Who owns WisdomTree SmallCap Dividend Fund?

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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
Morgan Stanley 2.5M $79M 100% Mar 2022
Creative Planning 1.6M $50M 4% Mar 2022
UBS Group 1.4M $43M 1% Mar 2022
LPL Financial 1.3M $41M 100% Mar 2022
United Capital Financial Advisers 1.1M $35M 2% Mar 2022
M^T Bank Corporation 982k $28M 1% Jun 2022
Wells Fargo & Company 712k $23M -16% Mar 2022
Ameriprise Financial 664k $21M 25% Mar 2022
Keybank National Association 551k $16M 2% Jun 2022
Huntington National Bank 523k $17M 11% Mar 2022
Commonwealth Equity Services 511k $14M -6% Jun 2022

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Vaughan And Company Securities 498k $14M -1% Jun 2022
Assetmark 453k $14M 12% Mar 2022
EisnerAmper Wealth Management Corporate Benefits 434k $12M 1% Jun 2022
Baird Financial 397k $11M 210% Jun 2022
Advisor Group Holdings 387k $12M -6% Mar 2022
Raymond James Financial Services Advisors 309k $9.8M 0% Mar 2022
Kestra Advisory Services 299k $9.5M -3% Mar 2022
Envestnet Asset Management 288k $9.2M 2% Mar 2022
YCMNET Advisors 282k $8.0M -1% Jun 2022
Del-Sette Capital Management 281k $7.9M -31% Jun 2022
Raymond James & Associates 271k $8.6M 7% Mar 2022
Brightworth 229k $6.5M 8% Jun 2022
Northwestern Mutual Wealth Management Company 196k $5.5M 66% Jun 2022
JNBA Financial Advisors 176k $5.0M -1% Jun 2022
Janney Montgomery Scott 154k $4.9M 1% Mar 2022
Salomon & Ludwin 153k $4.9M -1% Mar 2022
HC Advisors 147k $4.1M 5% Jun 2022
Signature Estate and Investment Advisors 146k $4.1M 1% Jun 2022
Parcion Private Wealth 140k $4.5M 0% Mar 2022
Private Portfolio Partners 139k $4.4M 1% Mar 2022
Key FInancial 134k $3.8M -2% Jun 2022
Mercer Global Advisors 120k $3.8M -7% Mar 2022
Melone Private Wealth 119k $3.4M 0% Jun 2022
BCS Wealth Management 113k $3.2M -1% Jun 2022
Cambridge Investment Research Advisors 111k $3.1M 11% Jun 2022
Ascent Group 107k $3.2M -21% Jun 2022
Empirical Financial Services, LLC d/b/a Empirical Wealth Management 106k $3.4M 0% Mar 2022
Palladium Partners,LLC dba Palladium Registered Investment Advisors 106k $3.4M -4% Mar 2022
RPG Investment Advisory 105k $3.0M -1% Jun 2022
Evanson Asset Management 101k $2.9M -4% Jun 2022
RMB Capital Management 97k $3.1M 3% Mar 2022
Truepoint 96k $2.7M 19% Jun 2022
Ten Capital Wealth Advisors 94k $3.0M -6% Mar 2022
Hc Financial Advisors 94k $2.6M 14% Jun 2022
ValMark Advisers 92k $2.9M 4% Mar 2022
Stifel Financial 91k $2.9M 13% Mar 2022
Gladstone Institutional Advisory 90k $2.9M 22% Mar 2022
CFS Investment Advisory Services 86k $3.0k 100% Mar 2022
Rockefeller Capital Management 86k $2.7M 16% Mar 2022
CLS Investments 84k $2.4M 0% Jun 2022
Financial Counselors 83k $2.6M 0% Mar 2022
HBK Sorce Advisory 78k $2.5M -4% Mar 2022
Vestor Capital Corp 73k $2.3M -3% Mar 2022
Financial Planning & Information Services 71k $2.0M -11% Jun 2022
Wealthcare Advisory Partners 67k $2.1M 55% Mar 2022
SC&H Financial Advisors 66k $2.1M 0% Mar 2022
Janney Capital Management 64k $2.0M -1% Mar 2022
Integrys Wealth Advisors 63k $1.8M 0% Jun 2022
Multi-Financial Securities 63k $2.0M 9% Mar 2022
IAG Wealth Partners 62k $2.0M -2% Mar 2022
Financial Network Investment Corporation 62k $2.0M 28% Mar 2022
West Bancorporation 62k $1.7M 15% Jun 2022
Parsec Financial Management 60k $1.7M -4% Jun 2022
Fieldpoint Private Securities 59k $1.7M 11676% Jun 2022
Apollon Wealth Management 59k $1.9M 2% Mar 2022
Intercontinental Wealth Advisors 58k $1.6M 0% Jun 2022
Beacon Financial 58k $3.4M -67% Jun 2022
Beacon Pointe Advisors 58k $1.8M 51% Mar 2022
Capital Analysts 57k $1.8M 5% Mar 2022
HighTower Advisors 57k $1.8M 2% Mar 2022
Aspen Investment Management 57k $1.8M 3% Mar 2022
IHT Wealth Management 57k $1.8M 23% Mar 2022
180 Wealth Advisors 55k $1.6M 0% Jun 2022
IFP Advisors 55k $1.6M -4% Mar 2022
First Republic Investment Management 52k $1.7M 20% Mar 2022
H D Vest Advisory Services 51k $1.6M 14% Mar 2022
