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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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 |
|---|---|---|---|---|---|
| Morgan Stanley | 2.6M | $82M | 100% | Jun 2025 |
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| UBS Group | 1.6M | $55M | -6% | Sep 2025 |
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| LPL Financial | 1.6M | $54M | -2% | Sep 2025 |
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| Creative Planning | 1.4M | $47M | -2% | Sep 2025 |
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| M^T Bank Corporation | 1.1M | $37M | 1% | Sep 2025 |
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| Mercer Global Advisors | 846k | $29M | 43% | Sep 2025 |
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| Raymond James Financial | 830k | $28M | -12% | Sep 2025 |
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| Royal Bank of Canada | 777k | $26M | -5% | Sep 2025 |
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| Keybank National Association | 708k | $24M | 0% | Sep 2025 |
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| Huntington National Bank | 637k | $22M | 17% | Sep 2025 |
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| Jones Financial Companies, L.L | 616k | $21M | -7% | Sep 2025 |
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| Wells Fargo & Company | 597k | $20M | 1% | Sep 2025 |
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| Ameriprise Financial | 504k | $17M | -13% | Sep 2025 |
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| Kestra Advisory Services | 453k | $15M | 2% | Sep 2025 |
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| CI Private Wealth | 357k | $12M | 0% | Sep 2025 |
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| Commonwealth Equity Services | 334k | $11M | -1% | Sep 2025 |
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| YCMNET Advisors | 331k | $11M | 2% | Sep 2025 |
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| ValMark Advisers | 329k | $11M | 2% | Sep 2025 |
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| Cetera Investment Advisers | 320k | $11M | 23% | Sep 2025 |
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| Envestnet Asset Management | 258k | $8.7M | -53% | Sep 2025 |
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| BIP Wealth | 234k | $7.9M | -7% | Sep 2025 |
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| Stonebridge Wealth Management | 229k | $7.7M | 0% | Sep 2025 |
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| Assetmark | 217k | $7.3M | -1% | Sep 2025 |
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| RMB Capital Management | 214k | $7.2M | -1% | Sep 2025 |
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| Advisor Group Holdings | 208k | $7.0M | -5% | Sep 2025 |
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| Jpmorgan Chase & Co | 205k | $6.9M | 41% | Sep 2025 |
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| HC Advisors | 203k | $6.8M | 3% | Sep 2025 |
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| Prosperity Consulting Group | 179k | $6.0M | -8% | Sep 2025 |
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| Del-Sette Capital Management | 179k | $6.0M | 9% | Sep 2025 |
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| Bank of New York Mellon | 177k | $6.0M | 18% | Sep 2025 |
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| H&H Retirement Design & Management | 174k | $5.7M | 1% | Sep 2025 |
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| Cascade Financial Partners | 165k | $5.6M | -2% | Sep 2025 |
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| Key FInancial | 163k | $5.5M | -3% | Sep 2025 |
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| Melone Private Wealth | 159k | $5.3M | 12% | Sep 2025 |
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| Lee-Kelleher Wealth Management | 150k | $5.0M | 4% | Sep 2025 |
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| Stifel Financial | 146k | $4.9M | 2% | Sep 2025 |
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| Baird Financial | 146k | $4.9M | -5% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 144k | $4.8M | -6% | Sep 2025 |
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| Janney Montgomery Scott | 144k | $4.8M | 100% | Sep 2025 |
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| Rockefeller Capital Management | 143k | $4.8M | 7% | Sep 2025 |
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| Two Sigma Investments | 133k | $4.5M | 297% | Sep 2025 |
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| Parcion Private Wealth | 129k | $4.4M | 0% | Sep 2025 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 126k | $4.2M | 4% | Sep 2025 |
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| Frazier Financial Advisors | 120k | $4.0M | 0% | Sep 2025 |
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| Croban | 119k | $4.0M | 0% | Sep 2025 |
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| Wealthcare Advisory Partners | 104k | $3.5M | -1% | Sep 2025 |
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| HighTower Advisors | 102k | $3.4M | -11% | Sep 2025 |
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| H D Vest Advisory Services | 100k | $3.2M | -7% | Jun 2025 |
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| Evanson Asset Management | 98k | $3.3M | 3% | Sep 2025 |
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| Signature Estate and Investment Advisors | 97k | $3.3M | -3% | Sep 2025 |
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| Warren Averett Asset Management | 95k | $3.2M | -2% | Sep 2025 |
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| Steward Partners Investment Advisory | 92k | $3.1M | 7% | Sep 2025 |
