Wisdomtree US Smallcap DividDESETF
13F holders, Q2 2026 (June 30)370holders +18
30new positions
15sold out
2famous investors
$40.67avg. 13F price*
At the end of Q2 2026, 370 institutions reported holding Wisdomtree US Smallcap Divid (DES) in their 13F filings, up 18 from Q1 2026. 30 opened new positions and 15 sold out. The largest holders were Morgan Stanley ($115.0M), Bank of America Corp. ($99.4M) and LPL Financial LLC ($56.9M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $7.9M |
| Exits | 15 | $4.3M |
All 13F filers, Q1 2026 → Q2 2026: 860,253 shares bought and 556,036 shares sold, net +304,217 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 370 holders
| Morgan Stanley | 0.01% | Add +2.3% | 2,828,155 | $115.0M |
| Bank of America Corp. | 0.01% | Reduce -0.6% | 2,443,644 | $99.4M |
| LPL Financial LLC | 0.01% | Reduce -1.9% | 1,397,957 | $56.9M |
| UBS Group AG | 0.01% | Reduce -3.1% | 1,343,918 | $54.7M |
| Creative Planning | 0.03% | Reduce -0.6% | 1,339,636 | $54.5M |
| M&T Bank Corp | 0.12% | Add +0.4% | 1,045,207 | $42.5M |
| Mercer Global Advisors Inc. | 0.04% | Add +2.4% | 870,701 | $35.4M |
| Jones Financial Companies LLLP | 0.01% | Add +12.1% | 854,626 | $34.9M |
| Wells Fargo & Company | 0.01% | Add +1.4% | 822,698 | $33.5M |
| Raymond James Financial Inc. | 0.01% | Add +0.1% | 748,428 | $30.4M |
| Keybank National Association | 0.10% | Add +3.3% | 741,283 | $30.2M |
| Royal Bank of Canada | 0.00% | Add +0.7% | 686,604 | $27.9M |
| Ameriprise Financial Inc. | 0.00% | Add +0.4% | 419,458 | $17.1M |
| Valmark Advisers, Inc. | 0.14% | Reduce -4.0% | 334,790 | $13.6M |
| Cetera Investment Advisers | 0.01% | Add +2.2% | 327,587 | $13.3M |
| Destination Wealth Management | 0.31% | Reduce -1.6% | 324,017 | $13.2M |
| Allen Investment Management, LLC | 0.14% | No change | 293,475 | $11.9M |
| Assetmark, Inc. | 0.02% | Add +31.6% | 286,502 | $11.7M |
| Bank of New York Mellon Corp | 0.00% | Add +11.9% | 281,370 | $11.4M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -2.0% | 268,651 | $10.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.4% | 249,762 | $10.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.2% | 234,957 | $9.6M |
| Curi Capital, LLC | 0.14% | Add +0.9% | 224,123 | $9.1M |
| BIP Wealth, LLC | 0.24% | Reduce -0.7% | 212,265 | $8.6M |
| Del-Sette Capital Management, LLC | 4.99% | Reduce -0.9% | 210,229 | $8.6M |
| HC Advisors, LLC | 5.10% | Reduce -0.1% | 206,337 | $8.4M |
| Osaic Holdings, Inc. | 0.01% | Add +14.4% | 202,258 | $8.2M |
| One Wealth Map LLC | 3.60% | Add +3.2% | 189,509 | $7.7M |
| Melone Private Wealth, LLC | 2.69% | Add +0.7% | 173,362 | $7.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.2% | 168,384 | $6.8M |
| Lee, Kelleher & Klein Wealth Management | 3.45% | Reduce -0.4% | 162,148 | $6.6M |
| Cascade Financial Partners, LLC | 0.56% | Reduce -1.3% | 157,674 | $6.4M |
| Two Sigma Investments, LP | 0.01% | Add +19.7% | 156,000 | $6.3M |
| Key Financial Inc | 1.04% | Reduce -2.1% | 155,418 | $6.3M |
| Stifel Financial Corp. | 0.01% | Add +2.8% | 150,823 | $6.1M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.0% | 149,198 | $6.1M |
| Stonebridge Wealth Management, LLC | 5.34% | Add +4.3% | 146,670 | $6.0M |
