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 | 2.8M | $99M | 2% | Mar 2026 |
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| Bank of America Corporation | 2.4M | $99M | -1% | Jun 2026 |
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| LPL Financial | 1.4M | $57M | -2% | Jun 2026 |
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| UBS Group | 1.3M | $55M | -3% | Jun 2026 |
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| Creative Planning | 1.3M | $55M | -1% | Jun 2026 |
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| M^T Bank Corporation | 1.0M | $43M | 0% | Jun 2026 |
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| Mercer Global Advisors | 867k | $35M | 2% | Jun 2026 |
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| Jones Financial Companies, L.L | 855k | $35M | 12% | Jun 2026 |
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| Wells Fargo & Company | 823k | $34M | 1% | Jun 2026 |
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| Raymond James Financial | 748k | $30M | 0% | Jun 2026 |
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| Keybank National Association | 741k | $30M | 3% | Jun 2026 |
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| Huntington National Bank | 713k | $29M | 2% | Jun 2026 |
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| Royal Bank of Canada | 687k | $28M | 1% | Jun 2026 |
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| Ameriprise Financial | 420k | $17M | 0% | Jun 2026 |
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| ValMark Advisers | 335k | $14M | -4% | Jun 2026 |
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| Cetera Investment Advisers | 328k | $13M | 2% | Jun 2026 |
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| YCMNET Advisors | 324k | $13M | -2% | Jun 2026 |
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| Allen Investment Management | 294k | $12M | 0% | Jun 2026 |
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| Assetmark | 287k | $12M | 32% | Jun 2026 |
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| Bank of New York Mellon | 281k | $11M | 12% | Jun 2026 |
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| Kestra Advisory Services | 269k | $11M | -2% | Jun 2026 |
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| Envestnet Asset Management | 250k | $10M | 4% | Jun 2026 |
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| Commonwealth Equity Services | 235k | $9.6M | -2% | Jun 2026 |
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| RMB Capital Management | 224k | $9.1M | 1% | Jun 2026 |
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| BIP Wealth | 212k | $8.6M | -1% | Jun 2026 |
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| Del-Sette Capital Management | 210k | $8.6M | -1% | Jun 2026 |
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| HC Advisors | 206k | $8.4M | 0% | Jun 2026 |
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| Advisor Group Holdings | 202k | $8.2M | 14% | Jun 2026 |
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| H&H Retirement Design & Management | 190k | $7.7M | 3% | Jun 2026 |
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| Melone Private Wealth | 173k | $7.1M | 1% | Jun 2026 |
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| Jpmorgan Chase & Co | 168k | $6.8M | 100% | Jun 2026 |
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| Lee-Kelleher Wealth Management | 162k | $6.6M | 0% | Jun 2026 |
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| Cascade Financial Partners | 158k | $6.4M | -1% | Jun 2026 |
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| Two Sigma Investments | 156k | $6.3M | 20% | Jun 2026 |
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| Key FInancial | 155k | $6.3M | -2% | Jun 2026 |
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| Stifel Financial | 151k | $6.1M | 3% | Jun 2026 |
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| Baird Financial | 149k | $6.1M | 0% | Jun 2026 |
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| Stonebridge Wealth Management | 147k | $6.0M | 4% | Jun 2026 |
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| Prosperity Consulting Group | 141k | $5.7M | -8% | Jun 2026 |
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| Rockefeller Capital Management | 140k | $5.7M | -4% | Jun 2026 |
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| Croban | 130k | $5.3M | 2% | Jun 2026 |
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| Janney Montgomery Scott | 129k | $5.2M | 3% | Jun 2026 |
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| Parcion Private Wealth | 129k | $5.2M | 0% | Jun 2026 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 128k | $5.2M | -3% | Jun 2026 |
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| Three Bearings Fiduciary Advisors | 124k | $5.1M | -3% | Jun 2026 |
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| Frazier Financial Advisors | 122k | $5.0M | 3% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 113k | $4.5M | 100% | Jun 2026 |
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| AdvisorNet Financial | 104k | $4.2M | 9% | Jun 2026 |
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| Wealthcare Advisory Partners | 101k | $4.1M | 0% | Jun 2026 |
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| Evanson Financial | 91k | $3.7M | 100% | Jun 2026 |
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| Evanson Asset Management | 91k | $3.3M | -8% | Mar 2026 |
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| Steward Partners Investment Advisory | 86k | $3.5M | -7% | Jun 2026 |
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| Warren Averett Asset Management | 86k | $3.5M | -4% | Jun 2026 |
