Vault-13

WISDOMTREE TR DES

US SMALLCAP DIVD · ETP · CUSIP 97717W604

353 institutional holders +11 vs Q4 2025
27,640,47027.6m shares reported held*
$1.0bnreported value*
27 new 115 added 128 reduced 15 sold out net bought ≈ $8.2m (+209.7k 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 ($2.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $36.86.

Trends to Q1 2026

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: 342Q1 26: 353353Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026353

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 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 25Q2 25: 129 bought or addedQ2 25: 152 cut or sold outQ3 25: 119 bought or addedQ3 25: 149 cut or sold outQ3 25Q4 25: 129 bought or addedQ4 25: 139 cut or sold outQ1 26: 142 bought or addedQ1 26: 143 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024123156
Q3 2024120143
Q4 2024122134
Q1 2025140134
Q2 2025129152
Q3 2025119149
Q4 2025129139
Q1 2026142143

Biggest buyers

TWO SIGMA INVESTMENTS, LP New +130,300+130.3k
WELLS FARGO & COMPANY/MN Added +82,053+82.1k
JONES FINANCIAL COMPANIES LLLP Added +80,943+80.9k
VESTOR CAPITAL, LLC New +75,321+75.3k
MORGAN STANLEY Added +62,347+62.3k
Bank of New York Mellon Corp Added +41,236+41.2k
Kestra Advisory Services, LLC Added +38,937+38.9k
Arkadios Wealth Advisors Added +36,602+36.6k
Total Clarity Wealth Management, Inc. Added +36,385+36.4k
NBT BANK, N.A. Added +26,933+26.9k