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| Branch Banking & Trust Company | 83k | $2.8M | -42% | Sep 2025 |
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| Vaughan And Company Securities | 78k | $2.6M | 0% | Sep 2025 |
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| AdvisorNet Financial | 76k | $2.6M | 3% | Sep 2025 |
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| Colony | 76k | $2.6M | 36% | Sep 2025 |
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| Farmers National Bank | 75k | $2.5M | 1% | Sep 2025 |
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| Vestor Capital Corp | 72k | $2.4M | 5671% | Sep 2025 |
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| Beacon Financial | 68k | $2.3M | -9% | Sep 2025 |
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| Marathon Strategic Advisors | 65k | $2.2M | 5% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 64k | $2.2M | 7% | Sep 2025 |
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| Capital Analysts | 64k | $2.1M | 4% | Sep 2025 |
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| Stock Yards Trust Company | 63k | $2.1M | -9% | Sep 2025 |
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| Founders Grove Wealth Partners | 63k | $2.1M | -3% | Sep 2025 |
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| HPM Partners | 62k | $2.1M | -3% | Sep 2025 |
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| Glen Eagle Advisors | 59k | $2.0M | -4% | Sep 2025 |
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| 180 Wealth Advisors | 58k | $2.0M | 1% | Sep 2025 |
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| Aspen Investment Management | 58k | $2.0M | 0% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 58k | $2.0M | -1% | Sep 2025 |
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| Midwest Trust | 57k | $1.9M | -17% | Sep 2025 |
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| Ohe Financial | 55k | $1.8M | 1% | Sep 2025 |
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| Modera Wealth Management | 55k | $1.8M | -1% | Sep 2025 |
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| Ascent Group | 54k | $1.8M | -8% | Sep 2025 |
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| Salomon & Ludwin | 54k | $1.8M | -7% | Sep 2025 |
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| JNBA Financial Advisors | 54k | $1.8M | -1% | Sep 2025 |
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| Mml Investors Services | 53k | $1.8M | -2% | Sep 2025 |
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| Investment Research Partners | 51k | $1.7M | 100% | Sep 2025 |
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| Ffg Retirement Advisors | 50k | $1.7M | 0% | Sep 2025 |
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| Financial Advisory Partners | 49k | $1.7M | 3% | Sep 2025 |
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| Powers Advisory Group | 49k | $1.7M | 0% | Sep 2025 |
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| Cambridge Investment Research Advisors | 49k | $1.6M | 2% | Sep 2025 |
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| Apollon Wealth Management | 46k | $1.6M | -6% | Sep 2025 |
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| SC&H Financial Advisors | 46k | $1.6M | 0% | Sep 2025 |
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| TFG Advisers | 45k | $1.4M | -3% | Jun 2025 |
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| Montecito Bank & Trust | 45k | $1.5M | 10% | Sep 2025 |
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| Integrys Wealth Advisors | 44k | $1.5M | 7% | Sep 2025 |
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| Old North State Wealth Management | 41k | $1.4M | -2% | Sep 2025 |
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| IAG Wealth Partners | 40k | $1.4M | 0% | Sep 2025 |
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| Platform Technology Partners | 40k | $1.3M | 0% | Sep 2025 |
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| Wesbanco Trust And Investments | 38k | $1.3M | -2% | Sep 2025 |
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| Mariner Wealth Advisors | 38k | $1.3M | 41% | Sep 2025 |
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| Independence Bank of Kentucky | 37k | $1.3M | 0% | Sep 2025 |
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| Goss Wealth Management | 37k | $1.2M | 7% | Sep 2025 |
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| United Advisor Group | 37k | $1.2M | 0% | Sep 2025 |
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| Halbert Hargrove Global Advisors | 36k | $1.2M | 0% | Sep 2025 |
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| Invested Advisors | 36k | $1.2M | 100% | Sep 2025 |
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| F&V Capital Management | 35k | $1.2M | 0% | Sep 2025 |
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| Harbor Investment Advisory | 35k | $1.2M | 2% | Sep 2025 |
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| Waterfront Wealth | 34k | $1.2M | -1% | Sep 2025 |
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| Buckingham Strategic Partners | 34k | $1.1M | 56% | Sep 2025 |
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| Principal Securities | 32k | $1.1M | 1% | Sep 2025 |
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| Oppenheimer & Co | 32k | $1.1M | 0% | Sep 2025 |
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| O'shaughnessy Asset Management | 29k | $981k | 74% | Sep 2025 |
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| Pensionmark Financial Group | 29k | $970k | 8% | Sep 2025 |
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| Paragon Private Wealth Management | 29k | $963k | 13% | Sep 2025 |
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| HBK Sorce Advisory | 29k | $953k | -5% | Sep 2025 |
