Wisdomtree US Smallcap DividDESETF
13F holders, Q1 2026 (March 31)352holders +11
27new positions
15sold out
2famous investors
$35.95avg. 13F price*
At the end of Q1 2026, 352 institutions reported holding Wisdomtree US Smallcap Divid (DES) in their 13F filings, up 11 from Q4 2025. 27 opened new positions and 15 sold out. The largest holders were Morgan Stanley ($99.3M), Bank of America Corp. ($88.3M) and LPL Financial LLC ($51.2M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $13.1M |
| Exits | 15 | $1.5M |
All 13F filers, Q4 2025 → Q1 2026: 1,120,766 shares bought and 830,911 shares sold, net +289,855 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 352 holders
| Morgan Stanley | 0.01% | Add +2.3% | 2,763,378 | $99.3M |
| Bank of America Corp. | 0.01% | Add +0.7% | 2,457,823 | $88.3M |
| LPL Financial LLC | 0.01% | Reduce -5.4% | 1,425,551 | $51.2M |
| UBS Group AG | 0.01% | Reduce -6.8% | 1,387,244 | $49.9M |
| Creative Planning | 0.03% | Reduce -1.1% | 1,347,290 | $48.4M |
| M&T Bank Corp | 0.12% | Reduce -1.5% | 1,041,447 | $37.4M |
| Mercer Global Advisors Inc. | 0.05% | Reduce -7.1% | 850,320 | $30.6M |
| Wells Fargo & Company | 0.01% | Add +11.3% | 811,485 | $29.2M |
| Jones Financial Companies LLLP | 0.01% | Add +11.9% | 762,074 | $27.0M |
| Raymond James Financial Inc. | 0.01% | Reduce -3.6% | 747,670 | $26.9M |
| Keybank National Association | 0.09% | Add +0.9% | 717,664 | $25.8M |
| Royal Bank of Canada | 0.00% | Reduce -10.8% | 681,578 | $24.5M |
| Ameriprise Financial Inc. | 0.00% | Add +2.3% | 417,602 | $15.0M |
| Valmark Advisers, Inc. | 0.15% | Add +4.7% | 348,798 | $12.5M |
| Destination Wealth Management | 0.31% | Reduce -0.8% | 329,246 | $11.8M |
| Cetera Investment Advisers | 0.01% | Add +0.4% | 320,538 | $11.5M |
| Allen Investment Management, LLC | 0.13% | No change | 293,475 | $10.5M |
| Kestra Advisory Services, LLC | 0.04% | Add +16.6% | 274,010 | $9.8M |
| Bank of New York Mellon Corp | 0.00% | Add +19.6% | 251,341 | $9.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.0% | 240,297 | $8.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.2% | 239,203 | $8.6M |
| Curi Capital, LLC | 0.14% | Add +3.4% | 222,167 | $8.0M |
| Assetmark, Inc. | 0.02% | Reduce -2.2% | 217,761 | $7.8M |
| BIP Wealth, LLC | 0.31% | Reduce -6.0% | 213,769 | $7.7M |
| Del-Sette Capital Management, LLC | 4.56% | Add +12.1% | 212,232 | $7.6M |
| HC Advisors, LLC | 4.97% | Add +0.8% | 206,534 | $7.4M |
| One Wealth Map LLC | 3.46% | Reduce -2.4% | 183,610 | $7.1M |
| Osaic Holdings, Inc. | 0.01% | Add +2.1% | 176,855 | $6.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.5% | 175,720 | $6.2M |
| Melone Private Wealth, LLC | 2.53% | Add +7.8% | 172,167 | $6.2M |
| Lee, Kelleher & Klein Wealth Management | 3.48% | Add +5.8% | 162,739 | $5.8M |
| Cascade Financial Partners, LLC | 0.59% | Reduce -1.1% | 159,821 | $5.7M |
| Key Financial Inc | 1.02% | Reduce -1.9% | 158,701 | $5.7M |
| Prosperity Consulting Group, LLC | 0.24% | Reduce -7.2% | 152,818 | $5.5M |
| Baird Financial Group, Inc. | 0.01% | Add +0.1% | 149,262 | $5.4M |
| Stifel Financial Corp. | 0.00% | Add +7.4% | 146,727 | $5.3M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.5% | 145,334 | $5.2M |
| Stonebridge Wealth Management, LLC | 4.86% | Reduce -4.1% | 140,617 | $5.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.08% | Add +2.7% | 132,137 | $4.7M |
| Two Sigma Investments, LP | 0.00% | New | 130,300 | $4.7M |
| Three Bearings Fiduciary Advisors, Inc. | 4.47% | Add +0.5% | 128,603 | $4.6M |
| Parcion Private Wealth LLC | 0.29% | No change | 128,500 | $4.6M |
| Croban | 2.15% | Add +4.1% | 126,974 | $4.6M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -2.3% | 124,839 | $4.5M |
| Frazier Financial Advisors, LLC | 2.36% | Add +0.2% | 118,711 | $4.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -19.7% | 114,540 | $4.2M |
