DES
WisdomTree U.S. SmallCap Dividend Fund$35.33-0.29 (-0.81%)Financial ServicesNYSE_ARCA
Institutional Holders
50
as of Q4 2025
Total Shares Held
2.694764169418115e+294B
Total Value
$9.000056000500005e+211T
% of Float
—
Price History
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2,694,764 | $90.0M | 0.01% | Share |
| 2 | BANK OF AMERICA CORP /DE/ | 1,694,181 | $56.0M | 0.00% | Share |
| 3 | LPL Financial LLC | 1,506,212 | $50.0M | 0.01% | Share |
| 4 | UBS Group AG | 1,486,622 | $49.7M | 0.01% | Share |
| 5 | Creative Planning | 1,326,941 | $44.0M | 0.03% | Share |
| 6 | Align Financial, LLC | 38,913 | $38.9M | 0.02% | Share |
| 7 | MERCER GLOBAL ADVISORS INC /ADV | 915,516 | $30.0M | 0.05% | Share |
| 8 | KEYBANK NATIONAL ASSOCIATION/OH | 711,178 | $23.8M | 0.09% | Share |
| 9 | BANK OF AMERICA CORP /DE/ | 711,166 | $23.0M | 0.00% | Share |
| 10 | JONES FINANCIAL COMPANIES LLLP | 657,937 | $22.0M | 0.01% | Share |
| 11 | HUNTINGTON NATIONAL BANK | 672,241 | $22.0M | 0.13% | Share |
| 12 | WELLS FARGO & COMPANY/MN | 562,408 | $18.0M | 0.00% | Share |
| 13 | M&T BANK CORP | 496,817 | $16.6M | 0.05% | Share |
| 14 | ROYAL BANK OF CANADA | 449,765 | $15.0M | 0.00% | Share |
| 15 | RAYMOND JAMES FINANCIAL INC | 446,703 | $14.0M | 0.00% | Share |
| 16 | AMERIPRISE FINANCIAL INC | 404,171 | $13.0M | 0.00% | Share |
| 17 | Valmark Advisers, Inc. | 333,141 | $11.1M | 0.14% | Share |
| 18 | Destination Wealth Management | 331,812 | $11.1M | 0.29% | Share |
| 19 | M&T BANK CORP | 301,148 | $10.1M | 0.03% | Share |
| 20 | Cetera Investment Advisers | 319,248 | $10.0M | 0.01% | Share |
| 21 | RAYMOND JAMES FINANCIAL INC | 322,790 | $10.0M | 0.00% | Share |
| 22 | Allen Investment Management, LLC | 293,475 | $9.8M | 0.11% | Share |
| 23 | ROYAL BANK OF CANADA | 288,393 | $9.0M | 0.00% | Share |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | 245,104 | $8.0M | 0.01% | Share |
| 25 | BIP Wealth, LLC | 227,281 | $7.6M | 0.27% | Share |
| 26 | ASSETMARK, INC | 222,621 | $7.4M | 0.02% | Share |
| 27 | Kestra Advisory Services, LLC | 235,073 | $7.0M | 0.03% | Share |
| 28 | ENVESTNET ASSET MANAGEMENT INC | 234,098 | $7.0M | 0.00% | Share |
| 29 | HC Advisors, LLC | 204,939 | $6.9M | 4.74% | Share |
| 30 | One Wealth Map LLC | 188,048 | $6.8M | 3.47% | Share |
| 31 | M&T BANK CORP | 194,487 | $6.5M | 0.02% | Share |
| 32 | Del-Sette Capital Management, LLC | 189,302 | $6.3M | 3.91% | Share |
| 33 | Bank of New York Mellon Corp | 207,622 | $6.0M | 0.00% | Share |
| 34 | Prosperity Consulting Group, LLC | 164,684 | $5.5M | 0.25% | Share |
| 35 | Key FInancial Inc | 161,793 | $5.4M | 0.99% | Share |
| 36 | Cascade Financial Partners, LLC | 161,532 | $5.4M | 0.55% | Share |
| 37 | Melone Private Wealth, LLC | 159,710 | $5.3M | 2.27% | Share |
| 38 | Lee-Kelleher Wealth Management | 153,825 | $5.1M | 3.07% | Share |
| 39 | WELLS FARGO & COMPANY/MN | 165,857 | $5.0M | 0.00% | Share |
| 40 | Curi Capital, LLC | 165,025 | $5.0M | 0.09% | Share |
| 41 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 142,680 | $4.9M | 0.01% | Share |
| 42 | Stonebridge Wealth Management, LLC | 146,631 | $4.9M | 4.63% | Share |
| 43 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 128,692 | $4.3M | 0.08% | Share |
| 44 | Parcion Private Wealth LLC | 128,500 | $4.3M | 0.26% | Share |
| 45 | CROBAN | 121,964 | $4.1M | 1.97% | Share |
| 46 | Rockefeller Capital Management L.P. | 144,617 | $4.0M | 0.01% | Share |
| 47 | STIFEL FINANCIAL CORP | 122,847 | $4.0M | 0.00% | Share |
| 48 | Janney Montgomery Scott LLC | 127,807 | $4.0M | 0.01% | Share |
| 49 | Baird Financial Group, Inc. | 147,996 | $4.0M | 0.01% | Share |
| 50 | Frazier Financial Advisors, LLC | 118,482 | $4.0M | 2.35% | Share |