Vault-13

WISDOMTREE TR DES

US SMALLCAP DIVD · ETP · CUSIP 97717W604

327 institutional holders -7 vs Q4 2024
27,412,91327.4m shares reported held*
$893.0mreported value*
22 new 118 added 112 reduced 22 sold out net sold ≈ $30.7m (-951.4k shares)

* 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 ($1.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $32.58. Options: 1 managers hold calls ($0 notional), 0 hold puts (—).

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 286Q4 22: 296Q1 23: 296Q2 23: 298Q3 23: 296Q4 23: 313Q1 24: 322Q2 24: 328Q3 24: 323Q4 24: 334Q1 25: 327327Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022286
Q4 2022296
Q1 2023296
Q2 2023298
Q3 2023296
Q4 2023313
Q1 2024322
Q2 2024328
Q3 2024323
Q4 2024334
Q1 2025327

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q2 23: 127 bought or addedQ2 23: 126 cut or sold outQ3 23: 114 bought or addedQ3 23: 128 cut or sold outQ3 23Q4 23: 124 bought or addedQ4 23: 126 cut or sold outQ1 24: 136 bought or addedQ1 24: 142 cut or sold outQ1 24Q2 24: 123 bought or addedQ2 24: 156 cut or sold outQ3 24: 120 bought or addedQ3 24: 143 cut or sold outQ3 24Q4 24: 122 bought or addedQ4 24: 134 cut or sold outQ1 25: 140 bought or addedQ1 25: 134 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 2023127126
Q3 2023114128
Q4 2023124126
Q1 2024136142
Q2 2024123156
Q3 2024120143
Q4 2024122134
Q1 2025140134

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$100k$200k$300kQ2 24 calls: $283.5kQ2 24 puts: $0Q2 24P/C 0.00Q3 24 calls: $0Q3 24 puts: $0Q3 24P/C —Q4 24 calls: $0Q4 24 puts: $0Q4 24P/C —Q1 25 calls: $0Q1 25 puts: $0Q1 25P/C —
Numbers
QuarterCallsPutsP/C
Q2 2024$283.5k$00.00
Q3 2024$0$0—
Q4 2024$0$0—
Q1 2025$0$0—

Biggest buyers

JONES FINANCIAL COMPANIES LLLP Added +122,564+122.6k
Kestra Advisory Services, LLC Added +118,145+118.1k
ROYAL BANK OF CANADA Added +105,850+105.8k
Waverly Advisors, LLC Added +81,331+81.3k
GWN SECURITIES INC. New +79,659+79.7k
MERCER GLOBAL ADVISORS INC /ADV Added +55,477+55.5k
OSAIC HOLDINGS, INC. Added +38,460+38.5k
Valmark Advisers, Inc. Added +38,142+38.1k
Orion Portfolio Solutions, LLC Added +35,483+35.5k
INTEGRITY ALLIANCE, LLC. New +34,006+34.0k

Biggest sellers

LPL Financial LLC Reduced -617,789-617.8k
BANK OF AMERICA CORP /DE/ Reduced -323,009-323.0k
WELLS FARGO & COMPANY/MN Reduced -229,157-229.2k
AMERIPRISE FINANCIAL INC Reduced -200,365-200.4k
Janney Montgomery Scott LLC Sold out -151,005-151.0k
Integrated Advisors Network LLC Reduced -63,697-63.7k
ENVESTNET ASSET MANAGEMENT INC Reduced -56,147-56.1k
Thrivent Financial for Lutherans Sold out -54,712-54.7k
Focus Partners Wealth Reduced -46,677-46.7k
JANE STREET GROUP, LLC Sold out -35,333-35.3k

