Vault-13

WISDOMTREE TR DES

US SMALLCAP DIVD · ETP · CUSIP 97717W604

326 institutional holders -1 vs Q1 2025
28,757,18228.8m shares reported held*
$930.9mreported value*
22 new 107 added 128 reduced 24 sold out net bought ≈ $36.6m (+1.2m 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 ($1.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $32.37. Options: 1 managers hold calls ($0 notional), 0 hold puts (—).

Trends to Q2 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: 327Q2 25: 326326Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025326

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 23: 114 bought or addedQ3 23: 128 cut or sold outQ4 23: 124 bought or addedQ4 23: 126 cut or sold outQ4 23Q1 24: 136 bought or addedQ1 24: 142 cut or sold outQ2 24: 123 bought or addedQ2 24: 156 cut or sold outQ2 24Q3 24: 120 bought or addedQ3 24: 143 cut or sold outQ4 24: 122 bought or addedQ4 24: 134 cut or sold outQ4 24Q1 25: 140 bought or addedQ1 25: 134 cut or sold outQ2 25: 129 bought or addedQ2 25: 152 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023114128
Q4 2023124126
Q1 2024136142
Q2 2024123156
Q3 2024120143
Q4 2024122134
Q1 2025140134
Q2 2025129152

Biggest buyers

ROYAL BANK OF CANADA Added +685,561+685.6k
BANK OF AMERICA CORP /DE/ Added +404,368+404.4k
JONES FINANCIAL COMPANIES LLLP Added +293,403+293.4k
MORGAN STANLEY Added +150,044+150.0k
Rockefeller Capital Management L.P. Added +124,035+124.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +115,227+115.2k
CITADEL ADVISORS LLC New +90,215+90.2k
Thrivent Financial for Lutherans New +68,484+68.5k
Curi Capital, LLC Added +43,830+43.8k
AdvisorNet Financial, Inc Added +41,497+41.5k

Biggest sellers

IFP Advisors, Inc Reduced -172,863-172.9k
TRUIST FINANCIAL CORP Reduced -153,318-153.3k
STIFEL FINANCIAL CORP Reduced -90,756-90.8k
GWN SECURITIES INC. Sold out -79,659-79.7k
ENVESTNET ASSET MANAGEMENT INC Reduced -77,262-77.3k
FINANCIAL COUNSELORS INC Sold out -70,659-70.7k
TWO SIGMA INVESTMENTS, LP Reduced -69,300-69.3k
VESTOR CAPITAL, LLC Reduced -67,672-67.7k
AMERIPRISE FINANCIAL INC Reduced -49,689-49.7k
WELLS FARGO & COMPANY/MN Reduced -48,794-48.8k