Biggest sellers

UBS Group AG Reduced -101,194-101.2k
ROYAL BANK OF CANADA Reduced -82,384-82.4k
LPL Financial LLC Reduced -80,661-80.7k
Corient Private Wealth LP Reduced -70,801-70.8k
MERCER GLOBAL ADVISORS INC /ADV Reduced -65,196-65.2k
Align Financial, LLC Reduced -37,746-37.7k
IFG Advisory, LLC Sold out -28,155-28.2k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -28,140-28.1k
RAYMOND JAMES FINANCIAL INC Reduced -28,031-28.0k
M&T Bank Corp Reduced -25,252-25.3k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,763,3782.8m $99.3m $99.3m 0.01% Added +62.3k +62,347
2 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,457,8232.5m $88.3m $88.3m 0.01% Added +17.4k +17,417
3 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,425,5511.4m $51.2m $51.2m 0.01% Reduced -80.7k -80,661
4 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,387,2441.4m $49.9m $49.9m 0.01% Reduced -101.2k -101,194
5 Creative Planning 0.03% of their portfolio OVERLAND PARK, KS 1,347,2901.3m $48.4m $48.4m 0.03% Reduced -15.3k -15,324
6 M&T Bank Corp 0.13% of their portfolio BUFFALO, NY 1,031,7951.0m $37.1m $37.1m 0.13% Reduced -25.3k -25,252
7 MERCER GLOBAL ADVISORS INC /ADV 0.05% of their portfolio DENVER, CO 850,320850.3k $30.6m $30.6m 0.05% Reduced -65.2k -65,196
8 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 811,485811.5k $29.2m $29.2m 0.01% Added +82.1k +82,053
9 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 762,074762.1k $27.0m $27.0m 0.01% Added +80.9k +80,943
10 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 747,670747.7k $26.9m $26.9m 0.01% Reduced -28.0k -28,031
11 KEYBANK NATIONAL ASSOCIATION/OH 0.09% of their portfolio BROOKLYN, OH 717,664717.7k $25.8m $25.8m 0.09% Added +6.5k +6,486
12 HUNTINGTON NATIONAL BANK 0.14% of their portfolio COLUMBUS, OH 699,258699.3k $25.1m $25.1m 0.14% Added +6.4k +6,434
13 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 681,578681.6k $24.5m $24.5m 0.00% Reduced -82.4k -82,384
14 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 417,602417.6k $15.0m $15.0m 0.00% Added +9.4k +9,381
15 Valmark Advisers, Inc. 0.15% of their portfolio AKRON, OH 348,798348.8k $12.5m $12.5m 0.15% Added +15.7k +15,657
16 Destination Wealth Management 0.31% of their portfolio Walnut Creek, CA 329,246329.2k $11.8m $11.8m 0.31% Reduced -2.6k -2,566
17 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 320,538320.5k $11.5m $11.5m 0.01% Added +1.3k +1,290
18 Allen Investment Management, LLC 0.13% of their portfolio NEW YORK, NY 293,475293.5k $10.5m $10.5m 0.13% Unchanged
19 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 274,010274.0k $9.8m $9.8m 0.04% Added +38.9k +38,937
20 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 251,341251.3k $9.0m $9.0m 0.00% Added +41.2k +41,236
21 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 240,297240.3k $8.6m $8.6m 0.01% Reduced -4.8k -4,807
22 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 239,203239.2k $8.6m $8.6m 0.00% Added +5.1k +5,105
23 Curi Capital, LLC 0.14% of their portfolio CHICAGO, IL 222,167222.2k $8.0m $8.0m 0.14% Added +7.2k +7,240
24 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 217,761217.8k $7.8m $7.8m 0.02% Reduced -4.9k -4,860
25 BIP Wealth, LLC 0.31% of their portfolio ATLANTA, GA 213,769213.8k $7.7m $7.7m 0.31% Reduced -13.5k -13,512
26 Del-Sette Capital Management, LLC 4.56% of their portfolio SCHENECTADY, NY 212,232212.2k $7.6m $7.6m 4.56% Added +22.9k +22,930
27 HC Advisors, LLC 4.97% of their portfolio SANDY SPRINGS, GA 206,534206.5k $7.4m $7.4m 4.97% Added +1.6k +1,595
28 One Wealth Map LLC 3.46% of their portfolio LAS VEGAS, NV 183,610183.6k $7.1m $7.1m 3.46% Reduced -4.4k -4,438
29 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 176,855176.9k $6.4m $6.4m 0.01% Added +3.7k +3,692
30 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 175,720175.7k $6.2m $6.2m 0.00% Reduced -18.5k -18,497
31 Melone Private Wealth, LLC 2.53% of their portfolio AUBURN HILLS, MI 172,167172.2k $6.2m $6.2m 2.53% Added +12.5k +12,457
