DES institutional holders

WisdomTree U.S. SmallCap Dividend Fund · 383 reporting institutions · $1.2B reported value

Funds that can replace DES · DES return decomposition

Institutional holdings

Institutions reporting DES, largest first
InstitutionReported positionAdvisors at firmReport period
Morgan Stanley$115M23,1852026-06-30
Bank of America Corp /de$99.4M02026-06-30
Lpl Financial LLC$56.9M23,4582026-06-30
UBS Group AG$54.7M02026-06-30
Creative Planning$54.5M1,1712026-06-30
M&T Bank Corp$42.5M02026-06-30
Mercer Global Advisors Inc /adv$35.4M02026-06-30
Jones Financial Companies LLLP$34.9M02026-06-30
Wells Fargo & Company/mn$33.5M02026-06-30
Raymond James Financial Inc$30.4M02026-06-30
Keybank National Association/oh$30.2M02026-06-30
Huntington National Bank$29M02026-06-30
Royal Bank of Canada$27.9M02026-06-30
Ameriprise Financial Inc$17.1M02026-06-30
Valmark Advisers, Inc.$13.6M2952026-06-30
Cetera Investment Advisers$13.3M10,3702026-06-30
Destination Wealth Management$13.2M372026-06-30
Allen Investment Management, LLC$11.9M62026-06-30
Assetmark, Inc$11.7M2202026-06-30
Bank of New York Mellon Corp$11.4M02026-06-30
Kestra Advisory Services, LLC$10.9M1,4792026-06-30
Envestnet Pmc$10.2M602026-06-30
Commonwealth Equity Services, LLC$9.6M2,8632026-06-30
Curi Capital, LLC$9.1M942026-06-30
Bip Wealth, LLC$8.6M622026-06-30
Happiness In Retirement$8.6M52026-06-30
Hc Advisors LLC$8.4M62026-06-30
Osaic Holdings, Inc.$8.2M02026-06-30
One Wealth Map LLC$7.7M52026-06-30
Melone Private Wealth, LLC$7.1M22026-06-30
Jpmorgan Chase & Co$6.8M02026-06-30
Lee, Kelleher & Klein Wealth Management$6.6M32026-06-30
Cascade Financial Partners, LLC$6.4M72026-06-30
Two Sigma Investments, LP$6.3M02026-06-30
Key Financial, Inc.$6.3M82026-06-30
Stifel Financial Corp$6.1M02026-06-30
Baird Financial Group, Inc.$6.1M02026-06-30
Stonebridge Wealth Management, LLC$6M02026-06-30
Prosperity - An Eisneramper Company$5.7M652026-06-30
Rockefeller Capital Management LP$5.7M3462026-06-30
Croban$5.3M02026-06-30
Parcion Private Wealth LLC$5.2M142026-06-30
Empirical Financial Services, LLC D.b.a. Empirical Wealth Management$5.2M02026-06-30
Three Bearings Fiduciary Advisors, Inc.$5.1M22026-06-30
Frazier Financial Advisors, LLC$5M112026-06-30
Wealth Enhancement Advisory Services, LLC$4.5M1,0262026-06-30
Advisornet Wealth Partners$4.2M582026-06-30
Wealthcare Advisory Partners LLC$4.1M1702026-06-30
Evanson Financial, LLC$3.7M42026-06-30
Steward Partners Investment Advisory, LLC$3.5M4812026-06-30
Waverly Advisors, LLC$3.5M2312026-06-30
Focus Partners Wealth$3.5M1,0482026-06-30
Evanson Asset Management, LLC$3.3M02026-03-31
Vaughan & Co Securities, Inc.$3.2M22026-06-30
Farmers National Bank$3.1M02026-06-30
Dickmeyer Boyce Financial Management, Inc.$3.1M42026-06-30
Hightower Advisors, LLC$3M1,0462026-06-30
Truist Financial Corp$3M02026-06-30
Total Clarity Wealth Management, Inc.$2.9M222026-06-30
