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 |
| Oppenheimer & Co. Inc. | 0.02% | Add +9.3% | 34,744 | $1.2M |
| SC&H Financial Advisors, Inc. | 0.18% | Reduce -25.3% | 34,675 | $1.2M |
| Harbor Investment Advisory, LLC | 0.09% | Reduce -1.8% | 34,088 | $1.1M |
| Citadel Advisors | 0.00% | Add +23.3% | 33,356 | $1.1M |
| Wealthcare Capital Partners, LLC | 0.51% | Add +16.6% | 32,365 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +9.2% | 31,796 | $1.1M |
| Principal Securities, Inc. | 0.02% | Reduce -1.9% | 31,642 | $1.1M |
| World Investment Advisors | 0.02% | Add +6.5% | 30,668 | $1.0M |
| Mariner, LLC | 0.00% | Reduce -19.2% | 30,653 | $1.0M |
| HBK Sorce Advisory LLC | 0.02% | Reduce -5.2% | 26,966 | $1.0M |
| WealthShield Partners, LLC | 0.10% | Reduce -0.3% | 28,373 | $949K |
| Paragon Private Wealth Management, LLC | 0.29% | Reduce -1.0% | 28,314 | $947K |
| IFG Advisory, LLC | 0.04% | No change | 28,155 | $942K |
| Cowa, LLC | 0.29% | Add +5.7% | 28,098 | $940K |
| Private Advisor Group, LLC | 0.00% | Add +2.1% | 27,794 | $930K |
| Connecticut Wealth Management, LLC | 0.04% | No change | 27,545 | $921K |
| Advisory Services Network, LLC | 0.01% | Add +9.1% | 26,672 | $892K |
| Spinnaker Trust | 0.05% | No change | 26,411 | $883K |
| Petra Financial Advisors Inc. | 0.52% | Add +0.5% | 26,276 | $879K |
| Montecito Bank & Trust | 0.14% | Reduce -41.7% | 26,050 | $871K |
| Apella Capital, LLC | 0.02% | Reduce -1.8% | 25,742 | $861K |
| Smith, Moore & Co. | 0.06% | Add +0.0% | 25,610 | $857K |
| Bokf, NA | 0.01% | Reduce -6.8% | 25,546 | $855K |
| Natixis Advisors, LLC | 0.00% | Add +7.9% | 24,409 | $816K |
| Kondo Wealth Advisors, Inc. | 0.31% | Reduce -3.9% | 23,894 | $799K |
| Hengehold Capital Management LLC | 0.07% | Reduce -0.7% | 23,817 | $797K |
| BOK Financial Private Wealth, Inc. | 0.05% | Add +14.6% | 23,659 | $791K |
| Pasadena Private Wealth, LLC | 0.11% | Add +0.3% | 23,126 | $774K |
| Clearwater Capital Advisors, LLC | 0.06% | Reduce -0.2% | 23,002 | $769K |
| Mather Group, Llc. | 0.01% | Add +1.9% | 22,305 | $746K |
| Farther Finance Advisors, LLC | 0.01% | Add +9.7% | 22,110 | $740K |
| IHT Wealth Management, LLC | 0.02% | Add +0.3% | 21,494 | $719K |
| Sharper & Granite LLC | 0.25% | No change | 21,460 | $718K |
| Clearstead Advisors, LLC | 0.01% | Add +0.6% | 21,242 | $711K |
| IFP Advisors, Inc | 0.02% | Reduce -6.5% | 20,989 | $702K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -22.6% | 20,736 | $694K |
| NewSquare Capital LLC | 0.06% | Add +11.2% | 20,718 | $693K |
| Brown Advisory Inc. | 0.00% | Add +0.2% | 20,261 | $678K |
| Columbia River Financial Group, LLC | 0.41% | Reduce -0.6% | 20,187 | $675K |
| Aptus Capital Advisors, LLC | 0.01% | Add +3763.6% | 20,168 | $675K |
| Composition Wealth, LLC | 0.01% | Add +11.1% | 19,634 | $657K |
| Comerica Bank | 0.00% | Reduce -11.8% | 19,410 | $649K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -2.9% | 19,359 | $648K |
| Investment Partners Asset Management, Inc. | 0.40% | Add +2.8% | 19,354 | $647K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +1.0% | 18,843 | $630K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -46.0% | 18,466 | $618K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -11.4% | 18,227 | $610K |
