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 | 2.2M | $69M | -1% | Jun 2024 |
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| LPL Financial | 2.2M | $76M | 33% | Sep 2024 |
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| Bank of America Corporation | 2.0M | $68M | -8% | Sep 2024 |
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| Creative Planning | 1.5M | $52M | -1% | Sep 2024 |
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| M^T Bank Corporation | 1.2M | $42M | 2% | Sep 2024 |
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| Royal Bank of Canada | 858k | $30M | -1% | Sep 2024 |
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| Wells Fargo & Company | 853k | $29M | 0% | Sep 2024 |
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| Envestnet Asset Management | 677k | $23M | 2% | Sep 2024 |
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| Keybank National Association | 669k | $23M | 6% | Sep 2024 |
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| Huntington National Bank | 545k | $19M | 5% | Sep 2024 |
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| Raymond James Financial Services Advisors | 493k | $17M | 10% | Sep 2024 |
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| Raymond James & Associates | 445k | $15M | 31% | Sep 2024 |
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| Mercer Global Advisors | 359k | $11M | 10% | Jun 2024 |
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| Commonwealth Equity Services | 355k | $12M | -2% | Sep 2024 |
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| CI Private Wealth | 342k | $12M | 0% | Sep 2024 |
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| YCMNET Advisors | 319k | $11M | -1% | Sep 2024 |
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| Kestra Advisory Services | 318k | $11M | -1% | Sep 2024 |
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| Branch Banking & Trust Company | 280k | $8.7M | 5% | Jun 2024 |
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| Cetera Investment Advisers | 240k | $7.5M | -11% | Jun 2024 |
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| Prosperity Consulting Group | 234k | $8.1M | 4% | Sep 2024 |
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| Assetmark | 229k | $7.9M | -5% | Sep 2024 |
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| Stifel Financial | 221k | $6.9M | 1% | Jun 2024 |
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| BIP Wealth | 219k | $7.6M | 9% | Sep 2024 |
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| ValMark Advisers | 211k | $7.3M | 35% | Sep 2024 |
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| Private Portfolio Partners | 197k | $6.8M | 2% | Sep 2024 |
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| Jones Financial Companies, L.L | 187k | $6.4M | 172% | Sep 2024 |
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| HC Advisors | 187k | $6.4M | 2% | Sep 2024 |
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| Key FInancial | 171k | $5.9M | 1% | Sep 2024 |
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| Cascade Financial Partners | 168k | $5.8M | 1% | Sep 2024 |
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| H&H Retirement Design & Management | 153k | $5.3M | 4% | Sep 2024 |
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| RMB Capital Management | 153k | $5.3M | 0% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 153k | $4.8M | -6% | Jun 2024 |
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| Janney Montgomery Scott | 152k | $5.2M | 0% | Sep 2024 |
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| Advisor Group Holdings | 152k | $5.2M | -26% | Sep 2024 |
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| Del-Sette Capital Management | 142k | $4.9M | -2% | Sep 2024 |
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| Melone Private Wealth | 138k | $4.8M | -1% | Sep 2024 |
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| Jpmorgan Chase & Co | 138k | $4.8M | 11% | Sep 2024 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 132k | $4.6M | -2% | Sep 2024 |
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| Parcion Private Wealth | 129k | $4.5M | 1% | Sep 2024 |
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| Rockefeller Capital Management | 124k | $3.9M | 3% | Jun 2024 |
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| Frazier Financial Advisors | 118k | $4.1M | -4% | Sep 2024 |
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| Glen Eagle Advisors | 117k | $4.0M | -6% | Sep 2024 |
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| Kades & Cheifetz | 110k | $3.8M | 2% | Sep 2024 |
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| JPL Wealth Management | 106k | $3.3M | 3% | Jun 2024 |
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| Wealthcare Advisory Partners | 104k | $3.6M | -12% | Sep 2024 |
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| H D Vest Advisory Services | 99k | $3.1M | 1% | Jun 2024 |
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| Beacon Financial | 98k | $3.4M | -1% | Sep 2024 |
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| Stock Yards Trust Company | 95k | $3.3M | -9% | Sep 2024 |
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| Evanson Asset Management | 92k | $3.2M | 0% | Sep 2024 |
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| Buckingham Capital Management | 87k | $3.0M | -3% | Sep 2024 |
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| Signature Estate and Investment Advisors | 87k | $3.0M | -43% | Sep 2024 |
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| HighTower Advisors | 86k | $2.7M | -21% | Jun 2024 |
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| Vaughan And Company Securities | 81k | $2.8M | 0% | Sep 2024 |
