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 |
|---|---|---|---|---|---|
| LPL Financial | 1.5M | $50M | -7% | Dec 2025 |
|
| UBS Group | 1.5M | $50M | -9% | Dec 2025 |
|
| Creative Planning | 1.4M | $46M | -3% | Dec 2025 |
|
| M^T Bank Corporation | 1.1M | $35M | -3% | Dec 2025 |
|
| Mercer Global Advisors | 916k | $31M | 8% | Dec 2025 |
|
| Royal Bank of Canada | 777k | $26M | -5% | Sep 2025 |
|
| Raymond James Financial | 776k | $26M | -7% | Dec 2025 |
|
| Wells Fargo & Company | 729k | $24M | 22% | Dec 2025 |
|
| Keybank National Association | 711k | $24M | 0% | Dec 2025 |
|
| Huntington National Bank | 693k | $23M | 9% | Dec 2025 |
|
| Jones Financial Companies, L.L | 681k | $23M | 11% | Dec 2025 |
|
| Ameriprise Financial | 408k | $14M | -19% | Dec 2025 |
|
| ValMark Advisers | 333k | $11M | 1% | Dec 2025 |
|
| YCMNET Advisors | 332k | $11M | 0% | Dec 2025 |
|
| Cetera Investment Advisers | 319k | $11M | 0% | Dec 2025 |
|
| Allen Investment Management | 294k | $9.8M | 100% | Dec 2025 |
|
| Commonwealth Equity Services | 245k | $8.2M | -27% | Dec 2025 |
|
| Kestra Advisory Services | 235k | $7.9M | -48% | Dec 2025 |
|
| Envestnet Asset Management | 234k | $7.8M | -9% | Dec 2025 |
|
| BIP Wealth | 227k | $7.6M | -3% | Dec 2025 |
|
| Assetmark | 223k | $7.4M | 3% | Dec 2025 |
|
| RMB Capital Management | 214k | $7.2M | -1% | Sep 2025 |
|
| Bank of New York Mellon | 210k | $7.0M | 19% | Dec 2025 |
|
| HC Advisors | 205k | $6.9M | 1% | Dec 2025 |
|
| Jpmorgan Chase & Co | 205k | $6.9M | 100% | Sep 2025 |
|
| Del-Sette Capital Management | 189k | $6.3M | 6% | Dec 2025 |
|
| H&H Retirement Design & Management | 188k | $6.8M | 8% | Dec 2025 |
|
| Advisor Group Holdings | 173k | $5.8M | -17% | Dec 2025 |
|
| Prosperity Consulting Group | 165k | $5.5M | -8% | Dec 2025 |
|
| Key FInancial | 162k | $5.4M | -1% | Dec 2025 |
|
| Cascade Financial Partners | 162k | $5.4M | -2% | Dec 2025 |
|
| Melone Private Wealth | 160k | $5.3M | 1% | Dec 2025 |
|
| Lee-Kelleher Wealth Management | 154k | $5.1M | 3% | Dec 2025 |
|
| Baird Financial | 149k | $5.0M | 3% | Dec 2025 |
|
| Stonebridge Wealth Management | 147k | $4.9M | -36% | Dec 2025 |
|
| Rockefeller Capital Management | 145k | $4.8M | 2% | Dec 2025 |
|
| Wealth Enhancement Advisory Services | 143k | $4.9M | -1% | Dec 2025 |
|
| Stifel Financial | 137k | $4.6M | -6% | Dec 2025 |
|
| Two Sigma Investments | 133k | $4.5M | 297% | Sep 2025 |
|
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 129k | $4.3M | 2% | Dec 2025 |
|
| Parcion Private Wealth | 129k | $4.3M | -1% | Dec 2025 |
|
| Janney Montgomery Scott | 128k | $4.3M | -11% | Dec 2025 |
|
| Croban | 122k | $4.1M | 3% | Dec 2025 |
|
| Frazier Financial Advisors | 119k | $4.0M | -1% | Dec 2025 |
|
| Wealthcare Advisory Partners | 103k | $3.4M | -1% | Dec 2025 |
|
| Evanson Asset Management | 98k | $3.3M | 0% | Dec 2025 |
|
| HighTower Advisors | 94k | $3.1M | -8% | Dec 2025 |
|
| HPM Partners | 94k | $3.1M | 51% | Dec 2025 |
|
| Signature Estate and Investment Advisors | 93k | $3.1M | -4% | Dec 2025 |
|
| Warren Averett Asset Management | 89k | $3.0M | -6% | Dec 2025 |
|
| AdvisorNet Financial | 82k | $2.7M | 8% | Dec 2025 |
|
