Vault-13

WISDOMTREE TR DES

US SMALLCAP DIVD · ETP · CUSIP 97717W604

342 institutional holders +16 vs Q3 2025
27,371,25427.4m shares reported held*
$939.5mreported value*
24 new 105 added 124 reduced 15 sold out net sold ≈ $21.0m (-683.1k 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 ≈ $34.32.

Trends to Q4 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: 326Q3 25: 326Q4 25: 342342Q3 22Q2 23Q1 24Q4 24Q4 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
Q3 2025326
Q4 2025342

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q1 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 25Q3 25: 119 bought or addedQ3 25: 149 cut or sold outQ4 25: 129 bought or addedQ4 25: 139 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024136142
Q2 2024123156
Q3 2024120143
Q4 2024122134
Q1 2025140134
Q2 2025129152
Q3 2025119149
Q4 2025129139

Biggest buyers

Allen Investment Management, LLC New +293,475+293.5k
WELLS FARGO & COMPANY/MN Added +132,655+132.7k
Thrivent Financial for Lutherans New +77,689+77.7k
MORGAN STANLEY Added +71,782+71.8k
MERCER GLOBAL ADVISORS INC /ADV Added +69,892+69.9k
JONES FINANCIAL COMPANIES LLLP Added +65,659+65.7k
Merit Financial Group, LLC New +60,135+60.1k
HUNTINGTON NATIONAL BANK Added +55,487+55.5k
MONETA GROUP INVESTMENT ADVISORS LLC New +35,799+35.8k
Total Clarity Wealth Management, Inc. New +34,846+34.8k