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| Goss Wealth Management | 80k | $2.5M | 19% | Jun 2024 |
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| HPM Partners | 77k | $2.7M | -6% | Sep 2024 |
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| Bank of New York Mellon | 72k | $2.5M | 30% | Sep 2024 |
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| Financial Counselors | 69k | $2.1M | -15% | Jun 2024 |
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| Goldman Sachs Group | 69k | $2.1M | 608% | Jun 2024 |
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| Thrivent Financial for Lutherans | 67k | $2.3M | 18% | Sep 2024 |
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| Vestor Capital Corp | 65k | $2.2M | -2% | Sep 2024 |
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| Ascent Group | 64k | $2.2M | -6% | Sep 2024 |
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| Salomon & Ludwin | 61k | $2.1M | -10% | Sep 2024 |
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| Marathon Strategic Advisors | 59k | $2.0M | 8% | Sep 2024 |
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| JNBA Financial Advisors | 58k | $2.0M | -2% | Sep 2024 |
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| Aspen Investment Management | 58k | $2.0M | -2% | Sep 2024 |
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| Modera Wealth Management | 57k | $2.0M | 0% | Sep 2024 |
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| 180 Wealth Advisors | 56k | $1.9M | 2% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 54k | $1.9M | 4% | Sep 2024 |
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| Apollon Wealth Management | 53k | $1.8M | -3% | Sep 2024 |
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| Ohe Financial | 53k | $1.8M | 3% | Sep 2024 |
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| Farmers National Bank | 52k | $1.6M | 2% | Jun 2024 |
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| Mml Investors Services | 51k | $1.8M | -2% | Sep 2024 |
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| Ffg Retirement Advisors | 50k | $1.7M | -2% | Sep 2024 |
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| Cambridge Investment Research Advisors | 49k | $1.7M | -5% | Sep 2024 |
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| NBT Bank | 49k | $1.7M | -8% | Sep 2024 |
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| Powers Advisory Group | 49k | $1.7M | 1% | Sep 2024 |
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| Gladstone Institutional Advisory | 48k | $1.6M | -18% | Sep 2024 |
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| TFG Advisers | 46k | $1.6M | 0% | Sep 2024 |
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| SC&H Financial Advisors | 46k | $1.6M | 0% | Sep 2024 |
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| IAG Wealth Partners | 45k | $1.6M | -1% | Sep 2024 |
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| Financial Advisory Partners | 44k | $1.5M | 5% | Sep 2024 |
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| Integrys Wealth Advisors | 44k | $1.5M | -4% | Sep 2024 |
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| Old North State Wealth Management | 43k | $1.5M | -9% | Sep 2024 |
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| Orion Portfolio Solutions | 43k | $1.5M | -48% | Sep 2024 |
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| Private Advisor | 42k | $1.5M | -23% | Sep 2024 |
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| Financial Planning & Information Services | 41k | $1.4M | -21% | Sep 2024 |
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| Platform Technology Partners | 40k | $1.4M | 0% | Sep 2024 |
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| United Advisor Group | 39k | $1.3M | 2% | Sep 2024 |
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| Montecito Bank & Trust | 38k | $1.3M | 9% | Sep 2024 |
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| Halbert Hargrove Global Advisors | 36k | $1.2M | 0% | Sep 2024 |
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| Wesbanco Trust And Investments | 36k | $1.2M | 8% | Sep 2024 |
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| Harbor Investment Advisory | 36k | $1.2M | 17% | Sep 2024 |
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| Steward Partners Investment Advisory | 36k | $1.1M | 2% | Jun 2024 |
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| HBK Sorce Advisory | 35k | $1.2M | -5% | Sep 2024 |
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| Waterfront Wealth | 35k | $1.2M | 0% | Sep 2024 |
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| Beacon Pointe Advisors | 34k | $1.2M | 54% | Sep 2024 |
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| Invenio Wealth Partners | 34k | $1.1M | -7% | Jun 2024 |
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| Mariner Wealth Advisors | 33k | $1.1M | 17% | Sep 2024 |
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| F&V Capital Management | 31k | $1.1M | 0% | Sep 2024 |
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| Two Sigma Investments | 30k | $947k | 0% | Jun 2024 |
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| Gyl Financial Synergies | 30k | $1.0M | 3% | Sep 2024 |
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| Bank Of Oklahoma National Association / | 30k | $1.0M | 0% | Sep 2024 |
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| Oppenheimer & Co | 29k | $1.0M | 4% | Sep 2024 |
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| Captrust Financial Advisors | 29k | $1.0M | 9% | Sep 2024 |
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| Independence Bank of Kentucky | 29k | $1.0M | 18% | Sep 2024 |
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| Connecticut Wealth Management | 28k | $963k | -9% | Sep 2024 |
