Wisdomtree US Smallcap DividDESETF
13F holders, Q3 2025 (September 30)325holders +1
24new positions
18sold out
2famous investors
$33.71avg. 13F price*
At the end of Q3 2025, 325 institutions reported holding Wisdomtree US Smallcap Divid (DES) in their 13F filings, up 1 from Q2 2025. 24 opened new positions and 18 sold out. The largest holders were Morgan Stanley ($88.6M), Bank of America Corp. ($81.5M) and UBS Group AG ($54.9M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $8.8M |
| Exits | 18 | $5.3M |
All 13F filers, Q2 2025 → Q3 2025: 1,298,699 shares bought and 1,482,625 shares sold, net −183,926 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 325 holders
| Morgan Stanley | 0.01% | Add +2.1% | 2,629,249 | $88.6M |
| Bank of America Corp. | 0.01% | Add +5.3% | 2,421,176 | $81.5M |
| UBS Group AG | 0.01% | Reduce -5.9% | 1,630,022 | $54.9M |
| LPL Financial LLC | 0.02% | Reduce -2.4% | 1,612,426 | $54.3M |
| Creative Planning | 0.04% | Reduce -2.4% | 1,404,978 | $47.3M |
| M&T Bank Corp | 0.12% | Add +1.3% | 1,085,037 | $36.5M |
| Mercer Global Advisors Inc. | 0.05% | Add +43.3% | 845,624 | $28.5M |
| Raymond James Financial Inc. | 0.01% | Reduce -11.8% | 829,963 | $28.0M |
| Royal Bank of Canada | 0.00% | Reduce -5.5% | 776,954 | $26.2M |
| Keybank National Association | 0.08% | Reduce -0.5% | 707,650 | $23.8M |
| Jones Financial Companies LLLP | 0.01% | Reduce -7.4% | 615,472 | $20.8M |
| Wells Fargo & Company | 0.00% | Add +1.3% | 596,777 | $20.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.7% | 503,957 | $17.0M |
| Kestra Advisory Services, LLC | 0.07% | Add +1.7% | 452,660 | $15.2M |
| Corient Private Wealth LP | 0.02% | Reduce -0.2% | 356,588 | $12.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.7% | 333,569 | $11.2M |
| Destination Wealth Management | 0.31% | Add +1.8% | 330,688 | $11.1M |
| Valmark Advisers, Inc. | 0.14% | Add +1.8% | 328,919 | $11.1M |
| Cetera Investment Advisers | 0.01% | Add +23.1% | 320,024 | $10.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -53.3% | 257,709 | $8.7M |
| BIP Wealth, LLC | 0.39% | Reduce -6.8% | 233,737 | $7.9M |
| Stonebridge Wealth Management, LLC | 7.03% | Add +0.3% | 229,113 | $7.7M |
| Assetmark, Inc. | 0.02% | Reduce -0.8% | 217,170 | $7.3M |
| Curi Capital, LLC | 0.13% | Reduce -1.4% | 213,893 | $7.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -5.3% | 207,868 | $7.0M |
| JPMorgan Chase & Co. | 0.00% | Add +44.5% | 204,661 | $6.9M |
| HC Advisors, LLC | 4.81% | Add +2.5% | 203,344 | $6.8M |
| Prosperity Consulting Group, LLC | 0.30% | Reduce -7.8% | 179,167 | $6.0M |
| Del-Sette Capital Management, LLC | 3.74% | Add +8.8% | 178,827 | $6.0M |
| Bank of New York Mellon Corp | 0.00% | Add +18.4% | 177,238 | $6.0M |
| One Wealth Map LLC | 3.05% | Add +1.0% | 173,596 | $5.7M |
| Cascade Financial Partners, LLC | 0.64% | Reduce -1.8% | 165,078 | $5.6M |
| Key Financial Inc | 1.01% | Reduce -2.7% | 162,770 | $5.5M |
| Melone Private Wealth, LLC | 2.42% | Add +12.1% | 158,707 | $5.3M |
| Lee, Kelleher & Klein Wealth Management | 3.11% | Add +4.4% | 149,848 | $5.0M |
| Stifel Financial Corp. | 0.00% | Add +2.4% | 146,121 | $4.9M |
| Baird Financial Group, Inc. | 0.01% | Reduce -4.6% | 145,472 | $4.9M |
| Janney Montgomery Scott LLC | 0.01% | New | 143,784 | $4.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -5.6% | 144,249 | $4.8M |
| Rockefeller Capital Management L.P. | 0.01% | Add +7.3% | 142,459 | $4.8M |
| Two Sigma Investments, LP | 0.01% | Add +297.3% | 133,100 | $4.5M |
| Parcion Private Wealth LLC | 0.27% | No change | 129,375 | $4.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.09% | Add +4.5% | 125,966 | $4.2M |
| Frazier Financial Advisors, LLC | 2.47% | Reduce -0.1% | 119,686 | $4.0M |
| Croban | 2.66% | Reduce -0.0% | 118,669 | $4.0M |
