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 |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.1% | 31,801 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +73.8% | 29,128 | $981K |
| World Investment Advisors | 0.02% | Add +8.3% | 28,804 | $970K |
| Paragon Private Wealth Management, LLC | 0.32% | Add +13.3% | 28,588 | $963K |
| WealthShield Partners, LLC | 0.11% | Add +1.4% | 28,444 | $958K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -4.8% | 28,450 | $953K |
| IFG Advisory, LLC | 0.04% | Reduce -0.9% | 28,155 | $948K |
| Wealthcare Capital Partners, LLC | 0.43% | Add +37.3% | 27,756 | $935K |
| Connecticut Wealth Management, LLC | 0.04% | No change | 27,545 | $928K |
| Bokf, NA | 0.01% | Reduce -1.1% | 27,423 | $924K |
| Private Advisor Group, LLC | 0.00% | Reduce -7.6% | 27,229 | $917K |
| Citadel Advisors | 0.00% | Reduce -70.0% | 27,051 | $911K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -15.3% | 26,784 | $902K |
| Cowa, LLC | 0.32% | Add +17.2% | 26,575 | $895K |
| Spinnaker Trust | 0.05% | No change | 26,411 | $890K |
| Petra Financial Advisors Inc. | 0.51% | Reduce -0.4% | 26,135 | $880K |
| Apella Capital, LLC | 0.02% | Add +1.8% | 26,207 | $863K |
| Smith, Moore & Co. | 0.07% | Add +0.0% | 25,605 | $862K |
| Goldman Sachs Group Inc. | 0.00% | Add +28.3% | 25,221 | $849K |
| Kondo Wealth Advisors, Inc. | 0.34% | Reduce -0.5% | 24,868 | $838K |
| Advisory Services Network, LLC | 0.01% | Add +83.9% | 24,440 | $823K |
| Hengehold Capital Management LLC | 0.07% | No change | 23,991 | $808K |
| Integrated Wealth Concepts LLC | 0.01% | New | 23,515 | $792K |
| Pasadena Private Wealth, LLC | 0.11% | Add +3.2% | 23,059 | $777K |
| Clearwater Capital Advisors, LLC | 0.07% | Reduce -0.4% | 23,050 | $776K |
| Natixis Advisors, LLC | 0.00% | Add +29.3% | 22,623 | $762K |
| IFP Advisors, Inc | 0.02% | Reduce -11.3% | 22,460 | $756K |
| Comerica Bank | 0.00% | Reduce -11.6% | 22,005 | $741K |
| Mather Group, Llc. | 0.01% | Reduce -2.3% | 21,879 | $737K |
| Sharper & Granite LLC | 0.26% | Reduce -5.7% | 21,460 | $723K |
| IHT Wealth Management, LLC | 0.02% | Reduce -2.2% | 21,430 | $722K |
| Clearstead Advisors, LLC | 0.01% | Add +0.6% | 21,124 | $711K |
| BOK Financial Private Wealth, Inc. | 0.04% | Reduce -0.8% | 20,641 | $695K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -40.5% | 20,578 | $693K |
| Captrust Financial Advisors | 0.00% | Reduce -30.3% | 20,512 | $691K |
| Susquehanna International Group, LLP | 0.00% | Reduce -86.0% | 20,489 | $690K |
| Brown Advisory Inc. | 0.00% | Add +25.2% | 20,224 | $681K |
| Farther Finance Advisors, LLC | 0.01% | Add +66.7% | 20,165 | $679K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -8.6% | 19,937 | $672K |
| Columbia River Financial Group, LLC | 0.41% | Add +1.2% | 20,305 | $671K |
| Investment Partners Asset Management, Inc. | 0.42% | Add +9.4% | 18,835 | $634K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +0.1% | 18,651 | $628K |
| NewSquare Capital LLC | 0.04% | Add +4.6% | 18,632 | $628K |
| Integrity Alliance, Llc. | 0.03% | Add +4.5% | 17,762 | $598K |
| SouthState Bank Corp | 0.03% | No change | 17,682 | $596K |
| Composition Wealth, LLC | 0.01% | Reduce -4.0% | 17,677 | $595K |
| Rehmann Capital Advisory Group | 0.03% | No change | 17,378 | $585K |
| Seek First Inc. | 0.42% | Add +0.7% | 17,153 | $578K |
| Insight Advisors, LLC/ PA | 0.09% | Add +3.9% | 17,025 | $573K |
| Atria Investments, Inc | 0.01% | Reduce -1.1% | 16,932 | $570K |
| Csenge Advisory Group | 0.03% | No change | 16,587 | $559K |
| Independent Financial Group, LLC | 0.01% | Add +26.8% | 16,585 | $559K |
| Cwm, LLC | 0.00% | Reduce -7.3% | 16,528 | $557K |
| Savant Capital, LLC | 0.00% | Add +57.5% | 16,321 | $550K |
| Collar Capital Management, LLC | 0.39% | Add +1.7% | 16,268 | $548K |