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, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,574,8922.6m $81.8m $81.8m 0.01% Added +150.0k +150,044
2 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,299,8932.3m $73.0m $73.0m 0.01% Added +404.4k +404,368
3 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,732,4361.7m $55.0m $55.0m 0.01% Reduced -371 -371
4 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,651,7601.7m $52.5m $52.5m 0.02% Added +38.5k +38,483
5 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,644,0701.6m $52.2m $52.2m 0.01% Added +685.6k +685,561
6 Creative Planning 0.04% of their portfolio OVERLAND PARK, KS 1,439,2541.4m $45.7m $45.7m 0.04% Reduced -6.2k -6,228
7 M&T Bank Corp 0.12% of their portfolio BUFFALO, NY 1,071,3071.1m $34.0m $34.0m 0.12% Reduced -10.0k -10,043
8 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 940,510940.5k $29.9m $29.9m 0.01% Reduced -25.6k -25,603
9 KEYBANK NATIONAL ASSOCIATION/OH 0.08% of their portfolio BROOKLYN, OH 711,068711.1k $22.6m $22.6m 0.08% Added +24.2k +24,168
10 JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio DES PERES, MO 664,924664.9k $21.2m $21.2m 0.02% Added +293.4k +293,403
11 MERCER GLOBAL ADVISORS INC /ADV 0.04% of their portfolio DENVER, CO 590,173590.2k $18.8m $18.8m 0.04% Reduced -3.6k -3,567
12 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 589,206589.2k $18.7m $18.7m 0.00% Reduced -48.8k -48,794
13 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 577,142577.1k $18.4m $18.4m 0.00% Reduced -49.7k -49,689
14 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 551,706551.7k $17.5m $17.5m 0.01% Reduced -77.3k -77,262
15 HUNTINGTON NATIONAL BANK 0.11% of their portfolio COLUMBUS, OH 543,142543.1k $17.3m $17.3m 0.11% Reduced -2.4k -2,449
16 Kestra Advisory Services, LLC 0.07% of their portfolio AUSTIN, TX 444,967445.0k $14.1m $14.1m 0.07% Added +13.0k +13,017
17 Corient Private Wealth LP 0.02% of their portfolio MIAMI, FL 357,391357.4k $11.4m $11.4m 0.02% Added +18.1k +18,063
18 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 335,967336.0k $10.7m $10.7m 0.01% Reduced -10.3k -10,311
19 Destination Wealth Management 0.30% of their portfolio Walnut Creek, CA 324,885324.9k $10.3m $10.3m 0.30% Added +15.9k +15,851
20 Valmark Advisers, Inc. 0.14% of their portfolio AKRON, OH 322,988323.0k $10.3m $10.3m 0.14% Added +19.9k +19,852
21 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 265,616265.6k $8.4m $8.4m 0.01% Added +124.0k +124,035
22 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 260,063260.1k $8.3m $8.3m 0.01% Added +14.3k +14,275
23 BIP Wealth, LLC 0.49% of their portfolio ATLANTA, GA 250,797250.8k $8.0m $8.0m 0.49% Added +6.3k +6,261
24 Stonebridge Wealth Management, LLC 6.84% of their portfolio OAK BROOK, IL 228,427228.4k $7.3m $7.3m 6.84% First filing
25 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 219,593219.6k $7.0m $7.0m 0.01% Added +16.4k +16,418
26 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 218,860218.9k $7.0m $7.0m 0.02% Reduced -4.6k -4,558
27 Curi Capital, LLC 0.13% of their portfolio CHICAGO, IL 216,847216.8k $6.9m $6.9m 0.13% Added +43.8k +43,830
28 HC Advisors, LLC 4.45% of their portfolio SANDY SPRINGS, GA 198,304198.3k $6.3m $6.3m 4.45% Added +4.5k +4,475
29 Prosperity Consulting Group, LLC 0.45% of their portfolio OWINGS MILLS, MD 194,328194.3k $6.2m $6.2m 0.45% Reduced -10.1k -10,051
30 One Wealth Map LLC 3.06% of their portfolio LAS VEGAS, NV 171,838171.8k $5.6m $5.6m 3.06% Added +16.8k +16,819
31 Cascade Financial Partners, LLC 0.64% of their portfolio SAN DIEGO, CA 168,108168.1k $5.3m $5.3m 0.64% Reduced -3.5k -3,477
32 Key Financial Inc 1.07% of their portfolio WEST CHESTER, PA 167,354167.4k $5.3m $5.3m 1.07% Reduced -10.4k -10,414
33 Del-Sette Capital Management, LLC 3.63% of their portfolio SCHENECTADY, NY 164,390164.4k $5.2m $5.2m 3.63% Reduced -559 -559
