DES · WisdomTree U.S. SmallCap Dividend Fund ETF
$40.41
+0.20 (+0.50%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $5,378,180
Total Shares: 132,207
Institutional Ownership Trend
23 quarters
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2026Top Holder
53.6%
−45.6 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
5,025
Highly concentrated−4,811
Quarterly Activity
vs Mar 31, 2026
New
2
Increased
0
Decreased
0
Sold Out
2
Unchanged
0
Holder count:
0
Institutional value:
-85.7%
Shares held:
-87.4%
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 70,809 | $2,880,510 | |
| Mega CITADEL ADVISORS LLC | 61,398 | $2,497,670 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large M&T Bank Corp | 1,041,447 | $37,429,601 | |
| Mid Dakota Wealth Management | 8,655 | $311,060 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC DES | $2,880,510 | 53.56% | 70,809 | Shares | 2026-08-27 | |
| Mega CITADEL ADVISORS LLC DES | $2,497,670 | 46.44% | 61,398 | Shares | 2026-09-02 |