Who owns WisdomTree SmallCap Dividend Fund?
- Ticker: DES
- CUSIP Number: 97717W604
Tip: Access positions for across all investors
Analyze quarterly positions in WisdomTree SmallCap Dividend Fund with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold WisdomTree SmallCap Dividend Fund this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Bank of America Corporation | 2.4M | $77M | 25% | Mar 2024 |
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Morgan Stanley | 2.2M | $73M | 5% | Mar 2024 |
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UBS Group | 1.9M | $63M | 2% | Mar 2024 |
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LPL Financial | 1.6M | $54M | -6% | Mar 2024 |
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Creative Planning | 1.5M | $50M | -4% | Mar 2024 |
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M^T Bank Corporation | 1.2M | $38M | 8% | Mar 2024 |
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Royal Bank of Canada | 907k | $30M | 0% | Mar 2024 |
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Wells Fargo & Company | 859k | $28M | 6% | Mar 2024 |
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Ameriprise Financial | 721k | $24M | 4% | Mar 2024 |
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Envestnet Asset Management | 651k | $21M | 21% | Mar 2024 |
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Keybank National Association | 637k | $21M | 2% | Mar 2024 |
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Huntington National Bank | 523k | $17M | -2% | Mar 2024 |
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Raymond James Financial Services Advisors | 447k | $15M | -15% | Mar 2024 |
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Commonwealth Equity Services | 383k | $13M | -3% | Mar 2024 |
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Assetmark | 353k | $12M | 7% | Mar 2024 |
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CI Private Wealth | 342k | $11M | 0% | Mar 2024 |
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Mercer Global Advisors | 327k | $11M | 11% | Mar 2024 |
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Raymond James & Associates | 322k | $11M | 0% | Mar 2024 |
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Kestra Advisory Services | 311k | $10M | -3% | Dec 2023 |
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EisnerAmper Wealth Management Corporate Benefits | 284k | $9.1M | -1% | Dec 2023 |
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Branch Banking & Trust Company | 267k | $8.7M | 7% | Mar 2024 |
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Prosperity Consulting Group | 266k | $8.7M | 100% | Mar 2024 |
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Baird Financial | 253k | $8.1M | 6% | Dec 2023 |
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BIP Wealth | 219k | $7.1M | -2% | Mar 2024 |
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Stifel Financial | 218k | $7.1M | 0% | Mar 2024 |
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Advisor Group Holdings | 206k | $6.7M | -33% | Mar 2024 |
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Private Portfolio Partners | 191k | $6.3M | 2% | Mar 2024 |
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United Capital Financial Advisers | 186k | $6.1M | -39% | Mar 2024 |
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Dynamic Advisors Solutions | 183k | $6.0M | 1% | Mar 2024 |
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Signature Estate and Investment Advisors | 176k | $5.7M | 8% | Mar 2024 |
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Key FInancial | 163k | $5.3M | 2% | Mar 2024 |
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Wealth Enhancement Advisory Services | 162k | $5.3M | -5% | Mar 2024 |
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ValMark Advisers | 158k | $5.2M | -1% | Mar 2024 |
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HC Advisors | 157k | $5.0M | 1% | Dec 2023 |
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Janney Montgomery Scott | 153k | $5.0M | 1% | Mar 2024 |
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RMB Capital Management | 148k | $4.8M | 11% | Dec 2023 |
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H&H Retirement Design & Management | 143k | $4.5M | -10% | Mar 2024 |
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Susquehanna International | 138k | $4.5M | 63% | Mar 2024 |
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Melone Private Wealth | 137k | $4.5M | -2% | Mar 2024 |
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Jpmorgan Chase & Co | 137k | $4.5M | 8% | Mar 2024 |
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 137k | $4.5M | 0% | Mar 2024 |
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Del-Sette Capital Management | 135k | $4.4M | 9% | Mar 2024 |
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Salomon & Ludwin | 133k | $4.3M | -7% | Mar 2024 |
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Parcion Private Wealth | 132k | $4.3M | 0% | Mar 2024 |
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Frazier Financial Advisors | 125k | $4.1M | 0% | Mar 2024 |
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Wealthcare Advisory Partners | 122k | $4.0M | 7% | Mar 2024 |
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Gladstone Institutional Advisory | 122k | $3.9M | -9% | Dec 2023 |
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Buckingham Capital Management | 121k | $3.9M | -15% | Dec 2023 |
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Stock Yards Trust Company | 117k | $3.8M | 2% | Mar 2024 |
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Kades & Cheifetz | 110k | $3.6M | -5% | Mar 2024 |