Biggest calls

CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $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, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,424,8482.4m $77.5m $77.5m 0.01% Reduced -31.8k -31,834
2 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,895,5251.9m $60.6m $60.6m 0.01% Reduced -323.0k -323,009
3 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,732,8071.7m $55.4m $55.4m 0.01% Added +9.8k +9,763
4 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,613,2771.6m $51.6m $51.6m 0.02% Reduced -617.8k -617,789
5 Creative Planning 0.04% of their portfolio OVERLAND PARK, KS 1,445,4821.4m $46.2m $46.2m 0.04% Reduced -30.5k -30,511
6 M&T Bank Corp 0.13% of their portfolio BUFFALO, NY 1,081,3501.1m $34.6m $34.6m 0.13% Added +13.4k +13,423
7 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 966,113966.1k $30.9m $30.9m 0.01% Reduced -5.3k -5,290
8 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 958,509958.5k $30.6m $30.6m 0.01% Added +105.8k +105,850
9 KEYBANK NATIONAL ASSOCIATION/OH 0.09% of their portfolio BROOKLYN, OH 686,900686.9k $22.0m $22.0m 0.09% Added +1.5k +1,497
10 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 638,000638.0k $20.4m $20.4m 0.00% Reduced -229.2k -229,157
11 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 628,968629.0k $20.1m $20.1m 0.01% Reduced -56.1k -56,147
12 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 626,831626.8k $20.0m $20.0m 0.01% Reduced -200.4k -200,365
13 MERCER GLOBAL ADVISORS INC /ADV 0.04% of their portfolio DENVER, CO 593,740593.7k $19.0m $19.0m 0.04% Added +55.5k +55,477
14 HUNTINGTON NATIONAL BANK 0.13% of their portfolio COLUMBUS, OH 545,591545.6k $17.4m $17.4m 0.13% Reduced -7.9k -7,897
15 Kestra Advisory Services, LLC 0.07% of their portfolio AUSTIN, TX 431,950431.9k $13.8m $13.8m 0.07% Added +118.1k +118,145
16 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 371,521371.5k $11.9m $11.9m 0.01% Added +122.6k +122,564
17 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 346,278346.3k $11.1m $11.1m 0.02% Added +5.2k +5,179
18 Corient Private Wealth LP 0.02% of their portfolio MIAMI, FL 339,328339.3k $10.8m $10.8m 0.02% Added +84 +84
19 Destination Wealth Management 0.31% of their portfolio Walnut Creek, CA 309,034309.0k $9.9m $9.9m 0.31% Reduced -3.1k -3,119
20 Valmark Advisers, Inc. 0.15% of their portfolio AKRON, OH 303,136303.1k $9.7m $9.7m 0.15% Added +38.1k +38,142
21 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 297,806297.8k $9.5m $9.5m 0.02% Added +9.5k +9,547
22 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 245,788245.8k $7.9m $7.9m 0.02% Added +1.5k +1,470
23 BIP Wealth, LLC 0.51% of their portfolio ATLANTA, GA 244,536244.5k $7.8m $7.8m 0.51% Added +20.4k +20,410
24 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 233,518233.5k $7.5m $7.5m 0.01% Added +1.1k +1,055
25 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 223,418223.4k $7.1m $7.1m 0.02% Reduced -4.4k -4,372
26 Prosperity Consulting Group, LLC 0.50% of their portfolio OWINGS MILLS, MD 204,379204.4k $6.5m $6.5m 0.50% Reduced -5.9k -5,901
27 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 203,175203.2k $6.5m $6.5m 0.01% Added +38.5k +38,460
28 IFP Advisors, Inc 0.20% of their portfolio TAMPA, FL 198,193198.2k $6.3m $6.3m 0.20% Reduced -3.4k -3,369
29 HC Advisors, LLC 4.64% of their portfolio SANDY SPRINGS, GA 193,829193.8k $6.2m $6.2m 4.64% Added +4.9k +4,875
30 Key Financial Inc 1.24% of their portfolio WEST CHESTER, PA 177,768177.8k $5.7m $5.7m 1.24% Added +6.0k +6,049
31 Curi Capital, LLC 0.14% of their portfolio CHICAGO, IL 173,017173.0k $5.5m $5.5m 0.14% Added +19.9k +19,935
32 Cascade Financial Partners, LLC 0.69% of their portfolio SAN DIEGO, CA 171,585171.6k $5.5m $5.5m 0.69% Reduced -908 -908
33 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 169,523169.5k $5.4m $5.4m 0.01% Added +6.6k +6,588