| Prosperity Consulting Group, LLC | 0.22% | Reduce -7.7% | 140,984 | $5.7M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -3.8% | 139,847 | $5.7M |
| Croban | 2.32% | Add +2.1% | 129,615 | $5.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +3.3% | 128,971 | $5.2M |
| Parcion Private Wealth LLC | 0.29% | No change | 128,500 | $5.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.08% | Reduce -3.0% | 128,207 | $5.2M |
| Three Bearings Fiduciary Advisors, Inc. | 4.53% | Reduce -3.4% | 124,232 | $5.1M |
| Frazier Financial Advisors, LLC | 2.50% | Add +2.5% | 121,735 | $5.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -1.1% | 113,225 | $4.5M |
| AdvisorNet Financial, Inc | 0.19% | Add +8.6% | 103,830 | $4.2M |
| Wealthcare Advisory Partners LLC | 0.08% | Add +0.4% | 100,523 | $4.1M |
| Evanson Financial, LLC | 0.18% | — | 91,178 | $3.7M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -6.8% | 86,110 | $3.5M |
| Waverly Advisors, LLC | 0.02% | Reduce -3.6% | 86,095 | $3.5M |
| Focus Partners Wealth | 0.00% | Add +6.4% | 85,644 | $3.5M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -1.6% | 78,490 | $3.2M |
| VAUGHAN & Co SECURITIES, INC. | 1.49% | Reduce -0.2% | 78,361 | $3.2M |
| Farmers National Bank | 0.64% | Reduce -3.6% | 75,796 | $3.1M |
| Dickmeyer Boyce Financial Management, Inc. | 1.59% | Add +1.7% | 75,255 | $3.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -5.3% | 73,900 | $3.0M |
| Truist Financial Corp. | 0.00% | Reduce -3.0% | 73,407 | $3.0M |
| Total Clarity Wealth Management, Inc. | 0.56% | No change | 71,231 | $2.9M |
| Cerity Partners LLC | 0.00% | Add +0.5% | 70,986 | $2.9M |
| Corient Private Wealth LP | 0.00% | Add +0.9% | 70,809 | $2.9M |
| Signature Estate & Investment Advisors LLC | 0.05% | Reduce -12.4% | 70,780 | $2.9M |
| Merit Financial Group, LLC | 0.02% | Reduce -9.7% | 70,085 | $2.9M |
| Stock Yards Bank & Trust Co. | 0.08% | Reduce -1.0% | 68,545 | $2.8M |
| Marathon Strategic Advisors, LLC | 1.54% | Reduce -1.9% | 66,967 | $2.7M |
| Capital Analysts, LLC | 0.06% | Reduce -0.4% | 65,910 | $2.7M |
| Citadel Advisors | 0.00% | Add +85.8% | 61,398 | $2.5M |
| Founders Grove Wealth Partners, LLC | 0.49% | Reduce -0.2% | 59,927 | $2.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.1% | 59,026 | $2.4M |
| Aspen Investment Management Inc | 0.64% | Add +1.6% | 58,678 | $2.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.1% | 58,393 | $2.4M |
| Cahill Financial Advisors Inc. | 0.23% | Reduce -0.5% | 57,791 | $2.4M |
| Beacon Financial Group | 0.21% | Reduce -10.7% | 57,354 | $2.3M |
| MML Investors Services, LLC | 0.00% | Add +21.2% | 56,955 | $2.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +4.2% | 56,182 | $2.3M |
| Glen Eagle Advisors, LLC | 0.29% | Reduce -1.4% | 55,734 | $2.3M |
| Modera Wealth Management, LLC | 0.02% | Reduce -0.5% | 55,611 | $2.3M |
| Midwest Trust Co | 0.03% | Reduce -1.7% | 55,283 | $2.2M |
| Financial Advisory Partners, LLC | 0.58% | Add +2.8% | 54,670 | $2.2M |
| FFG Retirement Advisors LLC | 1.14% | Add +1.6% | 52,981 | $2.2M |
| &partners | 0.01% | Reduce -16.8% | 52,867 | $2.2M |
| TopTier Wealth Management, LLC | 1.28% | Reduce -11.8% | 52,099 | $2.1M |