| Branch Banking & Trust Company | 82k | $2.7M | -2% | Dec 2025 |
|
| Colony | 81k | $2.7M | 7% | Dec 2025 |
|
| Vaughan And Company Securities | 79k | $2.6M | 0% | Dec 2025 |
|
| Thrivent Financial for Lutherans | 78k | $2.6M | 100% | Dec 2025 |
|
| Farmers National Bank | 75k | $2.5M | 1% | Sep 2025 |
|
| Steward Partners Investment Advisory | 75k | $2.5M | -18% | Dec 2025 |
|
| CI Private Wealth | 71k | $2.4M | -80% | Dec 2025 |
|
| Beacon Financial | 68k | $2.3M | -9% | Sep 2025 |
|
| Stock Yards Trust Company | 68k | $2.3M | 7% | Dec 2025 |
|
| Marathon Strategic Advisors | 67k | $2.2M | 2% | Dec 2025 |
|
| Capital Analysts | 66k | $2.2M | 4% | Dec 2025 |
|
| Wiley Bros.-aintree Capital | 64k | $2.1M | -1% | Dec 2025 |
|
| Founders Grove Wealth Partners | 63k | $2.1M | 0% | Dec 2025 |
|
| Merit Financial Group | 60k | $2.0M | 100% | Dec 2025 |
|
| Glen Eagle Advisors | 59k | $2.0M | -1% | Dec 2025 |
|
| 180 Wealth Advisors | 58k | $1.9M | -1% | Dec 2025 |
|
| Ohe Financial | 58k | $1.9M | 6% | Dec 2025 |
|
| Aspen Investment Management | 58k | $1.9M | -1% | Dec 2025 |
|
| Northwestern Mutual Wealth Management Company | 58k | $1.9M | 0% | Dec 2025 |
|
| Midwest Trust | 58k | $1.9M | 2% | Dec 2025 |
|
| Mml Investors Services | 57k | $1.9M | 6% | Dec 2025 |
|
| Modera Wealth Management | 55k | $1.8M | 0% | Dec 2025 |
|
| Salomon & Ludwin | 54k | $1.8M | -1% | Dec 2025 |
|
| JNBA Financial Advisors | 53k | $1.8M | -2% | Dec 2025 |
|
| Ascent Group | 53k | $1.8M | -3% | Dec 2025 |
|
| Cambridge Investment Research Advisors | 52k | $1.7M | 6% | Dec 2025 |
|
| Investment Research Partners | 51k | $1.7M | -1% | Dec 2025 |
|
| Ffg Retirement Advisors | 50k | $1.7M | 0% | Dec 2025 |
|
| Financial Advisory Partners | 50k | $1.7M | 1% | Dec 2025 |
|
| Powers Advisory Group | 49k | $1.6M | 0% | Dec 2025 |
|
| Susquehanna International | 45k | $1.5M | 119% | Dec 2025 |
|
| Goldman Sachs Group | 44k | $1.5M | 76% | Dec 2025 |
|
| Apollon Wealth Management | 43k | $1.4M | -7% | Dec 2025 |
|
| Old North State Wealth Management | 41k | $1.4M | 1% | Dec 2025 |
|
| Invested Advisors | 41k | $1.4M | 14% | Dec 2025 |
|
| Wesbanco Trust And Investments | 41k | $1.4M | 7% | Dec 2025 |
|
| Platform Technology Partners | 40k | $1.3M | 0% | Dec 2025 |
|
| IAG Wealth Partners | 40k | $1.3M | -1% | Dec 2025 |
|
| Integrys Wealth Advisors | 39k | $1.3M | -12% | Dec 2025 |
|
| F&V Capital Management | 38k | $1.3M | 10% | Dec 2025 |
|
| Goss Wealth Management | 38k | $1.3M | 4% | Dec 2025 |
|
| Halbert Hargrove Global Advisors | 36k | $1.2M | 0% | Dec 2025 |
|
| Moneta Group Investment Advisors | 36k | $1.2M | 100% | Dec 2025 |
|
| Independence Bank of Kentucky | 36k | $1.2M | -4% | Dec 2025 |
|
| Total Clarity Wealth Management | 35k | $1.2M | 100% | Dec 2025 |
|
| Oppenheimer & Co | 35k | $1.2M | 9% | Dec 2025 |
|
| SC&H Financial Advisors | 35k | $1.2M | -25% | Dec 2025 |
|
| Waterfront Wealth | 34k | $1.2M | 0% | Dec 2025 |
|
| Harbor Investment Advisory | 34k | $1.1M | -2% | Dec 2025 |
|
| Wealthcare Capital Partners | 32k | $1.1M | 17% | Dec 2025 |
|
| O'shaughnessy Asset Management | 32k | $1.1M | 9% | Dec 2025 |
|
| Principal Securities | 32k | $1.1M | -2% | Dec 2025 |