34 Del-Sette Capital Management, LLC 4.14% of their portfolio SCHENECTADY, NY 164,949164.9k $5.3m $5.3m 4.14% Added +20.2k +20,205
35 One Wealth Map LLC 3.00% of their portfolio LAS VEGAS, NV 155,019155.0k $4.5m $4.5m 3.00% Added +1.3k +1,267
36 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 153,237153.2k $4.9m $4.9m 0.01% Reduced -7.5k -7,541
37 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 144,958145.0k $4.6m $4.6m 0.00% Reduced -73 -73
38 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 141,581141.6k $4.5m $4.5m 0.01% Added +10.8k +10,849
39 Melone Private Wealth, LLC 2.37% of their portfolio AUBURN HILLS, MI 141,534141.5k $4.5m $4.5m 2.37% Added +390 +390
40 Lee, Kelleher & Klein Wealth Management 3.22% of their portfolio ELLICOTT CITY, MD 136,739136.7k $4.4m $4.4m 3.22% Added +3.3k +3,340
41 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.11% of their portfolio Seattle, WA 134,998135.0k $4.3m $4.3m 0.11% Reduced -4.4k -4,402
42 Parcion Private Wealth LLC 0.34% of their portfolio BELLEVUE, WA 129,375129.4k $4.1m $4.1m 0.34% Unchanged
43 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 122,103122.1k $3.9m $3.9m 0.00% Added +20.3k +20,254
44 Frazier Financial Advisors, LLC 2.94% of their portfolio COLUMBUS, OH 119,444119.4k $3.8m $3.8m 2.94% Added +5.1k +5,118
45 CROBAN 3.50% of their portfolio FREMONT, OH 118,839118.8k $3.8m $3.8m 3.50% Reduced -381 -381
46 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 112,903112.9k $3.6m $3.6m 0.00% Added +26.9k +26,850
47 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 107,665107.7k $3.4m $3.4m 0.02% Added +10.2k +10,167
48 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 102,800102.8k $3.3m $3.3m 0.01% Added +4.7k +4,700
49 Waverly Advisors, LLC 0.04% of their portfolio BIRMINGHAM, AL 101,947101.9k $3.3m $3.3m 0.04% Added +81.3k +81,331
50 Wealthcare Advisory Partners LLC 0.09% of their portfolio WEST CHESTER, PA 101,427101.4k $3.2m $3.2m 0.09% Added +246 +246
51 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.08% of their portfolio LOS ANGELES, CA 96,83696.8k $3.1m $3.1m 0.08% Added +3.8k +3,843
52 Evanson Asset Management, LLC 0.21% of their portfolio CARMEL, CA 92,44692.4k $3.0m $3.0m 0.21% Added +160 +160
53 BEACON FINANCIAL GROUP 0.28% of their portfolio DALLAS, TX 80,61280.6k $2.6m $2.6m 0.28% Reduced -11.0k -10,985
54 GWN SECURITIES INC. 0.14% of their portfolio Palm Beach Gardens, FL 79,65979.7k $2.5m $2.5m 0.14% New
55 VAUGHAN & Co SECURITIES, INC. 1.58% of their portfolio Ridgewood, NJ 79,60679.6k $2.5m $2.5m 1.58% Unchanged
56 Orion Portfolio Solutions, LLC 0.01% of their portfolio Omaha, NE 76,69276.7k $2.5m $2.5m 0.01% Added +35.5k +35,483
57 Farmers National Bank 0.64% of their portfolio DANVILLE, KY 70,89570.9k $2.3m $2.3m 0.64% Added +8.6k +8,556
58 FINANCIAL COUNSELORS INC 0.03% of their portfolio Overland Park, KS 70,65970.7k $2.3m $2.3m 0.03% Added +728 +728
59 Glen Eagle Advisors, LLC 0.37% of their portfolio KINGSTON, NJ 70,17770.2k $2.2m $2.2m 0.37% Reduced -30.4k -30,407
60 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 69,75169.8k $2.2m $2.2m 0.00% Reduced -15.3k -15,302
61 VESTOR CAPITAL, LLC 0.18% of their portfolio CHICAGO, IL 68,91568.9k $2.2m $2.2m 0.18% Added +3.1k +3,080
62 FOUNDERS GROVE WEALTH PARTNERS, LLC 0.61% of their portfolio RICHMOND, VA 68,13068.1k $2.2m $2.2m 0.61% Reduced -100 -100
63 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 63,72063.7k $2.0m $2.0m 0.02% Added +12.6k +12,570
64 Ascent Group, LLC 0.08% of their portfolio VIRGINIA BEACH, VA 61,40661.4k $2.0m $2.0m 0.08% Reduced -1.5k -1,454
65 STOCK YARDS BANK & TRUST CO 0.07% of their portfolio LOUISVILLE, KY 60,34960.3k $1.9m $1.9m 0.07% Reduced -22.2k -22,157
66 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 59,85459.9k $1.9m $1.9m 0.00% Added +4.6k +4,617
