Wisdomtree US Smallcap DividDESETF
13F holders, Q2 2025 (June 30)324holders −1
22new positions
24sold out
2famous investors
$31.77avg. 13F price*
At the end of Q2 2025, 324 institutions reported holding Wisdomtree US Smallcap Divid (DES) in their 13F filings, down 1 from Q1 2025. 22 opened new positions and 24 sold out. The largest holders were Morgan Stanley ($81.8M), Bank of America Corp. ($73.0M) and UBS Group AG ($55.0M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Wisdomtree US Smallcap Divid
- CUSIP
- 97717W604
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $8.6M |
| Exits | 24 | $8.4M |
All 13F filers, Q1 2025 → Q2 2025: 1,735,450 shares bought and 1,520,968 shares sold, net +214,482 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 324 holders
| Morgan Stanley | 0.01% | Add +6.2% | 2,574,892 | $81.8M |
| Bank of America Corp. | 0.01% | Add +21.3% | 2,299,893 | $73.0M |
| UBS Group AG | 0.01% | Reduce -0.0% | 1,732,436 | $55.0M |
| LPL Financial LLC | 0.02% | Add +2.4% | 1,651,760 | $52.5M |
| Creative Planning | 0.04% | Reduce -0.4% | 1,439,254 | $45.7M |
| M&T Bank Corp | 0.12% | Reduce -0.9% | 1,071,307 | $34.0M |
| Raymond James Financial Inc. | 0.01% | Reduce -2.6% | 940,510 | $29.9M |
| Royal Bank of Canada | 0.01% | Reduce -14.2% | 822,035 | $26.1M |
| Keybank National Association | 0.08% | Add +3.5% | 711,068 | $22.6M |
| Jones Financial Companies LLLP | 0.02% | Add +79.0% | 664,924 | $21.2M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -0.6% | 590,173 | $18.8M |
| Wells Fargo & Company | 0.00% | Reduce -7.7% | 589,206 | $18.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.9% | 577,142 | $18.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -12.3% | 551,706 | $17.5M |
| Kestra Advisory Services, LLC | 0.07% | Add +3.0% | 444,967 | $14.1M |
| Corient Private Wealth LP | 0.02% | Add +5.3% | 357,391 | $11.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.0% | 335,967 | $10.7M |
| Destination Wealth Management | 0.30% | Add +5.1% | 324,885 | $10.3M |
| Valmark Advisers, Inc. | 0.14% | Add +6.5% | 322,988 | $10.3M |
| Cetera Investment Advisers | 0.01% | Add +5.8% | 260,063 | $8.3M |
| BIP Wealth, LLC | 0.49% | Add +2.6% | 250,797 | $8.0M |
| Stonebridge Wealth Management, LLC | 7.00% | — | 228,427 | $7.3M |
| Osaic Holdings, Inc. | 0.01% | Add +8.1% | 219,593 | $7.0M |
| Assetmark, Inc. | 0.02% | Reduce -2.0% | 218,860 | $7.0M |
| Curi Capital, LLC | 0.13% | Add +25.3% | 216,847 | $6.9M |
| HC Advisors, LLC | 4.45% | Add +2.3% | 198,304 | $6.3M |
| Prosperity Consulting Group, LLC | 0.45% | Reduce -4.9% | 194,328 | $6.2M |
| One Wealth Map LLC | 3.06% | Add +10.8% | 171,838 | $5.6M |
| Cascade Financial Partners, LLC | 0.64% | Reduce -2.0% | 168,108 | $5.3M |
| Key Financial Inc | 1.07% | Reduce -5.9% | 167,354 | $5.3M |
| Del-Sette Capital Management, LLC | 3.63% | Reduce -0.3% | 164,390 | $5.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -0.3% | 152,742 | $5.1M |
| Baird Financial Group, Inc. | 0.01% | Reduce -10.1% | 152,415 | $4.8M |
| Bank of New York Mellon Corp | 0.00% | Add +22.6% | 149,640 | $4.8M |
| Susquehanna International Group, LLP | 0.01% | Add +373.6% | 146,072 | $4.6M |
| Truist Financial Corp. | 0.01% | Reduce -51.5% | 144,488 | $4.6M |
| Lee, Kelleher & Klein Wealth Management | 3.03% | Add +5.0% | 143,503 | $4.6M |
| Stifel Financial Corp. | 0.00% | Reduce -38.9% | 142,762 | $4.5M |
| Melone Private Wealth, LLC | 2.31% | Add +0.0% | 141,577 | $4.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.3% | 141,647 | $4.5M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -6.2% | 132,808 | $4.2M |
| Parcion Private Wealth LLC | 0.29% | No change | 129,375 | $4.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.09% | Reduce -10.7% | 120,583 | $3.8M |
| Frazier Financial Advisors, LLC | 2.68% | Add +0.3% | 119,744 | $3.8M |
| Croban | 3.22% | Reduce -0.1% | 118,690 | $3.8M |
