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 |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -10.9% | 31,619 | $1.0M |
| HBK Sorce Advisory LLC | 0.03% | Reduce -10.1% | 29,871 | $949K |
| Private Advisor Group, LLC | 0.01% | Reduce -0.6% | 29,467 | $936K |
| Captrust Financial Advisors | 0.00% | Add +2.7% | 29,410 | $934K |
| IFG Advisory, LLC | 0.05% | Add +2.1% | 28,420 | $903K |
| WealthShield Partners, LLC | 0.11% | Reduce -3.9% | 28,063 | $891K |
| Bokf, NA | 0.01% | Reduce -2.6% | 27,735 | $881K |
| Connecticut Wealth Management, LLC | 0.04% | Reduce -1.4% | 27,545 | $875K |
| Mariner, LLC | 0.00% | Reduce -28.8% | 26,933 | $855K |
| World Investment Advisors | 0.02% | Add +5.3% | 26,584 | $844K |
| Apella Capital, LLC | 0.02% | Reduce -7.3% | 25,742 | $841K |
| Spinnaker Trust | 0.05% | No change | 26,411 | $839K |
| Petra Financial Advisors Inc. | 0.53% | Reduce -0.4% | 26,229 | $833K |
| Kondo Wealth Advisors, Inc. | 0.36% | Add +2.0% | 25,001 | $813K |
| Smith, Moore & Co. | 0.07% | Add +0.0% | 25,601 | $813K |
| IFP Advisors, Inc | 0.02% | Reduce -87.2% | 25,330 | $804K |
| Paragon Private Wealth Management, LLC | 0.32% | Add +38.8% | 25,233 | $801K |
| Comerica Bank | 0.00% | Reduce -2.8% | 24,898 | $791K |
| Sunbelt Securities, Inc. | 0.07% | Add +12.5% | 22,562 | $775K |
| Hengehold Capital Management LLC | 0.07% | Add +59.3% | 23,991 | $762K |
| Sharper & Granite LLC | 0.29% | Reduce -1.4% | 22,760 | $751K |
| Clearwater Capital Advisors, LLC | 0.07% | Reduce -0.1% | 23,144 | $735K |
| Three Magnolias Financial Advisors, LLC | 0.50% | Reduce -53.1% | 22,804 | $724K |
| Cowa, LLC | 0.27% | Add +6.8% | 22,673 | $720K |
| Mather Group, Llc. | 0.01% | Reduce -7.3% | 22,387 | $711K |
| Pasadena Private Wealth, LLC | 0.12% | New | 22,353 | $710K |
| IHT Wealth Management, LLC | 0.02% | Reduce -33.9% | 21,913 | $696K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -1.6% | 21,859 | $694K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +27.4% | 21,804 | $692K |
| Clearstead Advisors, LLC | 0.01% | Reduce -6.3% | 21,005 | $667K |
| BOK Financial Private Wealth, Inc. | 0.04% | Add +0.8% | 20,797 | $661K |
| Wealthcare Capital Partners, LLC | 0.32% | Add +15.9% | 20,222 | $642K |
| Columbia River Financial Group, LLC | 0.41% | Reduce -12.3% | 20,062 | $636K |
| Vicus Capital | 0.05% | Add +2.2% | 19,869 | $631K |
| Goldman Sachs Group Inc. | 0.00% | Add +18.7% | 19,653 | $624K |
| Bristlecone Advisors, LLC | 0.05% | Reduce -18.2% | 19,128 | $608K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -42.6% | 18,639 | $592K |
| SGL Investment Advisors, Inc. | 0.28% | Add +11.5% | 17,967 | $591K |
| Composition Wealth, LLC | 0.01% | Add +9.3% | 18,405 | $585K |
| Cwm, LLC | 0.00% | Add +19.5% | 17,840 | $567K |
| NewSquare Capital LLC | 0.04% | Add +10.0% | 17,817 | $566K |
| Causey Wealth LLC | 0.29% | Reduce -13.9% | 17,721 | $563K |
| SouthState Bank Corp | 0.02% | No change | 17,682 | $562K |
| Natixis Advisors, LLC | 0.00% | Reduce -2.5% | 17,501 | $556K |