Biggest sellers

Kestra Advisory Services, LLC Reduced -217,587-217.6k
Corient Private Wealth LP Reduced -215,646-215.6k
JPMORGAN CHASE & CO Reduced -215,105-215.1k
UBS Group AG Reduced -141,584-141.6k
TWO SIGMA INVESTMENTS, LP Sold out -133,100-133.1k
LPL Financial LLC Reduced -106,214-106.2k
AMERIPRISE FINANCIAL INC Reduced -95,736-95.7k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -88,465-88.5k
Stonebridge Wealth Management, LLC Reduced -82,482-82.5k
VESTOR CAPITAL, LLC Sold out -71,736-71.7k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,701,0312.7m $90.3m $90.3m 0.01% Added +71.8k +71,782
2 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,440,4062.4m $81.6m $81.6m 0.01% Added +19.2k +19,230
3 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,506,2121.5m $50.4m $50.4m 0.01% Reduced -106.2k -106,214
4 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,488,4381.5m $49.8m $49.8m 0.01% Reduced -141.6k -141,584
5 Creative Planning 0.03% of their portfolio OVERLAND PARK, KS 1,362,6141.4m $45.6m $45.6m 0.03% Reduced -42.4k -42,364
6 M&T Bank Corp 0.11% of their portfolio BUFFALO, NY 1,057,0471.1m $35.4m $35.4m 0.11% Reduced -28.0k -27,990
7 MERCER GLOBAL ADVISORS INC /ADV 0.05% of their portfolio DENVER, CO 915,516915.5k $30.6m $30.6m 0.05% Added +69.9k +69,892
8 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 775,701775.7k $25.9m $25.9m 0.01% Reduced -54.3k -54,262
9 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 763,962764.0k $25.6m $25.6m 0.00% Reduced -13.0k -12,992
10 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 729,432729.4k $24.4m $24.4m 0.00% Added +132.7k +132,655
11 KEYBANK NATIONAL ASSOCIATION/OH 0.09% of their portfolio BROOKLYN, OH 711,178711.2k $23.8m $23.8m 0.09% Added +3.5k +3,528
12 HUNTINGTON NATIONAL BANK 0.14% of their portfolio COLUMBUS, OH 692,824692.8k $23.2m $23.2m 0.14% Added +55.5k +55,487
13 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 681,131681.1k $22.8m $22.8m 0.01% Added +65.7k +65,659
14 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 408,221408.2k $13.7m $13.7m 0.00% Reduced -95.7k -95,736
15 Valmark Advisers, Inc. 0.14% of their portfolio AKRON, OH 333,141333.1k $11.1m $11.1m 0.14% Added +4.2k +4,222
16 Destination Wealth Management 0.29% of their portfolio Walnut Creek, CA 331,812331.8k $11.1m $11.1m 0.29% Added +1.1k +1,124
17 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 319,248319.2k $10.7m $10.7m 0.01% Reduced -776 -776
18 Allen Investment Management, LLC 0.11% of their portfolio NEW YORK, NY 293,475293.5k $9.8m $9.8m 0.11% New
19 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 245,104245.1k $8.2m $8.2m 0.01% Reduced -88.5k -88,465
20 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 235,073235.1k $7.9m $7.9m 0.03% Reduced -217.6k -217,587
21 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 234,098234.1k $7.8m $7.8m 0.00% Reduced -23.6k -23,611
22 BIP Wealth, LLC 0.27% of their portfolio ATLANTA, GA 227,281227.3k $7.6m $7.6m 0.27% Reduced -6.5k -6,456
23 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 222,621222.6k $7.4m $7.4m 0.02% Added +5.5k +5,451
24 Curi Capital, LLC 0.12% of their portfolio CHICAGO, IL 214,927214.9k $7.2m $7.2m 0.12% Added +1.0k +1,034
25 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 210,105210.1k $7.0m $7.0m 0.00% Added +32.9k +32,867
26 HC Advisors, LLC 4.74% of their portfolio SANDY SPRINGS, GA 204,939204.9k $6.9m $6.9m 4.74% Added +1.6k +1,595
27 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 194,217194.2k $6.5m $6.5m 0.00% Reduced -215.1k -215,105
28 Del-Sette Capital Management, LLC 3.91% of their portfolio SCHENECTADY, NY 189,302189.3k $6.3m $6.3m 3.91% Added +10.5k +10,475
29 One Wealth Map LLC 3.47% of their portfolio LAS VEGAS, NV 188,048188.0k $6.8m $6.8m 3.47% Added +14.5k +14,452
30 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 173,163173.2k $5.8m $5.8m 0.01% Reduced -34.7k -34,705
31 Prosperity Consulting Group, LLC 0.25% of their portfolio OWINGS MILLS, MD 164,684164.7k $5.5m $5.5m 0.25% Reduced -14.5k -14,483
