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
Download as csv
Download as Excel
Top investors of WisdomTree SmallCap Dividend Fund stock
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 | 1.9M | $61M | 2% | Dec 2023 |
|
| UBS Group | 1.9M | $61M | 3% | Dec 2023 |
|
| Creative Planning | 1.6M | $51M | -2% | Dec 2023 |
|
| M^T Bank Corporation | 1.1M | $35M | 14% | Dec 2023 |
|
| Royal Bank of Canada | 908k | $29M | -7% | Dec 2023 |
|
| Wells Fargo & Company | 810k | $26M | 29% | Dec 2023 |
|
| Huntington National Bank | 534k | $17M | -4% | Dec 2023 |
|
| Raymond James Financial Services Advisors | 528k | $17M | 3% | Dec 2023 |
|
| Commonwealth Equity Services | 393k | $13M | -1% | Dec 2023 |
|
| CI Private Wealth | 342k | $11M | 1% | Dec 2023 |
|
| Assetmark | 329k | $11M | -5% | Dec 2023 |
|
| Raymond James & Associates | 323k | $10M | -1% | Dec 2023 |
|
| Kestra Advisory Services | 311k | $10M | -3% | Dec 2023 |
|
| Advisor Group Holdings | 305k | $9.8M | -17% | Dec 2023 |
|
| United Capital Financial Advisers | 304k | $9.8M | -73% | Dec 2023 |
|
| Mercer Global Advisors | 295k | $9.5M | 21% | Dec 2023 |
|
| EisnerAmper Wealth Management Corporate Benefits | 284k | $9.1M | -1% | Dec 2023 |
|
| Baird Financial | 253k | $8.1M | 6% | Dec 2023 |
|
| Branch Banking & Trust Company | 249k | $8.0M | 5% | Dec 2023 |
|
| BIP Wealth | 223k | $7.2M | 2% | Dec 2023 |
|
| Stifel Financial | 219k | $7.0M | 2% | Dec 2023 |
|
| Private Portfolio Partners | 187k | $6.0M | 1% | Dec 2023 |
|
| Dynamic Advisors Solutions | 183k | $6.0M | 1% | Mar 2024 |
|
| Signature Estate and Investment Advisors | 163k | $5.2M | -2% | Dec 2023 |
|
| Wealth Enhancement Advisory Services | 162k | $5.3M | -5% | Mar 2024 |
|
| Key FInancial | 160k | $5.2M | 9% | Dec 2023 |
|
| H&H Retirement Design & Management | 160k | $4.9M | 2% | Dec 2023 |
|
| ValMark Advisers | 160k | $5.1M | -2% | Dec 2023 |
|
| HC Advisors | 157k | $5.0M | 1% | Dec 2023 |
|
| Janney Montgomery Scott | 151k | $4.8M | 2% | Dec 2023 |
|
| RMB Capital Management | 148k | $4.8M | 11% | Dec 2023 |
|
| Salomon & Ludwin | 142k | $4.0M | 0% | Dec 2023 |
|
| Melone Private Wealth | 140k | $4.5M | 3% | Dec 2023 |
|
| Beacon Financial | 139k | $4.5M | 18% | Dec 2023 |
|
| HighTower Advisors | 139k | $4.5M | 51% | Dec 2023 |
|
| Meridian Wealth Management | 137k | $4.4M | 100% | Dec 2023 |
|
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 136k | $4.4M | 7% | Dec 2023 |
|
| Parcion Private Wealth | 132k | $4.2M | 0% | Dec 2023 |
|
| Jpmorgan Chase & Co | 127k | $4.1M | 21% | Dec 2023 |
|
| Frazier Financial Advisors | 124k | $4.0M | 100% | Dec 2023 |
|
| Del-Sette Capital Management | 123k | $4.0M | -1% | Dec 2023 |
|
| Wealthcare Advisory Partners | 122k | $4.0M | 7% | Mar 2024 |
|
| Gladstone Institutional Advisory | 122k | $3.9M | -9% | Dec 2023 |
|
| Buckingham Capital Management | 121k | $3.9M | -15% | Dec 2023 |
|
| Kades & Cheifetz | 116k | $3.7M | 2% | Dec 2023 |
|
| Stock Yards Trust Company | 115k | $3.7M | 1% | Dec 2023 |
|
| Rockefeller Capital Management | 107k | $3.4M | 14% | Dec 2023 |
|
| H D Vest Advisory Services | 98k | $3.2M | -2% | Dec 2023 |
|
| Evanson Asset Management | 98k | $3.2M | 1% | Mar 2024 |
|
| HPM Partners | 92k | $3.0M | 8% | Dec 2023 |
|