| 180 Wealth Advisors, LLC | 0.21% | Reduce -9.2% | 51,844 | $2.1M |
| Salomon & Ludwin, LLC | 0.17% | Reduce -3.7% | 50,460 | $2.1M |
| JNBA Financial Advisors | 0.15% | Reduce -1.5% | 49,918 | $2.0M |
| Powers Advisory Group, LLC | 0.62% | Add +0.1% | 48,890 | $2.0M |
| Ascent Group, LLC | 0.06% | Reduce -2.3% | 48,715 | $2.0M |
| Farther Finance Advisors, LLC | 0.02% | Add +96.4% | 48,384 | $2.0M |
| Investment Research Partners LLC | 0.66% | Reduce -5.8% | 47,948 | $2.0M |
| Advisory Services Network, LLC | 0.02% | Add +48.3% | 46,138 | $1.9M |
| Arkadios Wealth Advisors | 0.03% | Add +3.7% | 44,821 | $1.8M |
| Wesbanco Bank Inc. | 0.04% | Add +5.0% | 42,857 | $1.7M |
| Invested Advisors | 1.54% | Add +3.7% | 42,836 | $1.7M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +26.1% | 40,797 | $1.7M |
| Old North State Wealth Management, LLC | 0.71% | Reduce -1.6% | 40,663 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +38.4% | 40,395 | $1.6M |
| F&V Capital Management, LLC | 0.30% | Reduce -0.3% | 40,105 | $1.6M |
| Platform Technology Partners | 0.27% | No change | 39,781 | $1.6M |
| Wealthcare Capital Partners, LLC | 0.64% | Add +3.3% | 37,815 | $1.5M |
| Inspirion Wealth Advisors, LLC | 0.17% | Reduce -4.4% | 36,725 | $1.5M |
| Savant Capital, LLC | 0.00% | Add +159.7% | 37,933 | $1.5M |
| Copper Harbor Investment Advisors, LLC | 0.31% | — | 36,307 | $1.5M |
| Oppenheimer & Co. Inc. | 0.02% | Add +3.6% | 35,184 | $1.4M |
| World Investment Advisors | 0.02% | Reduce -0.7% | 39,695 | $1.4M |
| IAG Wealth Partners, LLC | 0.14% | Reduce -2.9% | 35,057 | $1.4M |
| Paragon Private Wealth Management, LLC | 0.36% | Reduce -1.5% | 34,306 | $1.4M |
| SC&H Financial Advisors, Inc. | 0.18% | Reduce -1.2% | 33,778 | $1.4M |
| Independence Bank of Kentucky | 0.15% | Reduce -6.2% | 33,451 | $1.4M |
| Pasadena Private Wealth, LLC | 0.17% | Add +23.7% | 33,305 | $1.4M |
| Waterfront Wealth Inc. | 0.21% | Reduce -1.9% | 33,132 | $1.3M |
| Principal Securities, Inc. | 0.02% | Add +4.3% | 32,708 | $1.3M |
| Natixis Advisors, LLC | 0.00% | Add +15.2% | 32,717 | $1.3M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -2.0% | 32,512 | $1.3M |
| Arax Advisory Partners | 0.01% | Reduce -11.6% | 32,404 | $1.3M |
| NewEdge Advisors, LLC | 0.00% | Reduce -8.7% | 31,150 | $1.3M |
| Cowa, LLC | 0.32% | Add +7.9% | 29,371 | $1.2M |
| Abundance Wealth Counselors | 0.08% | Add +101.6% | 29,204 | $1.2M |
| NBT Bank, N.A. | 0.08% | Reduce -42.5% | 28,839 | $1.2M |
| Connecticut Wealth Management, LLC | 0.04% | No change | 27,545 | $1.1M |
| Mariner, LLC | 0.00% | Reduce -23.5% | 27,412 | $1.1M |
| IFG Advisory, LLC | 0.04% | New | 27,260 | $1.1M |
| Petra Financial Advisors Inc. | 0.50% | Add +0.4% | 26,420 | $1.1M |
| Spinnaker Trust | 0.05% | No change | 26,411 | $1.1M |
| Apella Capital, LLC | 0.01% | No change | 26,457 | $1.1M |
| Hengehold Capital Management LLC | 0.08% | Add +0.1% | 25,752 | $1.0M |
| HBK Sorce Advisory LLC | 0.02% | Add +0.3% | 25,334 | $1.0M |
| AQR Capital Management | 0.00% | Add +24.5% | 25,566 | $1.0M |
| Private Advisor Group, LLC | 0.00% | Reduce -3.4% | 25,480 | $1.0M |
| Bokf, NA | 0.01% | Reduce -0.0% | 25,458 | $1.0M |