34 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 152,742152.7k $5.1m $5.1m 0.01% Reduced -495 -495
35 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 152,415152.4k $4.8m $4.8m 0.01% Reduced -17.1k -17,108
36 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 149,640149.6k $4.8m $4.8m 0.00% Added +27.5k +27,537
37 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 146,072146.1k $4.6m $4.6m 0.01% Added +115.2k +115,227
38 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 144,488144.5k $4.6m $4.6m 0.01% Reduced -153.3k -153,318
39 Lee, Kelleher & Klein Wealth Management 3.03% of their portfolio ELLICOTT CITY, MD 143,503143.5k $4.6m $4.6m 3.03% Added +6.8k +6,764
40 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 142,762142.8k $4.5m $4.5m 0.00% Reduced -90.8k -90,756
41 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 141,647141.6k $4.5m $4.5m 0.00% Reduced -3.3k -3,311
42 Melone Private Wealth, LLC 2.31% of their portfolio AUBURN HILLS, MI 141,577141.6k $4.5m $4.5m 2.31% Added +43 +43
43 Parcion Private Wealth LLC 0.29% of their portfolio BELLEVUE, WA 129,375129.4k $4.1m $4.1m 0.29% Unchanged
44 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.09% of their portfolio Seattle, WA 120,583120.6k $3.8m $3.8m 0.09% Reduced -14.4k -14,415
45 Frazier Financial Advisors, LLC 2.68% of their portfolio COLUMBUS, OH 119,744119.7k $3.8m $3.8m 2.68% Added +300 +300
46 CROBAN 3.22% of their portfolio FREMONT, OH 118,690118.7k $3.8m $3.8m 3.22% Reduced -149 -149
47 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 114,661114.7k $3.6m $3.6m 0.00% Added +1.8k +1,758
48 Wealthcare Advisory Partners LLC 0.08% of their portfolio WEST CHESTER, PA 105,064105.1k $3.3m $3.3m 0.08% Added +3.6k +3,637
49 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 100,168100.2k $3.2m $3.2m 0.02% Reduced -7.5k -7,497
50 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.07% of their portfolio LOS ANGELES, CA 99,40799.4k $3.2m $3.2m 0.07% Added +2.6k +2,571
51 Waverly Advisors, LLC 0.03% of their portfolio BIRMINGHAM, AL 96,67396.7k $3.1m $3.1m 0.03% Reduced -5.3k -5,274
52 Evanson Asset Management, LLC 0.19% of their portfolio CARMEL, CA 95,08795.1k $3.0m $3.0m 0.19% Added +2.6k +2,641
53 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 90,21590.2k $2.9m $2.9m 0.00% New
54 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 86,16986.2k $2.7m $2.7m 0.02% Added +22.4k +22,449
55 VAUGHAN & Co SECURITIES, INC. 1.42% of their portfolio Ridgewood, NJ 78,20578.2k $2.5m $2.5m 1.42% Reduced -1.4k -1,401
56 BEACON FINANCIAL GROUP 0.25% of their portfolio DALLAS, TX 75,01375.0k $2.4m $2.4m 0.25% Reduced -5.6k -5,599
57 Farmers National Bank 0.62% of their portfolio DANVILLE, KY 74,26674.3k $2.4m $2.4m 0.62% Added +3.4k +3,371
58 AdvisorNet Financial, Inc 0.15% of their portfolio MINNETONKA, MN 73,84373.8k $2.3m $2.3m 0.15% Added +41.5k +41,497
59 STOCK YARDS BANK & TRUST CO 0.07% of their portfolio LOUISVILLE, KY 69,78769.8k $2.2m $2.2m 0.07% Added +9.4k +9,438
60 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 68,48468.5k $2.2m $2.2m 0.00% New
61 Midwest Trust Co 0.03% of their portfolio Overland Park, KS 68,46068.5k $2.2m $2.2m 0.03% First filing
62 FOUNDERS GROVE WEALTH PARTNERS, LLC 0.51% of their portfolio RICHMOND, VA 64,50164.5k $2.0m $2.0m 0.51% Reduced -3.6k -3,629
63 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 64,07264.1k $2.0m $2.0m 0.00% Reduced -5.7k -5,679
64 Marathon Strategic Advisors, LLC 1.82% of their portfolio PITTSBURGH, PA 61,79361.8k $2.0m $2.0m 1.82% Added +2.4k +2,359
65 Glen Eagle Advisors, LLC 0.30% of their portfolio KINGSTON, NJ 61,75761.8k $2.0m $2.0m 0.30% Reduced -8.4k -8,420
66 Capital Analysts, LLC 0.06% of their portfolio FORT WASHINGTON, PA 61,33561.3k $1.9m $1.9m 0.06% Added +5.6k +5,596