| Pension & Wealth Management Advisors, Inc. | 0.17% | Reduce -5.5% | 16,198 | $546K |
| Empirical Asset Management, LLC | 0.15% | Reduce -0.1% | 16,145 | $544K |
| CX Institutional | 0.02% | New | 15,480 | $521K |
| Uhlmann Price Securities, LLC | 0.31% | Add +49.3% | 15,216 | $512K |
| Causey Wealth LLC | 0.25% | Reduce -14.5% | 15,155 | $510K |
| Marino, Stram & Associates LLC | 0.09% | Add +0.2% | 14,927 | $503K |
| FMR LLC | 0.00% | Add +26.9% | 14,870 | $501K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -35.0% | 14,669 | $494K |
| Abundance Wealth Counselors | 0.08% | No change | 14,560 | $490K |
| Round Rock Advisors LLC | 0.08% | Reduce -2.1% | 14,531 | $489K |
| AQR Capital Management | 0.00% | Add +60.4% | 14,428 | $486K |
| Integrated Advisors Network LLC | 0.02% | No change | 14,250 | $480K |
| Three Magnolias Financial Advisors, LLC | 0.30% | Reduce -37.5% | 14,249 | $480K |
| Arkos Global Advisors | 0.06% | Reduce -0.2% | 14,093 | $475K |
| Sigma Planning Corp | 0.01% | Reduce -13.4% | 14,068 | $474K |
| McNamara Financial Services, Inc. | 0.09% | Add +2.1% | 14,040 | $473K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -1.8% | 14,076 | $471K |
| Equitable Holdings, Inc. | 0.00% | Add +8.6% | 13,906 | $468K |
| Focus Financial Network, Inc. | 0.02% | Add +2.7% | 13,355 | $450K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -20.3% | 13,237 | $446K |
| Arax Advisory Partners | 0.01% | No change | 13,070 | $440K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -5.9% | 13,020 | $439K |
| Infinity Wealth Counsel, LLC | 0.42% | Add +1.8% | 12,890 | $434K |
| New Hampshire Trust | 0.08% | Reduce -9.9% | 12,874 | $434K |
| Robinson Smith Wealth Advisors LLC | 0.30% | Reduce -12.2% | 12,520 | $422K |
| Vicus Capital | 0.03% | Reduce -37.5% | 12,416 | $418K |
| Diversified Enterprises, LLC | 0.03% | Reduce -1.1% | 12,318 | $415K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -3.5% | 12,224 | $412K |
| Prepared Retirement Institute LLC | 0.21% | Reduce -21.9% | 12,095 | $407K |
| Founders Financial Securities LLC | 0.03% | Reduce -21.9% | 11,875 | $400K |
| Founders Financial Alliance, LLC | 0.08% | Reduce -5.1% | 11,863 | $400K |
| Collaborative Wealth Managment Inc. | 0.16% | Add +1.4% | 11,785 | $397K |
| JT Stratford LLC | 0.05% | Reduce -2.5% | 11,678 | $393K |
| Hancock Whitney Corp. | 0.01% | Reduce -4.5% | 11,657 | $393K |
| Integral Investment Advisors, Inc. | 0.11% | No change | 11,580 | $390K |
| LOM Asset Management Ltd | 0.11% | No change | 11,000 | $370K |
| Bank of Montreal | 0.00% | No change | 10,979 | $370K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -1.3% | 10,866 | $366K |
| Verdence Capital Advisors LLC | 0.02% | Reduce -4.1% | 10,550 | $356K |
| First National Trust Co | 0.01% | Add +11.9% | 10,520 | $354K |
| PFG Investments, LLC | 0.02% | Add +1.3% | 10,432 | $351K |
| Cherry Tree Wealth Management, LLC | 0.08% | No change | 10,379 | $350K |
| Brady Family Wealth, LLC | 0.11% | No change | 10,174 | $343K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +0.8% | 9,866 | $332K |
| Navis Wealth Advisors, LLC | 0.25% | Add +35.1% | 9,691 | $326K |
| Park Avenue Securities LLC | 0.00% | Reduce -8.9% | 9,675 | $326K |
| Dakota Wealth Management | 0.01% | Reduce -3.8% | 9,593 | $323K |
| Trustmark Bank Trust Department | 0.02% | No change | 9,536 | $321K |
| Pacific Sun Financial Corp | 0.15% | Reduce -0.4% | 9,470 | $319K |
| Invenio Wealth Partners LLC | 0.12% | Reduce -23.5% | 9,394 | $316K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | Reduce -8.6% | 9,360 | $315K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -13.3% | 9,253 | $312K |
| New Insight Wealth Advisors | 0.12% | Reduce -20.7% | 9,229 | $311K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -11.9% | 9,197 | $310K |