| Vaughan And Company Securities | 89k | $2.9M | -8% | Dec 2023 |
|
| JPL Wealth Management | 89k | $2.9M | 100% | Dec 2023 |
|
| Apollon Wealth Management | 89k | $2.9M | 44% | Dec 2023 |
|
| Orion Portfolio Solutions | 87k | $2.8M | -13% | Dec 2023 |
|
| JNBA Financial Advisors | 84k | $2.7M | -16% | Dec 2023 |
|
| Financial Counselors | 84k | $2.7M | -1% | Dec 2023 |
|
| DB Wealth Management Group | 81k | $2.6M | -10% | Dec 2023 |
|
| Cambridge Investment Research Advisors | 76k | $2.4M | -5% | Dec 2023 |
|
| Vestor Capital Corp | 74k | $2.4M | 0% | Dec 2023 |
|
| Private Advisor | 73k | $2.3M | 3% | Dec 2023 |
|
| Alhambra Investment Partners | 67k | $2.2M | 1% | Mar 2024 |
|
| Truepoint | 65k | $2.1M | 0% | Dec 2023 |
|
| Invenio Wealth Partners | 61k | $1.9M | -10% | Dec 2023 |
|
| Aspen Investment Management | 60k | $1.9M | 1% | Dec 2023 |
|
| West Bancorporation | 60k | $1.9M | -12% | Dec 2023 |
|
| Modera Wealth Management | 57k | $1.8M | 0% | Dec 2023 |
|
| Capital Analysts | 57k | $1.8M | 0% | Dec 2023 |
|
| Prospera Financial Services | 57k | $1.8M | 100% | Dec 2023 |
|
| 180 Wealth Advisors | 56k | $1.8M | 0% | Mar 2024 |
|
| NBT Bank | 55k | $1.8M | 118% | Dec 2023 |
|
| Powers Advisory Group | 48k | $1.6M | 5% | Dec 2023 |
|
| IAG Wealth Partners | 47k | $1.5M | -3% | Dec 2023 |
|
| Integrys Wealth Advisors | 46k | $1.5M | -5% | Mar 2024 |
|
| SC&H Financial Advisors | 45k | $1.5M | -28% | Dec 2023 |
|
| Financial Advisory Partners | 43k | $1.4M | -43% | Mar 2024 |
|
| Montecito Bank & Trust | 40k | $1.3M | 1% | Mar 2024 |
|
| Waterfront Wealth | 40k | $1.3M | -4% | Dec 2023 |
|
| Beacon Pointe Advisors | 39k | $1.3M | -5% | Dec 2023 |
|
| Captrust Financial Advisors | 38k | $1.2M | 0% | Dec 2023 |
|
| Alaska Permanent Capital Management | 37k | $1.2M | 16% | Mar 2024 |
|
| HBK Sorce Advisory | 37k | $1.2M | -1% | Dec 2023 |
|
| Connecticut Wealth Management | 37k | $1.2M | 2% | Dec 2023 |
|
| Halbert Hargrove Global Advisors | 36k | $1.2M | 22% | Mar 2024 |
|
| Miracle Mile Advisors | 34k | $1.1M | 86% | Mar 2024 |
|
| Wesbanco Trust And Investments | 33k | $1.1M | 3% | Dec 2023 |
|
| Opus Capital Group | 33k | $1.1M | 2% | Dec 2023 |
|
| Round Rock Advisors | 32k | $1.0M | -4% | Dec 2023 |
|
| Ffg Retirement Advisors | 32k | $1.0M | -1% | Dec 2023 |
|
| Two Sigma Investments | 31k | $1.0M | 25% | Dec 2023 |
|
| Gyl Financial Synergies | 31k | $992k | -1% | Dec 2023 |
|
| Bristlecone Advisors | 30k | $977k | 0% | Dec 2023 |
|
| Bank Of Oklahoma National Association / | 30k | $973k | 9% | Dec 2023 |
|
| Principal Securities | 30k | $958k | 100% | Dec 2023 |
|
| Mather Group | 29k | $944k | 14% | Mar 2024 |
|
| PFG Financial Advisors | 29k | $958k | -1% | Mar 2024 |
|
| IFG Advisory | 29k | $939k | 2% | Dec 2023 |
|
| IFP Advisors | 27k | $855k | -8% | Dec 2023 |
|
| Spinnaker Trust | 26k | $850k | 0% | Dec 2023 |
|
| Midland Wealth Advisors | 25k | $817k | 100% | Dec 2023 |
|
| Petra Financial Advisors | 25k | $814k | -3% | Dec 2023 |
|
| Baystate Wealth Management | 25k | $798k | -5% | Dec 2023 |
|
| Wambolt & Associates | 25k | $794k | -24% | Dec 2023 |
|
| Sharper & Granite | 24k | $770k | 4% | Mar 2024 |
|
| Harbor Investment Advisory | 24k | $790k | 120% | Mar 2024 |
|
| Mariner Wealth Advisors | 24k | $766k | 210% | Dec 2023 |
|
| Sunbelt Securities | 24k | $767k | -3% | Mar 2024 |