| Rehmann Capital Advisory Group | 0.03% | No change | 17,378 | $552K |
| Investment Partners Asset Management, Inc. | 0.38% | Add +0.7% | 17,213 | $547K |
| Pension & Wealth Management Advisors, Inc. | 0.18% | Add +7.9% | 17,142 | $544K |
| Atria Investments, Inc | 0.01% | Add +4.0% | 17,121 | $544K |
| Seek First Inc. | 0.44% | Add +1.3% | 17,028 | $541K |
| Integrity Alliance, Llc. | 0.03% | Reduce -50.0% | 17,003 | $540K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +46.2% | 16,762 | $532K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -7.4% | 16,612 | $528K |
| Insight Advisors, LLC/ PA | 0.08% | Reduce -3.8% | 16,387 | $520K |
| Sigma Planning Corp | 0.02% | Reduce -2.8% | 16,255 | $516K |
| Csenge Advisory Group | 0.03% | No change | 16,587 | $516K |
| Empirical Asset Management, LLC | 0.16% | Add +0.6% | 16,157 | $513K |
| Brown Advisory Inc. | 0.00% | No change | 16,151 | $513K |
| Collar Capital Management, LLC | 0.43% | Reduce -5.8% | 15,993 | $508K |
| Prepared Retirement Institute LLC | 0.29% | Reduce -33.7% | 15,496 | $492K |
| M Holdings Securities, Inc. | 0.08% | New | 15,200 | $484K |
| EP Wealth Advisors, LLC | 0.00% | Add +17.4% | 15,215 | $483K |
| Founders Financial Securities LLC | 0.04% | Add +2.7% | 15,207 | $483K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -6.6% | 14,331 | $477K |
| Marino, Stram & Associates LLC | 0.10% | Reduce -25.7% | 14,901 | $473K |
| Round Rock Advisors LLC | 0.08% | Reduce -14.6% | 14,836 | $471K |
| Abundance Wealth Counselors | 0.09% | Reduce -0.2% | 14,560 | $462K |
| New Hampshire Trust | 0.09% | No change | 14,282 | $454K |
| Robinson Smith Wealth Advisors LLC | 0.36% | No change | 14,266 | $453K |
| Integrated Advisors Network LLC | 0.02% | Reduce -1.8% | 14,250 | $453K |
| Arkos Global Advisors | 0.06% | Add +0.7% | 14,119 | $448K |
| Flow Traders U.S. LLC | 0.02% | Add +111.8% | 13,986 | $444K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -1.8% | 13,839 | $440K |
| McNamara Financial Services, Inc. | 0.09% | Add +24.7% | 13,757 | $437K |
| Advisory Services Network, LLC | 0.01% | Add +34.6% | 13,292 | $424K |
| Independent Financial Group, LLC | 0.01% | Reduce -22.4% | 13,085 | $416K |
| Arax Advisory Partners | 0.02% | New | 13,070 | $415K |
| Focus Financial Network, Inc. | 0.02% | Add +2.5% | 13,006 | $413K |
| Equitable Holdings, Inc. | 0.00% | Add +15.2% | 12,804 | $407K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -10.3% | 12,672 | $402K |
| Infinity Wealth Counsel, LLC | 0.41% | Add +13.8% | 12,660 | $402K |
| Founders Financial Alliance, LLC | 0.09% | Add +2374.5% | 12,496 | $397K |
| Diversified Enterprises, LLC | 0.03% | Reduce -5.6% | 12,457 | $396K |
| Invenio Wealth Partners LLC | 0.15% | Reduce -49.5% | 12,277 | $390K |
| Hancock Whitney Corp. | 0.01% | Reduce -1.4% | 12,207 | $388K |
| Farther Finance Advisors, LLC | 0.01% | Add +590.3% | 12,100 | $384K |
| JT Stratford LLC | 0.06% | Add +1.1% | 11,972 | $380K |
| FMR LLC | 0.00% | Reduce -23.1% | 11,718 | $372K |
