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 |
| Mariner, LLC | 0.00% | Add +16.9% | 35,842 | $1.3M |
| Independence Bank of Kentucky | 0.16% | Reduce -0.3% | 35,651 | $1.3M |
| Halbert Hargrove Global Advisors, LLC | 0.06% | Reduce -3.1% | 35,099 | $1.3M |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -2.0% | 35,081 | $1.3M |
| Paragon Private Wealth Management, LLC | 0.39% | Add +23.0% | 34,821 | $1.3M |
| SC&H Financial Advisors, Inc. | 0.19% | Reduce -1.4% | 34,199 | $1.2M |
| NewEdge Advisors, LLC | 0.00% | Reduce -10.9% | 34,134 | $1.2M |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -2.3% | 33,961 | $1.2M |
| Waterfront Wealth Inc. | 0.22% | Reduce -1.1% | 33,791 | $1.2M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -23.4% | 33,186 | $1.2M |
| Citadel Advisors | 0.00% | Reduce -0.9% | 33,052 | $1.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +1.8% | 32,352 | $1.2M |
| Principal Securities, Inc. | 0.02% | Reduce -0.9% | 31,348 | $1.1M |
| Advisory Services Network, LLC | 0.01% | Add +16.7% | 31,121 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -34.9% | 29,191 | $1.0M |
| Natixis Advisors, LLC | 0.00% | Add +16.3% | 28,398 | $1.0M |
| Apella Capital, LLC | 0.02% | Add +2.8% | 26,457 | $1.0M |
| WealthShield Partners, LLC | 0.11% | Reduce -1.0% | 28,099 | $1.0M |
| Connecticut Wealth Management, LLC | 0.04% | No change | 27,545 | $990K |
| Cowa, LLC | 0.28% | Reduce -3.1% | 27,220 | $978K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -6.3% | 25,264 | $977K |
| Pasadena Private Wealth, LLC | 0.13% | Add +16.4% | 26,925 | $968K |
| Harbor Investment Advisory, LLC | 0.08% | Reduce -21.3% | 26,822 | $964K |
| Spinnaker Trust | 0.05% | No change | 26,411 | $949K |
| Private Advisor Group, LLC | 0.00% | Reduce -5.2% | 26,363 | $947K |
| Petra Financial Advisors Inc. | 0.59% | Add +0.2% | 26,318 | $946K |
| Hengehold Capital Management LLC | 0.08% | Add +8.0% | 25,722 | $924K |
| Bokf, NA | 0.01% | Reduce -0.3% | 25,460 | $915K |
| Farther Finance Advisors, LLC | 0.01% | Add +11.4% | 24,632 | $889K |
| BOK Financial Private Wealth, Inc. | 0.05% | No change | 23,659 | $850K |
| Integrated Wealth Concepts LLC | 0.01% | New | 23,411 | $841K |
| Clearwater Capital Advisors, LLC | 0.07% | Reduce -0.2% | 22,957 | $825K |
| Smith, Moore & Co. | 0.06% | Reduce -10.7% | 22,868 | $822K |
| Kondo Wealth Advisors, Inc. | 0.31% | Reduce -5.1% | 22,674 | $815K |
| Fifth Third Bancorp | 0.00% | New | 22,116 | $795K |
| Columbia River Financial Group, LLC | 0.46% | Add +9.3% | 22,067 | $793K |
| NewSquare Capital LLC | 0.07% | Add +4.4% | 21,629 | $777K |
| IFP Advisors, Inc | 0.02% | Add +1.5% | 21,302 | $766K |
| Composition Wealth, LLC | 0.01% | Add +8.5% | 21,299 | $765K |
| Orion Porfolio Solutions, LLC | 0.01% | No change | 20,736 | $745K |
| AQR Capital Management | 0.00% | Add +34.4% | 20,540 | $738K |
| Mather Group, Llc. | 0.01% | Reduce -8.0% | 20,520 | $737K |
| Brown Advisory Inc. | 0.00% | Add +0.1% | 20,272 | $729K |
| Aptus Capital Advisors, LLC | 0.01% | Add +0.1% | 20,185 | $725K |
| IHT Wealth Management, LLC | 0.02% | Reduce -7.7% | 19,841 | $713K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +7.2% | 19,788 | $711K |
| Investment Partners Asset Management, Inc. | 0.43% | Add +1.1% | 19,571 | $703K |
| Clearstead Advisors, LLC | 0.01% | Reduce -8.8% | 19,362 | $696K |