| FMR LLC | 0.00% | Add +20.5% | 17,923 | $600K |
| Integrity Alliance, Llc. | 0.02% | Add +0.6% | 17,866 | $598K |
| SouthState Bank Corp | 0.03% | Reduce -0.8% | 17,532 | $586K |
| Rehmann Capital Advisory Group | 0.03% | No change | 17,378 | $581K |
| Insight Advisors, LLC/ PA | 0.09% | Add +1.5% | 17,275 | $578K |
| Seek First Inc. | 0.40% | Reduce -0.0% | 17,149 | $574K |
| Independent Financial Group, LLC | 0.01% | Add +1.8% | 16,884 | $565K |
| Csenge Advisory Group | 0.03% | No change | 16,587 | $555K |
| Pension & Wealth Management Advisors, Inc. | 0.16% | Add +0.1% | 16,219 | $543K |
| Empirical Asset Management, LLC | 0.15% | Reduce -0.2% | 16,115 | $539K |
| Collar Capital Management, LLC | 0.35% | Reduce -3.3% | 15,738 | $526K |
| AQR Capital Management | 0.00% | Add +5.9% | 15,284 | $511K |
| AssuredPartners Investment Advisors, LLC | 0.08% | New | 15,231 | $509K |
| Captrust Financial Advisors | 0.00% | Reduce -25.8% | 15,219 | $509K |
| Uhlmann Price Securities, LLC | 0.30% | Reduce -0.6% | 15,126 | $506K |
| Atria Investments, Inc | 0.01% | Reduce -11.3% | 15,020 | $502K |
| Marino, Stram & Associates LLC | 0.09% | Add +0.2% | 14,951 | $500K |
| United Advisor Group, LLC | 0.06% | Reduce -59.7% | 14,856 | $497K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -0.8% | 13,970 | $497K |
| Founders Financial Securities LLC | 0.03% | Add +25.1% | 14,850 | $497K |
| M Holdings Securities, Inc. | 0.04% | New | 14,746 | $493K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -0.3% | 14,629 | $489K |
| Savant Capital, LLC | 0.00% | Reduce -10.6% | 14,598 | $488K |
| Abundance Wealth Counselors | 0.08% | Reduce -0.1% | 14,552 | $487K |
| Round Rock Advisors LLC | 0.07% | Reduce -1.1% | 14,374 | $481K |
| EP Wealth Advisors, LLC | 0.00% | — | 14,371 | $481K |
| Sigma Planning Corp | 0.01% | Add +0.0% | 14,073 | $471K |
| Arkos Global Advisors | 0.06% | Reduce -1.0% | 13,957 | $467K |
| Equitable Holdings, Inc. | 0.00% | Reduce -0.1% | 13,889 | $465K |
| Cwm, LLC | 0.00% | Reduce -17.7% | 13,597 | $455K |
| Integrated Advisors Network LLC | 0.02% | Reduce -5.6% | 13,450 | $450K |
| Infinity Wealth Counsel, LLC | 0.41% | Add +3.1% | 13,290 | $445K |
| Causey Wealth LLC | 0.20% | Reduce -12.7% | 13,231 | $443K |
| McNamara Financial Services, Inc. | 0.08% | Reduce -6.1% | 13,180 | $441K |
| Focus Financial Network, Inc. | 0.02% | Reduce -2.0% | 13,092 | $438K |
| Arax Advisory Partners | 0.01% | No change | 13,070 | $437K |
| New Hampshire Trust | 0.08% | No change | 12,874 | $431K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -6.3% | 12,402 | $415K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -5.3% | 12,335 | $413K |
| Diversified Enterprises, LLC | 0.02% | Reduce -2.0% | 12,076 | $404K |
| Three Magnolias Financial Advisors, LLC | 0.25% | Reduce -15.5% | 12,039 | $403K |
| JT Stratford LLC | 0.05% | Add +2.9% | 12,017 | $402K |
| Prepared Retirement Institute LLC | 0.20% | Reduce -1.8% | 11,872 | $397K |
| Integral Investment Advisors, Inc. | 0.10% | No change | 11,580 | $387K |
| Hancock Whitney Corp. | 0.01% | Reduce -1.0% | 11,543 | $386K |
