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 |
| HBK Sorce Advisory LLC | 0.03% | Add +1.0% | 33,228 | $1.1M |
| IHT Wealth Management, LLC | 0.03% | Reduce -0.2% | 33,149 | $1.1M |
| Principal Securities, Inc. | 0.02% | Add +2.6% | 30,732 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Reduce -26.7% | 32,904 | $1.1M |
| Gladstone Institutional Advisory LLC | 0.05% | Reduce -19.8% | 32,726 | $1.0M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +72.1% | 32,484 | $1.0M |
| AdvisorNet Financial, Inc | 0.08% | Add +59.5% | 32,346 | $1.0M |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -1.7% | 30,947 | $989K |
| Susquehanna International Group, LLP | 0.00% | New | 30,845 | $986K |
| Private Advisor Group, LLC | 0.01% | Reduce -19.8% | 29,641 | $947K |
| WealthShield Partners, LLC | 0.12% | Add +5.8% | 29,199 | $933K |
| Captrust Financial Advisors | 0.00% | Add +0.7% | 28,644 | $915K |
| Bokf, NA | 0.02% | Add +3.1% | 28,490 | $911K |
| Connecticut Wealth Management, LLC | 0.05% | New | 27,921 | $892K |
| IFG Advisory, LLC | 0.05% | No change | 27,846 | $890K |
| Spinnaker Trust | 0.06% | No change | 26,411 | $844K |
| Petra Financial Advisors Inc. | 0.69% | Add +4.1% | 26,335 | $842K |
| Apella Capital, LLC | 0.03% | Reduce -2.5% | 27,782 | $832K |
| Comerica Bank | 0.00% | Reduce -2.4% | 25,605 | $818K |
| Smith, Moore & Co. | 0.08% | Add +0.0% | 25,596 | $818K |
| World Investment Advisors | 0.02% | Reduce -4.8% | 25,234 | $806K |
| Kondo Wealth Advisors, Inc. | 0.39% | Reduce -2.8% | 24,515 | $784K |
| Invenio Wealth Partners LLC | 0.33% | Reduce -11.2% | 24,287 | $776K |
| Mather Group, Llc. | 0.01% | Reduce -3.9% | 24,137 | $771K |
| Bristlecone Advisors, LLC | 0.06% | Add +0.6% | 23,379 | $747K |
| Prepared Retirement Institute LLC | 0.48% | Reduce -46.8% | 23,375 | $747K |
| Clearwater Capital Advisors, LLC | 0.07% | Reduce -0.0% | 23,179 | $741K |
| Sharper & Granite LLC | 0.30% | Reduce -0.1% | 23,080 | $738K |
| Columbia River Financial Group, LLC | 0.49% | Reduce -1.7% | 22,872 | $731K |
| Clearstead Advisors, LLC | 0.01% | Add +6.0% | 22,418 | $716K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +69.5% | 22,209 | $710K |
| Cowa, LLC | 0.29% | Add +33.7% | 21,232 | $679K |
| BOK Financial Private Wealth, Inc. | 0.05% | No change | 20,641 | $660K |
| Causey Wealth LLC | 0.37% | Reduce -44.1% | 20,594 | $658K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -25.7% | 20,266 | $648K |
| Marino, Stram & Associates LLC | 0.14% | Add +0.1% | 20,061 | $641K |
| Sunbelt Securities, Inc. | 0.06% | Reduce -11.1% | 20,049 | $641K |
| Vicus Capital | 0.06% | Add +0.8% | 19,448 | $622K |
| Paragon Private Wealth Management, LLC | 0.27% | New | 18,175 | $581K |
| Natixis Advisors, LLC | 0.00% | Add +18.6% | 17,958 | $574K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -8.3% | 17,939 | $573K |
| SouthState Bank Corp | 0.03% | Reduce -0.5% | 17,682 | $565K |
| Wealthcare Capital Partners, LLC | 0.29% | Add +21.1% | 17,445 | $558K |