| Fiduciary Financial Advisors | 0.10% | New | 23,936 | $973K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +33.7% | 23,591 | $960K |
| FMR LLC | 0.00% | Add +20.7% | 23,290 | $947K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.7% | 23,247 | $946K |
| BOK Financial Private Wealth, Inc. | 0.05% | Reduce -2.7% | 23,018 | $936K |
| Composition Wealth, LLC | 0.01% | Add +8.1% | 23,014 | $936K |
| Smith, Moore & Co. | 0.06% | Add +0.0% | 22,872 | $930K |
| Kondo Wealth Advisors, Inc. | 0.31% | Reduce -0.2% | 22,622 | $920K |
| Clearwater Capital Advisors, LLC | 0.07% | Reduce -2.4% | 22,417 | $912K |
| NewSquare Capital LLC | 0.07% | Add +2.4% | 22,140 | $901K |
| Fifth Third Bancorp | 0.00% | Reduce -2.0% | 21,680 | $882K |
| Harbor Investment Advisory, LLC | 0.06% | Reduce -22.5% | 20,775 | $845K |
| Brown Advisory Inc. | 0.00% | Add +0.1% | 20,299 | $826K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -2.6% | 20,190 | $821K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -0.1% | 20,160 | $820K |
| Columbia River Financial Group, LLC | 0.44% | Reduce -9.1% | 20,070 | $816K |
| IFP Advisors, Inc | 0.01% | Reduce -6.1% | 19,999 | $814K |
| Mather Group, Llc. | 0.01% | Reduce -5.2% | 19,459 | $792K |
| Investment Partners Asset Management, Inc. | 0.44% | Reduce -0.7% | 19,442 | $791K |
| Integrity Alliance, Llc. | 0.02% | Add +9.2% | 19,399 | $789K |
| Halbert Hargrove Global Advisors, LLC | 0.03% | Reduce -45.0% | 19,292 | $785K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -4.0% | 18,993 | $773K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +23.8% | 18,934 | $770K |
| Clearstead Advisors, LLC | 0.01% | Reduce -3.3% | 18,723 | $762K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +2.7% | 17,614 | $717K |
| IHT Wealth Management, LLC | 0.02% | Reduce -11.6% | 17,537 | $713K |
| Pension & Wealth Management Advisors, Inc. | 0.19% | Reduce -1.2% | 17,434 | $709K |
| Independent Financial Group, LLC | 0.01% | Add +4.8% | 17,415 | $708K |
| Rehmann Capital Advisory Group | 0.03% | No change | 17,378 | $707K |
| Seek First Inc. | 0.44% | Reduce -0.0% | 17,194 | $699K |
| Avail Investment Partners, LLC | 0.52% | Add +20.4% | 16,733 | $681K |
| Csenge Advisory Group | 0.03% | No change | 16,587 | $675K |
| Empirical Asset Management, LLC | 0.15% | Add +0.4% | 16,274 | $662K |
| LOM Asset Management Ltd | 0.17% | Add +47.3% | 16,200 | $659K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +1.1% | 16,069 | $654K |
| Infinity Wealth Counsel, LLC | 0.52% | Add +9.4% | 15,740 | $640K |
| Sanctuary Advisors, LLC | 0.00% | Add +17.6% | 15,428 | $628K |
| Uhlmann Price Securities, LLC | 0.02% | Add +0.6% | 15,245 | $620K |
| Marino, Stram & Associates LLC | 0.10% | Add +1.0% | 15,103 | $614K |
| AssuredPartners Investment Advisors, LLC | 0.06% | Reduce -0.1% | 15,093 | $614K |
| Captrust Financial Advisors | 0.00% | Reduce -0.4% | 14,918 | $607K |
| Prime Buchholz LLC | 0.22% | New | 14,841 | $604K |
| Insight Advisors, LLC/ PA | 0.11% | Reduce -13.4% | 14,832 | $603K |
| New Hampshire Trust | 0.11% | Add +11.7% | 14,374 | $585K |
| United Advisor Group, LLC | 0.06% | Reduce -2.8% | 14,264 | $580K |
| BlackRock, Inc. | 0.00% | Add +18.4% | 14,241 | $579K |