| HighTower Advisors, LLC | 0.00% | Add +1.6% | 114,661 | $3.6M |
| Wealthcare Advisory Partners LLC | 0.08% | Add +3.6% | 105,064 | $3.3M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -7.0% | 100,168 | $3.2M |
| Signature Estate & Investment Advisors LLC | 0.07% | Add +2.7% | 99,407 | $3.2M |
| Waverly Advisors, LLC | 0.03% | Reduce -5.2% | 96,673 | $3.1M |
| Evanson Asset Management, LLC | 0.19% | Add +2.9% | 95,087 | $3.0M |
| Citadel Advisors | 0.00% | New | 90,215 | $2.9M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +35.2% | 86,169 | $2.7M |
| VAUGHAN & Co SECURITIES, INC. | 1.42% | Reduce -1.8% | 78,205 | $2.5M |
| Beacon Financial Group | 0.25% | Reduce -7.0% | 75,013 | $2.4M |
| Farmers National Bank | 0.62% | Add +4.8% | 74,266 | $2.4M |
| AdvisorNet Financial, Inc | 0.15% | Add +128.3% | 73,843 | $2.3M |
| Stock Yards Bank & Trust Co. | 0.07% | Add +15.6% | 69,787 | $2.2M |
| Thrivent Financial for Lutherans | 0.00% | New | 68,484 | $2.2M |
| Midwest Trust Co | 0.03% | — | 68,460 | $2.2M |
| Founders Grove Wealth Partners, LLC | 0.51% | Reduce -5.3% | 64,501 | $2.0M |
| Cerity Partners LLC | 0.00% | Reduce -8.1% | 64,072 | $2.0M |
| Marathon Strategic Advisors, LLC | 1.82% | Add +4.0% | 61,793 | $2.0M |
| Glen Eagle Advisors, LLC | 0.30% | Reduce -12.0% | 61,757 | $2.0M |
| Capital Analysts, LLC | 0.06% | Add +10.0% | 61,335 | $1.9M |
| Salomon & Ludwin, LLC | 0.19% | Reduce -1.3% | 57,916 | $1.9M |
| &partners | 0.01% | Add +15.6% | 59,998 | $1.9M |
| Ascent Group, LLC | 0.07% | Reduce -4.0% | 58,966 | $1.9M |
| Aspen Investment Management Inc | 0.78% | Reduce -0.5% | 58,570 | $1.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.3% | 58,506 | $1.9M |
| 180 Wealth Advisors, LLC | 0.26% | Reduce -0.9% | 57,614 | $1.8M |
| Focus Partners Wealth | 0.00% | Add +0.0% | 55,497 | $1.8M |
| Modera Wealth Management, LLC | 0.02% | Reduce -0.3% | 55,207 | $1.8M |
| MML Investors Services, LLC | 0.01% | Add +3.5% | 54,656 | $1.7M |
| JNBA Financial Advisors | 0.17% | No change | 54,414 | $1.7M |
| Cahill Financial Advisors Inc. | 0.21% | Add +1.6% | 54,288 | $1.7M |
| FFG Retirement Advisors LLC | 0.99% | Add +4.2% | 49,926 | $1.6M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -2.5% | 49,458 | $1.6M |
| Powers Advisory Group, LLC | 0.68% | Add +2.2% | 48,998 | $1.6M |
| NBT Bank, N.A. | 0.11% | Add +1.1% | 48,807 | $1.6M |
| Financial Advisory Partners, LLC | 0.48% | Add +11.0% | 47,837 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.2% | 47,826 | $1.5M |
| SC&H Financial Advisors, Inc. | 0.25% | Add +12.8% | 46,281 | $1.5M |
| TFG Advisers LLC | 0.49% | Reduce -2.7% | 44,931 | $1.4M |
| Old North State Wealth Management, LLC | 0.69% | Reduce -0.2% | 41,811 | $1.3M |
| Inspirion Wealth Advisors, LLC | 0.17% | Reduce -5.7% | 41,250 | $1.3M |
| IAG Wealth Partners, LLC | 0.17% | Reduce -5.5% | 40,314 | $1.3M |
| Platform Technology Partners | 0.33% | No change | 39,781 | $1.3M |
| Wesbanco Bank Inc. | 0.04% | Add +6.6% | 38,958 | $1.2M |
| Independence Bank of Kentucky | 0.17% | Reduce -1.6% | 37,280 | $1.2M |
| United Advisor Group, LLC | 0.20% | Add +0.9% | 36,906 | $1.2M |
| Halbert Hargrove Global Advisors, LLC | 0.06% | No change | 36,235 | $1.2M |
| F&V Capital Management, LLC | 0.29% | Reduce -29.4% | 35,190 | $1.1M |
| Waterfront Wealth Inc. | 0.25% | Reduce -0.2% | 34,688 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Add +5.4% | 34,668 | $1.1M |
| Gladstone Institutional Advisory LLC | 0.05% | Add +5.7% | 34,586 | $1.1M |
| Harbor Investment Advisory, LLC | 0.10% | Add +1.4% | 34,022 | $1.1M |
| Two Sigma Investments, LP | 0.00% | Reduce -67.4% | 33,500 | $1.1M |
| Principal Securities, Inc. | 0.02% | Add +4.4% | 32,082 | $1.0M |
| Oppenheimer & Co. Inc. | 0.01% | Add +2.8% | 31,822 | $1.0M |
"% of holder's portfolio" is DES's weight in each manager's 13F, not the share of Wisdomtree US Smallcap Divid the manager owns.