Cerity Partners LLC$2.9M7772026-06-30
Corient Private Wealth LP$2.9M6742026-06-30
Seia$2.9M1412026-06-30
Merit Financial Group, LLC$2.9M2952026-06-30
Stock Yards Bank & Trust Co$2.8M02026-06-30
Marathon Strategic Advisors, LLC$2.7M12026-06-30
Citadel Advisors LLC$2.5M02026-06-30
Founders Grove Wealth Partners, LLC$2.4M22026-06-30
Northwestern Mutual Wealth Management Co$2.4M02026-06-30
Goldman Sachs Group Inc$2.4M02026-06-30
Cahill Financial Advisors, Inc.$2.4M122026-06-30
Beacon Financial Group$2.3M82026-06-30
MML Investors Services, LLC$2.3M5,1202026-06-30
Glen Eagle Advisors, LLC$2.3M132026-06-30
Modera Wealth Management, LLC$2.3M1352026-06-30
Midwest Trust Co$2.2M02026-06-30
Financial Advisory Partners, LLC$2.2M42026-06-30
Ffg Retirement Counseling$2.2M22026-06-30
&partners$2.2M5552026-06-30
Toptier Wealth Management, LLC$2.1M22026-06-30
180 Wealth Advisors, LLC$2.1M62026-06-30
Salomon & Ludwin, LLC$2.1M62026-06-30
Jnba Financial Advisors$2M302026-06-30
Powers Advisory Group, LLC$2M42026-06-30
The Ascent Group, LLC$2M202026-06-30
Farther Finance Advisors, LLC$2M3342026-06-30
Investment Research Partners$2M72026-06-30
Advisory Services Network$1.9M2532026-06-30
Arkadios Wealth Advisors$1.8M2262026-06-30
Wesbanco Investment Department$1.7M12026-06-30
Invested Advisors$1.7M32026-06-30
O'Shaughnessy Asset Management, LLC$1.7M582026-06-30
Old North State Wealth Management, LLC$1.7M62026-06-30
Susquehanna International Group, LLP$1.6M02026-06-30
Platform Technology Partners$1.6M102026-06-30
Wealthcare Capital Partners, LLC$1.5M82026-06-30
Inspirion Wealth Advisors, LLC$1.5M102026-06-30
Savant Wealth Management$1.5M4052026-06-30
Copper Harbor Investment Advisors, LLC$1.5M52026-06-30
Oppenheimer & Co. Inc.$1.4M1,1662026-06-30
World Investment Advisors$1.4M3592026-06-30
Iag Wealth Partners, LLC$1.4M172026-06-30
Paragon Private Wealth Management, LLC$1.4M32026-06-30
Sc&h Financial Advisors, Inc.$1.4M192026-06-30
Independence Bank of Kentucky$1.4M02026-06-30
Pasadena Private Wealth, LLC$1.4M02026-06-30
Sunesis Advisors, LLC$1.3M102026-06-30
Principal Securities, Inc.$1.3M1,4632026-06-30
Apollon Wealth Management, LLC$1.3M1512026-06-30
Arax Advisory Partners$1.3M2322026-06-30
Newedge Advisors$1.3M6012026-06-30
Cowa, LLC$1.2M52026-06-30
Abundance Wealth Counselors, LLC$1.2M122026-06-30
Nbt Bank, N.A.$1.2M02026-06-30
Connecticut Wealth Management, LLC$1.1M502026-06-30
Mariner, LLC$1.1M02026-06-30
Ifg Advisory, LLC$1.1M1102026-06-30
Petra Financial Advisors Inc$1.1M72026-06-30
Spinnaker Trust$1.1M02026-06-30
Apella Capital, LLC$1.1M1042026-06-30
Hcm Wealth Advisors$1M92026-06-30
Hbk Sorce Advisory LLC$1M732026-06-30
Aqr Capital Management LLC$1M12026-06-30
Private Advisor Group, LLC$1M9272026-06-30
Bokf, NA$1M02026-06-30
Integrated Wealth Concepts LLC$1M4802026-06-30
Fiduciary Financial Advisors$973.2K512026-06-30