| Rehmann Capital Advisory Group | 0.04% | No change | 17,378 | $555K |
| Round Rock Advisors LLC | 0.10% | No change | 17,376 | $555K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +73.1% | 17,121 | $547K |
| Investment Partners Asset Management, Inc. | 0.43% | Add +6.8% | 17,098 | $546K |
| Insight Advisors, LLC/ PA | 0.10% | Reduce -19.8% | 17,034 | $544K |
| Collar Capital Management, LLC | 0.49% | Reduce -9.8% | 16,983 | $543K |
| Independent Financial Group, LLC | 0.02% | New | 16,861 | $539K |
| Composition Wealth, LLC | 0.01% | Reduce -38.5% | 16,838 | $538K |
| Seek First Inc. | 0.48% | — | 16,812 | $537K |
| Sigma Planning Corp | 0.02% | Add +0.7% | 16,720 | $534K |
| Goldman Sachs Group Inc. | 0.00% | New | 16,562 | $529K |
| Atria Investments, Inc | 0.01% | Add +2.4% | 16,460 | $526K |
| NewSquare Capital LLC | 0.04% | Add +2.6% | 16,194 | $518K |
| Brown Advisory Inc. | 0.00% | Reduce -2.5% | 16,151 | $516K |
| Empirical Asset Management, LLC | 0.17% | Add +37.8% | 16,057 | $513K |
| Pension & Wealth Management Advisors, Inc. | 0.19% | Add +4.4% | 15,886 | $508K |
| Principle Wealth Partners LLC | 0.04% | No change | 15,820 | $506K |
| New Insight Wealth Advisors | 0.23% | Add +6.6% | 15,701 | $502K |
| SGL Investment Advisors, Inc. | 0.26% | Add +24.9% | 16,108 | $498K |
| AssuredPartners Investment Advisors, LLC | 0.10% | Reduce -7.8% | 15,564 | $497K |
| Csenge Advisory Group | 0.03% | Reduce -3.4% | 16,587 | $490K |
| FMR LLC | 0.00% | Add +11.6% | 15,244 | $487K |
| Hengehold Capital Management LLC | 0.05% | Reduce -2.8% | 15,059 | $481K |
| Cwm, LLC | 0.00% | Add +50.5% | 14,926 | $477K |
| Uhlmann Price Securities, LLC | 0.35% | Add +3.5% | 14,835 | $474K |
| Abundance Wealth Counselors | 0.10% | Add +4.3% | 14,584 | $466K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -2.6% | 15,348 | $465K |
| Integrated Advisors Network LLC | 0.02% | Reduce -81.4% | 14,513 | $464K |
| New Hampshire Trust | 0.10% | Add +4.5% | 14,282 | $456K |
| Robinson Smith Wealth Advisors LLC | 0.38% | Reduce -12.7% | 14,266 | $456K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -12.3% | 14,123 | $451K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -6.4% | 14,089 | $450K |
| Founders Financial Securities LLC | 0.04% | Add +19.3% | 14,812 | $448K |
| Arkos Global Advisors | 0.07% | Reduce -2.0% | 14,023 | $448K |
| Navis Wealth Advisors, LLC | 0.43% | Add +14.9% | 13,788 | $441K |
| Diversified Enterprises, LLC | 0.04% | Add +0.4% | 13,200 | $422K |
| Schechter Investment Advisors, LLC | 0.03% | No change | 13,070 | $418K |
| EP Wealth Advisors, LLC | 0.00% | Add +0.9% | 12,965 | $414K |
| Focus Financial Network, Inc. | 0.02% | Reduce -2.7% | 12,694 | $406K |
| Collaborative Wealth Managment Inc. | 0.19% | Reduce -7.8% | 12,384 | $396K |
| Hancock Whitney Corp. | 0.01% | Reduce -0.8% | 12,382 | $396K |
| Bank of Montreal | 0.00% | Reduce -7.0% | 12,224 | $391K |
| Midland Wealth Advisors, LLC | 0.02% | No change | 11,981 | $383K |
| JT Stratford LLC | 0.07% | Reduce -12.9% | 11,836 | $378K |