| Lanark Financial, Inc. | 0.04% | Reduce -9.5% | 14,221 | $579K |
| Sigma Planning Corp | 0.01% | No change | 14,140 | $575K |
| Arkos Global Advisors | 0.07% | Reduce -0.5% | 13,884 | $565K |
| Round Rock Advisors LLC | 0.07% | Reduce -1.6% | 13,724 | $558K |
| Equitable Holdings, Inc. | 0.00% | Reduce -11.0% | 13,542 | $551K |
| EP Wealth Advisors, LLC | 0.00% | Add +6.3% | 13,520 | $550K |
| Focus Financial Network, Inc. | 0.02% | Add +2.2% | 13,436 | $547K |
| Kavar Capital Partners Group, LLC | 0.07% | No change | 13,249 | $539K |
| Integrated Advisors Network LLC | 0.02% | Reduce -3.4% | 13,000 | $529K |
| BlueStem Wealth Partners, LLC | 0.05% | Add +4.6% | 12,905 | $525K |
| McNamara Financial Services, Inc. | 0.09% | Reduce -1.9% | 12,869 | $524K |
| Sharper & Granite LLC | 0.16% | No change | 12,860 | $523K |
| Montecito Bank & Trust | 0.08% | Reduce -0.1% | 12,779 | $520K |
| Trustmark Bank Trust Department | 0.03% | Reduce -19.5% | 12,594 | $512K |
| Anson Capital, Inc. | 0.33% | Add +9.5% | 12,398 | $504K |
| JT Stratford LLC | 0.06% | Add +6.0% | 12,365 | $503K |
| Diversified Enterprises, LLC | 0.02% | Reduce -0.1% | 12,055 | $490K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.1% | 11,972 | $488K |
| Founders Financial Securities LLC | 0.02% | Add +0.1% | 11,801 | $480K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -1.0% | 11,732 | $477K |
| Integral Investment Advisors, Inc. | 0.10% | No change | 11,580 | $471K |
| United Capital Financial Advisors, LLC | 0.00% | Add +0.0% | 11,585 | $471K |
| First National Trust Co | 0.02% | Add +7.3% | 11,284 | $459K |
| Collar Capital Management, LLC | 0.27% | No change | 11,193 | $455K |
| Hancock Whitney Corp. | 0.01% | Reduce -5.6% | 10,953 | $446K |
| Ally Invest Advisors Inc. | 0.03% | Add +10.7% | 10,807 | $440K |
| Prepared Retirement Institute LLC | 0.18% | Reduce -4.8% | 10,382 | $422K |
| Brady Family Wealth, LLC | 0.12% | No change | 10,174 | $414K |
| Navis Wealth Advisors, LLC | 0.16% | Reduce -14.9% | 10,138 | $412K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +0.7% | 10,049 | $409K |
| TigerOak Management, L.L.C. | 0.11% | Add +21.9% | 10,026 | $408K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -1.6% | 10,021 | $408K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | New | 10,000 | $407K |
| Collaborative Wealth Managment Inc. | 0.17% | Add +0.2% | 9,908 | $403K |
| Cherry Tree Wealth Management, LLC | 0.08% | No change | 9,829 | $400K |
| Harbour Investments, Inc. | 0.01% | Add +1.1% | 9,699 | $395K |
| New Insight Wealth Advisors | 0.12% | Add +10.2% | 9,654 | $393K |
| Bank of Montreal | 0.00% | Reduce -1.7% | 9,556 | $389K |
| Bluespring Wealth Management, LLC | 0.01% | New | 9,454 | $385K |
| VestGen Advisors, LLC | 0.01% | No change | 9,099 | $370K |
| Perspective Wealth Advisors LLC | 0.20% | New | 9,075 | $369K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +2.3% | 8,823 | $359K |
| Pacific Sun Financial Corp | 0.15% | Reduce -1.1% | 8,820 | $359K |
| Robinson Smith Wealth Advisors LLC | 0.21% | Reduce -1.9% | 8,690 | $354K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | New | 8,638 | $351K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -1.9% | 8,608 | $350K |