| FMR LLC | 0.00% | Add +7.7% | 19,295 | $693K |
| Integrity Alliance, Llc. | 0.02% | Reduce -0.6% | 17,762 | $638K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -6.3% | 17,648 | $634K |
| Pension & Wealth Management Advisors, Inc. | 0.19% | Add +8.8% | 17,638 | $634K |
| Rehmann Capital Advisory Group | 0.03% | No change | 17,378 | $625K |
| Seek First Inc. | 0.44% | Add +0.3% | 17,196 | $618K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -5.9% | 17,148 | $616K |
| Insight Advisors, LLC/ PA | 0.12% | Reduce -0.8% | 17,129 | $616K |
| Independent Financial Group, LLC | 0.01% | Reduce -1.6% | 16,613 | $597K |
| Csenge Advisory Group | 0.03% | No change | 16,587 | $596K |
| Empirical Asset Management, LLC | 0.15% | Add +0.6% | 16,216 | $583K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -17.9% | 15,893 | $571K |
| Sunbelt Securities, Inc. | 0.04% | Add +7.8% | 15,776 | $567K |
| Lanark Financial, Inc. | 0.04% | Add +97.2% | 15,715 | $565K |
| Trustmark Bank Trust Department | 0.04% | Add +78.4% | 15,647 | $562K |
| AssuredPartners Investment Advisors, LLC | 0.06% | Reduce -0.8% | 15,102 | $550K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | New | 15,295 | $550K |
| Uhlmann Price Securities, LLC | 0.04% | Add +0.2% | 15,161 | $545K |
| M Holdings Securities, Inc. | 0.04% | Add +2.0% | 15,049 | $542K |
| Captrust Financial Advisors | 0.00% | Reduce -1.6% | 14,973 | $538K |
| Marino, Stram & Associates LLC | 0.10% | Add +0.0% | 14,957 | $538K |
| United Advisor Group, LLC | 0.07% | Reduce -1.3% | 14,668 | $527K |
| Savant Capital, LLC | 0.00% | Add +0.1% | 14,605 | $525K |
| Abundance Wealth Counselors | 0.07% | Reduce -0.5% | 14,483 | $521K |
| Infinity Wealth Counsel, LLC | 0.48% | Add +8.3% | 14,390 | $517K |
| Equitable Holdings, Inc. | 0.00% | Add +9.5% | 15,213 | $515K |
| Sigma Planning Corp | 0.01% | Add +0.5% | 14,140 | $508K |
| Round Rock Advisors LLC | 0.08% | Reduce -3.0% | 13,949 | $501K |
| Arkos Global Advisors | 0.06% | Reduce -0.1% | 13,947 | $501K |
| Avail Investment Partners, LLC | 0.53% | — | 13,896 | $499K |
| Integrated Advisors Network LLC | 0.03% | No change | 13,450 | $483K |
| Kavar Capital Partners Group, LLC | 0.06% | New | 13,249 | $476K |
| Focus Financial Network, Inc. | 0.02% | Add +0.4% | 13,142 | $472K |
| McNamara Financial Services, Inc. | 0.09% | Reduce -0.5% | 13,117 | $471K |
| Sanctuary Advisors, LLC | 0.00% | Add +5.7% | 13,113 | $471K |
| New Hampshire Trust | 0.09% | No change | 12,874 | $463K |
| Sharper & Granite LLC | 0.16% | Reduce -40.1% | 12,860 | $462K |
| Montecito Bank & Trust | 0.08% | Reduce -50.9% | 12,785 | $459K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -11.5% | 12,719 | $457K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -14.4% | 11,954 | $457K |
| Hancock Whitney Corp. | 0.01% | Add +0.5% | 11,599 | $448K |
| Founders Financial Securities LLC | 0.03% | Reduce -20.6% | 11,792 | $444K |
| BlueStem Wealth Partners, LLC | 0.05% | Add +15.0% | 12,337 | $443K |
| Diversified Enterprises, LLC | 0.02% | Reduce -0.1% | 12,063 | $434K |
| Cwm, LLC | 0.00% | Reduce -11.3% | 12,059 | $433K |
| BlackRock, Inc. | 0.00% | Add +667.5% | 12,027 | $432K |
| Navis Wealth Advisors, LLC | 0.22% | Add +12.2% | 11,917 | $428K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +596.4% | 11,852 | $426K |
| JT Stratford LLC | 0.05% | Reduce -2.9% | 11,670 | $419K |