| Integral Investment Advisors, Inc. | 0.12% | No change | 11,580 | $370K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +2.6% | 11,464 | $366K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -2.6% | 11,316 | $362K |
| Infinity Wealth Counsel, LLC | 0.38% | No change | 11,130 | $356K |
| Equitable Holdings, Inc. | 0.00% | Reduce -9.5% | 11,117 | $355K |
| McNamara Financial Services, Inc. | 0.08% | Add +21.8% | 11,032 | $353K |
| Dakota Wealth Management | 0.01% | Reduce -2.8% | 11,005 | $352K |
| Verdence Capital Advisors LLC | 0.03% | Add +0.0% | 10,994 | $351K |
| Hilltop Partners LLC | 0.12% | No change | 10,855 | $347K |
| Silver Oak Securities, Incorporated | 0.03% | Add +7.5% | 10,850 | $346K |
| First National Trust Co | 0.01% | Add +1.3% | 10,736 | $343K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Reduce -8.4% | 10,489 | $335K |
| MAI Capital Management | 0.00% | Add +17.5% | 10,466 | $334K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 10,430 | $333K |
| Sterling Investment Counsel, LLC | 0.11% | No change | 10,398 | $332K |
| TigerOak Management, L.L.C. | 0.13% | No change | 10,392 | $332K |
| Cherry Tree Wealth Management, LLC | 0.08% | Reduce -1.9% | 10,379 | $332K |
| Crossmark Global Holdings, Inc. | 0.01% | New | 10,366 | $331K |
| Cyndeo Wealth Partners, LLC | 0.02% | No change | 10,254 | $328K |
| Brady Family Wealth, LLC | 0.10% | No change | 10,174 | $325K |
| Lanark Financial, Inc. | 0.03% | — | 10,117 | $323K |
| Advisory Services Network, LLC | 0.01% | Reduce -5.1% | 9,874 | $316K |
| Pacific Sun Financial Corp | 0.18% | No change | 9,830 | $314K |
| PFG Investments, LLC | 0.02% | Reduce -7.6% | 9,770 | $312K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +0.5% | 9,713 | $310K |
| Trustmark Bank Trust Department | 0.02% | Add +9.0% | 9,696 | $310K |
| Better Money Decisions, LLC | 0.20% | Add +4.9% | 9,580 | $306K |
| Capital Investment Counsel, LLC | 0.05% | Reduce -12.7% | 9,380 | $300K |
| Plimoth Trust Co. LLC | 0.08% | Reduce -0.4% | 9,331 | $298K |
| Moller Wealth Partners | 0.07% | No change | 9,086 | $290K |
| Rockingstone Advisors LLC | 0.13% | Reduce -9.9% | 9,065 | $290K |
| Huntleigh Advisors, Inc. | 0.05% | Add +0.1% | 8,897 | $284K |
| Invesco Ltd. | 0.00% | Reduce -1.9% | 8,704 | $278K |
| Strategic Financial Concepts, LLC | 0.05% | Add +1.0% | 8,607 | $275K |
| Southland Equity Partners LLC | 0.06% | Reduce -2.4% | 8,302 | $265K |
| Wick Capital Partners, LLC | 0.08% | New | 7,888 | $252K |
| Berger Financial Group, Inc | 0.02% | No change | 7,874 | $252K |
| Vance Wealth, LLC | 0.09% | No change | 7,728 | $247K |
| Ally Invest Advisors Inc. | 0.02% | Reduce -3.1% | 7,484 | $239K |
| Meridian Investment Counsel Inc. | 0.07% | No change | 7,000 | $224K |
| Anson Capital, Inc. | 0.19% | Add +4.0% | 6,945 | $222K |
| Cape Ann Savings Bank | 0.14% | Reduce -11.5% | 6,905 | $221K |
| Neuberger Berman Group LLC | 0.00% | No change | 6,878 | $220K |
| Hickory Asset Management, Inc. | 0.19% | Reduce -8.2% | 6,776 | $217K |
| Fiduciary Group, LLC | 0.02% | No change | 6,740 | $215K |