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HighTower Advisors | 108k | $3.5M | -22% | Mar 2024 |
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Beacon Financial | 107k | $3.5M | -23% | Mar 2024 |
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Rockefeller Capital Management | 107k | $3.4M | 14% | Dec 2023 |
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JPL Wealth Management | 102k | $3.3M | 15% | Mar 2024 |
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H D Vest Advisory Services | 99k | $3.2M | 0% | Mar 2024 |
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Evanson Asset Management | 98k | $3.2M | 1% | Mar 2024 |
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Apollon Wealth Management | 89k | $2.9M | 0% | Mar 2024 |
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HPM Partners | 87k | $2.8M | -6% | Mar 2024 |
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Vaughan And Company Securities | 86k | $2.8M | -3% | Mar 2024 |
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Orion Portfolio Solutions | 82k | $2.7M | -6% | Mar 2024 |
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Financial Counselors | 81k | $2.6M | -3% | Mar 2024 |
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DB Wealth Management Group | 81k | $2.6M | -10% | Dec 2023 |
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Ffg Retirement Advisors | 79k | $2.6M | 149% | Mar 2024 |
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Cambridge Investment Research Advisors | 70k | $2.3M | -8% | Mar 2024 |
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Ascent Group | 70k | $2.3M | -6% | Mar 2024 |
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JNBA Financial Advisors | 67k | $2.2M | -20% | Mar 2024 |
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Alhambra Investment Partners | 67k | $2.2M | 1% | Mar 2024 |
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Goss Wealth Management | 67k | $2.2M | 1126% | Mar 2024 |
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Vestor Capital Corp | 67k | $2.2M | -10% | Mar 2024 |
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Jane Street | 62k | $2.0M | 100% | Mar 2024 |
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Aspen Investment Management | 59k | $1.9M | -1% | Mar 2024 |
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Private Advisor | 57k | $1.9M | -21% | Mar 2024 |
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Modera Wealth Management | 57k | $1.9M | 0% | Mar 2024 |
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Thrivent Financial for Lutherans | 57k | $1.9M | 158% | Mar 2024 |
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Prospera Financial Services | 57k | $1.8M | 100% | Dec 2023 |
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Capital Analysts | 56k | $1.8M | -2% | Mar 2024 |
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180 Wealth Advisors | 56k | $1.8M | 0% | Mar 2024 |
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Marathon Strategic Advisors | 54k | $1.8M | 2% | Mar 2024 |
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NBT Bank | 54k | $1.8M | -2% | Mar 2024 |
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Northwestern Mutual Wealth Management Company | 54k | $1.8M | 5% | Mar 2024 |
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Financial Planning & Information Services | 52k | $1.7M | -5% | Mar 2024 |
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Ohe Financial | 51k | $1.7M | 4% | Mar 2024 |
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Powers Advisory Group | 49k | $1.6M | 1% | Mar 2024 |
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TFG Advisers | 48k | $1.6M | -7% | Mar 2024 |
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IAG Wealth Partners | 46k | $1.5M | 0% | Mar 2024 |
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Integrys Wealth Advisors | 46k | $1.5M | -5% | Mar 2024 |
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Citadel Advisors | 46k | $1.5M | 100% | Mar 2024 |
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SC&H Financial Advisors | 45k | $1.5M | 0% | Mar 2024 |
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Financial Advisory Partners | 43k | $1.4M | -43% | Mar 2024 |
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West Bancorporation | 42k | $1.4M | -30% | Mar 2024 |
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Montecito Bank & Trust | 40k | $1.3M | 1% | Mar 2024 |
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Captrust Financial Advisors | 40k | $1.3M | 6% | Mar 2024 |
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Beacon Pointe Advisors | 39k | $1.3M | -5% | Dec 2023 |
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HBK Sorce Advisory | 39k | $1.3M | 4% | Mar 2024 |
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Alaska Permanent Capital Management | 37k | $1.2M | 16% | Mar 2024 |
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Invenio Wealth Partners | 36k | $1.2M | -40% | Mar 2024 |
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Halbert Hargrove Global Advisors | 36k | $1.2M | 22% | Mar 2024 |
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Waterfront Wealth | 35k | $1.1M | -10% | Mar 2024 |
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Mariner Wealth Advisors | 35k | $1.1M | 47% | Mar 2024 |
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Steward Partners Investment Advisory | 35k | $1.1M | 51% | Mar 2024 |
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Bank of New York Mellon | 34k | $1.1M | 295% | Mar 2024 |
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Miracle Mile Advisors | 34k | $1.1M | 86% | Mar 2024 |
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United Advisor Group | 34k | $1.1M | 100% | Mar 2024 |