67 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 59,99860.0k $1.9m $1.9m 0.01% Added +8.1k +8,094
68 Ascent Group, LLC 0.07% of their portfolio VIRGINIA BEACH, VA 58,96659.0k $1.9m $1.9m 0.07% Reduced -2.4k -2,440
69 Aspen Investment Management Inc 0.78% of their portfolio GRAND RAPIDS, MI 58,57058.6k $1.9m $1.9m 0.78% Reduced -297 -297
70 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 58,50658.5k $1.9m $1.9m 0.00% Reduced -1.3k -1,348
71 Salomon & Ludwin, LLC 0.19% of their portfolio RICHMOND, VA 57,91657.9k $1.9m $1.9m 0.19% Reduced -777 -777
72 180 WEALTH ADVISORS, LLC 0.26% of their portfolio FEDERAL WAY, WA 57,61457.6k $1.8m $1.8m 0.26% Reduced -536 -536
73 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 55,49755.5k $1.8m $1.8m 0.00% Added +12 +12
74 Modera Wealth Management, LLC 0.02% of their portfolio WESTWOOD, NJ 55,20755.2k $1.8m $1.8m 0.02% Reduced -175 -175
75 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 54,65654.7k $1.7m $1.7m 0.01% Added +1.9k +1,868
76 JNBA Financial Advisors 0.17% of their portfolio BLOOMINGTON, MN 54,41454.4k $1.7m $1.7m 0.17% Unchanged
77 CAHILL FINANCIAL ADVISORS INC 0.21% of their portfolio EDINA, MN 54,28854.3k $1.7m $1.7m 0.21% Added +869 +869
78 FFG RETIREMENT ADVISORS LLC 0.99% of their portfolio CENTENNIAL, CO 49,92649.9k $1.6m $1.6m 0.99% Added +2.0k +2,006
79 Apollon Wealth Management, LLC 0.03% of their portfolio MOUNT PLEASANT, SC 49,45849.5k $1.6m $1.6m 0.03% Reduced -1.3k -1,266
80 Powers Advisory Group, LLC 0.68% of their portfolio Highland, IL 48,99849.0k $1.6m $1.6m 0.68% Added +1.1k +1,059
81 NBT BANK, N.A. 0.11% of their portfolio NORWICH, NY 48,80748.8k $1.6m $1.6m 0.11% Added +522 +522
82 FINANCIAL ADVISORY PARTNERS, LLC 0.48% of their portfolio WINTER PARK, FL 47,83747.8k $1.5m $1.5m 0.48% Added +4.7k +4,742
83 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 47,82647.8k $1.5m $1.5m 0.00% Reduced -1.1k -1,075
84 SC&H Financial Advisors, Inc. 0.25% of their portfolio HUNT VALLEY, MD 46,28146.3k $1.5m $1.5m 0.25% Added +5.3k +5,265
85 TFG Advisers LLC 0.49% of their portfolio Auburn Hills, MI 44,93144.9k $1.4m $1.4m 0.49% Reduced -1.3k -1,254
86 Old North State Wealth Management, LLC 0.69% of their portfolio Wilmington, NC 41,81141.8k $1.3m $1.3m 0.69% Reduced -79 -79
87 INSPIRION WEALTH ADVISORS, LLC 0.17% of their portfolio LIBERTYVILLE, IL 41,25041.2k $1.3m $1.3m 0.17% Reduced -2.5k -2,511
88 IAG Wealth Partners, LLC 0.17% of their portfolio WAUKESHA, WI 40,31440.3k $1.3m $1.3m 0.17% Reduced -2.3k -2,332
89 Platform Technology Partners 0.33% of their portfolio NEW YORK, NY 39,78139.8k $1.3m $1.3m 0.33% Unchanged
90 WESBANCO BANK INC 0.04% of their portfolio WHEELING, WV 38,95839.0k $1.2m $1.2m 0.04% Added +2.4k +2,415
91 Independence Bank of Kentucky 0.17% of their portfolio OWENSBORO, KY 37,28037.3k $1.2m $1.2m 0.17% Reduced -595 -595
92 United Advisor Group, LLC 0.20% of their portfolio CINCINNATI, OH 36,90636.9k $1.2m $1.2m 0.20% Added +345 +345
93 HALBERT HARGROVE GLOBAL ADVISORS, LLC 0.06% of their portfolio LONG BEACH, CA 36,23536.2k $1.2m $1.2m 0.06% Unchanged
94 F&V Capital Management, LLC 0.29% of their portfolio BOCA RATON, FL 35,19035.2k $1.1m $1.1m 0.29% Reduced -14.7k -14,650
95 Waterfront Wealth Inc. 0.25% of their portfolio OVERLAND PARK, KS 34,68834.7k $1.1m $1.1m 0.25% Reduced -56 -56
96 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 34,66834.7k $1.1m $1.1m 0.01% Added +1.8k +1,764
97 Gladstone Institutional Advisory LLC 0.05% of their portfolio Bedminster, NJ 34,58634.6k $1.1m $1.1m 0.05% Added +1.9k +1,860
98 HARBOR INVESTMENT ADVISORY, LLC 0.10% of their portfolio LUTHERVILLE, MD 34,02234.0k $1.1m $1.1m 0.10% Added +480 +480
99 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 33,50033.5k $1.1m $1.1m 0.00% Reduced -69.3k -69,300
100 PRINCIPAL SECURITIES, INC. 0.02% of their portfolio DES MOINES, IA 32,08232.1k $1.0m $1.0m 0.02% Added +1.4k +1,350