| Mirador Capital Partners LP | 0.04% | Reduce -0.6% | 6,726 | $215K |
| Napatree Capital LLC | 0.12% | Reduce -2.8% | 6,692 | $214K |
| Axis Wealth Partners, LLC | 0.16% | Reduce -0.6% | 6,680 | $214K |
| Flow Traders U.S. LLC | 0.01% | New | 6,602 | $211K |
| Allworth Financial LP | 0.00% | No change | 6,871 | $208K |
| Wrenne Financial Planning LLC | 0.11% | Reduce -0.0% | 6,504 | $208K |
| National Philanthropic Trust | 0.00% | No change | 6,500 | $208K |
| Synovus Financial Corp. | 0.00% | New | 6,496 | $208K |
| Wealth Group, Ltd. | 0.13% | No change | 6,405 | $205K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -5.0% | 6,205 | $198K |
| Harbour Investments, Inc. | 0.01% | Add +19.8% | 5,797 | $185K |
| Optimum Investment Advisors | 0.09% | No change | 5,670 | $181K |
| Caldwell Trust Co | 0.02% | No change | 5,480 | $175K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -0.3% | 5,204 | $166K |
| US Bancorp \de | 0.00% | Add +3.8% | 5,092 | $163K |
| CIBC Private Wealth Group LLC | 0.00% | Add +10.2% | 5,697 | $160K |
| Colonial Trust Co / SC | 0.02% | Reduce -41.2% | 4,319 | $138K |
| Continuum Advisory, LLC | 0.02% | Add +1.8% | 4,099 | $131K |
| MCF Advisors LLC | 0.01% | No change | 3,621 | $116K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -9.2% | 3,604 | $115K |
| NorthRock Partners, LLC | 0.00% | Add +223.6% | 3,550 | $113K |
| Heritage Wealth Advisors | 0.01% | No change | 3,469 | $111K |
| AE Wealth Management LLC | 0.00% | Add +2.9% | 3,445 | $110K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 3,249 | $104K |
| Viewpoint Capital Management LLC | 0.05% | No change | 2,856 | $91K |
| Bank of New Hampshire | 0.02% | No change | 2,840 | $91K |
| Webster Bank, N. A. | 0.01% | No change | 2,604 | $83K |
| Hazlett, Burt & Watson, Inc. | 0.04% | Add +1.1% | 2,503 | $80K |
| Painted Porch Advisors LLC | 0.03% | No change | 2,381 | $76K |
| CoreCap Advisors, LLC | 0.00% | Reduce -43.8% | 2,316 | $74K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -10.7% | 2,215 | $71K |
| Private Trust Co. NA | 0.01% | No change | 2,159 | $69K |
| Versant Capital Management, Inc | 0.01% | No change | 1,944 | $62K |
| Farther Finance Advisors, LLC | 0.00% | Add +30.5% | 1,753 | $56K |
| Fairman Group, LLC | 0.05% | No change | 1,518 | $52K |
| Chilton Capital Management LLC | 0.00% | New | 1,610 | $51K |
| Evermay Wealth Management LLC | 0.01% | No change | 1,597 | $51K |
| Trust Co. of Vermont | 0.00% | Reduce -13.4% | 1,580 | $50K |
| Main Street Group, LTD | 0.02% | Add +0.5% | 1,499 | $48K |
| ORG Partners LLC | 0.01% | No change | 1,475 | $47K |
| SBI Securities Co., Ltd. | 0.00% | Add +1.6% | 1,409 | $45K |
| Signaturefd, LLC | 0.00% | No change | 1,361 | $43K |
| C M Bidwell & Associates Ltd. | 0.02% | No change | 1,278 | $41K |
| Aspect Partners, LLC | 0.02% | Add +0.6% | 1,220 | $39K |
| Medallion Wealth Advisors, LLC | 0.02% | Reduce -1.1% | 1,210 | $39K |
| Asset Planning,Inc | 0.03% | No change | 1,050 | $34K |
| Blair William & Co. | 0.00% | No change | 1,034 | $33K |