Beacon Pointe Advisors, LLC$959.7K4662026-06-30
Fmr LLC$947.4K02026-06-30
Bok Financial Private Wealth, Inc.$936.4K272026-06-30
Composition Wealth, LLC$936.2K762026-06-30
Smith, Moore & Co.$930.4K452026-06-30
Kondo Wealth Advisors, Inc.$920.4K22026-06-30
Clearwater Capital Advisors, LLC$911.9K152026-06-30
Newsquare Capital, LLC$900.7K62026-06-30
Fifth Third Bancorp$881.9K02026-06-30
Harbor Investment Advisory, LLC$845.1K312026-06-30
Brown Advisory Inc$825.8K02026-06-30
Orion Porfolio Solutions, LLC$821.3K1992026-06-30
Aptus Capital Advisors, LLC$820.1K212026-06-30
Ifp Advisors, Inc$813.6K3182026-06-30
Mather Group, Llc.$791.6K1102026-06-30
Investment Partners Asset Management, Inc.$790.9K82026-06-30
Integrity Alliance, Llc.$789.2K3532026-06-30
Halbert Hargrove Global Advisors, LLC$784.8K432026-06-30
Focus Partners Advisor Solutions, LLC$772.7K422026-06-30
Sumitomo Mitsui Trust Group, Inc.$770.2K02026-06-30
Clearstead; Clearstead Advisory Solutions$761.6K642026-06-30
Gladstone Institutional Advisory LLC$716.5K1082026-06-30
Iht Wealth Management LLC$713.4K1592026-06-30
Pension & Wealth Management Advisors, Inc.$709.3K72026-06-30
Independent Financial Group, LLC$708.5K4812026-06-30
Rehmann Capital Advisory Group$706.9K422026-06-30
Seek First Inc.$699.5K32026-06-30
Avail Investment Partners, LLC$680.7K72026-06-30
Csenge Advisory Group$674.8K752026-06-30
Empirical Asset Management, LLC$662K122026-06-30
Lom Asset Management Ltd$659K02026-06-30
Great Valley Advisor Group, LLC$653.6K2052026-06-30
Comerica Bank$649.3K02025-12-31
Infinity Wealth Counsel, LLC$640.3K22026-06-30
Sanctuary Advisors, LLC$627.6K4012026-06-30
Uhlmann Price Securities, LLC$620.1K02026-06-30
Msa Financial$614.4K82026-06-30
Assuredpartners Investment Advisors$614K292026-06-30
Captrust Financial Advisors$606.9K9622026-06-30
Prime Buchholz LLC$603.7K62026-06-30
Insight Advisors, LLC/ PA$603.4K122026-06-30
New Hampshire Trust$584.7K02026-06-30
United Advisor Group, LLC$580.2K582026-06-30
Blackrock, Inc.$579.3K02026-06-30
Lanark Financial, Inc.$578.5K692026-06-30
Sigma Planning Corp$575.2K4742026-06-30
Sunbelt Securities, Inc.$567K632026-03-31
Round Rock Advisors LLC$558.3K102026-06-30
Equitable Holdings, Inc.$550.9K02026-06-30
Ep Wealth Advisors, LLC$550K3382026-06-30
Focus Financial$546.6K1212026-06-30
Kavar Capital Partners Group, LLC$539K42026-06-30
Integrated Advisors Network LLC$528.8K792026-06-30
Bluestem Wealth Partners, LLC$525K172026-06-30
McNamara Financial Services, Inc.$523.5K42026-06-30
Sharper & Granite LLC$523.1K42026-06-30
Montecito Bank & Trust$519.9K02026-06-30
Trustmark Bank Trust Department$512.3K02026-06-30
Anson Capital, Inc.$504.4K32026-06-30
Jt Stratford, LLC$503K182026-06-30
Diversified Enterprises, LLC$490.4K292026-06-30
Chicago Partners Investment Group LLC$487.5K572026-06-30
Founders Financial Securities LLC$480.1K1172026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$477.3K02026-06-30