| New Insight Wealth Advisors | 0.15% | Reduce -25.8% | 11,644 | $370K |
| Collaborative Wealth Managment Inc. | 0.16% | Reduce -6.2% | 11,617 | $369K |
| Integral Investment Advisors, Inc. | 0.10% | No change | 11,580 | $368K |
| Jane Street Group, LLC | 0.00% | New | 11,249 | $357K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -2.8% | 11,005 | $350K |
| Verdence Capital Advisors LLC | 0.02% | Add +0.1% | 11,000 | $349K |
| LOM Asset Management Ltd | 0.12% | — | 11,000 | $349K |
| Bank of Montreal | 0.00% | Reduce -10.2% | 10,979 | $349K |
| Hilltop Partners LLC | 0.10% | No change | 10,855 | $345K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -1.7% | 10,670 | $339K |
| Park Avenue Securities LLC | 0.00% | New | 10,621 | $337K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +0.1% | 10,443 | $332K |
| Sterling Investment Counsel, LLC | 0.19% | No change | 10,398 | $330K |
| TigerOak Management, L.L.C. | 0.11% | No change | 10,392 | $330K |
| Cherry Tree Wealth Management, LLC | 0.08% | No change | 10,379 | $330K |
| Savant Capital, LLC | 0.00% | New | 10,364 | $329K |
| PFG Investments, LLC | 0.02% | Add +5.5% | 10,302 | $327K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Reduce -2.4% | 10,239 | $325K |
| Uhlmann Price Securities, LLC | 0.23% | Reduce -31.3% | 10,190 | $324K |
| Brady Family Wealth, LLC | 0.10% | No change | 10,174 | $323K |
| MAI Capital Management | 0.00% | Reduce -3.1% | 10,140 | $322K |
| Dakota Wealth Management | 0.01% | Reduce -9.4% | 9,970 | $317K |
| Lanark Financial, Inc. | 0.03% | Reduce -2.7% | 9,843 | $312K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +0.8% | 9,793 | $311K |
| Better Money Decisions, LLC | 0.19% | Add +0.7% | 9,648 | $306K |
| Trustmark Bank Trust Department | 0.02% | Reduce -1.6% | 9,536 | $303K |
| Pacific Sun Financial Corp | 0.16% | Reduce -3.3% | 9,510 | $302K |
| First National Trust Co | 0.01% | Reduce -12.4% | 9,405 | $299K |
| Moller Wealth Partners | 0.06% | No change | 9,086 | $289K |
| Rockingstone Advisors LLC | 0.15% | No change | 9,065 | $288K |
| AQR Capital Management | 0.00% | New | 8,995 | $286K |
| Plimoth Trust Co. LLC | 0.07% | Reduce -4.6% | 8,900 | $283K |
| Strategic Financial Concepts, LLC | 0.04% | Reduce -2.2% | 8,421 | $267K |
| Invesco Ltd. | 0.00% | Reduce -6.8% | 8,112 | $258K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -23.3% | 7,951 | $253K |
| Wick Capital Partners, LLC | 0.07% | Add +123.3% | 17,610 | $251K |
| Berger Financial Group, Inc | 0.02% | No change | 7,874 | $250K |
| Huntleigh Advisors, Inc. | 0.05% | Reduce -12.4% | 7,796 | $248K |
| Vance Wealth, LLC | 0.08% | No change | 7,728 | $245K |
| Southland Equity Partners LLC | 0.05% | Reduce -7.4% | 7,684 | $244K |
| Anson Capital, Inc. | 0.19% | Add +5.9% | 7,357 | $234K |
| Midland Wealth Advisors, LLC | 0.01% | Reduce -39.5% | 7,247 | $230K |
| Navis Wealth Advisors, LLC | 0.19% | Reduce -48.0% | 7,175 | $228K |
| Ally Invest Advisors Inc. | 0.02% | Reduce -5.0% | 7,106 | $226K |