32 Key Financial Inc 0.99% of their portfolio WEST CHESTER, PA 161,793161.8k $5.4m $5.4m 0.99% Reduced -977 -977
33 Cascade Financial Partners, LLC 0.55% of their portfolio SAN DIEGO, CA 161,532161.5k $5.4m $5.4m 0.55% Reduced -3.5k -3,546
34 Melone Private Wealth, LLC 2.27% of their portfolio AUBURN HILLS, MI 159,710159.7k $5.3m $5.3m 2.27% Added +1.0k +1,003
35 Lee, Kelleher & Klein Wealth Management 3.07% of their portfolio ELLICOTT CITY, MD 153,825153.8k $5.1m $5.1m 3.07% Added +4.0k +3,977
36 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 149,147149.1k $5.0m $5.0m 0.01% Added +3.7k +3,675
37 Stonebridge Wealth Management, LLC 4.63% of their portfolio OAK BROOK, IL 146,631146.6k $4.9m $4.9m 4.63% Reduced -82.5k -82,482
38 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 144,617144.6k $4.8m $4.8m 0.01% Added +2.2k +2,158
39 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 142,680142.7k $4.9m $4.9m 0.01% Reduced -1.6k -1,569
40 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 140,942140.9k $4.7m $4.7m 0.00% Reduced -215.6k -215,646
41 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 136,669136.7k $4.6m $4.6m 0.00% Reduced -9.5k -9,452
42 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.08% of their portfolio Seattle, WA 128,692128.7k $4.3m $4.3m 0.08% Added +2.7k +2,726
43 Parcion Private Wealth LLC 0.26% of their portfolio BELLEVUE, WA 128,500128.5k $4.3m $4.3m 0.26% Reduced -875 -875
44 Three Bearings Fiduciary Advisors, Inc. 4.28% of their portfolio HAMPTON, NH 127,999128.0k $4.6m $4.6m 4.28% First filing
45 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 127,807127.8k $4.3m $4.3m 0.01% Reduced -16.0k -15,977
46 CROBAN 1.97% of their portfolio FREMONT, OH 121,964122.0k $4.1m $4.1m 1.97% Added +3.3k +3,295
47 Frazier Financial Advisors, LLC 2.35% of their portfolio COLUMBUS, OH 118,482118.5k $4.0m $4.0m 2.35% Reduced -1.2k -1,204
48 Wealthcare Advisory Partners LLC 0.07% of their portfolio WEST CHESTER, PA 102,948102.9k $3.4m $3.4m 0.07% Reduced -1.5k -1,467
49 Evanson Asset Management, LLC 0.18% of their portfolio CARMEL, CA 98,04698.0k $3.3m $3.3m 0.18% Added +260 +260
50 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 93,93993.9k $3.1m $3.1m 0.00% Reduced -8.4k -8,399
51 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 93,60593.6k $3.1m $3.1m 0.00% Added +31.5k +31,549
52 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.06% of their portfolio LOS ANGELES, CA 92,58092.6k $3.1m $3.1m 0.06% Reduced -4.1k -4,114
53 Waverly Advisors, LLC 0.02% of their portfolio BIRMINGHAM, AL 89,07589.1k $3.0m $3.0m 0.02% Reduced -5.8k -5,811
54 AdvisorNet Financial, Inc 0.15% of their portfolio MINNETONKA, MN 82,18382.2k $2.7m $2.7m 0.15% Added +6.1k +6,052
55 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 81,72381.7k $2.7m $2.7m 0.00% Reduced -1.5k -1,513
56 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 81,02181.0k $2.7m $2.7m 0.00% Added +5.3k +5,291
57 VAUGHAN & Co SECURITIES, INC. 1.36% of their portfolio Ridgewood, NJ 78,49278.5k $2.6m $2.6m 1.36% Added +287 +287
58 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 77,68977.7k $2.6m $2.6m 0.00% New
59 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 75,31875.3k $2.5m $2.5m 0.01% Reduced -16.8k -16,761
60 Farmers National Bank 0.56% of their portfolio DANVILLE, KY 74,70774.7k $2.5m $2.5m 0.56% Reduced -630 -630
61 STOCK YARDS BANK & TRUST CO 0.07% of their portfolio LOUISVILLE, KY 67,98868.0k $2.3m $2.3m 0.07% Added +4.7k +4,705
62 Marathon Strategic Advisors, LLC 1.70% of their portfolio PITTSBURGH, PA 66,59966.6k $2.2m $2.2m 1.70% Added +1.5k +1,538
63 BEACON FINANCIAL GROUP 0.22% of their portfolio DALLAS, TX 66,58466.6k $2.2m $2.2m 0.22% Reduced -1.7k -1,651
64 Capital Analysts, LLC 0.06% of their portfolio FORT WASHINGTON, PA 66,17766.2k $2.2m $2.2m 0.06% Added +2.4k +2,416
65 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 64,07464.1k $2.1m $2.1m 0.01% Reduced -370 -370
