WISDOMTREE TR DES
US SMALLCAP DIVD · ETP · CUSIP 97717W604
286
institutional holders
27.4m
shares reported held*
$719.9mreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($57.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $26.27. Options: 2 managers hold calls ($340.0k notional), 0 hold puts (—).
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $340.0k13.2k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | — | $00 shares |
Biggest puts
| None |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 2.4m $62.2m | — |
| MORGAN STANLEY 0.01% of their portfolio | 2.2m $56.9m | — |
| Creative Planning 0.08% of their portfolio | 1.7m $43.9m | — |
| LPL Financial LLC 0.04% of their portfolio | 1.5m $39.7m | — |
| UBS Group AG 0.02% of their portfolio | 1.5m $39.5m | — |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 1.2m $31.2m | — |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.17% of their portfolio | 1.1m $28.7m | — |
| M&T Bank Corp 0.11% of their portfolio | 982.4k $25.3m | — |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 771.4k $19.9m | — |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 665.1k $17.1m | — |
| HUNTINGTON NATIONAL BANK 0.17% of their portfolio | 575.6k $14.8m | — |
| ASSETMARK, INC 0.07% of their portfolio | 568.4k $14.6m | — |
| KEYBANK NATIONAL ASSOCIATION/OH 0.07% of their portfolio | 513.9k $13.2m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio | 509.5k $13.1m | — |
| Baird Financial Group, Inc. 0.03% of their portfolio | 431.7k $11.1m | — |
| EisnerAmper Wealth Management Corporate Benefits, LLC 6.32% of their portfolio | 430.6k $11.1m | — |
| OSAIC HOLDINGS, INC. 0.02% of their portfolio | 416.7k $10.7m | — |
| Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio | 384.0k $9.9m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 361.5k $9.3m | — |
| Kestra Advisory Services, LLC 0.09% of their portfolio | 336.6k $8.7m | — |
| Destination Wealth Management 0.34% of their portfolio | 314.4k $8.1m | — |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 283.5k $7.3m | — |
| Del-Sette Capital Management, LLC 8.16% of their portfolio | 268.2k $6.9m | — |
| VAUGHAN & Co SECURITIES, INC. 5.91% of their portfolio | 266.1k $6.9m | — |
| Brightworth 0.65% of their portfolio | 234.6k $6.0m | — |
| JNBA Financial Advisors 0.69% of their portfolio | 173.3k $4.5m | — |
| BEACON FINANCIAL GROUP 0.70% of their portfolio | 172.5k $4.5m | — |
| Private Portfolio Partners LLC 1.16% of their portfolio | 158.8k $4.1m | — |
| Salomon & Ludwin, LLC 0.58% of their portfolio | 149.6k $3.9m | — |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.18% of their portfolio | 144.6k $3.7m | — |
| HC Advisors, LLC 2.55% of their portfolio | 143.7k $3.7m | — |
| MERCER GLOBAL ADVISORS INC /ADV 0.02% of their portfolio | 138.3k $3.6m | — |
| Key Financial Inc 1.65% of their portfolio | 136.6k $3.5m | — |
| Janney Montgomery Scott LLC 0.01% of their portfolio | 134.1k $3.5m | — |
| Parcion Private Wealth LLC 0.39% of their portfolio | 134.1k $3.5m | — |
| Melone Private Wealth, LLC 2.86% of their portfolio | 121.9k $3.3m | — |
| Valmark Advisers, Inc. 0.06% of their portfolio | 120.2k $3.1m | — |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.15% of their portfolio | 114.1k $2.9m | — |
| Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio | 112.1k $2.9m | — |
| Curi Capital, LLC 0.11% of their portfolio | 111.8k $2.9m | — |
| BCS Wealth Management 1.35% of their portfolio | 111.5k $2.9m | — |
| Wealthcare Advisory Partners LLC 0.16% of their portfolio | 111.3k $2.9m | — |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 105.6k $2.7m | — |
| Glen Eagle Advisors, LLC 0.79% of their portfolio | 105.5k $2.7m | — |
| RPG Investment Advisory, LLC 0.58% of their portfolio | 104.6k $2.7m | — |
| Ascent Group, LLC 0.37% of their portfolio | 103.2k $3.0m | — |
| Evanson Asset Management, LLC 0.30% of their portfolio | 99.7k $2.6m | — |
| Rockefeller Capital Management L.P. 0.01% of their portfolio | 96.3k $2.5m | — |
