Wisdomtree US Smallcap DividDESETF
13F holders, Q4 2025 (December 31)341holders +16
24new positions
15sold out
2famous investors
$33.48avg. 13F price*
At the end of Q4 2025, 341 institutions reported holding Wisdomtree US Smallcap Divid (DES) in their 13F filings, up 16 from Q3 2025. 24 opened new positions and 15 sold out. The largest holders were Morgan Stanley ($90.3M), Bank of America Corp. ($81.6M) and LPL Financial LLC ($50.4M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $19.6M |
| Exits | 15 | $9.1M |
All 13F filers, Q3 2025 → Q4 2025: 1,243,257 shares bought and 1,757,589 shares sold, net −514,332 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 341 holders
| Morgan Stanley | 0.01% | Add +2.7% | 2,701,031 | $90.3M |
| Bank of America Corp. | 0.01% | Add +0.8% | 2,440,406 | $81.6M |
| LPL Financial LLC | 0.01% | Reduce -6.6% | 1,506,212 | $50.4M |
| UBS Group AG | 0.01% | Reduce -8.7% | 1,488,438 | $49.8M |
| Creative Planning | 0.03% | Reduce -3.0% | 1,362,614 | $45.6M |
| M&T Bank Corp | 0.11% | Reduce -2.6% | 1,057,047 | $35.4M |
| Mercer Global Advisors Inc. | 0.05% | Add +8.3% | 915,516 | $30.6M |
| Raymond James Financial Inc. | 0.01% | Reduce -6.5% | 775,701 | $25.9M |
| Royal Bank of Canada | 0.00% | Reduce -1.7% | 763,962 | $25.6M |
| Wells Fargo & Company | 0.00% | Add +22.2% | 729,432 | $24.4M |
| Keybank National Association | 0.09% | Add +0.5% | 711,178 | $23.8M |
| Jones Financial Companies LLLP | 0.01% | Add +10.7% | 681,131 | $22.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -19.0% | 408,221 | $13.7M |
| Valmark Advisers, Inc. | 0.14% | Add +1.3% | 333,141 | $11.1M |
| Destination Wealth Management | 0.29% | Add +0.3% | 331,812 | $11.1M |
| Cetera Investment Advisers | 0.01% | Reduce -0.2% | 319,248 | $10.7M |
| Allen Investment Management, LLC | 0.11% | New | 293,475 | $9.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -26.5% | 245,104 | $8.2M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -48.1% | 235,073 | $7.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -9.2% | 234,098 | $7.8M |
| BIP Wealth, LLC | 0.27% | Reduce -2.8% | 227,281 | $7.6M |
| Assetmark, Inc. | 0.02% | Add +2.5% | 222,621 | $7.4M |
| Curi Capital, LLC | 0.12% | Add +0.5% | 214,927 | $7.2M |
| Bank of New York Mellon Corp | 0.00% | Add +18.5% | 210,105 | $7.0M |
| HC Advisors, LLC | 4.74% | Add +0.8% | 204,939 | $6.9M |
| One Wealth Map LLC | 3.47% | Add +8.3% | 188,048 | $6.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.1% | 194,217 | $6.5M |
| Del-Sette Capital Management, LLC | 3.91% | Add +5.9% | 189,302 | $6.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -16.7% | 173,163 | $5.8M |
| Prosperity Consulting Group, LLC | 0.25% | Reduce -8.1% | 164,684 | $5.5M |
| Key Financial Inc | 0.99% | Reduce -0.6% | 161,793 | $5.4M |
| Cascade Financial Partners, LLC | 0.55% | Reduce -2.1% | 161,532 | $5.4M |
| Melone Private Wealth, LLC | 2.27% | Add +0.6% | 159,710 | $5.3M |
| Lee, Kelleher & Klein Wealth Management | 3.07% | Add +2.6% | 153,825 | $5.1M |
| Baird Financial Group, Inc. | 0.01% | Add +2.5% | 149,147 | $5.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -1.1% | 142,680 | $4.9M |
| Stonebridge Wealth Management, LLC | 4.68% | Reduce -36.0% | 146,631 | $4.9M |
| Rockefeller Capital Management L.P. | 0.01% | Add +1.5% | 144,617 | $4.8M |
| Three Bearings Fiduciary Advisors, Inc. | 4.28% | — | 127,999 | $4.6M |
| Stifel Financial Corp. | 0.00% | Reduce -6.5% | 136,669 | $4.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.08% | Add +2.2% | 128,692 | $4.3M |
| Parcion Private Wealth LLC | 0.26% | Reduce -0.7% | 128,500 | $4.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -11.1% | 127,807 | $4.3M |
| Croban | 1.97% | Add +2.8% | 121,964 | $4.1M |
| Frazier Financial Advisors, LLC | 2.35% | Reduce -1.0% | 118,482 | $4.0M |
| Wealthcare Advisory Partners LLC | 0.07% | Reduce -1.4% | 102,948 | $3.4M |
