Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / US SMALLCAP DIVD
-
Total 13F shares
-
2,232,481
-
Share change
-
-113,067
-
Total reported value
-
$74,827,933
-
Price per share
-
$33.45
-
Number of holders
-
66
-
Value change
-
-$3,784,075
-
Number of buys
-
22
-
Number of sells
-
24
Institutional Holders of WISDOMTREE TR - US SMALLCAP DIVD (DES) as of Q4 2025
As of 31 Dec 2025,
WISDOMTREE TR - US SMALLCAP DIVD (DES) was held by
66 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,232,481 shares.
The largest 10 holders included
BIP Wealth, LLC, Melone Private Wealth, LLC, Lee-Kelleher Wealth Management, Stonebridge Wealth Management, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management, Wealthcare Advisory Partners LLC, Evanson Asset Management, LLC, AdvisorNet Financial, Inc, and STOCK YARDS BANK & TRUST CO.
This page lists
66
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.