| Atria Investments, Inc | 0.00% | Reduce -23.9% | 8,603 | $350K |
| Wealthspire Advisors, LLC | 0.00% | Add +35.5% | 8,588 | $349K |
| Verdence Capital Advisors LLC | 0.02% | Reduce -0.4% | 8,587 | $349K |
| Axis Wealth Partners, LLC | 0.17% | Add +34.2% | 8,527 | $347K |
| Sterling Investment Counsel, LLC | 0.08% | No change | 8,434 | $343K |
| PFG Investments, LLC | 0.01% | Add +0.1% | 8,379 | $341K |
| MAI Capital Management | 0.00% | Reduce -1.6% | 8,355 | $340K |
| Pinnacle Financial Group, LLC / IL | 0.08% | No change | 8,263 | $336K |
| Vicus Capital | 0.02% | Reduce -4.2% | 8,050 | $327K |
| Plimoth Trust Co. LLC | 0.06% | No change | 7,980 | $325K |
| Moller Wealth Partners | 0.06% | Reduce -2.0% | 7,939 | $323K |
| Wick Capital Partners, LLC | 0.05% | No change | 7,888 | $321K |
| Berger Financial Group, Inc | 0.02% | No change | 7,874 | $320K |
| Silver Oak Securities, Incorporated | 0.02% | No change | 7,658 | $312K |
| Park Avenue Securities LLC | 0.00% | Reduce -0.9% | 7,579 | $308K |
| Trilogy Capital Inc. | 0.01% | Add +0.3% | 7,496 | $305K |
| Global Retirement Partners, LLC | 0.00% | — | 7,426 | $302K |
| Invesco Ltd. | 0.00% | Reduce -4.1% | 7,397 | $301K |
| Dakota Wealth Management | 0.01% | Reduce -14.6% | 7,393 | $301K |
| Three Magnolias Financial Advisors, LLC | 0.16% | Reduce -18.9% | 7,262 | $295K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | No change | 7,236 | $294K |
| Invenio Wealth Partners LLC | 0.11% | No change | 7,234 | $294K |
| Kovack Advisors, Inc. | 0.01% | Add +0.4% | 7,134 | $290K |
| Midland Wealth Advisors, LLC | 0.01% | No change | 7,099 | $289K |
| Bison Wealth, LLC | 0.03% | Add +1.2% | 7,094 | $286K |
| Meridian Investment Counsel Inc. | 0.06% | No change | 7,000 | $285K |
| HRT Financial LP | 0.00% | New | 6,786 | $276K |
| Summit Financial, LLC | 0.00% | Add +9.7% | 6,767 | $275K |
| Signal Advisors Wealth, LLC | 0.01% | Add +18.0% | 6,635 | $270K |
| Cape Ann Savings Bank | 0.13% | Reduce -1.9% | 6,596 | $268K |
| Rockingstone Advisors LLC | 0.11% | No change | 6,565 | $267K |
| Causey Wealth LLC | 0.10% | Add +0.0% | 6,563 | $267K |
| Argyle Capital Partners, LLC | 0.17% | New | 6,487 | $264K |
| CIBC Bancorp USA Inc. | 0.00% | No change | 6,485 | $264K |
| MCF Advisors LLC | 0.01% | Reduce -0.3% | 6,409 | $261K |
| Wrenne Financial Planning LLC | 0.09% | No change | 6,347 | $258K |
| Fiduciary Group, LLC | 0.02% | No change | 6,240 | $254K |
| Clark Asset Management, LLC | 0.02% | No change | 6,183 | $252K |
| US Bancorp \de | 0.00% | Add +13.6% | 6,164 | $251K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 6,159 | $251K |
| Southern Michigan Bank & Trust | 0.09% | Add +0.2% | 6,152 | $250K |
| Hilltop Partners LLC | 0.06% | No change | 6,024 | $245K |
| Lido Advisors, LLC | 0.00% | Reduce -1.7% | 5,910 | $240K |
| Accredited Investors Inc. | 0.01% | No change | 5,906 | $240K |
| RFG Advisory, LLC | 0.00% | New | 5,863 | $239K |
| Aviance Capital Partners, LLC | 0.02% | Add +0.1% | 5,764 | $234K |
| Allworth Financial LP | 0.00% | Add +23.6% | 5,692 | $232K |
| National Philanthropic Trust | 0.00% | No change | 5,670 | $231K |
| Sun Financial Inc | 0.11% | Reduce -5.0% | 5,607 | $230K |
