Who Owns WisdomTree U.S. SmallCap Dividend Fund
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in WisdomTree U.S. SmallCap Dividend Fund.
Who crossed 5% of DES →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Lee, Kelleher & Klein Wealth ManagementUS SMALLCAP DIVD167.1K shadded | $6.3M |
| Stonebridge Wealth Management, LLCUS SMALLCAP DIVD146.1K shtrimmed | $5.5M |
| Dickmeyer Boyce Financial Management, Inc.US SMALLCAP DIVD78.2K shadded | $3M |
| Farther Finance Advisors, LLCETF53.9K shadded | $2M |
| INSPIRION WEALTH ADVISORS, LLCUS SMALLCAP DIVD36.6K shtrimmed | $1.4M |
| Apella Capital, LLCUS SMALLCAP DIVD26K shtrimmed | $992.6K |
| Investment Partners Asset Management, Inc.US SMALLCAP DIVD20K shadded | $758.5K |
| Wealth Enhancement Trust Services, Inc.US SMALLCAP DIVD4.9K shtrimmed | $185.9K |
| CoreCap Advisors, LLCETF2.7K shadded | $100.7K |
| Bank of New HampshireUS SMALLCAP DIVD290 shheld | $11K |
| Rosenberg Matthew HamiltonETF32 shheld | $1.2K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
More on DES
Follow WisdomTree U.S. SmallCap Dividend Fund (DES) by email
New trades in WisdomTree U.S. SmallCap Dividend Fund (DES) by members of Congress, insiders and funds, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.