| Rockingstone Advisors LLC | 0.15% | No change | 9,065 | $305K |
| Harbour Investments, Inc. | 0.01% | Add +61.5% | 8,974 | $302K |
| BlueStem Wealth Partners, LLC | 0.03% | New | 8,699 | $293K |
| Plimoth Trust Co. LLC | 0.07% | Reduce -3.5% | 8,590 | $289K |
| Flow Traders U.S. LLC | 0.01% | Reduce -39.1% | 8,520 | $287K |
| MAI Capital Management | 0.00% | Reduce -16.2% | 8,495 | $286K |
| Lanark Financial, Inc. | 0.02% | Reduce -15.7% | 8,303 | $280K |
| Moller Wealth Partners | 0.06% | Reduce -10.8% | 8,105 | $273K |
| Wick Capital Partners, LLC | 0.06% | Reduce -55.2% | 7,888 | $266K |
| Berger Financial Group, Inc | 0.02% | No change | 7,874 | $265K |
| Invesco Ltd. | 0.00% | Reduce -3.1% | 7,860 | $265K |
| Anson Capital, Inc. | 0.20% | Add +5.9% | 7,788 | $262K |
| Vance Wealth, LLC | 0.08% | No change | 7,728 | $260K |
| Trilogy Capital Inc. | 0.01% | New | 7,476 | $252K |
| TigerOak Management, L.L.C. | 0.08% | Reduce -29.5% | 7,324 | $247K |
| Ally Invest Advisors Inc. | 0.02% | Add +2.1% | 7,253 | $244K |
| Midland Wealth Advisors, LLC | 0.01% | Reduce -2.0% | 7,099 | $239K |
| Meridian Investment Counsel Inc. | 0.06% | No change | 7,000 | $236K |
| Allworth Financial LP | 0.00% | No change | 6,871 | $231K |
| J.W. Cole Advisors, Inc. | 0.00% | Reduce -1.8% | 6,835 | $230K |
| Capital Investment Counsel, LLC | 0.03% | No change | 6,750 | $227K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 6,485 | $218K |
| Pinnacle Financial Group, LLC / IL | 0.07% | New | 6,431 | $217K |
| Vista Capital Partners, Inc. | 0.02% | New | 6,365 | $214K |
| Wrenne Financial Planning LLC | 0.09% | Reduce -2.4% | 6,346 | $214K |
| Ritter Daniher Financial Advisory LLC / DE | 0.04% | New | 6,319 | $213K |
| Axis Wealth Partners, LLC | 0.12% | Reduce -1.0% | 6,283 | $212K |
| Bristlecone Advisors, LLC | 0.02% | Reduce -67.2% | 6,278 | $211K |
| Lido Advisors, LLC | 0.00% | New | 6,273 | $211K |
| Fiduciary Group, LLC | 0.02% | New | 6,240 | $210K |
| Milestone Asset Management, LLC | 0.04% | New | 6,206 | $209K |
| Madrona Financial Services, LLC | 0.05% | New | 6,192 | $209K |
| Arkadios Wealth Advisors | 0.01% | New | 6,179 | $208K |
| Cape Ann Savings Bank | 0.11% | New | 6,114 | $206K |
| Hilltop Partners LLC | 0.06% | Reduce -44.5% | 6,024 | $203K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -24.3% | 6,016 | $203K |
| Optimum Investment Advisors | 0.08% | No change | 5,670 | $191K |
| Caldwell Trust Co | 0.02% | No change | 5,480 | $185K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -1.6% | 5,471 | $184K |
| MCF Advisors LLC | 0.01% | Add +47.5% | 5,340 | $180K |
| Evolution Wealth Management Inc. | 0.16% | Reduce -7.4% | 4,752 | $160K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -24.2% | 3,997 | $135K |
| AE Wealth Management LLC | 0.00% | No change | 3,873 | $130K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 3,604 | $121K |
| Ameritas Advisory Services, LLC | 0.01% | Add +27.1% | 3,416 | $115K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 3,249 | $109K |
| Colonial Trust Co / SC | 0.01% | No change | 3,242 | $109K |
| Viewpoint Capital Management LLC | 0.04% | No change | 2,856 | $96K |
| DHJJ Financial Advisors, Ltd. | 0.03% | Reduce -10.4% | 2,626 | $88K |
| CoreCap Advisors, LLC | 0.00% | No change | 2,608 | $88K |
| US Bancorp \de | 0.00% | No change | 2,574 | $87K |
| Hazlett, Burt & Watson, Inc. | 0.03% | Add +0.8% | 2,543 | $86K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -0.7% | 2,153 | $73K |
| Webster Bank, N. A. | 0.01% | Reduce -20.5% | 2,070 | $70K |
| Global Retirement Partners, LLC | 0.00% | Reduce -6.2% | 1,967 | $66K |
| Versant Capital Management, Inc | 0.01% | No change | 1,944 | $65K |
| JPL Wealth Management, LLC | 0.01% | New | 1,785 | $60K |
