Vault-13

WISDOMTREE TR DES

US SMALLCAP DIVD · ETP · CUSIP 97717W604

370 institutional holders +17 vs Q1 2026
28,019,14528.0m shares reported held*
$1.2bnreported value*
30 new 124 added 130 reduced 15 sold out net bought ≈ $15.7m (+372.2k 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 ≈ $41.70.

Trends to Q2 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: 353Q2 26: 370370Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026370

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 25Q1 26: 142 bought or addedQ1 26: 143 cut or sold outQ2 26: 154 bought or addedQ2 26: 145 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024120143
Q4 2024122134
Q1 2025140134
Q2 2025129152
Q3 2025119149
Q4 2025129139
Q1 2026142143
Q2 2026154145

Biggest buyers

JONES FINANCIAL COMPANIES LLLP Added +92,552+92.6k
ASSETMARK, INC Added +68,741+68.7k
MORGAN STANLEY Added +64,777+64.8k
Cambridge Investment Research Advisors, Inc. Added +58,359+58.4k
Bank of New York Mellon Corp Added +30,029+30.0k
CITADEL ADVISORS LLC Added +28,346+28.3k
IFG Advisory, LLC New +27,260+27.3k
TWO SIGMA INVESTMENTS, LP Added +25,700+25.7k
OSAIC HOLDINGS, INC. Added +25,403+25.4k
FIDUCIARY FINANCIAL ADVISORS New +23,936+23.9k