| Founders Financial Alliance, LLC | 0.07% | Reduce -6.0% | 11,147 | $373K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -9.3% | 11,085 | $371K |
| LOM Asset Management Ltd | 0.11% | No change | 11,000 | $368K |
| Anson Capital, Inc. | 0.27% | Add +41.2% | 10,998 | $368K |
| BlueStem Wealth Partners, LLC | 0.04% | Add +23.3% | 10,725 | $359K |
| Sterling Investment Counsel, LLC | 0.10% | New | 10,398 | $357K |
| Navis Wealth Advisors, LLC | 0.15% | Add +9.6% | 10,618 | $355K |
| Bank of Montreal | 0.00% | Reduce -3.6% | 10,584 | $354K |
| Verdence Capital Advisors LLC | 0.02% | Add +0.1% | 10,556 | $353K |
| First National Trust Co | 0.01% | No change | 10,520 | $352K |
| Ameritas Advisory Services, LLC | 0.01% | Add +199.7% | 10,238 | $342K |
| Brady Family Wealth, LLC | 0.10% | No change | 10,174 | $340K |
| Vicus Capital | 0.03% | Reduce -18.2% | 10,161 | $340K |
| Robinson Smith Wealth Advisors LLC | 0.23% | Reduce -19.3% | 10,110 | $338K |
| Collaborative Wealth Managment Inc. | 0.12% | Reduce -14.3% | 10,102 | $338K |
| PFG Investments, LLC | 0.02% | Reduce -4.5% | 9,966 | $333K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +0.9% | 9,956 | $333K |
| Cherry Tree Wealth Management, LLC | 0.07% | Reduce -5.3% | 9,829 | $329K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -10.8% | 9,688 | $324K |
| Dakota Wealth Management | 0.01% | No change | 9,593 | $321K |
| Invenio Wealth Partners LLC | 0.12% | No change | 9,394 | $314K |
| Ally Invest Advisors Inc. | 0.02% | Add +29.3% | 9,378 | $314K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +0.2% | 9,213 | $308K |
| Pacific Sun Financial Corp | 0.15% | Reduce -4.2% | 9,070 | $303K |
| VestGen Advisors, LLC | 0.01% | New | 8,964 | $300K |
| New Insight Wealth Advisors | 0.11% | Reduce -3.6% | 8,898 | $298K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | Reduce -5.3% | 8,860 | $296K |
| Trustmark Bank Trust Department | 0.02% | Reduce -8.0% | 8,771 | $293K |
| Park Avenue Securities LLC | 0.00% | Reduce -9.9% | 8,720 | $292K |
| MAI Capital Management | 0.00% | Reduce -0.1% | 8,488 | $284K |
| Plimoth Trust Co. LLC | 0.06% | Reduce -2.9% | 8,340 | $279K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -12.4% | 8,108 | $273K |
| Moller Wealth Partners | 0.06% | No change | 8,105 | $271K |
| Harbour Investments, Inc. | 0.01% | Reduce -11.2% | 7,972 | $267K |
| Lanark Financial, Inc. | 0.02% | Reduce -4.0% | 7,968 | $267K |
| CX Institutional | 0.01% | Reduce -48.9% | 7,904 | $264K |
| Wick Capital Partners, LLC | 0.05% | No change | 7,888 | $264K |
| Berger Financial Group, Inc | 0.02% | No change | 7,874 | $263K |
| Vance Wealth, LLC | 0.08% | No change | 7,728 | $259K |
| Invesco Ltd. | 0.00% | Reduce -4.8% | 7,483 | $250K |
| Trilogy Capital Inc. | 0.01% | No change | 7,476 | $250K |
| Pinnacle Financial Group, LLC / IL | 0.07% | Add +14.0% | 7,333 | $245K |
| TigerOak Management, L.L.C. | 0.07% | No change | 7,324 | $245K |
| Bison Wealth, LLC | 0.03% | New | 7,009 | $244K |
| Midland Wealth Advisors, LLC | 0.01% | No change | 7,099 | $237K |
| Lido Advisors, LLC | 0.00% | Add +11.8% | 7,011 | $236K |
| Meridian Investment Counsel Inc. | 0.06% | No change | 7,000 | $234K |
