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
26 quarters
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2026Top Holder
53.6%
+41.0 pts
Top 5
100.0%
+57.2 pts
Top 10
100.0%
+38.0 pts
HHI
5,025
Highly concentrated+4,504
Quarterly Activity
vs Mar 31, 2026
New
0
Increased
2
Decreased
0
Sold Out
196
Unchanged
0
Holder count:
-196
Institutional value:
-99.3%
Shares held:
-99.4%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | +28,346 | 61,398 | |
| Large Corient Private Wealth LLC | +668 | 70,809 |
Top Sellers
vs Mar 31, 2026No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2026No new positions this quarter.
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega MORGAN STANLEY | 2,763,378 | $99,315,803 | |
| Mega BANK OF AMERICA CORP /DE/ | 2,457,823 | $88,334,157 | |
| Mega LPL Financial LLC | 1,425,551 | $51,234,302 | |
| Mega UBS Group AG | 1,387,244 | $49,857,548 | |
| Large Creative Planning | 1,347,290 | $48,421,602 |
| 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 |