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| Colony | 86k | $3.5M | 6% | Jun 2026 |
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| Thrivent Financial for Lutherans | 79k | $3.2M | -2% | Jun 2026 |
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| Vaughan And Company Securities | 78k | $3.2M | 0% | Jun 2026 |
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| Farmers National Bank | 76k | $3.1M | -4% | Jun 2026 |
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| Dickmeyer Boyce Financial Management | 75k | $3.1M | 2% | Jun 2026 |
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| HighTower Advisors | 74k | $3.0M | -5% | Jun 2026 |
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| Branch Banking & Trust Company | 73k | $3.0M | -3% | Jun 2026 |
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| Total Clarity Wealth Management | 71k | $2.9M | 0% | Jun 2026 |
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| HPM Partners | 71k | $2.9M | 1% | Jun 2026 |
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| CI Private Wealth | 71k | $2.9M | 1% | Jun 2026 |
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| Signature Estate and Investment Advisors | 71k | $2.9M | -12% | Jun 2026 |
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| Merit Financial Group | 70k | $2.9M | -10% | Jun 2026 |
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| Stock Yards Trust Company | 69k | $2.8M | -1% | Jun 2026 |
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| Marathon Strategic Advisors | 67k | $2.7M | -2% | Jun 2026 |
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| Capital Analysts | 66k | $2.7M | 0% | Jun 2026 |
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| Citadel Advisors | 61k | $2.5M | 86% | Jun 2026 |
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| Founders Grove Wealth Partners | 60k | $2.4M | 0% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 59k | $2.4M | 4% | Jun 2026 |
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| Aspen Investment Management | 59k | $2.4M | 2% | Jun 2026 |
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| Goldman Sachs Group | 58k | $2.4M | -1% | Jun 2026 |
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| Ohe Financial | 58k | $2.4M | 0% | Jun 2026 |
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| Beacon Financial | 57k | $2.3M | -11% | Jun 2026 |
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| Mml Investors Services | 57k | $2.3M | 21% | Jun 2026 |
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| Cambridge Investment Research Advisors | 56k | $2.3M | 4% | Jun 2026 |
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| Glen Eagle Advisors | 56k | $2.3M | -1% | Jun 2026 |
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| Modera Wealth Management | 56k | $2.3M | -1% | Jun 2026 |
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| Midwest Trust | 55k | $2.2M | -2% | Jun 2026 |
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| Financial Advisory Partners | 55k | $2.2M | 3% | Jun 2026 |
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| Ffg Retirement Advisors | 53k | $2.2M | 2% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 53k | $2.2M | -17% | Jun 2026 |
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| TopTier Wealth Management | 52k | $2.1M | -12% | Jun 2026 |
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| 180 Wealth Advisors | 52k | $2.1M | -9% | Jun 2026 |
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| Salomon & Ludwin | 51k | $2.1M | -4% | Jun 2026 |
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| JNBA Financial Advisors | 50k | $2.0M | -2% | Jun 2026 |
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| Powers Advisory Group | 49k | $2.0M | 0% | Jun 2026 |
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| Ascent Group | 49k | $2.0M | -2% | Jun 2026 |
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| Farther Finance Advisors | 48k | $2.0M | 96% | Jun 2026 |
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| Investment Research Partners | 48k | $2.0M | -6% | Jun 2026 |
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| Advisory Services Network | 46k | $1.9M | 48% | Jun 2026 |
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| Arkadios Wealth Advisors | 45k | $1.8M | 4% | Jun 2026 |
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| Wesbanco Trust And Investments | 43k | $1.7M | 5% | Jun 2026 |
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| Invested Advisors | 43k | $1.7M | 4% | Jun 2026 |
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| O'shaughnessy Asset Management | 41k | $1.7M | 26% | Jun 2026 |
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| Old North State Wealth Management | 41k | $1.7M | -2% | Jun 2026 |
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| Susquehanna International | 40k | $1.6M | 38% | Jun 2026 |
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| F&V Capital Management | 40k | $1.6M | 0% | Jun 2026 |
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| Platform Technology Partners | 40k | $1.6M | 0% | Jun 2026 |
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| Pensionmark Financial Group | 40k | $1.4M | -1% | Jun 2026 |
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| Savant Capital Management | 38k | $1.5M | 160% | Jun 2026 |
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| Wealthcare Capital Partners | 38k | $1.5M | 3% | Jun 2026 |
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| Integrys Wealth Advisors | 37k | $1.5M | -4% | Jun 2026 |
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| Copper Harbor Investment Advisors | 36k | $1.5M | 100% | Jun 2026 |
