Wisdomtree US Smallcap DividDESETF
13F holders, Q1 2025 (March 31)325holders −8
22new positions
22sold out
$31.94avg. 13F price*
At the end of Q1 2025, 325 institutions reported holding Wisdomtree US Smallcap Divid (DES) in their 13F filings, down 8 from Q4 2024. 22 opened new positions and 22 sold out. The largest holders were Morgan Stanley ($77.5M), Bank of America Corp. ($60.6M) and UBS Group AG ($55.4M).
- Company
- Wisdomtree US Smallcap Divid
- CUSIP
- 97717W604
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $8.6M |
| Exits | 22 | $11.4M |
All 13F filers, Q4 2024 → Q1 2025: 1,206,353 shares bought and 2,163,127 shares sold, net −956,774 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 325 holders
| Morgan Stanley | 0.01% | Reduce -1.3% | 2,424,848 | $77.5M |
| Bank of America Corp. | 0.01% | Reduce -14.6% | 1,895,525 | $60.6M |
| UBS Group AG | 0.01% | Add +0.6% | 1,732,807 | $55.4M |
| LPL Financial LLC | 0.02% | Reduce -27.7% | 1,613,277 | $51.6M |
| Creative Planning | 0.04% | Reduce -2.1% | 1,445,482 | $46.2M |
| M&T Bank Corp | 0.13% | Add +1.3% | 1,081,350 | $34.6M |
| Raymond James Financial Inc. | 0.01% | Reduce -0.5% | 966,113 | $30.9M |
| Royal Bank of Canada | 0.01% | Add +12.4% | 958,509 | $30.6M |
| Keybank National Association | 0.09% | Add +0.2% | 686,900 | $22.0M |
| Wells Fargo & Company | 0.00% | Reduce -26.4% | 638,000 | $20.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -8.2% | 628,968 | $20.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -24.2% | 626,831 | $20.0M |
| Mercer Global Advisors Inc. | 0.04% | Add +10.3% | 593,740 | $19.0M |
| Kestra Advisory Services, LLC | 0.07% | Add +37.6% | 431,950 | $13.8M |
| Jones Financial Companies LLLP | 0.01% | Add +49.2% | 371,521 | $11.9M |
| Commonwealth Equity Services, LLC | 0.02% | Add +1.5% | 346,278 | $11.1M |
| Corient Private Wealth LP | 0.02% | Add +0.0% | 339,328 | $10.8M |
| Destination Wealth Management | 0.31% | Reduce -1.0% | 309,034 | $9.9M |
| Valmark Advisers, Inc. | 0.15% | Add +14.4% | 303,136 | $9.7M |
| Truist Financial Corp. | 0.02% | Add +3.3% | 297,806 | $9.5M |
| Cetera Investment Advisers | 0.02% | Add +0.6% | 245,788 | $7.9M |
| BIP Wealth, LLC | 0.51% | Add +9.1% | 244,536 | $7.8M |
| Stifel Financial Corp. | 0.01% | Add +0.5% | 233,518 | $7.5M |
| Assetmark, Inc. | 0.02% | Reduce -1.9% | 223,418 | $7.1M |
| Prosperity Consulting Group, LLC | 0.50% | Reduce -2.8% | 204,379 | $6.5M |
| Osaic Holdings, Inc. | 0.01% | Add +23.4% | 203,175 | $6.5M |
| IFP Advisors, Inc | 0.20% | Reduce -1.7% | 198,193 | $6.3M |
| HC Advisors, LLC | 4.64% | Add +2.6% | 193,829 | $6.2M |
| Key Financial Inc | 1.24% | Add +3.5% | 177,768 | $5.7M |
| Curi Capital, LLC | 0.14% | Add +13.0% | 173,017 | $5.5M |
| Cascade Financial Partners, LLC | 0.69% | Reduce -0.5% | 171,585 | $5.5M |
| Baird Financial Group, Inc. | 0.01% | Add +4.0% | 169,523 | $5.4M |
| Del-Sette Capital Management, LLC | 4.14% | Add +14.0% | 164,949 | $5.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -4.7% | 153,237 | $4.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.1% | 144,958 | $4.6M |
| Rockefeller Capital Management L.P. | 0.01% | Add +8.3% | 141,581 | $4.5M |
| Melone Private Wealth, LLC | 2.37% | Add +0.3% | 141,534 | $4.5M |
| One Wealth Map LLC | 3.00% | Add +0.8% | 155,019 | $4.5M |
| Lee, Kelleher & Klein Wealth Management | 3.22% | Add +2.5% | 136,739 | $4.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.11% | Reduce -3.2% | 134,998 | $4.3M |
| Parcion Private Wealth LLC | 0.34% | No change | 129,375 | $4.1M |
| Bank of New York Mellon Corp | 0.00% | Add +19.9% | 122,103 | $3.9M |
| Frazier Financial Advisors, LLC | 2.94% | Add +4.5% | 119,444 | $3.8M |
| Croban | 3.50% | Reduce -0.3% | 118,839 | $3.8M |
| HighTower Advisors, LLC | 0.00% | Add +31.2% | 112,903 | $3.6M |
| Avantax Advisory Services, Inc. | 0.02% | Add +10.4% | 107,665 | $3.4M |