| Heritage Wealth Advisors | 0.00% | No change | 1,769 | $60K |
| Wealthspire Advisors, LLC | 0.00% | New | 1,626 | $55K |
| Evermay Wealth Management LLC | 0.01% | No change | 1,597 | $54K |
| Trust Co. of Vermont | 0.00% | No change | 1,580 | $53K |
| Bank of New Hampshire | 0.01% | No change | 1,540 | $52K |
| Main Street Group, LTD | 0.02% | Add +0.9% | 1,523 | $51K |
| Fairman Group, LLC | 0.04% | No change | 1,518 | $51K |
| ORG Partners LLC | 0.01% | No change | 1,475 | $50K |
| SBI Securities Co., Ltd. | 0.00% | No change | 1,422 | $48K |
| C M Bidwell & Associates Ltd. | 0.02% | No change | 1,278 | $43K |
| Aspect Partners, LLC | 0.02% | Add +0.7% | 1,239 | $42K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 1,210 | $41K |
| Asset Planning,Inc | 0.03% | No change | 1,050 | $35K |
| Blair William & Co. | 0.00% | No change | 1,034 | $35K |
| Kennebec Savings Bank | 0.03% | No change | 1,030 | $35K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 1,000 | $34K |
| Missouri Trust & Investment Co | 0.01% | No change | 975 | $33K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 870 | $29K |
| Tidemark, LLC | 0.01% | No change | 793 | $27K |
| Holos Integrated Wealth LLC | 0.02% | No change | 810 | $26K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 735 | $25K |
| United Community Bank | 0.01% | No change | 662 | $22K |
| Larson Financial Group LLC | 0.00% | Reduce -7.5% | 603 | $20K |
| Asset Dedication, LLC | 0.00% | No change | 561 | $19K |
| Harbor Asset Planning, Inc. | 0.02% | No change | 548 | $18K |
| Creekmur Asset Management LLC | 0.00% | Reduce -27.4% | 541 | $18K |
| AlphaCore Capital LLC | 0.00% | No change | 525 | $18K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.6% | 522 | $18K |
| Bessemer Group Inc. | 0.00% | New | 468 | $16K |
| Sound Income Strategies, LLC | 0.00% | New | 476 | $16K |
| Piscataqua Savings Bank | 0.01% | No change | 258 | $9K |
| Hollencrest Capital Management | 0.00% | No change | 254 | $9K |
| Hemington Wealth Management | 0.00% | No change | 250 | $8K |
| Eukles Asset Management | 0.00% | No change | 234 | $8K |
| Glenmede Investment Management, LP | 0.00% | No change | 210 | $7K |
| Signaturefd, LLC | 0.00% | No change | 200 | $7K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 186 | $6K |
| Dunhill Financial, LLC | 0.00% | New | 158 | $5K |
| Rothschild Investment LLC | 0.00% | Add +0.7% | 151 | $5K |
| Inlight Wealth Management, LLC | 0.00% | No change | 150 | $5K |
| Simplex Trading, LLC | 0.00% | Add +433.3% | 160 | $5K |
| Creative Financial Designs Inc. | 0.00% | No change | 145 | $5K |
| Nalls Sherbakoff Group, LLC | 0.00% | No change | 134 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.8% | 132 | $4K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 107 | $4K |
| REAP Financial Group, LLC | 0.00% | Add +12.0% | 103 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -92.2% | 39 | $3K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 100 | $3K |
| Russell Investments Group, Ltd. | 0.00% | No change | 81 | $3K |
| Abound Wealth Management | 0.00% | New | 61 | $2K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -10.7% | 50 | $2K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 44 | $1K |
| Kozak & Associates, Inc. | 0.00% | New | 41 | $1K |
| IMG Wealth Management, Inc. | 0.00% | Add +3.3% | 31 | $1K |
| Clearstead Trust, LLC | 0.00% | No change | 21 | $707 |
| Brown Brothers Harriman & Co. | 0.00% | No change | 20 | $674 |
| Redmont Wealth Advisors LLC | 0.00% | No change | 17 | $573 |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -89.3% | 12 | $404 |
| BNP Paribas Financial Markets | 0.00% | New | 4 | $135 |
"% of holder's portfolio" is DES's weight in each manager's 13F, not the share of Wisdomtree US Smallcap Divid the manager owns.