| Evanson Asset Management, LLC | 0.18% | Add +0.3% | 98,046 | $3.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -8.2% | 93,939 | $3.1M |
| Cerity Partners LLC | 0.00% | Add +50.8% | 93,605 | $3.1M |
| Signature Estate & Investment Advisors LLC | 0.06% | Reduce -4.3% | 92,580 | $3.1M |
| Waverly Advisors, LLC | 0.02% | Reduce -6.1% | 89,075 | $3.0M |
| AdvisorNet Financial, Inc | 0.15% | Add +8.0% | 82,183 | $2.7M |
| Truist Financial Corp. | 0.00% | Reduce -1.8% | 81,723 | $2.7M |
| Focus Partners Wealth | 0.00% | Add +7.0% | 81,021 | $2.7M |
| VAUGHAN & Co SECURITIES, INC. | 1.36% | Add +0.4% | 78,492 | $2.6M |
| Thrivent Financial for Lutherans | 0.00% | New | 77,689 | $2.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -18.2% | 75,318 | $2.5M |
| Farmers National Bank | 0.56% | Reduce -0.8% | 74,707 | $2.5M |
| Corient Private Wealth LP | 0.00% | Reduce -80.2% | 70,471 | $2.4M |
| Stock Yards Bank & Trust Co. | 0.07% | Add +7.4% | 67,988 | $2.3M |
| Marathon Strategic Advisors, LLC | 1.70% | Add +2.4% | 66,599 | $2.2M |
| Beacon Financial Group | 0.22% | Reduce -2.4% | 66,584 | $2.2M |
| Capital Analysts, LLC | 0.06% | Add +3.8% | 66,177 | $2.2M |
| &partners | 0.01% | Reduce -0.6% | 64,074 | $2.1M |
| Founders Grove Wealth Partners, LLC | 0.47% | No change | 62,748 | $2.1M |
| TopTier Wealth Management, LLC | 1.39% | — | 61,340 | $2.1M |
| Merit Financial Group, LLC | 0.02% | New | 60,135 | $2.0M |
| Glen Eagle Advisors, LLC | 0.27% | Reduce -1.4% | 58,589 | $2.0M |
| 180 Wealth Advisors, LLC | 0.22% | Reduce -0.5% | 58,099 | $1.9M |
| Cahill Financial Advisors Inc. | 0.21% | Add +5.6% | 57,995 | $1.9M |
| Aspen Investment Management Inc | 0.58% | Reduce -0.7% | 57,925 | $1.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.4% | 57,734 | $1.9M |
| Midwest Trust Co | 0.02% | Add +1.5% | 57,520 | $1.9M |
| MML Investors Services, LLC | 0.00% | Add +6.1% | 56,583 | $1.9M |
| Modera Wealth Management, LLC | 0.02% | Add +0.0% | 54,737 | $1.8M |
| Salomon & Ludwin, LLC | 0.16% | Reduce -1.0% | 53,578 | $1.8M |
| JNBA Financial Advisors | 0.15% | Reduce -2.5% | 52,778 | $1.8M |
| Ascent Group, LLC | 0.06% | Reduce -3.0% | 52,754 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +6.3% | 51,824 | $1.7M |
| Investment Research Partners LLC | 0.73% | Reduce -1.2% | 50,600 | $1.7M |
| FFG Retirement Advisors LLC | 1.03% | Reduce -0.3% | 49,719 | $1.7M |
| Financial Advisory Partners, LLC | 0.47% | Add +1.2% | 49,605 | $1.7M |
| Powers Advisory Group, LLC | 0.62% | Add +0.1% | 49,056 | $1.6M |
| NBT Bank, N.A. | 0.11% | Add +5.5% | 23,183 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +118.9% | 44,855 | $1.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +76.0% | 44,399 | $1.5M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -6.6% | 43,325 | $1.4M |
| Old North State Wealth Management, LLC | 0.65% | Add +0.6% | 41,207 | $1.4M |
| Invested Advisors | 1.42% | Add +13.8% | 41,008 | $1.4M |
| Wesbanco Bank Inc. | 0.04% | Add +7.4% | 40,913 | $1.4M |
| Platform Technology Partners | 0.28% | No change | 39,781 | $1.3M |
| IAG Wealth Partners, LLC | 0.15% | Reduce -0.8% | 39,777 | $1.3M |
| Inspirion Wealth Advisors, LLC | 0.16% | Reduce -12.2% | 38,805 | $1.3M |
| F&V Capital Management, LLC | 0.27% | Add +9.6% | 38,395 | $1.3M |
| NewEdge Advisors, LLC | 0.00% | Add +3.7% | 38,328 | $1.3M |
| Waterfront Wealth Inc. | 0.23% | Reduce -0.5% | 34,180 | $1.2M |
| Halbert Hargrove Global Advisors, LLC | 0.06% | No change | 36,235 | $1.2M |
| Moneta Group Investment Advisors LLC | 0.01% | New | 35,799 | $1.2M |
| Independence Bank of Kentucky | 0.15% | Reduce -3.8% | 35,776 | $1.2M |
| Total Clarity Wealth Management, Inc. | 0.28% | New | 34,846 | $1.2M |
"% of holder's portfolio" is DES's weight in each manager's 13F, not the share of Wisdomtree US Smallcap Divid the manager owns.