67 Marathon Strategic Advisors, LLC 2.04% of their portfolio PITTSBURGH, PA 59,43459.4k $1.9m $1.9m 2.04% Added +81 +81
68 Aspen Investment Management Inc 0.87% of their portfolio GRAND RAPIDS, MI 58,86758.9k $1.9m $1.9m 0.87% Added +276 +276
69 Salomon & Ludwin, LLC 0.20% of their portfolio RICHMOND, VA 58,69358.7k $1.9m $1.9m 0.20% Reduced -370 -370
70 180 WEALTH ADVISORS, LLC 0.30% of their portfolio FEDERAL WAY, WA 58,15058.1k $1.9m $1.9m 0.30% Added +135 +135
71 Capital Analysts, LLC 0.07% of their portfolio FORT WASHINGTON, PA 55,73955.7k $1.8m $1.8m 0.07% Added +386 +386
72 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 55,48555.5k $1.8m $1.8m 0.00% Reduced -46.7k -46,677
73 Modera Wealth Management, LLC 0.02% of their portfolio WESTWOOD, NJ 55,38255.4k $1.8m $1.8m 0.02% Reduced -681 -681
74 JNBA Financial Advisors 0.18% of their portfolio BLOOMINGTON, MN 54,41454.4k $1.7m $1.7m 0.18% Reduced -2.8k -2,758
75 CAHILL FINANCIAL ADVISORS INC 0.23% of their portfolio EDINA, MN 53,41953.4k $1.7m $1.7m 0.23% Added +187 +187
76 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 52,78852.8k $1.7m $1.7m 0.01% Added +2.3k +2,327
77 &PARTNERS 0.02% of their portfolio NASHVILLE, TN 51,90451.9k $1.7m $1.7m 0.02% Added +28.5k +28,507
78 Apollon Wealth Management, LLC 0.04% of their portfolio MOUNT PLEASANT, SC 50,72450.7k $1.6m $1.6m 0.04% Reduced -2.6k -2,650
79 F&V Capital Management, LLC 0.41% of their portfolio BOCA RATON, FL 49,84049.8k $1.6m $1.6m 0.41% Reduced -2.3k -2,330
80 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 48,90148.9k $1.6m $1.6m 0.01% Reduced -182 -182
81 Three Magnolias Financial Advisors, LLC 1.32% of their portfolio WINSTON-SALEM, NC 48,59348.6k $1.6m $1.6m 1.32% Reduced -1.7k -1,663
82 NBT BANK, N.A. 0.11% of their portfolio NORWICH, NY 48,28548.3k $1.5m $1.5m 0.11% Reduced -925 -925
83 Powers Advisory Group, LLC 0.73% of their portfolio Highland, IL 47,93947.9k $1.5m $1.5m 0.73% Reduced -1.1k -1,062
84 FFG RETIREMENT ADVISORS LLC 1.04% of their portfolio CENTENNIAL, CO 47,92047.9k $1.5m $1.5m 1.04% Reduced -1.1k -1,115
85 TFG Advisers LLC 0.54% of their portfolio Auburn Hills, MI 46,18546.2k $1.5m $1.5m 0.54% Added +419 +419
86 INSPIRION WEALTH ADVISORS, LLC 0.19% of their portfolio LIBERTYVILLE, IL 43,76143.8k $1.4m $1.4m 0.19% Added +41 +41
87 FINANCIAL ADVISORY PARTNERS, LLC 0.46% of their portfolio WINTER PARK, FL 43,09543.1k $1.4m $1.4m 0.46% Reduced -3.5k -3,458
88 IAG Wealth Partners, LLC 0.21% of their portfolio WAUKESHA, WI 42,64642.6k $1.4m $1.4m 0.21% Reduced -1.7k -1,742
89 Old North State Wealth Management, LLC 0.75% of their portfolio Wilmington, NC 41,89041.9k $1.3m $1.3m 0.75% Reduced -277 -277
90 SC&H Financial Advisors, Inc. 0.26% of their portfolio HUNT VALLEY, MD 41,01641.0k $1.3m $1.3m 0.26% Added +78 +78
91 Montecito Bank & Trust 0.23% of their portfolio SANTA BARBARA, CA 40,64540.6k $1.3m $1.3m 0.23% Added +1.0k +1,021
92 Platform Technology Partners 0.37% of their portfolio NEW YORK, NY 39,78139.8k $1.3m $1.3m 0.37% Unchanged
93 Independence Bank of Kentucky 0.19% of their portfolio OWENSBORO, KY 37,87537.9k $1.2m $1.2m 0.19% Reduced -1.2k -1,245
94 Mariner, LLC 0.00% of their portfolio Overland Park, KS 37,81637.8k $1.2m $1.2m 0.00% Added +7.1k +7,138
95 United Advisor Group, LLC 0.24% of their portfolio CINCINNATI, OH 36,56136.6k $1.2m $1.2m 0.24% Reduced -57 -57
96 WESBANCO BANK INC 0.04% of their portfolio WHEELING, WV 36,54336.5k $1.2m $1.2m 0.04% Added +353 +353
97 HALBERT HARGROVE GLOBAL ADVISORS, LLC 0.07% of their portfolio LONG BEACH, CA 36,23536.2k $1.2m $1.2m 0.07% Unchanged
98 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 35,48335.5k $1.1m $1.1m 0.01% Reduced -5.7k -5,726
99 Waterfront Wealth Inc. 0.27% of their portfolio OVERLAND PARK, KS 34,74434.7k $1.1m $1.1m 0.27% Added +1 +1
100 INTEGRITY ALLIANCE, LLC. 0.04% of their portfolio Urbandale, IA 34,00634.0k $1.1m $1.1m 0.04% New