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| Emerald Investment Partners | 28k | $958k | 1% | Sep 2025 |
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| IFG Advisory | 28k | $948k | -1% | Sep 2025 |
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| Wealthcare Capital Partners | 28k | $935k | 37% | Sep 2025 |
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| Connecticut Wealth Management | 28k | $928k | 0% | Sep 2025 |
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| Bank Of Oklahoma National Association / | 27k | $924k | -1% | Sep 2025 |
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| Private Advisor | 27k | $917k | -8% | Sep 2025 |
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| Citadel Advisors | 27k | $911k | -70% | Sep 2025 |
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| CLS Investments | 27k | $902k | -15% | Sep 2025 |
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| Cowa | 27k | $895k | 17% | Sep 2025 |
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| Spinnaker Trust | 26k | $890k | 0% | Sep 2025 |
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| Apella Capital | 26k | $863k | 2% | Sep 2025 |
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| Petra Financial Advisors | 26k | $880k | 0% | Sep 2025 |
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| Smith, Moore & Co. | 26k | $862k | 0% | Sep 2025 |
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| Goldman Sachs Group | 25k | $849k | 52% | Sep 2025 |
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| Kondo Wealth Advisors | 25k | $838k | -1% | Sep 2025 |
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| Advisory Services Network | 24k | $823k | 84% | Sep 2025 |
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| Hengehold Capital Management | 24k | $808k | 0% | Sep 2025 |
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| Integrated Wealth Concepts | 24k | $792k | 100% | Sep 2025 |
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| Pasadena Private Wealth | 23k | $777k | 3% | Sep 2025 |
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| Bsc Private Wealth Management | 23k | $776k | 0% | Sep 2025 |
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| Natixis Asset Management Advisors | 23k | $762k | 29% | Sep 2025 |
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| IFP Advisors | 23k | $757k | -11% | Sep 2025 |
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| Brian McDonald | 22k | $741k | -12% | Sep 2025 |
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| NBT Bank | 22k | $740k | -55% | Sep 2025 |
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| Mather Group | 22k | $737k | -2% | Sep 2025 |
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| Sharper & Granite | 22k | $723k | -6% | Sep 2025 |
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| IHT Wealth Management | 21k | $722k | -2% | Sep 2025 |
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| Hartland & Co | 21k | $712k | 1% | Sep 2025 |
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| Milestone Group | 21k | $695k | -1% | Sep 2025 |
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| Gladstone Institutional Advisory | 21k | $693k | -41% | Sep 2025 |
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| Captrust Financial Advisors | 21k | $691k | -30% | Sep 2025 |
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| Susquehanna International | 21k | $690k | -86% | Sep 2025 |
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| Columbia River Financial Group | 20k | $671k | 1% | Sep 2025 |
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| Brown Advisory Holdings Incorporated | 20k | $681k | 25% | Sep 2025 |
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| Farther Finance Advisors | 20k | $679k | 67% | Sep 2025 |
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| Great Valley Advisor Group | 20k | $672k | -9% | Sep 2025 |
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| Investment Partners Asset Management | 19k | $634k | 9% | Sep 2025 |
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| Beacon Pointe Advisors | 19k | $628k | 0% | Sep 2025 |
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| CFG Asset Management | 19k | $628k | 5% | Sep 2025 |
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| Integrity Alliance | 18k | $598k | 4% | Sep 2025 |
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| SCBT Financial Corporation | 18k | $596k | 0% | Sep 2025 |
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| Miracle Mile Advisors | 18k | $595k | -4% | Sep 2025 |
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| Rehmann Capital Advisory | 17k | $585k | 0% | Sep 2025 |
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| Seek First | 17k | $578k | 1% | Sep 2025 |
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| CWM | 17k | $557k | -7% | Sep 2025 |
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| Sunbelt Securities | 15k | $494k | -35% | Sep 2025 |
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| Blue Rock Wealth Management | 14k | $480k | -38% | Sep 2025 |
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| PFG Financial Advisors | 12k | $418k | -38% | Sep 2025 |
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| Wick Capital Partners | 7.9k | $266k | -55% | Sep 2025 |
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| Bristlecone Advisors | 6.3k | $211k | -67% | Sep 2025 |
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Who sold out of WisdomTree SmallCap Dividend Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Thrivent Financial for Lutherans | Jun 2025 | 69k | $2.2M |
| Atria Wealth Solutions | Mar 2025 | 20k | $648k |
| SGL Investment Advisors | Jun 2025 | 18k | $591k |