| Integral Investment Advisors, Inc. | 0.10% | No change | 11,580 | $416K |
| United Capital Financial Advisors, LLC | 0.00% | Add +4.5% | 11,584 | $416K |
| Anson Capital, Inc. | 0.28% | Add +2.9% | 11,318 | $407K |
| Atria Investments, Inc | 0.00% | Reduce -24.7% | 11,309 | $406K |
| Collar Capital Management, LLC | 0.26% | Reduce -28.9% | 11,193 | $402K |
| Founders Financial Alliance, LLC | 0.07% | No change | 11,147 | $401K |
| LOM Asset Management Ltd | 0.11% | No change | 11,000 | $395K |
| Prepared Retirement Institute LLC | 0.19% | Reduce -8.1% | 10,911 | $392K |
| Triton Financial Group Inc | 0.67% | New | 11,066 | $384K |
| First National Trust Co | 0.01% | No change | 10,520 | $378K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -17.5% | 10,181 | $366K |
| Brady Family Wealth, LLC | 0.11% | No change | 10,174 | $366K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -0.8% | 10,159 | $365K |
| Phillip James Consulting Co. | 0.27% | New | 10,069 | $361K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +0.3% | 9,984 | $359K |
| Collaborative Wealth Managment Inc. | 0.16% | Reduce -2.1% | 9,886 | $355K |
| Cherry Tree Wealth Management, LLC | 0.07% | No change | 9,829 | $353K |
| Ally Invest Advisors Inc. | 0.02% | Add +4.1% | 9,761 | $351K |
| Bank of Montreal | 0.00% | Reduce -8.2% | 9,719 | $349K |
| VestGen Advisors, LLC | 0.01% | Add +1.5% | 9,099 | $347K |
| Harbour Investments, Inc. | 0.01% | Add +20.4% | 9,597 | $345K |
| Three Magnolias Financial Advisors, LLC | 0.20% | Reduce -25.6% | 8,957 | $322K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -7.8% | 8,937 | $321K |
| Pacific Sun Financial Corp | 0.16% | Reduce -1.6% | 8,920 | $321K |
| Robinson Smith Wealth Advisors LLC | 0.22% | Reduce -12.4% | 8,855 | $318K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -4.7% | 8,777 | $315K |
| New Insight Wealth Advisors | 0.11% | Reduce -1.6% | 8,758 | $315K |
| Dakota Wealth Management | 0.01% | Reduce -9.8% | 8,655 | $311K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +5.6% | 8,621 | $310K |
| Verdence Capital Advisors LLC | 0.02% | Reduce -18.4% | 8,618 | $310K |
| MAI Capital Management | 0.00% | No change | 8,488 | $305K |
| Sterling Investment Counsel, LLC | 0.08% | Reduce -18.9% | 8,434 | $303K |
| Vicus Capital | 0.02% | Reduce -17.3% | 8,400 | $302K |
| PFG Investments, LLC | 0.01% | Reduce -16.0% | 8,373 | $301K |
| Pinnacle Financial Group, LLC / IL | 0.08% | Add +12.7% | 8,263 | $297K |
| TigerOak Management, L.L.C. | 0.09% | Add +12.3% | 8,224 | $296K |
| Moller Wealth Partners | 0.06% | No change | 8,105 | $291K |
| Plimoth Trust Co. LLC | 0.06% | Reduce -4.3% | 7,980 | $287K |
| Wick Capital Partners, LLC | 0.05% | No change | 7,888 | $283K |
| Berger Financial Group, Inc | 0.02% | No change | 7,874 | $283K |
| Vance Wealth, LLC | 0.08% | No change | 7,728 | $278K |
| Invesco Ltd. | 0.00% | Add +3.1% | 7,714 | $277K |
| Flow Traders U.S. LLC | 0.01% | New | 7,701 | $277K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -5.5% | 7,658 | $275K |
| Park Avenue Securities LLC | 0.00% | Reduce -12.3% | 7,647 | $275K |
| Trilogy Capital Inc. | 0.01% | No change | 7,476 | $269K |
| Bison Wealth, LLC | 0.03% | Add +0.0% | 7,012 | $266K |
| CX Institutional | 0.01% | Reduce -8.0% | 7,269 | $261K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | Reduce -18.3% | 7,236 | $260K |