| Missouri Trust & Investment Co | 0.01% | No change | 975 | $31K |
| Tidemark, LLC | 0.01% | Reduce -28.6% | 954 | $30K |
| Larson Financial Group LLC | 0.00% | No change | 895 | $29K |
| Holos Integrated Wealth LLC | 0.02% | No change | 810 | $26K |
| PSI Advisors, LLC | 0.01% | Reduce -30.6% | 750 | $24K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 735 | $23K |
| Stonebridge Financial Group, LLC | 0.00% | Add +0.4% | 730 | $23K |
| Spire Wealth Management | 0.00% | No change | 680 | $22K |
| United Community Bank | 0.01% | No change | 662 | $21K |
| Asset Dedication, LLC | 0.00% | No change | 561 | $18K |
| Aptus Capital Advisors, LLC | 0.00% | Add +203.5% | 516 | $16K |
| Founders Financial Alliance, LLC | 0.00% | No change | 505 | $16K |
| Accredited Wealth Management, LLC | 0.01% | No change | 500 | $16K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 468 | $15K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -12.7% | 495 | $15K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 456 | $15K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 430 | $14K |
| Glenmede Trust Co. NA | 0.00% | New | 318 | $10K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | New | 310 | $10K |
| Creekmur Asset Management LLC | 0.00% | New | 275 | $9K |
| Piscataqua Savings Bank | 0.01% | No change | 258 | $8K |
| Hollencrest Capital Management | 0.00% | Reduce -49.6% | 254 | $8K |
| Noble Wealth Management PBC | 0.01% | No change | 236 | $8K |
| Eukles Asset Management | 0.00% | No change | 234 | $7K |
| Creative Financial Designs Inc. | 0.00% | Add +8.7% | 199 | $6K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 186 | $6K |
| Bellwether Advisors, LLC | 0.00% | No change | 170 | $5K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 166 | $5K |
| Inlight Wealth Management, LLC | 0.00% | New | 150 | $5K |
| Rothschild Investment LLC | 0.00% | Add +101.3% | 149 | $5K |
| Dagco, Inc. | 0.00% | New | 142 | $5K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 135 | $4K |
| Nalls Sherbakoff Group, LLC | 0.00% | — | 134 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 130 | $4K |
| Costello Asset Management, INC | 0.00% | No change | 116 | $4K |
| Ridgewood Investments LLC | 0.00% | No change | 114 | $4K |
| REAP Financial Group, LLC | 0.00% | Reduce -3.2% | 92 | $3K |
| Smartleaf Asset Management LLC | 0.00% | Add +4.1% | 51 | $2K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 44 | $1K |
| Park Square Financial Group, LLC | 0.00% | No change | 37 | $1K |
| IMG Wealth Management, Inc. | 0.00% | No change | 30 | $963 |
| Clearstead Trust, LLC | 0.00% | No change | 21 | $671 |
| Redmont Wealth Advisors LLC | 0.00% | New | 17 | $543 |
| Iron Horse Wealth Management, LLC | 0.00% | New | 11 | $352 |
| Darwin Wealth Management, LLC | 0.00% | No change | 6 | $206 |
| Semmax Financial Advisors Inc. | 0.00% | New | 2 | $62 |
"% of holder's portfolio" is DES's weight in each manager's 13F, not the share of Wisdomtree US Smallcap Divid the manager owns.