Biggest sellers

VESTOR CAPITAL, LLC Reduced -74,099-74.1k
UBS Group AG Reduced -43,326-43.3k
MONETA GROUP INVESTMENT ADVISORS LLC Sold out -35,081-35.1k
WealthShield Partners, LLC Sold out -28,099-28.1k
LPL Financial LLC Reduced -27,594-27.6k
NBT BANK, N.A. Reduced -21,277-21.3k
HALBERT HARGROVE GLOBAL ADVISORS, LLC Reduced -15,807-15.8k
M Holdings Securities, Inc. Sold out -15,049-15.0k
BANK OF AMERICA CORP /DE/ Reduced -14,179-14.2k
Valmark Advisers, Inc. Reduced -14,008-14.0k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,828,1552.8m $115.0m $115.0m 0.01% Added +64.8k +64,777
2 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,443,6442.4m $99.4m $99.4m 0.01% Reduced -14.2k -14,179
3 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,397,9571.4m $56.9m $56.9m 0.01% Reduced -27.6k -27,594
4 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,343,9181.3m $54.7m $54.7m 0.01% Reduced -43.3k -43,326
5 Creative Planning 0.03% of their portfolio OVERLAND PARK, KS 1,339,6361.3m $54.5m $54.5m 0.03% Reduced -7.7k -7,654
6 M&T Bank Corp 0.12% of their portfolio BUFFALO, NY 1,045,2071.0m $42.5m $42.5m 0.12% Added +13.4k +13,412
7 MERCER GLOBAL ADVISORS INC /ADV 0.04% of their portfolio DENVER, CO 870,701870.7k $35.4m $35.4m 0.04% Added +20.4k +20,381
8 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 854,626854.6k $34.9m $34.9m 0.01% Added +92.6k +92,552
9 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 822,698822.7k $33.5m $33.5m 0.01% Added +11.2k +11,213
10 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 748,428748.4k $30.4m $30.4m 0.01% Added +758 +758
11 KEYBANK NATIONAL ASSOCIATION/OH 0.10% of their portfolio BROOKLYN, OH 741,283741.3k $30.2m $30.2m 0.10% Added +23.6k +23,619
12 HUNTINGTON NATIONAL BANK 0.14% of their portfolio COLUMBUS, OH 712,899712.9k $29.0m $29.0m 0.14% Added +13.6k +13,641
13 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 686,604686.6k $27.9m $27.9m 0.00% Added +5.0k +5,026
14 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 419,458419.5k $17.1m $17.1m 0.00% Added +1.9k +1,856
15 Valmark Advisers, Inc. 0.14% of their portfolio AKRON, OH 334,790334.8k $13.6m $13.6m 0.14% Reduced -14.0k -14,008
16 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 327,587327.6k $13.3m $13.3m 0.01% Added +7.0k +7,049
17 Destination Wealth Management 0.31% of their portfolio Walnut Creek, CA 324,017324.0k $13.2m $13.2m 0.31% Reduced -5.2k -5,229
18 Allen Investment Management, LLC 0.14% of their portfolio NEW YORK, NY 293,475293.5k $11.9m $11.9m 0.14% Unchanged
19 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 286,502286.5k $11.7m $11.7m 0.02% Added +68.7k +68,741
20 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 281,370281.4k $11.4m $11.4m 0.00% Added +30.0k +30,029
21 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 268,651268.7k $10.9m $10.9m 0.04% Reduced -5.4k -5,359
22 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 249,762249.8k $10.2m $10.2m 0.00% Added +10.6k +10,559
23 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 234,957235.0k $9.6m $9.6m 0.01% Reduced -5.3k -5,340
24 Curi Capital, LLC 0.14% of their portfolio CHICAGO, IL 224,123224.1k $9.1m $9.1m 0.14% Added +2.0k +1,956
25 BIP Wealth, LLC 0.25% of their portfolio ATLANTA, GA 212,265212.3k $8.6m $8.6m 0.25% Reduced -1.5k -1,504
26 Del-Sette Capital Management, LLC 4.99% of their portfolio SCHENECTADY, NY 210,229210.2k $8.6m $8.6m 4.99% Reduced -2.0k -2,003
27 HC Advisors, LLC 5.10% of their portfolio SANDY SPRINGS, GA 206,337206.3k $8.4m $8.4m 5.10% Reduced -197 -197
28 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 202,258202.3k $8.2m $8.2m 0.01% Added +25.4k +25,403
29 One Wealth Map LLC 3.60% of their portfolio LAS VEGAS, NV 189,509189.5k $7.7m $7.7m 3.60% Added +5.9k +5,899
30 Melone Private Wealth, LLC 2.69% of their portfolio AUBURN HILLS, MI 173,362173.4k $7.1m $7.1m 2.69% Added +1.2k +1,195
31 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 168,384168.4k $6.8m $6.8m 0.00% Reduced -7.3k -7,336