|
| Pensionmark Financial Group | 31k | $1.0M | 6% | Dec 2025 |
|
| Mariner Wealth Advisors | 31k | $1.0M | -19% | Dec 2025 |
|
| Emerald Investment Partners | 28k | $949k | 0% | Dec 2025 |
|
| Paragon Private Wealth Management | 28k | $947k | -1% | Dec 2025 |
|
| IFG Advisory | 28k | $942k | 0% | Dec 2025 |
|
| Cowa | 28k | $940k | 6% | Dec 2025 |
|
| Private Advisor | 28k | $930k | 2% | Dec 2025 |
|
| Connecticut Wealth Management | 28k | $921k | 0% | Dec 2025 |
|
| Citadel Advisors | 27k | $911k | -70% | Sep 2025 |
|
| HBK Sorce Advisory | 27k | $1.0M | -5% | Dec 2025 |
|
| Advisory Services Network | 27k | $892k | 9% | Dec 2025 |
|
| Spinnaker Trust | 26k | $883k | 0% | Dec 2025 |
|
| Petra Financial Advisors | 26k | $879k | 1% | Dec 2025 |
|
| Montecito Bank & Trust | 26k | $871k | -42% | Dec 2025 |
|
| Apella Capital | 26k | $861k | -2% | Dec 2025 |
|
| Smith, Moore & Co. | 26k | $857k | 0% | Dec 2025 |
|
| Bank Of Oklahoma National Association / | 26k | $855k | -7% | Dec 2025 |
|
| Natixis Asset Management Advisors | 24k | $816k | 8% | Dec 2025 |
|
| Kondo Wealth Advisors | 24k | $799k | -4% | Dec 2025 |
|
| Hengehold Capital Management | 24k | $797k | -1% | Dec 2025 |
|
| Milestone Group | 24k | $791k | 15% | Dec 2025 |
|
| NBT Bank | 23k | $298M | 6% | Dec 2025 |
|
| Pasadena Private Wealth | 23k | $774k | 0% | Dec 2025 |
|
| Bsc Private Wealth Management | 23k | $769k | 0% | Dec 2025 |
|
| Mather Group | 22k | $746k | 2% | Dec 2025 |
|
| Farther Finance Advisors | 22k | $740k | 10% | Dec 2025 |
|
| IHT Wealth Management | 22k | $719k | 0% | Dec 2025 |
|
| Sharper & Granite | 22k | $718k | 0% | Dec 2025 |
|
| Hartland & Co | 21k | $711k | 1% | Dec 2025 |
|
| IFP Advisors | 21k | $702k | -7% | Dec 2025 |
|
| CLS Investments | 21k | $694k | -23% | Dec 2025 |
|
| CFG Asset Management | 21k | $693k | 11% | Dec 2025 |
|
| Brown Advisory Holdings Incorporated | 20k | $678k | 0% | Dec 2025 |
|
| Columbia River Financial Group | 20k | $675k | -1% | Dec 2025 |
|
| Aptus Capital Advisors | 20k | $675k | 3764% | Dec 2025 |
|
| Miracle Mile Advisors | 20k | $657k | 11% | Dec 2025 |
|
| Brian McDonald | 19k | $649k | -12% | Dec 2025 |
|
| Great Valley Advisor Group | 19k | $648k | -3% | Dec 2025 |
|
| Investment Partners Asset Management | 19k | $647k | 3% | Dec 2025 |
|
| Beacon Pointe Advisors | 19k | $630k | 1% | Dec 2025 |
|
| Buckingham Strategic Partners | 19k | $618k | -46% | Dec 2025 |
|
| Gladstone Institutional Advisory | 18k | $610k | -11% | Dec 2025 |
|
| Integrity Alliance | 18k | $598k | 1% | Dec 2025 |
|
| SCBT Financial Corporation | 18k | $586k | -1% | Dec 2025 |
|
| Rehmann Capital Advisory | 17k | $581k | 0% | Dec 2025 |
|
| Insight Advisors, LLC/ PA | 17k | $578k | 1% | Dec 2025 |
|
| Captrust Financial Advisors | 15k | $509k | -26% | Dec 2025 |
|
| United Advisor Group | 15k | $497k | -60% | Dec 2025 |
|
| Sanctuary Advisors | 12k | $415k | -64% | Dec 2025 |
|
| Bristlecone Advisors | 6.3k | $211k | -67% | Sep 2025 |
|
Who sold out of WisdomTree SmallCap Dividend Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Vestor Capital Corp | Sep 2025 | 72k | $2.4M |
| Integrated Wealth Concepts | Sep 2025 | 24k | $792k |