| Invenio Wealth Partners LLC | 0.10% | Reduce -23.0% | 7,234 | $260K |
| Kovack Advisors, Inc. | 0.01% | New | 7,104 | $256K |
| Midland Wealth Advisors, LLC | 0.01% | No change | 7,099 | $255K |
| Meridian Investment Counsel Inc. | 0.06% | No change | 7,000 | $252K |
| Cape Ann Savings Bank | 0.12% | Add +9.9% | 6,721 | $242K |
| Rockingstone Advisors LLC | 0.11% | No change | 6,565 | $236K |
| Causey Wealth LLC | 0.10% | Reduce -50.4% | 6,562 | $236K |
| CIBC Bancorp USA Inc. | 0.00% | — | 6,485 | $233K |
| MCF Advisors LLC | 0.01% | Add +1.2% | 6,430 | $231K |
| Axis Wealth Partners, LLC | 0.12% | Add +1.0% | 6,355 | $228K |
| Wrenne Financial Planning LLC | 0.09% | Add +0.0% | 6,347 | $228K |
| Wealthspire Advisors, LLC | 0.00% | New | 6,338 | $228K |
| Sun Financial Inc | 0.11% | New | 5,904 | $226K |
| Fiduciary Group, LLC | 0.02% | No change | 6,240 | $224K |
| Clark Asset Management, LLC | 0.02% | No change | 6,183 | $222K |
| Summit Financial, LLC | 0.00% | New | 6,167 | $222K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 6,159 | $221K |
| Southern Michigan Bank & Trust | 0.08% | — | 6,138 | $221K |
| Hilltop Partners LLC | 0.06% | No change | 6,024 | $217K |
| Lido Advisors, LLC | 0.00% | Reduce -14.2% | 6,013 | $216K |
| Accredited Investors Inc. | 0.01% | New | 5,906 | $212K |
| Aviance Capital Partners, LLC | 0.02% | New | 5,756 | $207K |
| National Philanthropic Trust | 0.00% | New | 5,670 | $204K |
| Signal Advisors Wealth, LLC | 0.01% | New | 5,624 | $202K |
| Caldwell Trust Co | 0.02% | No change | 5,480 | $197K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -0.4% | 5,448 | $196K |
| US Bancorp \de | 0.00% | Add +110.7% | 5,424 | $195K |
| Ritter Daniher Financial Advisory LLC / DE | 0.03% | Add +0.3% | 5,184 | $186K |
| Wealth Enhancement Trust Services, Inc. | 0.02% | No change | 5,052 | $182K |
| Allworth Financial LP | 0.00% | Reduce -33.0% | 4,604 | $165K |
| AE Wealth Management LLC | 0.00% | Reduce -0.0% | 3,586 | $129K |
| Evolution Wealth Management Inc. | 0.09% | Add +4.8% | 3,550 | $128K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 3,249 | $117K |
| Colonial Trust Co / SC | 0.02% | Reduce -2.6% | 3,157 | $112K |
| Viewpoint Capital Management LLC | 0.05% | No change | 2,856 | $103K |
| CoreCap Advisors, LLC | 0.00% | No change | 2,632 | $95K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,560 | $92K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +8.1% | 2,367 | $85K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Reduce -20.3% | 2,044 | $73K |
| DHJJ Financial Advisors, Ltd. | 0.02% | Reduce -13.3% | 2,008 | $72K |
| Versant Capital Management, Inc | 0.01% | No change | 1,944 | $70K |
| JPL Wealth Management, LLC | 0.01% | New | 1,785 | $64K |
| Evermay Wealth Management LLC | 0.01% | No change | 1,597 | $57K |
| Main Street Group, LTD | 0.02% | New | 1,541 | $55K |
| Fairman Group, LLC | 0.05% | No change | 1,518 | $55K |
| Rossby Financial, LCC | 0.01% | Add +76.7% | 1,474 | $53K |
| Webster Bank, N. A. | 0.00% | Reduce -33.6% | 1,375 | $49K |
| C M Bidwell & Associates Ltd. | 0.02% | No change | 1,278 | $46K |
| Aspect Partners, LLC | 0.02% | Add +0.3% | 1,254 | $45K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -13.1% | 1,238 | $44K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 1,222 | $44K |