| Two Sigma Investments, LP | 0.01% | Add +4.8% | 102,800 | $3.3M |
| Waverly Advisors, LLC | 0.04% | Add +394.5% | 101,947 | $3.3M |
| Wealthcare Advisory Partners LLC | 0.09% | Add +0.2% | 101,427 | $3.2M |
| Signature Estate & Investment Advisors LLC | 0.08% | Add +4.1% | 96,836 | $3.1M |
| Evanson Asset Management, LLC | 0.21% | Add +0.2% | 92,446 | $3.0M |
| Beacon Financial Group | 0.28% | Reduce -12.0% | 80,612 | $2.6M |
| VAUGHAN & Co SECURITIES, INC. | 1.58% | No change | 79,606 | $2.5M |
| GWN Securities Inc. | 0.14% | New | 79,659 | $2.5M |
| Farmers National Bank | 0.64% | Add +13.7% | 70,895 | $2.3M |
| Financial Counselors Inc. | 0.03% | Add +1.0% | 70,659 | $2.3M |
| Glen Eagle Advisors, LLC | 0.37% | Reduce -30.2% | 70,177 | $2.2M |
| Cerity Partners LLC | 0.00% | Reduce -18.0% | 69,751 | $2.2M |
| Vestor Capital, LLC | 0.18% | Add +4.7% | 68,915 | $2.2M |
| Founders Grove Wealth Partners, LLC | 0.61% | Reduce -0.1% | 68,130 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +24.6% | 63,720 | $2.0M |
| Ascent Group, LLC | 0.08% | Reduce -2.3% | 61,406 | $2.0M |
| Stock Yards Bank & Trust Co. | 0.07% | Reduce -26.9% | 60,349 | $1.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.4% | 59,854 | $1.9M |
| Marathon Strategic Advisors, LLC | 2.04% | Add +0.1% | 59,434 | $1.9M |
| Aspen Investment Management Inc | 0.87% | Add +0.5% | 58,867 | $1.9M |
| Salomon & Ludwin, LLC | 0.20% | Reduce -0.6% | 58,693 | $1.9M |
| 180 Wealth Advisors, LLC | 0.30% | Add +0.2% | 58,150 | $1.9M |
| Capital Analysts, LLC | 0.07% | Add +0.7% | 55,739 | $1.8M |
| Focus Partners Wealth | 0.00% | Add +8.6% | 55,485 | $1.8M |
| Modera Wealth Management, LLC | 0.02% | Reduce -1.2% | 55,382 | $1.8M |
| JNBA Financial Advisors | 0.18% | Reduce -4.8% | 54,414 | $1.7M |
| Cahill Financial Advisors Inc. | 0.23% | Add +0.3% | 53,419 | $1.7M |
| MML Investors Services, LLC | 0.01% | Add +4.6% | 52,788 | $1.7M |
| &partners | 0.02% | Add +121.8% | 51,904 | $1.7M |
| Apollon Wealth Management, LLC | 0.04% | Reduce -5.0% | 50,724 | $1.6M |
| F&V Capital Management, LLC | 0.41% | Reduce -4.5% | 49,840 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.4% | 48,901 | $1.6M |
| Three Magnolias Financial Advisors, LLC | 1.32% | Reduce -3.3% | 48,593 | $1.6M |
| NBT Bank, N.A. | 0.11% | Reduce -1.9% | 48,285 | $1.5M |
| Powers Advisory Group, LLC | 0.73% | Reduce -2.2% | 47,939 | $1.5M |
| FFG Retirement Advisors LLC | 1.04% | Reduce -2.3% | 47,920 | $1.5M |
| TFG Advisers LLC | 0.54% | Add +0.9% | 46,185 | $1.5M |
| Inspirion Wealth Advisors, LLC | 0.19% | Add +0.1% | 43,761 | $1.4M |
| Financial Advisory Partners, LLC | 0.46% | Reduce -7.4% | 43,095 | $1.4M |
| IAG Wealth Partners, LLC | 0.21% | Reduce -3.9% | 42,646 | $1.4M |
| Old North State Wealth Management, LLC | 0.75% | Reduce -0.7% | 41,890 | $1.3M |
| SC&H Financial Advisors, Inc. | 0.26% | Add +0.2% | 41,016 | $1.3M |
| Montecito Bank & Trust | 0.23% | Add +2.6% | 40,645 | $1.3M |
| Platform Technology Partners | 0.37% | No change | 39,781 | $1.3M |
| Independence Bank of Kentucky | 0.19% | Reduce -3.2% | 37,875 | $1.2M |
| Mariner, LLC | 0.00% | Add +23.3% | 37,816 | $1.2M |
| United Advisor Group, LLC | 0.24% | Reduce -0.2% | 36,561 | $1.2M |
| Wesbanco Bank Inc. | 0.04% | Add +1.0% | 36,543 | $1.2M |
| Halbert Hargrove Global Advisors, LLC | 0.07% | No change | 36,235 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -13.9% | 35,483 | $1.1M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -13.9% | 35,483 | $1.1M |
| Waterfront Wealth Inc. | 0.27% | Add +0.0% | 34,744 | $1.1M |
| Integrity Alliance, Llc. | 0.04% | New | 34,006 | $1.1M |
| Harbor Investment Advisory, LLC | 0.10% | Reduce -0.4% | 33,542 | $1.1M |
"% of holder's portfolio" is DES's weight in each manager's 13F, not the share of Wisdomtree US Smallcap Divid the manager owns.