| Triton Financial Group Inc | 0.13% | Reduce -49.8% | 5,561 | $226K |
| Caldwell Trust Co | 0.02% | No change | 5,480 | $223K |
| Benjamin Edwards Inc. | 0.00% | New | 5,362 | $218K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -1.8% | 5,348 | $218K |
| Panoramic Capital Partners, LLC | 0.10% | New | 5,346 | $217K |
| Revolve Wealth Partners, LLC | 0.02% | New | 5,299 | $216K |
| CX Institutional | 0.01% | Reduce -27.3% | 5,284 | $215K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | New | 5,266 | $214K |
| Ritter Daniher Financial Advisory LLC / DE | 0.03% | Add +0.6% | 5,216 | $212K |
| TCI Wealth Advisors, Inc. | 0.01% | New | 5,110 | $208K |
| HighPoint Advisor Group LLC | 0.01% | New | 5,095 | $207K |
| Wealth Enhancement Trust Services, Inc. | 0.02% | No change | 5,052 | $206K |
| First Trust Advisors LP | 0.00% | New | 5,012 | $204K |
| AE Wealth Management LLC | 0.00% | Add +39.7% | 5,010 | $204K |
| PNC Financial Services Group, Inc. | 0.00% | Add +95.4% | 5,002 | $203K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +111.2% | 5,000 | $203K |
| Western Wealth Management, LLC | 0.01% | New | 4,981 | $203K |
| San Luis Wealth Advisors LLC | 0.03% | New | 4,936 | $201K |
| River Street Advisors LLC | 0.06% | New | 4,734 | $193K |
| Versant Capital Management, Inc | 0.02% | Add +128.0% | 4,432 | $180K |
| Continuum Advisory, LLC | 0.01% | New | 4,034 | $164K |
| Institute for Wealth Management, LLC. | 0.01% | New | 3,684 | $150K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -63.8% | 3,674 | $149K |
| Evolution Wealth Management Inc. | 0.08% | Reduce -2.6% | 3,459 | $141K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 3,249 | $132K |
| Chilton Capital Management LLC | 0.00% | New | 3,220 | $131K |
| Colonial Trust Co / SC | 0.02% | No change | 3,157 | $128K |
| IMA Advisory Services, Inc. | 0.01% | New | 3,009 | $122K |
| Atlantic Union Bankshares Corp | 0.00% | New | 3,000 | $122K |
| Viewpoint Capital Management LLC | 0.06% | No change | 2,856 | $116K |
| CoreCap Advisors, LLC | 0.00% | Reduce -1.9% | 2,582 | $105K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Add +0.6% | 2,057 | $84K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 2,008 | $82K |
| JPL Wealth Management, LLC | 0.01% | No change | 1,785 | $73K |
| First Horizon Corp. | 0.00% | Add +59.5% | 1,707 | $69K |
| GGM Financial LLC | 0.03% | New | 1,656 | $67K |
| Evermay Wealth Management LLC | 0.01% | No change | 1,597 | $65K |
| Trust Co. of Vermont | 0.00% | — | 1,580 | $64K |
| Main Street Group, LTD | 0.02% | Add +0.7% | 1,551 | $63K |
| Webster Bank, N. A. | 0.00% | No change | 1,375 | $56K |
| Vestor Capital, LLC | 0.00% | Reduce -98.4% | 1,222 | $53K |
| C M Bidwell & Associates Ltd. | 0.02% | No change | 1,278 | $52K |
| Aspect Partners, LLC | 0.02% | Add +0.6% | 1,262 | $51K |
| Medallion Wealth Advisors, LLC | 0.02% | Add +2.0% | 1,247 | $51K |
| Align Financial, LLC | 0.02% | Add +0.3% | 1,170 | $48K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -7.7% | 1,143 | $46K |
| PlanVest Financial, Inc | 0.03% | No change | 1,113 | $45K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 1,091 | $44K |
| Asset Planning,Inc | 0.03% | No change | 1,050 | $43K |