32 Lee, Kelleher & Klein Wealth Management 3.45% of their portfolio ELLICOTT CITY, MD 162,148162.1k $6.6m $6.6m 3.45% Reduced -591 -591
33 Cascade Financial Partners, LLC 0.56% of their portfolio SAN DIEGO, CA 157,674157.7k $6.4m $6.4m 0.56% Reduced -2.1k -2,147
34 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 156,000156.0k $6.3m $6.3m 0.00% Added +25.7k +25,700
35 Key Financial Inc 1.04% of their portfolio WEST CHESTER, PA 155,418155.4k $6.3m $6.3m 1.04% Reduced -3.3k -3,283
36 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 150,823150.8k $6.1m $6.1m 0.01% Added +4.1k +4,096
37 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 149,198149.2k $6.1m $6.1m 0.01% Reduced -64 -64
38 Stonebridge Wealth Management, LLC 5.34% of their portfolio OAK BROOK, IL 146,670146.7k $6.0m $6.0m 5.34% Added +6.1k +6,053
39 Prosperity Consulting Group, LLC 0.22% of their portfolio OWINGS MILLS, MD 140,984141.0k $5.7m $5.7m 0.22% Reduced -11.8k -11,834
40 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 139,847139.8k $5.7m $5.7m 0.01% Reduced -5.5k -5,487
41 CROBAN 2.32% of their portfolio FREMONT, OH 129,615129.6k $5.3m $5.3m 2.32% Added +2.6k +2,641
42 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 128,971129.0k $5.2m $5.2m 0.01% Added +4.1k +4,132
43 Parcion Private Wealth LLC 0.29% of their portfolio BELLEVUE, WA 128,500128.5k $5.2m $5.2m 0.29% Unchanged
44 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.08% of their portfolio Seattle, WA 128,207128.2k $5.2m $5.2m 0.08% Reduced -3.9k -3,930
45 Three Bearings Fiduciary Advisors, Inc. 4.53% of their portfolio HAMPTON, NH 124,232124.2k $5.1m $5.1m 4.53% Reduced -4.4k -4,371
46 Frazier Financial Advisors, LLC 2.50% of their portfolio COLUMBUS, OH 121,735121.7k $5.0m $5.0m 2.50% Added +3.0k +3,024
47 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 113,225113.2k $4.5m $4.5m 0.01% Reduced -1.3k -1,315
48 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 112,302112.3k $4.6m $4.6m 0.01% Added +58.4k +58,359
49 AdvisorNet Financial, Inc 0.19% of their portfolio MINNETONKA, MN 103,830103.8k $4.2m $4.2m 0.19% Added +8.2k +8,206
50 Wealthcare Advisory Partners LLC 0.08% of their portfolio WEST CHESTER, PA 100,523100.5k $4.1m $4.1m 0.08% Added +363 +363
51 Evanson Financial, LLC 0.18% of their portfolio MCLEAN, VA 91,17891.2k $3.7m $3.7m 0.18% First filing
52 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 86,11086.1k $3.5m $3.5m 0.02% Reduced -6.3k -6,251
53 Waverly Advisors, LLC 0.02% of their portfolio BIRMINGHAM, AL 86,09586.1k $3.5m $3.5m 0.02% Reduced -3.2k -3,195
54 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 85,64485.6k $3.5m $3.5m 0.00% Added +5.2k +5,180
55 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 78,49078.5k $3.2m $3.2m 0.01% Reduced -1.2k -1,236
56 VAUGHAN & Co SECURITIES, INC. 1.49% of their portfolio Ridgewood, NJ 78,36178.4k $3.2m $3.2m 1.49% Reduced -131 -131
57 Farmers National Bank 0.64% of their portfolio DANVILLE, KY 75,79675.8k $3.1m $3.1m 0.64% Reduced -2.8k -2,832
58 Dickmeyer Boyce Financial Management, Inc. 1.59% of their portfolio FORT WAYNE, IN 75,25575.3k $3.1m $3.1m 1.59% Added +1.2k +1,239
59 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 73,90073.9k $3.0m $3.0m 0.00% Reduced -4.2k -4,159
60 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 73,40773.4k $3.0m $3.0m 0.00% Reduced -2.2k -2,239
61 Total Clarity Wealth Management, Inc. 0.56% of their portfolio ST. CHARLES, IL 71,23171.2k $2.9m $2.9m 0.56% Unchanged
62 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 70,98671.0k $2.9m $2.9m 0.00% Added +373 +373
63 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 70,80970.8k $2.9m $2.9m 0.00% Added +668 +668
64 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.05% of their portfolio LOS ANGELES, CA 70,78070.8k $2.9m $2.9m 0.05% Reduced -10.0k -10,030
65 Merit Financial Group, LLC 0.02% of their portfolio ALPHARETTA, GA 70,08570.1k $2.9m $2.9m 0.02% Reduced -7.5k -7,549