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| Oppenheimer & Co | 35k | $1.4M | 4% | Jun 2026 |
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| IAG Wealth Partners | 35k | $1.4M | -3% | Jun 2026 |
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| Paragon Private Wealth Management | 34k | $1.4M | -1% | Jun 2026 |
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| SC&H Financial Advisors | 34k | $1.4M | -1% | Jun 2026 |
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| Independence Bank of Kentucky | 34k | $1.4M | -6% | Jun 2026 |
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| Pasadena Private Wealth | 33k | $1.4M | 24% | Jun 2026 |
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| Waterfront Wealth | 33k | $1.3M | -2% | Jun 2026 |
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| Natixis Asset Management Advisors | 33k | $1.3M | 15% | Jun 2026 |
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| Principal Securities | 33k | $1.3M | 4% | Jun 2026 |
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| Apollon Wealth Management | 33k | $1.3M | -2% | Jun 2026 |
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| SRS Capital Advisors | 32k | $1.3M | -12% | Jun 2026 |
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| Goss Wealth Management | 31k | $1.3M | -9% | Jun 2026 |
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| Cowa | 29k | $1.2M | 8% | Jun 2026 |
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| Abundance Wealth Counselors | 29k | $1.2M | 102% | Jun 2026 |
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| NBT Bank | 29k | $1.2M | -42% | Jun 2026 |
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| Connecticut Wealth Management | 28k | $1.1M | 0% | Jun 2026 |
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| Mariner Wealth Advisors | 27k | $1.1M | -24% | Jun 2026 |
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| IFG Advisory | 27k | $1.1M | 100% | Jun 2026 |
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| Apella Capital | 27k | $1.1M | 0% | Jun 2026 |
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| Petra Financial Advisors | 26k | $1.1M | 0% | Jun 2026 |
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| Spinnaker Trust | 26k | $1.1M | 0% | Jun 2026 |
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| Hengehold Capital Management | 26k | $1.0M | 0% | Jun 2026 |
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| AQR Capital Management | 26k | $1.0M | 24% | Jun 2026 |
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| Private Advisor | 26k | $1.0M | -3% | Jun 2026 |
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| Bank Of Oklahoma National Association / | 26k | $1.0M | 0% | Jun 2026 |
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| HBK Sorce Advisory | 25k | $1.0M | 0% | Jun 2026 |
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| Action Point Financial Planning | 24k | $974k | 100% | Jun 2026 |
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| Beacon Pointe Advisors | 24k | $960k | 34% | Jun 2026 |
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| FMR | 23k | $947k | 21% | Jun 2026 |
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| Integrated Wealth Concepts | 23k | $946k | -1% | Jun 2026 |
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| Milestone Group | 23k | $936k | -3% | Jun 2026 |
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| Miracle Mile Advisors | 23k | $936k | 8% | Jun 2026 |
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| Smith, Moore & Co. | 23k | $930k | 0% | Jun 2026 |
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| Kondo Wealth Advisors | 23k | $920k | 0% | Jun 2026 |
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| Bsc Private Wealth Management | 22k | $912k | -2% | Jun 2026 |
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| CFG Asset Management | 22k | $901k | 2% | Jun 2026 |
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| Fifth Third Bancorp | 22k | $882k | -2% | Jun 2026 |
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| Harbor Investment Advisory | 21k | $845k | -23% | Jun 2026 |
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| Brown Advisory Holdings Incorporated | 20k | $826k | 0% | Jun 2026 |
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| CLS Investments | 20k | $821k | -3% | Jun 2026 |
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| Aptus Capital Advisors | 20k | $820k | 0% | Jun 2026 |
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| Columbia River Financial Group | 20k | $816k | -9% | Jun 2026 |
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| IFP Advisors | 20k | $814k | -6% | Jun 2026 |
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| Mather Group | 20k | $792k | -5% | Jun 2026 |
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| Investment Partners Asset Management | 19k | $791k | -1% | Jun 2026 |
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| Halbert Hargrove Global Advisors | 19k | $785k | -45% | Jun 2026 |
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| Buckingham Strategic Partners | 19k | $773k | -4% | Jun 2026 |
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| IHT Wealth Management | 18k | $713k | -12% | Jun 2026 |
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| Vestor Capital Corp | 1.2k | $53k | -98% | Jun 2026 |
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Who sold out of WisdomTree SmallCap Dividend Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Moneta Group Investment Advisors | Mar 2026 | 35k | $1.3M |
| Emerald Investment Partners | Mar 2026 | 28k | $1.0M |