| Wealthcare Advisory Partners LLC | 0.07% | Reduce -2.7% | 100,160 | $3.6M |
| AdvisorNet Financial, Inc | 0.18% | Add +16.4% | 95,624 | $3.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +22.6% | 92,361 | $3.3M |
| Evanson Asset Management, LLC | 0.17% | Reduce -7.6% | 90,554 | $3.3M |
| Waverly Advisors, LLC | 0.02% | Add +0.2% | 89,290 | $3.2M |
| Signature Estate & Investment Advisors LLC | 0.06% | Reduce -12.7% | 80,810 | $2.9M |
| Focus Partners Wealth | 0.00% | Reduce -0.7% | 80,464 | $2.9M |
| Thrivent Financial for Lutherans | 0.01% | Add +2.6% | 79,726 | $2.9M |
| Farmers National Bank | 0.62% | Add +5.3% | 78,628 | $2.8M |
| VAUGHAN & Co SECURITIES, INC. | 1.47% | No change | 78,492 | $2.8M |
| HighTower Advisors, LLC | 0.00% | Reduce -16.9% | 78,059 | $2.8M |
| Merit Financial Group, LLC | 0.02% | Add +29.1% | 77,634 | $2.8M |
| Truist Financial Corp. | 0.00% | Reduce -7.4% | 75,646 | $2.7M |
| Vestor Capital, LLC | 0.20% | New | 75,321 | $2.7M |
| Dickmeyer Boyce Financial Management, Inc. | 1.57% | — | 74,016 | $2.7M |
| Total Clarity Wealth Management, Inc. | 0.60% | Add +104.4% | 71,231 | $2.6M |
| Cerity Partners LLC | 0.00% | Reduce -24.6% | 70,613 | $2.5M |
| Corient Private Wealth LP | 0.00% | Reduce -0.5% | 70,141 | $2.5M |
| Stock Yards Bank & Trust Co. | 0.08% | Add +1.8% | 69,212 | $2.5M |
| Marathon Strategic Advisors, LLC | 1.76% | Add +2.5% | 68,287 | $2.5M |
| Capital Analysts, LLC | 0.06% | Add +0.0% | 66,189 | $2.4M |
| Beacon Financial Group | 0.23% | Reduce -3.5% | 64,234 | $2.3M |
| &partners | 0.01% | Reduce -0.8% | 63,551 | $2.3M |
| Founders Grove Wealth Partners, LLC | 0.49% | Reduce -4.3% | 60,029 | $2.2M |
| TopTier Wealth Management, LLC | 1.30% | Reduce -3.7% | 59,059 | $2.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +33.0% | 59,029 | $2.1M |
| Cahill Financial Advisors Inc. | 0.23% | Add +0.1% | 58,067 | $2.1M |
| Aspen Investment Management Inc | 0.64% | Reduce -0.3% | 57,776 | $2.1M |
| 180 Wealth Advisors, LLC | 0.23% | Reduce -1.8% | 57,080 | $2.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.8% | 56,715 | $2.0M |
| Glen Eagle Advisors, LLC | 0.28% | Reduce -3.5% | 56,532 | $2.0M |
| Midwest Trust Co | 0.03% | Reduce -2.2% | 56,261 | $2.0M |
| Modera Wealth Management, LLC | 0.02% | Add +2.1% | 55,901 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +4.1% | 53,943 | $1.9M |
| Financial Advisory Partners, LLC | 0.54% | Add +7.2% | 53,193 | $1.9M |
| Salomon & Ludwin, LLC | 0.17% | Reduce -2.2% | 52,401 | $1.9M |
| FFG Retirement Advisors LLC | 1.09% | Add +4.9% | 52,157 | $1.9M |
| Investment Research Partners LLC | 0.74% | Add +0.6% | 50,916 | $1.8M |
| JNBA Financial Advisors | 0.15% | Reduce -3.9% | 50,701 | $1.8M |
| NBT Bank, N.A. | 0.12% | Add +116.2% | 50,116 | $1.8M |
| Ascent Group, LLC | 0.06% | Reduce -5.5% | 49,877 | $1.8M |
| Powers Advisory Group, LLC | 0.62% | Reduce -0.4% | 48,861 | $1.8M |
| MML Investors Services, LLC | 0.00% | Reduce -16.9% | 47,000 | $1.7M |
| Arkadios Wealth Advisors | 0.03% | Add +552.2% | 43,230 | $1.6M |
| Old North State Wealth Management, LLC | 0.69% | Add +0.3% | 41,321 | $1.5M |
| Invested Advisors | 1.50% | Add +0.7% | 41,300 | $1.5M |
| Wesbanco Bank Inc. | 0.04% | Reduce -0.2% | 40,819 | $1.5M |
| F&V Capital Management, LLC | 0.31% | Add +4.8% | 40,245 | $1.4M |
| World Investment Advisors | 0.02% | Add +30.3% | 39,959 | $1.4M |
| Platform Technology Partners | 0.28% | No change | 39,781 | $1.4M |
| Inspirion Wealth Advisors, LLC | 0.17% | Reduce -1.1% | 38,398 | $1.4M |
| Arax Advisory Partners | 0.04% | Add +180.4% | 36,645 | $1.3M |
| Wealthcare Capital Partners, LLC | 0.62% | Add +13.1% | 36,600 | $1.3M |
| IAG Wealth Partners, LLC | 0.14% | Reduce -9.3% | 36,088 | $1.3M |
"% of holder's portfolio" is DES's weight in each manager's 13F, not the share of Wisdomtree US Smallcap Divid the manager owns.