Integral Wealth Management$471.1K52026-06-30
United Capital Financial Advisors, LLC$470.7K1662026-06-30
First National Trust Co$459K02026-06-30
Collar Capital Management, LLC$455.3K42026-06-30
Hancock Whitney Corp$445.6K02026-06-30
Ally Invest Advisors$439.6K822026-06-30
Cwm, LLC$433.4K6672026-03-31
Prepared Retirement Institute LLC$422.3K02026-06-30
Brady Family Wealth, LLC$413.9K32026-06-30
Navis Wealth Advisors LLC$412.4K72026-06-30
Gallagher Fiduciary Advisors, LLC$408.8K1262026-06-30
Hs Wealth Partners$407.9K62026-06-30
Pinnacle Associates, Ltd.$407.7K332026-06-30
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma$406.8K02026-06-30
Collaborative Wealth Managment Inc.$403K132026-06-30
Harbour Investments, Inc.$394.6K2472026-06-30
New Insight Wealth Advisors$392.7K52026-06-30
Bank of Montreal /can$388.7K02026-06-30
Bluespring Wealth Management, LLC$384.6K502026-06-30
Vestgen Advisors, LLC$370.1K582026-06-30
Perspective Wealth Advisors LLC$369.2K52026-06-30
J.W. Cole Advisors, Inc.$358.9K4992026-06-30
Pacific Sun Financial Corp$358.8K32026-06-30
Robinson Smith Wealth Advisors LLC$353.5K52026-06-30
Cherry Tree Wealth Management, LLC$353.3K92026-03-31
C2p Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors$351.4K1032026-06-30
Dynamic$350.2K752026-06-30
Atria Investments, Inc$350K62026-06-30
Wealthspire Advisors, LLC$349.4K2372026-06-30
Verdence Capital Advisors LLC$349.3K462026-06-30
Axis Wealth Partners, LLC$346.9K72026-06-30
Sterling Investment Counsel, LLC$343.1K52026-06-30
Pfg Investments, LLC$340.9K02026-06-30
Mai Capital Management$339.9K3082026-06-30
Pinnacle Financial Group, LLC / Il$336.2K42026-06-30
Vicus Capital$327.5K902026-06-30
Plimoth Trust Co LLC$324.6K02026-06-30
Moller Wealth Partners$323K22026-06-30
Exencial Wealth Advisors, LLC$321.2K02026-03-31
Wick Capital Partners, LLC$320.9K112026-06-30
Berger Financial Group, Inc$320.3K512026-06-30
Silver Oak Securities, Incorporated$311.5K1172026-06-30
Trilogy Capital, Inc.$304.9K722026-06-30
Global Retirement Partners LLC$302.1K4912026-06-30
Invesco Ltd.$300.9K02026-06-30
Dakota Wealth Management$300.7K02026-06-30
Three Magnolias Financial Advisors$295.4K52026-06-30
Pinnacle Wealth Management Advisory Group, LLC$294.4K102026-06-30
Invenio Wealth Partners, LLC$294.3K22026-06-30
Kovack Advisors, Inc.$290K2582026-06-30
Midland Wealth Management$288.8K222026-06-30
Bison Wealth, LLC$285.5K612026-06-30
Meridian Investment Counsel Inc.$284.8K32026-06-30
Summit Financial, LLC$275.3K2292026-06-30
Signal Advisors Wealth, LLC$269.9K452026-06-30
Cape Ann Savings Bank$268.3K02026-06-30
Rockingstone Advisors LLC$267.1K22026-06-30
Causey Wealth LLC$267K42026-06-30
Argyle Capital Partners, LLC$263.9K32026-06-30
CIBC Bancorp USA Inc.$263.8K02026-06-30

The 250 largest of 383 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30