|
| Emerald Investment Partners | 23k | $741k | 1% | Dec 2023 |
|
| Steward Partners Investment Advisory | 23k | $739k | 3% | Dec 2023 |
|
| F&V Capital Management | 23k | $746k | 7% | Mar 2024 |
|
| Bsc Private Wealth Management | 22k | $722k | 6% | Dec 2023 |
|
| Independence Bank of Kentucky | 22k | $708k | 21% | Mar 2024 |
|
| Buckingham Asset Management | 21k | $677k | 1% | Dec 2023 |
|
| Wilbanks Smith & Thomas Asset Management | 21k | $676k | 0% | Dec 2023 |
|
| Milestone Group | 21k | $664k | 0% | Dec 2023 |
|
| Guidance Capital | 20k | $627k | 100% | Mar 2024 |
|
| Marino, Stram & Associates | 20k | $646k | 0% | Dec 2023 |
|
| Atria Wealth Solutions | 20k | $644k | -7% | Dec 2023 |
|
| Gail Mannix | 19k | $625k | -12% | Dec 2023 |
|
| Chicago Partners Investment | 19k | $598k | -18% | Dec 2023 |
|
| Principle Wealth Partners | 19k | $619k | -1% | Dec 2023 |
|
| Insight Advisors, LLC/ PA | 19k | $612k | -1% | Dec 2023 |
|
| Robinson Smith Wealth Advisors | 19k | $603k | 100% | Dec 2023 |
|
| Ronald Blue Trust | 18k | $509k | 1803700% | Dec 2023 |
|
| Investment Partners Asset Management | 18k | $571k | 0% | Mar 2024 |
|
| JT Stratford | 17k | $537k | -5% | Dec 2023 |
|
| Hengehold Capital Management | 17k | $545k | -16% | Mar 2024 |
|
| Brown Advisory Holdings Incorporated | 16k | $527k | 0% | Dec 2023 |
|
| Archetype Wealth Partners | 16k | $513k | -6% | Dec 2023 |
|
| Accredited Investors | 15k | $490k | 0% | Dec 2023 |
|
| Strategic Financial | 15k | $483k | 0% | Dec 2023 |
|
| Pinnacle Wealth Management Advisory | 15k | $473k | -14% | Dec 2023 |
|
| Cherry Tree Wealth Management | 15k | $468k | -14% | Dec 2023 |
|
| Integrated Advisors Network | 15k | $465k | 11% | Dec 2023 |
|
| Collaborative Wealth Managment | 14k | $452k | -1% | Dec 2023 |
|
| Bank Of Montreal | 14k | $460k | -10% | Dec 2023 |
|
| Founders Financial Securities | 14k | $447k | 9% | Mar 2024 |
|
| New Hampshire Trust | 14k | $447k | -1% | Mar 2024 |
|
| SageView Advisory Group | 14k | $431k | -16% | Dec 2023 |
|
| Focus Financial Network | 13k | $424k | 100% | Dec 2023 |
|
| Hancock Bank Trust Department | 13k | $417k | -49% | Dec 2023 |
|
| Park Avenue Securities | 13k | $420k | 13% | Mar 2024 |
|
| Wayne Hummer Investments | 13k | $404k | 6% | Dec 2023 |
|
| McNamara Financial Services | 12k | $389k | -13% | Mar 2024 |
|
| Sebold Capital Management | 12k | $380k | 0% | Mar 2024 |
|
| Oakmont Partners | 12k | $370k | -26% | Dec 2023 |
|
| Natixis Asset Management Advisors | 12k | $369k | 100% | Dec 2023 |
|
| Moller Financial Services | 11k | $372k | -4% | Mar 2024 |
|
| CFG Asset Management | 11k | $366k | -17% | Dec 2023 |
|
| Advisory Services Network | 11k | $353k | -4% | Dec 2023 |
|
| Hilltop Partners | 11k | $349k | 0% | Dec 2023 |
|
| Neuberger Berman Group | 11k | $337k | -10% | Dec 2023 |
|
| First National Trust Company | 10k | $324k | -14% | Dec 2023 |
|
| Plimoth Trust | 9.4k | $309k | -27% | Mar 2024 |
|
| Sigma Planning | 9.2k | $297k | -61% | Dec 2023 |
|
Who sold out of WisdomTree SmallCap Dividend Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Sep 2023 | 191k | $5.4M |
| Janney Capital Management | Sep 2023 | 66k | $1.9M |
| Jane Street | Sep 2023 | 53k | $1.5M |
| Sowell Financial Services | Sep 2023 | 11k | $309k |