 234 | $8K |
| Creative Financial Designs Inc. | 0.00% | Add +23.6% | 183 | $6K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 186 | $6K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 170 | $6K |
| Bellwether Advisors, LLC | 0.00% | New | 170 | $6K |
| Financial Gravity Companies, Inc. | 0.00% | New | 166 | $6K |
| Element Wealth, LLC | 0.00% | No change | 138 | $5K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -89.3% | 135 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.8% | 130 | $4K |
| Costello Asset Management, INC | 0.00% | Add +0.9% | 116 | $4K |
| Ridgewood Investments LLC | 0.00% | No change | 114 | $4K |
| REAP Financial Group, LLC | 0.00% | Reduce -3.1% | 95 | $3K |
| Rothschild Investment LLC | 0.00% | Add +1.4% | 74 | $3K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 55 | $2K |
| Smartleaf Asset Management LLC | 0.00% | Add +4.3% | 49 | $2K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 44 | $2K |
| Park Square Financial Group, LLC | 0.00% | — | 37 | $1K |
| IMG Wealth Management, Inc. | 0.00% | — | 30 | $1K |
| Clearstead Trust, LLC | 0.00% | No change | 21 | $721 |
| Lanark Financial, Inc. | 0.03% | — | 10 | $355 |
| Golden State Wealth Management, LLC | 0.00% | — | 9 | $340 |
| Darwin Wealth Management, LLC | 0.00% | No change | 6 | $206 |
"% of holder's portfolio" is DES's weight in each manager's 13F, not the share of Wisdomtree US Smallcap Divid the manager owns.