| Ascentis Independent Advisors | 0.00% | New | 1,175 | $42K |
| Align Financial, LLC | 0.02% | Reduce -97.0% | 1,167 | $42K |
| PlanVest Financial, Inc | 0.03% | — | 1,113 | $40K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 1,091 | $39K |
| First Horizon Corp. | 0.00% | New | 1,070 | $38K |
| Asset Planning,Inc | 0.03% | No change | 1,050 | $38K |
| Blair William & Co. | 0.00% | No change | 1,034 | $37K |
| Kennebec Savings Bank | 0.03% | No change | 1,030 | $37K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 1,000 | $36K |
| Bank of New Hampshire | 0.01% | Reduce -35.7% | 990 | $36K |
| Missouri Trust & Investment Co | 0.01% | No change | 975 | $35K |
| Sfam, LLC | 0.03% | No change | 934 | $34K |
| Holos Integrated Wealth LLC | 0.01% | No change | 810 | $30K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 735 | $26K |
| United Community Bank | 0.01% | No change | 662 | $24K |
| Vanguard Advisers Inc. | 0.00% | — | 630 | $23K |
| Larson Financial Group LLC | 0.00% | Add +0.2% | 574 | $21K |
| Asset Dedication, LLC | 0.00% | No change | 561 | $20K |
| Harbor Asset Planning, Inc. | 0.02% | No change | 548 | $20K |
| Destiny Wealth Partners, LLC | 0.00% | New | 510 | $18K |
| Spire Wealth Management | 0.00% | No change | 500 | $18K |
| Sound Income Strategies, LLC | 0.00% | Add +0.2% | 481 | $17K |
| Russell Investments Group, Ltd. | 0.00% | Add +164.8% | 482 | $17K |
| Bessemer Group Inc. | 0.00% | No change | 468 | $17K |
| North Star Investment Management Corp. | 0.00% | No change | 460 | $17K |
| Triumph Capital Management | 0.00% | Reduce -3.0% | 358 | $13K |
| POM Investment Strategies, LLC | 0.02% | New | 354 | $13K |
| South Plains Financial, Inc. | 0.01% | No change | 339 | $12K |
| SouthState Bank Corp | 0.00% | Reduce -98.1% | 329 | $12K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -33.7% | 268 | $10K |
| Piscataqua Savings Bank | 0.01% | No change | 258 | $9K |
| Hollencrest Capital Management | 0.00% | No change | 254 | $9K |
| Bayban | 0.01% | No change | 235 | $8K |
| Eukles Asset Management | 0.00% | No change | 234 | $8K |
| Strive Financial Group ,LLC | 0.00% | No change | 220 | $8K |
| Glenmede Trust Co. NA | 0.00% | No change | 210 | $8K |
| Signaturefd, LLC | 0.00% | No change | 200 | $7K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 186 | $7K |
| Dunhill Financial, LLC | 0.00% | No change | 158 | $6K |
| Rothschild Investment LLC | 0.00% | Add +0.7% | 153 | $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% | No change | 134 | $5K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 107 | $4K |
| REAP Financial Group, LLC | 0.00% | No change | 103 | $4K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 100 | $4K |
| Quest 10 Wealth Builders, Inc. | 0.00% | New | 88 | $3K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 44 | $2K |
| Kozak & Associates, Inc. | 0.00% | No change | 41 | $2K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -33.3% | 34 | $1K |
| Rosenberg Matthew Hamilton | 0.00% | New | 32 | $1K |
| IMG Wealth Management, Inc. | 0.00% | No change | 31 | $1K |
| Clearstead Trust, LLC | 0.00% | No change | 21 | $755 |
| Brown Brothers Harriman & Co. | 0.00% | No change | 20 | $719 |
| Bell Investment Advisors, Inc | 0.00% | New | 13 | $468 |
"% of holder's portfolio" is DES's weight in each manager's 13F, not the share of Wisdomtree US Smallcap Divid the manager owns.