| Blair William & Co. | 0.00% | No change | 1,034 | $42K |
| Kennebec Savings Bank | 0.03% | No change | 1,030 | $42K |
| Highland Investment Advisors LLC | 0.02% | — | 1,000 | $41K |
| Rossby Financial, LCC | 0.01% | Reduce -32.4% | 997 | $41K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | Reduce -13.5% | 865 | $35K |
| Russell Investments Group, Ltd. | 0.00% | Add +76.3% | 850 | $35K |
| Regatta Research & Money Management | 0.03% | — | 827 | $34K |
| Holos Integrated Wealth LLC | 0.02% | No change | 810 | $32K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 735 | $30K |
| Sfam, LLC | 0.02% | Reduce -24.9% | 701 | $29K |
| United Community Bank | 0.01% | No change | 662 | $27K |
| Fairman Group, LLC | 0.02% | Reduce -57.3% | 648 | $26K |
| Vanguard Advisers Inc. | 0.00% | No change | 630 | $26K |
| Compass Financial Management LLC | 0.00% | — | 586 | $24K |
| Larson Financial Group LLC | 0.00% | Add +0.7% | 578 | $24K |
| Asset Dedication, LLC | 0.00% | No change | 561 | $23K |
| Harbor Asset Planning, Inc. | 0.02% | Add +0.7% | 552 | $22K |
| Spire Wealth Management | 0.00% | No change | 500 | $20K |
| SJS Investment Consulting Inc. | 0.00% | New | 490 | $20K |
| Bessemer Group Inc. | 0.00% | No change | 468 | $19K |
| North Star Investment Management Corp. | 0.00% | No change | 460 | $19K |
| Triumph Capital Management | 0.00% | No change | 358 | $15K |
| SouthState Bank Corp | 0.00% | No change | 329 | $13K |
| Bank of New Hampshire | 0.00% | Reduce -70.7% | 290 | $12K |
| DecisionPoint Financial, LLC | 0.00% | New | 271 | $11K |
| Cornerstone Planning Group LLC | 0.00% | No change | 268 | $11K |
| Piscataqua Savings Bank | 0.01% | No change | 258 | $10K |
| Bayban | 0.01% | No change | 235 | $10K |
| Eukles Asset Management | 0.00% | No change | 234 | $10K |
| Strive Financial Group ,LLC | 0.00% | Add +5.5% | 232 | $9K |
| Glenmede Trust Co. NA | 0.00% | No change | 210 | $9K |
| Signaturefd, LLC | 0.00% | No change | 200 | $8K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 186 | $8K |
| South Plains Financial, Inc. | 0.00% | Reduce -42.5% | 195 | $8K |
| Meramec Financial Planners, LLC | 0.00% | New | 168 | $7K |
| Dunhill Financial, LLC | 0.00% | No change | 158 | $6K |
| Rothschild Investment LLC | 0.00% | Add +0.7% | 154 | $6K |
| Creative Financial Designs Inc. | 0.00% | No change | 145 | $6K |
| Nalls Sherbakoff Group, LLC | 0.00% | No change | 134 | $5K |
| REAP Financial Group, LLC | 0.00% | No change | 103 | $4K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 100 | $4K |
| Register Financial Advisors LLC | 0.00% | New | 90 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -62.7% | 50 | $2K |
| 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% | No change | 34 | $1K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 32 | $1K |
| IMG Wealth Management, Inc. | 0.00% | No change | 31 | $1K |
| Clearstead Trust, LLC | 0.00% | No change | 21 | $854 |
| Brown Brothers Harriman & Co. | 0.00% | No change | 20 | $814 |
| Bell Investment Advisors, Inc | 0.00% | Add +7.7% | 14 | $570 |
"% of holder's portfolio" is DES's weight in each manager's 13F, not the share of Wisdomtree US Smallcap Divid the manager owns.