66 STOCK YARDS BANK & TRUST CO 0.08% of their portfolio LOUISVILLE, KY 68,54568.5k $2.8m $2.8m 0.08% Reduced -667 -667
67 Marathon Strategic Advisors, LLC 1.54% of their portfolio PITTSBURGH, PA 66,96767.0k $2.7m $2.7m 1.54% Reduced -1.3k -1,320
68 Capital Analysts, LLC 0.06% of their portfolio FORT WASHINGTON, PA 65,91065.9k $2.7m $2.7m 0.06% Reduced -279 -279
69 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 61,39861.4k $2.5m $2.5m 0.00% Added +28.3k +28,346
70 FOUNDERS GROVE WEALTH PARTNERS, LLC 0.49% of their portfolio RICHMOND, VA 59,92759.9k $2.4m $2.4m 0.49% Reduced -102 -102
71 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 59,02659.0k $2.4m $2.4m 0.00% Added +2.3k +2,311
72 Aspen Investment Management Inc 0.64% of their portfolio GRAND RAPIDS, MI 58,67858.7k $2.4m $2.4m 0.64% Added +902 +902
73 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 58,39358.4k $2.4m $2.4m 0.00% Reduced -636 -636
74 CAHILL FINANCIAL ADVISORS INC 0.23% of their portfolio EDINA, MN 57,79157.8k $2.4m $2.4m 0.23% Reduced -276 -276
75 BEACON FINANCIAL GROUP 0.21% of their portfolio DALLAS, TX 57,35457.4k $2.3m $2.3m 0.21% Reduced -6.9k -6,880
76 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 56,95557.0k $2.3m $2.3m 0.00% Added +10.0k +9,955
77 Glen Eagle Advisors, LLC 0.29% of their portfolio KINGSTON, NJ 55,73455.7k $2.3m $2.3m 0.29% Reduced -798 -798
78 Modera Wealth Management, LLC 0.02% of their portfolio WESTWOOD, NJ 55,61155.6k $2.3m $2.3m 0.02% Reduced -290 -290
79 Midwest Trust Co 0.03% of their portfolio Overland Park, KS 55,28355.3k $2.2m $2.2m 0.03% Reduced -978 -978
80 FINANCIAL ADVISORY PARTNERS, LLC 0.58% of their portfolio WINTER PARK, FL 54,67054.7k $2.2m $2.2m 0.58% Added +1.5k +1,477
81 FFG RETIREMENT ADVISORS LLC 1.14% of their portfolio CENTENNIAL, CO 52,98153.0k $2.2m $2.2m 1.14% Added +824 +824
82 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 52,86752.9k $2.2m $2.2m 0.01% Reduced -10.7k -10,684
83 TopTier Wealth Management, LLC 1.28% of their portfolio MUSKEGO, WI 52,09952.1k $2.1m $2.1m 1.28% Reduced -7.0k -6,960
84 180 WEALTH ADVISORS, LLC 0.21% of their portfolio FEDERAL WAY, WA 51,84451.8k $2.1m $2.1m 0.21% Reduced -5.2k -5,236
85 Salomon & Ludwin, LLC 0.17% of their portfolio RICHMOND, VA 50,46050.5k $2.1m $2.1m 0.17% Reduced -1.9k -1,941
86 JNBA Financial Advisors 0.15% of their portfolio BLOOMINGTON, MN 49,91849.9k $2.0m $2.0m 0.15% Reduced -783 -783
87 Powers Advisory Group, LLC 0.62% of their portfolio Highland, IL 48,89048.9k $2.0m $2.0m 0.62% Added +29 +29
88 Ascent Group, LLC 0.06% of their portfolio VIRGINIA BEACH, VA 48,71548.7k $2.0m $2.0m 0.06% Reduced -1.2k -1,162
89 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 48,38448.4k $2.0m $2.0m 0.02% Added +23.8k +23,752
90 Investment Research Partners LLC 0.66% of their portfolio LEMONT, PA 47,94847.9k $2.0m $2.0m 0.66% Reduced -3.0k -2,968
91 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 46,13846.1k $1.9m $1.9m 0.02% Added +15.0k +15,017
92 Arkadios Wealth Advisors 0.03% of their portfolio ATLANTA, GA 44,82144.8k $1.8m $1.8m 0.03% Added +1.6k +1,591
93 WESBANCO BANK INC 0.04% of their portfolio WHEELING, WV 42,85742.9k $1.7m $1.7m 0.04% Added +2.0k +2,038
94 INVESTED ADVISORS 1.54% of their portfolio STATE COLLEGE, PA 42,83642.8k $1.7m $1.7m 1.54% Added +1.5k +1,536
95 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.01% of their portfolio Stamford, CT 40,79740.8k $1.7m $1.7m 0.01% Added +8.4k +8,445
96 Old North State Wealth Management, LLC 0.71% of their portfolio Wilmington, NC 40,66340.7k $1.7m $1.7m 0.71% Reduced -658 -658
97 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 40,39540.4k $1.6m $1.6m 0.00% Added +11.2k +11,204
98 F&V Capital Management, LLC 0.30% of their portfolio BOCA RATON, FL 40,10540.1k $1.6m $1.6m 0.30% Reduced -140 -140
99 Platform Technology Partners 0.26% of their portfolio NEW YORK, NY 39,78139.8k $1.6m $1.6m 0.26% Unchanged
100 World Investment Advisors 0.02% of their portfolio LINCROFT, NJ 39,69539.7k $1.4m $1.4m 0.02% Reduced -264 -264