32 Lee, Kelleher & Klein Wealth Management 3.48% of their portfolio ELLICOTT CITY, MD 162,739162.7k $5.8m $5.8m 3.48% Added +8.9k +8,914
33 Cascade Financial Partners, LLC 0.59% of their portfolio SAN DIEGO, CA 159,821159.8k $5.7m $5.7m 0.59% Reduced -1.7k -1,711
34 Key Financial Inc 1.02% of their portfolio WEST CHESTER, PA 158,701158.7k $5.7m $5.7m 1.02% Reduced -3.1k -3,092
35 Prosperity Consulting Group, LLC 0.24% of their portfolio OWINGS MILLS, MD 152,818152.8k $5.5m $5.5m 0.24% Reduced -11.9k -11,866
36 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 149,262149.3k $5.4m $5.4m 0.01% Added +115 +115
37 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 146,727146.7k $5.3m $5.3m 0.00% Added +10.1k +10,058
38 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 145,334145.3k $5.2m $5.2m 0.01% Added +717 +717
39 Stonebridge Wealth Management, LLC 4.84% of their portfolio OAK BROOK, IL 140,617140.6k $5.1m $5.1m 4.84% Reduced -6.0k -6,014
40 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.08% of their portfolio Seattle, WA 132,137132.1k $4.7m $4.7m 0.08% Added +3.4k +3,445
41 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 130,300130.3k $4.7m $4.7m 0.00% New
42 Three Bearings Fiduciary Advisors, Inc. 4.47% of their portfolio HAMPTON, NH 128,603128.6k $4.6m $4.6m 4.47% Added +604 +604
43 Parcion Private Wealth LLC 0.29% of their portfolio BELLEVUE, WA 128,500128.5k $4.6m $4.6m 0.29% Unchanged
44 CROBAN 2.15% of their portfolio FREMONT, OH 126,974127.0k $4.6m $4.6m 2.15% Added +5.0k +5,010
45 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 124,839124.8k $4.5m $4.5m 0.01% Reduced -3.0k -2,968
46 Frazier Financial Advisors, LLC 2.36% of their portfolio COLUMBUS, OH 118,711118.7k $4.3m $4.3m 2.36% Added +229 +229
47 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 114,540114.5k $4.2m $4.2m 0.01% Reduced -28.1k -28,140
48 Wealthcare Advisory Partners LLC 0.07% of their portfolio WEST CHESTER, PA 100,160100.2k $3.6m $3.6m 0.07% Reduced -2.8k -2,788
49 AdvisorNet Financial, Inc 0.18% of their portfolio MINNETONKA, MN 95,62495.6k $3.4m $3.4m 0.18% Added +13.4k +13,441
50 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 92,36192.4k $3.3m $3.3m 0.02% Added +17.0k +17,043
51 Evanson Asset Management, LLC 0.17% of their portfolio CARMEL, CA 90,55490.6k $3.3m $3.3m 0.17% Reduced -7.5k -7,492
52 Waverly Advisors, LLC 0.02% of their portfolio BIRMINGHAM, AL 89,29089.3k $3.2m $3.2m 0.02% Added +215 +215
53 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.06% of their portfolio LOS ANGELES, CA 80,81080.8k $2.9m $2.9m 0.06% Reduced -11.8k -11,770
54 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 80,46480.5k $2.9m $2.9m 0.00% Reduced -557 -557
55 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 79,72679.7k $2.9m $2.9m 0.01% Added +2.0k +2,037
56 Farmers National Bank 0.62% of their portfolio DANVILLE, KY 78,62878.6k $2.8m $2.8m 0.62% Added +3.9k +3,921
57 VAUGHAN & Co SECURITIES, INC. 1.47% of their portfolio Ridgewood, NJ 78,49278.5k $2.8m $2.8m 1.47% Unchanged
58 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 78,05978.1k $2.8m $2.8m 0.00% Reduced -15.9k -15,880
59 Merit Financial Group, LLC 0.02% of their portfolio ALPHARETTA, GA 77,63477.6k $2.8m $2.8m 0.02% Added +17.5k +17,499
60 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 75,64675.6k $2.7m $2.7m 0.00% Reduced -6.1k -6,077
61 VESTOR CAPITAL, LLC 0.20% of their portfolio CHICAGO, IL 75,32175.3k $2.7m $2.7m 0.20% New
62 Dickmeyer Boyce Financial Management, Inc. 1.57% of their portfolio FORT WAYNE, IN 74,01674.0k $2.7m $2.7m 1.57% First filing
63 Total Clarity Wealth Management, Inc. 0.60% of their portfolio ST. CHARLES, IL 71,23171.2k $2.6m $2.6m 0.60% Added +36.4k +36,385
64 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 70,61370.6k $2.5m $2.5m 0.00% Reduced -23.0k -22,992
65 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 70,14170.1k $2.5m $2.5m 0.00% Reduced -70.8k -70,801