| Meridian Investment Counsel Inc. | 0.06% | No change | 7,000 | $222K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 6,959 | $221K |
| Allworth Financial LP | 0.00% | No change | 6,871 | $218K |
| Hickory Asset Management, Inc. | 0.18% | Reduce -0.4% | 6,750 | $214K |
| Capital Investment Counsel, LLC | 0.03% | Reduce -28.0% | 6,750 | $214K |
| Bradley Foster & Sargent Inc. | 0.00% | New | 6,692 | $213K |
| Wrenne Financial Planning LLC | 0.10% | No change | 6,504 | $207K |
| CIBC Private Wealth Group LLC | 0.00% | Add +13.8% | 6,485 | $206K |
| National Philanthropic Trust | 0.00% | Reduce -1.5% | 6,400 | $203K |
| Axis Wealth Partners, LLC | 0.13% | Reduce -5.0% | 6,344 | $201K |
| Optimum Investment Advisors | 0.08% | No change | 5,670 | $180K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -10.4% | 5,559 | $177K |
| Harbour Investments, Inc. | 0.00% | Reduce -4.1% | 5,558 | $177K |
| Caldwell Trust Co | 0.02% | No change | 5,480 | $174K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +1.4% | 5,276 | $168K |
| Evolution Wealth Management Inc. | 0.20% | — | 5,130 | $163K |
| AE Wealth Management LLC | 0.00% | Add +12.4% | 3,873 | $123K |
| MCF Advisors LLC | 0.01% | No change | 3,621 | $115K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 3,604 | $114K |
| Colonial Trust Co / SC | 0.01% | Reduce -24.9% | 3,242 | $103K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 3,249 | $103K |
| DHJJ Financial Advisors, Ltd. | 0.03% | New | 2,931 | $93K |
| Viewpoint Capital Management LLC | 0.04% | No change | 2,856 | $91K |
| Ameritas Advisory Services, LLC | 0.00% | New | 2,687 | $85K |
| CoreCap Advisors, LLC | 0.00% | Add +12.6% | 2,608 | $83K |
| Webster Bank, N. A. | 0.01% | No change | 2,604 | $83K |
| US Bancorp \de | 0.00% | Reduce -49.5% | 2,574 | $82K |
| Hazlett, Burt & Watson, Inc. | 0.03% | Add +0.8% | 2,524 | $80K |
| Painted Porch Advisors LLC | 0.03% | No change | 2,381 | $76K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -2.1% | 2,168 | $69K |
| Global Retirement Partners, LLC | 0.00% | — | 2,096 | $67K |
| Versant Capital Management, Inc | 0.01% | No change | 1,944 | $62K |
| Heritage Wealth Advisors | 0.00% | Reduce -49.0% | 1,769 | $56K |
| Evermay Wealth Management LLC | 0.01% | No change | 1,597 | $51K |
| Trust Co. of Vermont | 0.00% | No change | 1,580 | $50K |
| Bank of New Hampshire | 0.01% | Reduce -45.8% | 1,540 | $49K |
| Fairman Group, LLC | 0.04% | No change | 1,518 | $48K |
| ORG Partners LLC | 0.01% | No change | 1,475 | $48K |
| Main Street Group, LTD | 0.02% | Add +0.7% | 1,510 | $48K |
| SBI Securities Co., Ltd. | 0.00% | Add +0.9% | 1,422 | $45K |
| Vestor Capital, LLC | 0.00% | Reduce -98.2% | 1,243 | $42K |
| Private Trust Co. NA | 0.00% | Reduce -40.0% | 1,296 | $41K |
| C M Bidwell & Associates Ltd. | 0.02% | No change | 1,278 | $41K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 1,210 | $39K |
| Aspect Partners, LLC | 0.02% | Add +0.8% | 1,230 | $39K |
| Asset Planning,Inc | 0.03% | No change | 1,050 | $33K |
| Blair William & Co. | 0.00% | No change | 1,034 | $33K |