| Allworth Financial LP | 0.00% | No change | 6,871 | $230K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +19.4% | 8,163 | $226K |
| Arkadios Wealth Advisors | 0.00% | Add +7.3% | 6,628 | $222K |
| Rockingstone Advisors LLC | 0.10% | Reduce -27.6% | 6,565 | $220K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 6,485 | $217K |
| Global Retirement Partners, LLC | 0.00% | Add +226.5% | 6,422 | $215K |
| MCF Advisors LLC | 0.01% | Add +19.0% | 6,353 | $213K |
| Wrenne Financial Planning LLC | 0.09% | No change | 6,346 | $212K |
| Axis Wealth Partners, LLC | 0.12% | Add +0.1% | 6,290 | $210K |
| Fiduciary Group, LLC | 0.02% | No change | 6,240 | $209K |
| Clark Asset Management, LLC | 0.02% | New | 6,183 | $207K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 6,159 | $206K |
| Cape Ann Savings Bank | 0.10% | No change | 6,114 | $205K |
| Madrona Financial Services, LLC | 0.04% | Reduce -1.3% | 6,113 | $204K |
| Hilltop Partners LLC | 0.05% | No change | 6,024 | $202K |
| Caldwell Trust Co | 0.02% | No change | 5,480 | $183K |
| Geneos Wealth Management Inc. | 0.00% | No change | 5,471 | $183K |
| Ritter Daniher Financial Advisory LLC / DE | 0.03% | Reduce -18.2% | 5,170 | $173K |
| Wealth Enhancement Trust Services, Inc. | 0.02% | — | 5,052 | $169K |
| SageView Advisory Group, LLC | 0.00% | New | 4,264 | $143K |
| AE Wealth Management LLC | 0.00% | Reduce -7.4% | 3,587 | $120K |
| Evolution Wealth Management Inc. | 0.09% | Reduce -28.8% | 3,386 | $113K |
| Colonial Trust Co / SC | 0.01% | No change | 3,242 | $109K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 3,249 | $109K |
| Viewpoint Capital Management LLC | 0.04% | No change | 2,856 | $96K |
| CoreCap Advisors, LLC | 0.00% | Add +0.9% | 2,632 | $88K |
| US Bancorp \de | 0.00% | No change | 2,574 | $86K |
| Hazlett, Burt & Watson, Inc. | 0.03% | Add +0.9% | 2,565 | $86K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -29.0% | 2,560 | $86K |
| DHJJ Financial Advisors, Ltd. | 0.03% | Reduce -11.8% | 2,317 | $78K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +1.7% | 2,190 | $73K |
| Webster Bank, N. A. | 0.01% | No change | 2,070 | $69K |
| Versant Capital Management, Inc | 0.01% | No change | 1,944 | $65K |
| Heritage Wealth Advisors | 0.00% | No change | 1,769 | $59K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 1,702 | $57K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 1,649 | $55K |
| Evermay Wealth Management LLC | 0.01% | No change | 1,597 | $53K |
| Trust Co. of Vermont | 0.00% | No change | 1,580 | $53K |
| BlackRock, Inc. | 0.00% | New | 1,567 | $52K |
| Bank of New Hampshire | 0.01% | No change | 1,540 | $52K |
| Fairman Group, LLC | 0.04% | No change | 1,518 | $51K |
| ORG Partners LLC | 0.01% | No change | 1,475 | $49K |
| SBI Securities Co., Ltd. | 0.00% | Add +0.2% | 1,425 | $48K |
| C M Bidwell & Associates Ltd. | 0.02% | No change | 1,278 | $43K |
| Aspect Partners, LLC | 0.02% | Add +0.9% | 1,250 | $42K |
| Medallion Wealth Advisors, LLC | 0.01% | Add +1.0% | 1,222 | $41K |
| Align Financial, LLC | 0.02% | — | 38,913 | $39K |
| Asset Planning,Inc | 0.02% | No change | 1,050 | $35K |
| Blair William & Co. | 0.00% | No change | 1,034 | $35K |
| Kennebec Savings Bank | 0.03% | No change | 1,030 | $34K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 1,000 | $33K |