| Wealthcare Advisory Partners LLC | 0.07% | Reduce -0.6% | 104,415 | $3.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -10.8% | 102,338 | $3.4M |
| Evanson Asset Management, LLC | 0.19% | Add +2.8% | 97,786 | $3.3M |
| Signature Estate & Investment Advisors LLC | 0.07% | Reduce -2.7% | 96,694 | $3.3M |
| Waverly Advisors, LLC | 0.03% | Reduce -1.9% | 94,886 | $3.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +6.9% | 92,079 | $3.1M |
| Truist Financial Corp. | 0.00% | Reduce -42.4% | 83,236 | $2.8M |
| VAUGHAN & Co SECURITIES, INC. | 1.40% | No change | 78,205 | $2.6M |
| AdvisorNet Financial, Inc | 0.15% | Add +3.1% | 76,131 | $2.6M |
| Focus Partners Wealth | 0.00% | Add +36.5% | 75,730 | $2.6M |
| Farmers National Bank | 0.60% | Add +1.4% | 75,337 | $2.5M |
| Vestor Capital, LLC | 0.15% | Add +5671.2% | 71,736 | $2.4M |
| Beacon Financial Group | 0.23% | Reduce -9.0% | 68,235 | $2.3M |
| Marathon Strategic Advisors, LLC | 1.75% | Add +5.3% | 65,061 | $2.2M |
| &partners | 0.01% | Add +7.4% | 64,444 | $2.2M |
| Capital Analysts, LLC | 0.06% | Add +4.0% | 63,761 | $2.1M |
| Stock Yards Bank & Trust Co. | 0.07% | Reduce -9.3% | 63,283 | $2.1M |
| Founders Grove Wealth Partners, LLC | 0.50% | Reduce -2.7% | 62,748 | $2.1M |
| Cerity Partners LLC | 0.00% | Reduce -3.1% | 62,056 | $2.1M |
| Glen Eagle Advisors, LLC | 0.28% | Reduce -3.8% | 59,436 | $2.0M |
| 180 Wealth Advisors, LLC | 0.24% | Add +1.4% | 58,400 | $2.0M |
| Aspen Investment Management Inc | 0.76% | Reduce -0.4% | 58,322 | $2.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.9% | 57,971 | $2.0M |
| Midwest Trust Co | 0.02% | Reduce -17.3% | 56,647 | $1.9M |
| Cahill Financial Advisors Inc. | 0.21% | Add +1.1% | 54,912 | $1.8M |
| Modera Wealth Management, LLC | 0.02% | Reduce -0.8% | 54,736 | $1.8M |
| Ascent Group, LLC | 0.06% | Reduce -7.8% | 54,396 | $1.8M |
| Salomon & Ludwin, LLC | 0.16% | Reduce -6.5% | 54,132 | $1.8M |
| JNBA Financial Advisors | 0.17% | Reduce -0.5% | 54,125 | $1.8M |
| MML Investors Services, LLC | 0.00% | Reduce -2.4% | 53,324 | $1.8M |
| Investment Research Partners LLC | 0.76% | — | 51,195 | $1.7M |
| FFG Retirement Advisors LLC | 1.04% | Reduce -0.1% | 49,864 | $1.7M |
| Financial Advisory Partners, LLC | 0.48% | Add +2.5% | 49,034 | $1.7M |
| Powers Advisory Group, LLC | 0.66% | Add +0.0% | 49,018 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.9% | 48,756 | $1.6M |
| NBT Bank, N.A. | 0.10% | Reduce -55.0% | 21,973 | $1.6M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -6.2% | 46,397 | $1.6M |
| SC&H Financial Advisors, Inc. | 0.25% | Add +0.3% | 46,395 | $1.6M |
| Inspirion Wealth Advisors, LLC | 0.21% | Add +7.2% | 44,212 | $1.5M |
| Montecito Bank & Trust | 0.23% | — | 44,717 | $1.5M |
| Old North State Wealth Management, LLC | 0.65% | Reduce -2.1% | 40,950 | $1.4M |
| IAG Wealth Partners, LLC | 0.16% | Reduce -0.5% | 40,115 | $1.4M |
| Platform Technology Partners | 0.32% | No change | 39,781 | $1.3M |
| Wesbanco Bank Inc. | 0.04% | Reduce -2.2% | 38,091 | $1.3M |
| Mariner, LLC | 0.00% | Add +40.9% | 37,957 | $1.3M |
| Independence Bank of Kentucky | 0.16% | Reduce -0.3% | 37,187 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Add +6.6% | 36,945 | $1.2M |
| United Advisor Group, LLC | 0.17% | Reduce -0.2% | 36,833 | $1.2M |
| Halbert Hargrove Global Advisors, LLC | 0.06% | No change | 36,235 | $1.2M |
| Invested Advisors | 1.77% | — | 36,020 | $1.2M |
| F&V Capital Management, LLC | 0.27% | Reduce -0.4% | 35,045 | $1.2M |
| Harbor Investment Advisory, LLC | 0.10% | Add +2.1% | 34,722 | $1.2M |
| Waterfront Wealth Inc. | 0.24% | Reduce -1.0% | 34,334 | $1.2M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +56.3% | 34,168 | $1.1M |
| Principal Securities, Inc. | 0.02% | Add +0.5% | 32,254 | $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.