| Kennebec Savings Bank | 0.03% | New | 1,030 | $33K |
| Missouri Trust & Investment Co | 0.01% | No change | 975 | $31K |
| Holos Integrated Wealth LLC | 0.02% | No change | 810 | $26K |
| Tidemark, LLC | 0.01% | Reduce -16.9% | 793 | $25K |
| Creekmur Asset Management LLC | 0.00% | Add +170.9% | 745 | $24K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 735 | $23K |
| United Community Bank | 0.01% | No change | 662 | $21K |
| Larson Financial Group LLC | 0.00% | Reduce -27.1% | 652 | $21K |
| Asset Dedication, LLC | 0.00% | No change | 561 | $18K |
| Harbor Asset Planning, Inc. | 0.02% | — | 548 | $17K |
| AlphaCore Capital LLC | 0.00% | New | 525 | $17K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.6% | 519 | $16K |
| Cornerstone Planning Group LLC | 0.00% | Add +0.8% | 499 | $16K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +0.2% | 469 | $15K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 306 | $10K |
| Piscataqua Savings Bank | 0.01% | No change | 258 | $8K |
| Hollencrest Capital Management | 0.00% | No change | 254 | $8K |
| Eukles Asset Management | 0.00% | No change | 234 | $7K |
| Hemington Wealth Management | 0.00% | New | 250 | $7K |
| Glenmede Investment Management, LP | 0.00% | — | 210 | $7K |
| Signaturefd, LLC | 0.00% | Reduce -85.3% | 200 | $6K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 186 | $6K |
| Bellwether Advisors, LLC | 0.00% | No change | 170 | $5K |
| Financial Gravity Companies, Inc. | 0.00% | — | 166 | $5K |
| Rothschild Investment LLC | 0.00% | Add +0.7% | 150 | $5K |
| Inlight Wealth Management, LLC | 0.00% | No change | 150 | $5K |
| Creative Financial Designs Inc. | 0.00% | Reduce -27.1% | 145 | $5K |
| Nalls Sherbakoff Group, LLC | 0.00% | No change | 134 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.8% | 131 | $4K |
| Ridgewood Investments LLC | 0.00% | No change | 114 | $4K |
| Exchange Traded Concepts, LLC | 0.00% | New | 112 | $4K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 107 | $3K |
| Costello Asset Management, INC | 0.00% | Reduce -11.2% | 103 | $3K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -76.7% | 100 | $3K |
| REAP Financial Group, LLC | 0.00% | No change | 92 | $3K |
| Russell Investments Group, Ltd. | 0.00% | New | 81 | $3K |
| Christopher J. Hasenberg, Inc | 0.00% | New | 58 | $2K |
| Smartleaf Asset Management LLC | 0.00% | Add +9.8% | 56 | $2K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 44 | $1K |
| Park Square Financial Group, LLC | 0.00% | Add +10.8% | 41 | $1K |
| IMG Wealth Management, Inc. | 0.00% | No change | 30 | $965 |
| Clearstead Trust, LLC | 0.00% | No change | 21 | $667 |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -85.2% | 20 | $635 |
| Redmont Wealth Advisors LLC | 0.00% | No change | 17 | $540 |
| Semmax Financial Advisors Inc. | 0.00% | No change | 2 | $64 |
| Simplex Trading, LLC | 0.00% | New | 30 | $0 |
"% of holder's portfolio" is DES's weight in each manager's 13F, not the share of Wisdomtree US Smallcap Divid the manager owns.