| Missouri Trust & Investment Co | 0.01% | No change | 975 | $33K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 953 | $32K |
| Sfam, LLC | 0.03% | — | 934 | $31K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 891 | $30K |
| Rossby Financial, LCC | 0.01% | New | 834 | $28K |
| Holos Integrated Wealth LLC | 0.02% | No change | 810 | $27K |
| 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 -5.0% | 573 | $19K |
| Asset Dedication, LLC | 0.00% | No change | 561 | $19K |
| Harbor Asset Planning, Inc. | 0.02% | No change | 548 | $18K |
| AlphaCore Capital LLC | 0.00% | No change | 525 | $18K |
| Sound Income Strategies, LLC | 0.00% | Add +0.8% | 480 | $17K |
| Spire Wealth Management | 0.00% | New | 500 | $17K |
| Bessemer Group Inc. | 0.00% | No change | 468 | $16K |
| Garton & Associates Financial Advisors LLC | 0.01% | — | 468 | $16K |
| North Star Investment Management Corp. | 0.00% | New | 460 | $15K |
| Cornerstone Planning Group LLC | 0.00% | Add +935.9% | 404 | $14K |
| Triumph Capital Management | 0.00% | New | 369 | $12K |
| South Plains Financial, Inc. | 0.01% | New | 339 | $11K |
| IFC & Insurance Marketing, Inc. | 0.01% | — | 300 | $10K |
| Piscataqua Savings Bank | 0.01% | No change | 258 | $9K |
| Hollencrest Capital Management | 0.00% | No change | 254 | $8K |
| Bayban | 0.01% | — | 235 | $8K |
| Eukles Asset Management | 0.00% | No change | 234 | $8K |
| Strive Financial Group ,LLC | 0.00% | — | 220 | $7K |
| Glenmede Trust Co. NA | 0.00% | — | 210 | $7K |
| Signaturefd, LLC | 0.00% | No change | 200 | $7K |
| Russell Investments Group, Ltd. | 0.00% | Add +124.7% | 182 | $6K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 186 | $6K |
| Dunhill Financial, LLC | 0.00% | No change | 158 | $5K |
| Rothschild Investment LLC | 0.00% | Add +0.7% | 152 | $5K |
| Inlight Wealth Management, LLC | 0.00% | No change | 150 | $5K |
| Creative Financial Designs Inc. | 0.00% | No change | 145 | $5K |
| Nalls Sherbakoff Group, LLC | 0.00% | No change | 134 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | Add +1.5% | 134 | $4K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 107 | $4K |
| McGuire Capital Advisors Inc. | 0.00% | — | 105 | $4K |
| REAP Financial Group, LLC | 0.00% | No change | 103 | $3K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 100 | $3K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -97.7% | 93 | $3K |
| Smartleaf Asset Management LLC | 0.00% | Add +2.0% | 51 | $2K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 44 | $1K |
| Kozak & Associates, Inc. | 0.00% | No change | 41 | $1K |
| IMG Wealth Management, Inc. | 0.00% | No change | 31 | $1K |
| Clearstead Trust, LLC | 0.00% | No change | 21 | $702 |
| Brown Brothers Harriman & Co. | 0.00% | No change | 20 | $669 |
| Redmont Wealth Advisors LLC | 0.00% | No change | 17 | $569 |
| Exchange Traded Concepts, LLC | 0.00% | No change | 12 | $401 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 11 | $368 |
| Simplex Trading, LLC | 0.00% | Reduce -99.4% | 1 | $33 |
"% of holder's portfolio" is DES's weight in each manager's 13F, not the share of Wisdomtree US Smallcap Divid the manager owns.