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| IFG Advisory | 28k | $960k | -1% | Sep 2024 |
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| Emerald Investment Partners | 28k | $951k | 28% | Sep 2024 |
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| Principal Securities | 27k | $936k | 4% | Sep 2024 |
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| Miracle Mile Advisors | 27k | $934k | -6% | Sep 2024 |
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| Jane Street | 26k | $912k | -27% | Sep 2024 |
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| Spinnaker Trust | 26k | $911k | 0% | Sep 2024 |
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| Brian McDonald | 26k | $909k | -1% | Sep 2024 |
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| Smith, Moore & Co. | 26k | $883k | 0% | Sep 2024 |
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| Mather Group | 26k | $882k | -9% | Sep 2024 |
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| Petra Financial Advisors | 25k | $873k | 0% | Sep 2024 |
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| Pensionmark Financial Group | 25k | $865k | 100% | Sep 2024 |
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| Bristlecone Advisors | 24k | $817k | -4% | Sep 2024 |
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| PFG Financial Advisors | 24k | $817k | -19% | Sep 2024 |
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| Bsc Private Wealth Management | 23k | $801k | 0% | Sep 2024 |
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| Susquehanna International | 23k | $800k | -72% | Sep 2024 |
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| Sharper & Granite | 23k | $797k | 0% | Sep 2024 |
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| IFP Advisors | 23k | $713k | -9% | Jun 2024 |
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| Sunbelt Securities | 23k | $778k | -2% | Sep 2024 |
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| Sanctuary Advisors | 22k | $819k | -11% | Sep 2024 |
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| Insight Advisors, LLC/ PA | 22k | $750k | 2% | Sep 2024 |
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| Milestone Group | 22k | $677k | 0% | Jun 2024 |
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| Hartland & Co | 21k | $737k | 3% | Sep 2024 |
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| Atria Wealth Solutions | 21k | $728k | 0% | Sep 2024 |
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| Marino, Stram & Associates | 20k | $696k | 0% | Sep 2024 |
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| Gail Mannix | 19k | $625k | 26% | Sep 2024 |
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| Guidance Capital | 19k | $679k | -2% | Sep 2024 |
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| Buckingham Strategic Partners | 19k | $639k | 13% | Sep 2024 |
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| Buckingham Asset Management | 18k | $566k | 0% | Jun 2024 |
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| SCBT Financial Corporation | 18k | $613k | 0% | Sep 2024 |
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| Rehmann Capital Advisory | 17k | $599k | 0% | Sep 2024 |
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| Round Rock Advisors | 17k | $599k | -11% | Sep 2024 |
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| Principle Wealth Partners | 17k | $537k | -10% | Jun 2024 |
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| Chicago Partners Investment | 17k | $577k | -1% | Sep 2024 |
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| United Capital Financial Advisers | 17k | $581k | -5% | Sep 2024 |
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| Brown Advisory Holdings Incorporated | 16k | $510k | 0% | Jun 2024 |
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| Robinson Smith Wealth Advisors | 16k | $564k | -13% | Sep 2024 |
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| Sigma Planning | 16k | $563k | -1% | Sep 2024 |
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| Hengehold Capital Management | 16k | $558k | 0% | Sep 2024 |
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| Investment Partners Asset Management | 16k | $550k | -8% | Sep 2024 |
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| CFG Asset Management | 15k | $531k | -1% | Sep 2024 |
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| AdvisorNet Financial | 15k | $520k | 186% | Sep 2024 |
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| Archetype Wealth Partners | 15k | $504k | -4% | Sep 2024 |
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| Equitable Holdings | 15k | $451k | -4% | Jun 2024 |
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| Founders Financial Securities | 13k | $459k | -17% | Sep 2024 |
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| Citadel Advisors | 13k | $441k | -86% | Sep 2024 |
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| Flow Traders US | 12k | $406k | -80% | Sep 2024 |
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| Integral Investment Advisors | 12k | $357k | -21% | Jun 2024 |
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| Capital Investment Counsel | 12k | $397k | -26% | Sep 2024 |
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| Dynamic Advisors Solutions | 11k | $382k | -94% | Sep 2024 |
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| Trustmark National Bank - Trust Department | 8.9k | $307k | -50% | Sep 2024 |
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| Strategic Financial Concepts | 8.7k | $300k | -97% | Sep 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 | Jun 2024 | 137k | $4.3M |
| Opus Capital Group | Jun 2024 | 34k | $1.1M |
| D. E. Shaw & Co | Jun 2024 | 25k | $765k |