66 STOCK YARDS BANK & TRUST CO 0.08% of their portfolio LOUISVILLE, KY 69,21269.2k $2.5m $2.5m 0.08% Added +1.2k +1,224
67 Marathon Strategic Advisors, LLC 1.77% of their portfolio PITTSBURGH, PA 68,28768.3k $2.5m $2.5m 1.77% Added +1.7k +1,688
68 Capital Analysts, LLC 0.06% of their portfolio FORT WASHINGTON, PA 66,18966.2k $2.4m $2.4m 0.06% Added +12 +12
69 BEACON FINANCIAL GROUP 0.23% of their portfolio DALLAS, TX 64,23464.2k $2.3m $2.3m 0.23% Reduced -2.4k -2,350
70 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 63,55163.6k $2.3m $2.3m 0.01% Reduced -523 -523
71 FOUNDERS GROVE WEALTH PARTNERS, LLC 0.49% of their portfolio RICHMOND, VA 60,02960.0k $2.2m $2.2m 0.49% Reduced -2.7k -2,719
72 TopTier Wealth Management, LLC 1.30% of their portfolio MUSKEGO, WI 59,05959.1k $2.1m $2.1m 1.30% Reduced -2.3k -2,281
73 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 59,02959.0k $2.1m $2.1m 0.00% Added +14.6k +14,630
74 CAHILL FINANCIAL ADVISORS INC 0.23% of their portfolio EDINA, MN 58,06758.1k $2.1m $2.1m 0.23% Added +72 +72
75 Aspen Investment Management Inc 0.64% of their portfolio GRAND RAPIDS, MI 57,77657.8k $2.1m $2.1m 0.64% Reduced -149 -149
76 180 WEALTH ADVISORS, LLC 0.23% of their portfolio FEDERAL WAY, WA 57,08057.1k $2.1m $2.1m 0.23% Reduced -1.0k -1,019
77 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 56,71556.7k $2.0m $2.0m 0.00% Reduced -1.0k -1,019
78 Glen Eagle Advisors, LLC 0.28% of their portfolio KINGSTON, NJ 56,53256.5k $2.0m $2.0m 0.28% Reduced -2.1k -2,057
79 Midwest Trust Co 0.03% of their portfolio Overland Park, KS 56,26156.3k $2.0m $2.0m 0.03% Reduced -1.3k -1,259
80 Modera Wealth Management, LLC 0.02% of their portfolio WESTWOOD, NJ 55,90155.9k $2.0m $2.0m 0.02% Added +1.2k +1,164
81 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 53,94353.9k $1.9m $1.9m 0.00% Added +2.1k +2,119
82 FINANCIAL ADVISORY PARTNERS, LLC 0.54% of their portfolio WINTER PARK, FL 53,19353.2k $1.9m $1.9m 0.54% Added +3.6k +3,588
83 Salomon & Ludwin, LLC 0.17% of their portfolio RICHMOND, VA 52,40152.4k $1.9m $1.9m 0.17% Reduced -1.2k -1,177
84 FFG RETIREMENT ADVISORS LLC 1.09% of their portfolio CENTENNIAL, CO 52,15752.2k $1.9m $1.9m 1.09% Added +2.4k +2,438
85 Investment Research Partners LLC 0.74% of their portfolio LEMONT, PA 50,91650.9k $1.8m $1.8m 0.74% Added +316 +316
86 JNBA Financial Advisors 0.15% of their portfolio BLOOMINGTON, MN 50,70150.7k $1.8m $1.8m 0.15% Reduced -2.1k -2,077
87 NBT BANK, N.A. 0.12% of their portfolio NORWICH, NY 50,11650.1k $1.8m $1.8m 0.12% Added +26.9k +26,933
88 Ascent Group, LLC 0.06% of their portfolio VIRGINIA BEACH, VA 49,87749.9k $1.8m $1.8m 0.06% Reduced -2.9k -2,877
89 Powers Advisory Group, LLC 0.62% of their portfolio Highland, IL 48,86148.9k $1.8m $1.8m 0.62% Reduced -195 -195
90 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 47,00047.0k $1.7m $1.7m 0.00% Reduced -9.6k -9,583
91 Arkadios Wealth Advisors 0.03% of their portfolio ATLANTA, GA 43,23043.2k $1.6m $1.6m 0.03% Added +36.6k +36,602
92 Old North State Wealth Management, LLC 0.69% of their portfolio Wilmington, NC 41,32141.3k $1.5m $1.5m 0.69% Added +114 +114
93 INVESTED ADVISORS 1.50% of their portfolio STATE COLLEGE, PA 41,30041.3k $1.5m $1.5m 1.50% Added +292 +292
94 WESBANCO BANK INC 0.04% of their portfolio WHEELING, WV 40,81940.8k $1.5m $1.5m 0.04% Reduced -94 -94
95 F&V Capital Management, LLC 0.31% of their portfolio BOCA RATON, FL 40,24540.2k $1.4m $1.4m 0.31% Added +1.9k +1,850
96 World Investment Advisors 0.02% of their portfolio LINCROFT, NJ 39,95940.0k $1.4m $1.4m 0.02% Added +9.3k +9,291
97 Platform Technology Partners 0.28% of their portfolio NEW YORK, NY 39,78139.8k $1.4m $1.4m 0.28% Unchanged
98 INSPIRION WEALTH ADVISORS, LLC 0.17% of their portfolio LIBERTYVILLE, IL 38,39838.4k $1.4m $1.4m 0.17% Reduced -407 -407
99 Arax Advisory Partners 0.04% of their portfolio NEW YORK, NY 36,64536.6k $1.3m $1.3m 0.04% Added +23.6k +23,575
100 Wealthcare Capital Partners, LLC 0.62% of their portfolio WEST CHESTER, PA 36,60036.6k $1.3m $1.3m 0.62% Added +4.2k +4,235