66 FOUNDERS GROVE WEALTH PARTNERS, LLC 0.47% of their portfolio RICHMOND, VA 62,74862.7k $2.1m $2.1m 0.47% Unchanged
67 TopTier Wealth Management, LLC 1.39% of their portfolio MUSKEGO, WI 61,34061.3k $2.1m $2.1m 1.39% First filing
68 Merit Financial Group, LLC 0.02% of their portfolio ALPHARETTA, GA 60,13560.1k $2.0m $2.0m 0.02% New
69 Glen Eagle Advisors, LLC 0.27% of their portfolio KINGSTON, NJ 58,58958.6k $2.0m $2.0m 0.27% Reduced -847 -847
70 180 WEALTH ADVISORS, LLC 0.22% of their portfolio FEDERAL WAY, WA 58,09958.1k $1.9m $1.9m 0.22% Reduced -301 -301
71 CAHILL FINANCIAL ADVISORS INC 0.21% of their portfolio EDINA, MN 57,99558.0k $1.9m $1.9m 0.21% Added +3.1k +3,083
72 Aspen Investment Management Inc 0.58% of their portfolio GRAND RAPIDS, MI 57,92557.9k $1.9m $1.9m 0.58% Reduced -397 -397
73 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 57,73457.7k $1.9m $1.9m 0.00% Reduced -237 -237
74 Midwest Trust Co 0.02% of their portfolio Overland Park, KS 57,52057.5k $1.9m $1.9m 0.02% Added +873 +873
75 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 56,58356.6k $1.9m $1.9m 0.00% Added +3.3k +3,259
76 Modera Wealth Management, LLC 0.02% of their portfolio WESTWOOD, NJ 54,73754.7k $1.8m $1.8m 0.02% Added +1 +1
77 Salomon & Ludwin, LLC 0.16% of their portfolio RICHMOND, VA 53,57853.6k $1.8m $1.8m 0.16% Reduced -554 -554
78 JNBA Financial Advisors 0.15% of their portfolio BLOOMINGTON, MN 52,77852.8k $1.8m $1.8m 0.15% Reduced -1.3k -1,347
79 Ascent Group, LLC 0.06% of their portfolio VIRGINIA BEACH, VA 52,75452.8k $1.8m $1.8m 0.06% Reduced -1.6k -1,642
80 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 51,82451.8k $1.7m $1.7m 0.00% Added +3.1k +3,068
81 Investment Research Partners LLC 0.73% of their portfolio LEMONT, PA 50,60050.6k $1.7m $1.7m 0.73% Reduced -595 -595
82 FFG RETIREMENT ADVISORS LLC 1.03% of their portfolio CENTENNIAL, CO 49,71949.7k $1.7m $1.7m 1.03% Reduced -145 -145
83 FINANCIAL ADVISORY PARTNERS, LLC 0.47% of their portfolio WINTER PARK, FL 49,60549.6k $1.7m $1.7m 0.47% Added +571 +571
84 Powers Advisory Group, LLC 0.62% of their portfolio Highland, IL 49,05649.1k $1.6m $1.6m 0.62% Added +38 +38
85 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 44,85544.9k $1.5m $1.5m 0.00% Added +24.4k +24,366
86 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 44,39944.4k $1.5m $1.5m 0.00% Added +19.2k +19,178
87 Apollon Wealth Management, LLC 0.03% of their portfolio MOUNT PLEASANT, SC 43,32543.3k $1.4m $1.4m 0.03% Reduced -3.1k -3,072
88 Old North State Wealth Management, LLC 0.65% of their portfolio Wilmington, NC 41,20741.2k $1.4m $1.4m 0.65% Added +257 +257
89 INVESTED ADVISORS 1.42% of their portfolio STATE COLLEGE, PA 41,00841.0k $1.4m $1.4m 1.42% Added +5.0k +4,988
90 WESBANCO BANK INC 0.04% of their portfolio WHEELING, WV 40,91340.9k $1.4m $1.4m 0.04% Added +2.8k +2,822
91 Platform Technology Partners 0.28% of their portfolio NEW YORK, NY 39,78139.8k $1.3m $1.3m 0.28% Unchanged
92 IAG Wealth Partners, LLC 0.15% of their portfolio WAUKESHA, WI 39,77739.8k $1.3m $1.3m 0.15% Reduced -338 -338
93 Align Financial, LLC 0.02% of their portfolio HERMANTOWN, MN 38,91338.9k $38.9k $38.9k 0.02% First filing
94 INSPIRION WEALTH ADVISORS, LLC 0.16% of their portfolio LIBERTYVILLE, IL 38,80538.8k $1.3m $1.3m 0.16% Reduced -5.4k -5,407
95 F&V Capital Management, LLC 0.27% of their portfolio BOCA RATON, FL 38,39538.4k $1.3m $1.3m 0.27% Added +3.4k +3,350
96 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 38,32838.3k $1.3m $1.3m 0.00% Added +1.4k +1,383
97 HALBERT HARGROVE GLOBAL ADVISORS, LLC 0.06% of their portfolio LONG BEACH, CA 36,23536.2k $1.2m $1.2m 0.06% Unchanged
98 MONETA GROUP INVESTMENT ADVISORS LLC 0.01% of their portfolio ST LOUIS, MO 35,79935.8k $1.2m $1.2m 0.01% New
99 Independence Bank of Kentucky 0.15% of their portfolio OWENSBORO, KY 35,77635.8k $1.2m $1.2m 0.15% Reduced -1.4k -1,411
100 Total Clarity Wealth Management, Inc. 0.28% of their portfolio ST. CHARLES, IL 34,84634.8k $1.2m $1.2m 0.28% New