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Connecticut Wealth Management | 33k | $1.1M | -9% | Mar 2024 |
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Opus Capital Group | 33k | $1.1M | 0% | Mar 2024 |
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Round Rock Advisors | 32k | $1.0M | 0% | Mar 2024 |
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Wesbanco Trust And Investments | 31k | $1.0M | -5% | Mar 2024 |
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Gyl Financial Synergies | 31k | $992k | -1% | Dec 2023 |
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Two Sigma Investments | 30k | $994k | -3% | Mar 2024 |
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Bank Of Oklahoma National Association / | 30k | $957k | -2% | Mar 2024 |
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Mather Group | 29k | $944k | 14% | Mar 2024 |
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PFG Financial Advisors | 29k | $958k | -1% | Mar 2024 |
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IFG Advisory | 29k | $942k | -1% | Mar 2024 |
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Oppenheimer & Co | 28k | $921k | 5% | Mar 2024 |
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Brian McDonald | 28k | $911k | -12% | Mar 2024 |
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Principal Securities | 27k | $886k | -9% | Mar 2024 |
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IFP Advisors | 27k | $855k | -8% | Dec 2023 |
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Spinnaker Trust | 26k | $863k | 0% | Mar 2024 |
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Petra Financial Advisors | 25k | $827k | 0% | Mar 2024 |
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Baystate Wealth Management | 25k | $798k | -5% | Dec 2023 |
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Bristlecone Advisors | 24k | $795k | -20% | Mar 2024 |
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Sharper & Granite | 24k | $770k | 4% | Mar 2024 |
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Harbor Investment Advisory | 24k | $790k | 120% | Mar 2024 |
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Smith, Moore & Co. | 24k | $787k | 36% | Mar 2024 |
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Sunbelt Securities | 24k | $767k | -3% | Mar 2024 |
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F&V Capital Management | 23k | $746k | 7% | Mar 2024 |
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Bsc Private Wealth Management | 22k | $732k | 0% | Mar 2024 |
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Milestone Group | 22k | $711k | 5% | Mar 2024 |
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Independence Bank of Kentucky | 22k | $708k | 21% | Mar 2024 |
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Emerald Investment Partners | 21k | $686k | -9% | Mar 2024 |
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Wilbanks Smith & Thomas Asset Management | 21k | $682k | -1% | Mar 2024 |
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Insight Advisors, LLC/ PA | 21k | $678k | 9% | Mar 2024 |
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Atria Wealth Solutions | 21k | $671k | 3% | Mar 2024 |
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Guidance Capital | 20k | $627k | 100% | Mar 2024 |
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Marino, Stram & Associates | 20k | $657k | 0% | Mar 2024 |
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Principle Wealth Partners | 19k | $629k | 0% | Mar 2024 |
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Robinson Smith Wealth Advisors | 19k | $612k | 0% | Mar 2024 |
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Buckingham Asset Management | 18k | $592k | -14% | Mar 2024 |
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Trustmark National Bank - Trust Department | 18k | $583k | 8% | Mar 2024 |
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Sigma Planning | 18k | $583k | 93% | Mar 2024 |
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Investment Partners Asset Management | 18k | $571k | 0% | Mar 2024 |
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Rehmann Capital Advisory | 17k | $568k | 0% | Mar 2024 |
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Chicago Partners Investment | 17k | $548k | -10% | Mar 2024 |
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Gail Mannix | 17k | $558k | -12% | Mar 2024 |
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JT Stratford | 17k | $537k | -5% | Dec 2023 |
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Hengehold Capital Management | 17k | $545k | -16% | Mar 2024 |
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Buckingham Strategic Partners | 16k | $536k | 84% | Mar 2024 |
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Brown Advisory Holdings Incorporated | 16k | $535k | 0% | Mar 2024 |
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Archetype Wealth Partners | 16k | $513k | -6% | Dec 2023 |
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Csenge Advisory Group | 16k | $512k | 0% | Mar 2024 |
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Wambolt & Associates | 14k | $445k | -44% | Mar 2024 |
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Midland Wealth Advisors | 14k | $447k | -46% | Mar 2024 |
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FinTrust Capital Advisors | 13k | $435k | -42% | Mar 2024 |
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Who sold out of WisdomTree SmallCap Dividend Fund?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Meridian Wealth Management | Dec 2023 | 137k | $4.4M |
Truepoint | Dec 2023 | 65k | $2.1M |
Ronald Blue Trust | Dec 2023 | 18k | $509k |