| Truepoint, Inc. 0.13% of their portfolio | 96.0k $2.5m | — |
| Cerity Partners LLC 0.03% of their portfolio | 95.9k $2.5m | — |
| Orion Porfolio Solutions, LLC 0.04% of their portfolio | 83.8k $2.2m | — |
| FINANCIAL COUNSELORS INC 0.05% of their portfolio | 83.7k $2.2m | — |
| Gladstone Institutional Advisory LLC 0.17% of their portfolio | 82.2k $2.1m | — |
| Ten Capital Wealth Advisors, LLC 0.95% of their portfolio | 80.9k $2.1m | — |
| STOCK YARDS BANK & TRUST CO 0.09% of their portfolio | 80.2k $2.1m | — |
| VESTOR CAPITAL, LLC 0.25% of their portfolio | 73.8k $1.9m | — |
| J.P. Morgan Private Wealth Advisors LLC 0.00% of their portfolio | 71.9k $1.9m | — |
| HBK Sorce Advisory LLC 0.12% of their portfolio | 71.0k $1.8m | — |
| Financial Planning & Information Services, Inc. 0.44% of their portfolio | 70.5k $1.8m | — |
| VICUS CAPITAL 0.21% of their portfolio | 70.2k $1.8m | — |
| CFS Investment Advisory Services, LLC 0.00% of their portfolio | 69.5k $3.0k | — |
| Cetera Advisors LLC 0.04% of their portfolio | 68.6k $1.8m | — |
| Aspen Investment Management Inc 1.13% of their portfolio | 66.0k $1.7m | — |
| SC&H Financial Advisors, Inc. 0.85% of their portfolio | 65.9k $1.7m | — |
| WEST BANCORPORATION INC 1.24% of their portfolio | 64.8k $1.7m | — |
| Cetera Advisor Networks LLC 0.02% of their portfolio | 64.2k $1.7m | — |
| FINANCIAL ADVISORY PARTNERS, LLC 0.72% of their portfolio | 64.1k $1.7m | — |
| DB Wealth Management Group, LLC 1.17% of their portfolio | 63.6k $1.6m | — |
| Capital Analysts, LLC 0.11% of their portfolio | 62.1k $1.6m | — |
| Janney Capital Management LLC 0.13% of their portfolio | 60.4k $1.6m | — |
| IHT Wealth Management, LLC 0.12% of their portfolio | 59.9k $1.5m | — |
| IAG Wealth Partners, LLC 0.51% of their portfolio | 59.3k $1.5m | — |
| HighTower Advisors, LLC 0.00% of their portfolio | 58.3k $1.5m | — |
| Intercontinental Wealth Advisors, LLC 0.47% of their portfolio | 58.0k $1.5m | — |
| Apollon Wealth Management, LLC 0.12% of their portfolio | 57.8k $1.5m | — |
| Parsec Financial Management, Inc. 0.07% of their portfolio | 57.5k $1.5m | — |
| 180 WEALTH ADVISORS, LLC 0.40% of their portfolio | 56.7k $1.5m | — |
| AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio | 56.7k $1.5m | — |
| Alhambra Investment Management LLC 1.10% of their portfolio | 56.2k $1.4m | — |
| CAHILL FINANCIAL ADVISORS INC 0.29% of their portfolio | 53.5k $1.4m | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 53.5k $1.4m | — |
| Old North State Wealth Management, LLC 1.57% of their portfolio | 52.7k $1.4m | — |
| INSPIRION WEALTH ADVISORS, LLC 0.29% of their portfolio | 50.5k $1.3m | — |
| IFP Advisors, Inc 0.04% of their portfolio | 50.4k $1.5m | — |
| TFG Advisers LLC 0.72% of their portfolio | 50.2k $1.3m | — |
| MONEY CONCEPTS CAPITAL CORP 0.08% of their portfolio | 50.0k $1.3m | — |
| Private Advisor Group, LLC 0.01% of their portfolio | 48.2k $1.2m | — |
| Cetera Investment Advisers 0.02% of their portfolio | 47.1k $1.2m | — |
| OneAscent Financial Services LLC 0.46% of their portfolio | 44.7k $1.2m | — |
| Connecticut Wealth Management, LLC 0.10% of their portfolio | 43.1k $1.1m | — |
| Powers Advisory Group, LLC 0.86% of their portfolio | 42.0k $1.1m | — |
| Waterfront Wealth Inc. 0.45% of their portfolio | 41.3k $1.2m | — |
| Alaska Permanent Capital Management, LLC 0.11% of their portfolio | 40.5k $1.0m | — |
| Platform Technology Partners 0.58% of their portfolio | 39.8k $1.0m | — |
| Farmers National Bank 0.40% of their portfolio | 39.2k $1.0m | — |
| Sigma Planning Corp 0.04% of their portfolio | 37.7k $971.0k | — |
| CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio | 37.2k $958.0k | — |
| Great Diamond Partners, LLC 0.31% of their portfolio | 34.8k $894.0k | — |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC 0.07% of their portfolio | 33.8k $870.0k | — |
| Atria Wealth Solutions, Inc. 0.01% of their portfolio | 32.6k $840.0k | — |