Alhambra Investment Partners 50k $1.4M 21% Jun 2022
Money Concepts Capital Corp 48k $1.4M -3% Jun 2022
Private Advisor 48k $1.4M -4% Jun 2022
TFG Advisers 48k $1.4M 2% Jun 2022
Ohe Financial 47k $1.3M 21% Jun 2022
First National Trust Company 46k $1.5M 33% Mar 2022
Connecticut Wealth Management 44k $1.2M -7% Jun 2022
Gail Mannix 43k $1.4M -4% Mar 2022
OneAscent Financial Services 43k $1.2M 100% Jun 2022
PFG Financial Advisors 42k $1.3M 1% Mar 2022
Oakmont Partners 41k $1.3M 61% Mar 2022
Powers Advisory Group 41k $1.2M 6% Jun 2022
Csenge Advisory Group 41k $1.1M 0% Jun 2022
Waterfront Wealth 40k $1.1M 2% Jun 2022
Alaska Permanent Capital Management 40k $1.1M -18% Jun 2022
Sigma Planning 40k $1.3M 48% Mar 2022
Platform Technology Partners 40k $1.1M 0% Jun 2022
Cetera Investment Advisers 37k $1.2M -3% Mar 2022
Freedman Financial Associates 37k $1.2M 0% Mar 2022
Great Diamond Partners 35k $996k 0% Jun 2022
Pinnacle Wealth Management Advisory 34k $1.1M -4% Mar 2022
Halbert Hargrove Global Advisors 34k $953k 0% Jun 2022
Mml Investors Services 33k $1.1M -12% Mar 2022
Round Rock Advisors 32k $908k 0% Jun 2022
Wesbanco Trust And Investments 31k $884k 5% Jun 2022
GW & Wade 31k $990k -4% Mar 2022
Wambolt & Associates 31k $993k 2% Mar 2022
Opus Capital Group 31k $869k 29% Jun 2022
Spinnaker Trust 28k $797k 0% Jun 2022
Equitable Holdings 27k $873k -6% Mar 2022
Bsc Private Wealth Management 27k $770k -2% Jun 2022
FinTrust Capital Advisors 26k $770k 12% Jun 2022
IFG Advisory 26k $732k 109% Jun 2022
Snowden Capital Advisors 26k $815k 843% Mar 2022
Chicago Partners Investment 25k $771k 1% Jun 2022
Bristlecone Advisors 25k $712k 155% Jun 2022
Sunbelt Securities 25k $810k -42% Mar 2022
Legacy Private Trust 25k $711k 77% Jun 2022
Oppenheimer & Co 24k $680k 4% Jun 2022
Buckingham Capital Management 24k $665k 5% Jun 2022
Marino, Stram & Associates 23k $652k 4% Jun 2022
Milestone Group 23k $735k -2% Mar 2022
Jpmorgan Chase & Co 22k $722k -8% Mar 2022
Hancock Bank Trust Department 22k $619k 10% Jun 2022
Wilbanks Smith & Thomas Asset Management 22k $657k -21% Mar 2022
Steward Partners Investment Advisory 22k $605k -4% Jun 2022
Emerald Investment Partners 21k $677k -47% Mar 2022
Principle Wealth Partners 21k $658k -16% Mar 2022
Park Avenue Securities 20k $574k -10% Jun 2022
Bank Of Oklahoma National Association / 20k $761k 11% Mar 2022
Hengehold Capital Management 20k $571k 16% Jun 2022
J.w. Cole Advisors 20k $567k 3% Jun 2022
Gyl Financial Synergies 20k $638k 9% Mar 2022
Harbor Investment Advisory 19k $545k -3% Jun 2022
Accredited Investors 19k $541k 9% Jun 2022
F&V Capital Management 19k $535k 38% Jun 2022
Bickling Financial Services 19k $604k 0% Mar 2022
NBT Bank 19k $524k -2% Jun 2022
EP Wealth Advisors 18k $584k -7% Mar 2022
Plimoth Trust 18k $517k -1% Jun 2022
Hanson McClain Advisors 18k $507k 252% Jun 2022
Rehmann Capital Advisory 18k $568k 0% Mar 2022
Insight Advisors, LLC/ PA 18k $563k 15% Mar 2022
Bessemer 18k $557k 0% Mar 2022
Sterling Investment Counsel 17k $475k 0% Jun 2022
Captrust Financial Advisors 16k $515k -29% Mar 2022
Unionview 16k $513k -3% Mar 2022
Jones Financial Companies, L.L 15k $438k 102% Jun 2022
F3Logic 15k $487k -38% Mar 2022
Stratos Wealth Partners 15k $422k -10% Jun 2022
Trustmark National Bank - Trust Department 15k $470k -34% Mar 2022
Titus Wealth Management 14k $453k 0% Mar 2022
Branch Banking & Trust Company 14k $395k 19% Jun 2022
Buckingham Asset Management 14k $446k 2% Mar 2022
Strategic Financial 14k $381k 0% Jun 2022
Renaissance Technologies 13k $427k 100% Mar 2022
McNamara Financial Services 13k $367k 13% Jun 2022
Meristem 13k $404k 0% Mar 2022
Adams Chetwood Wealth Management 13k $404k 0% Mar 2022
Pacific Sun Financial Corp 13k $357k -1% Jun 2022
Integrated Advisors Network 13k $397k 2% Mar 2022
Colorado Capital Management 12k $343k -2% Jun 2022
William Blair $ Company 12k $387k 15% Mar 2022
CFG Asset Management 12k $341k 3% Jun 2022
Cape Ann Savings Bank 12k $381k 0% Mar 2022
Montecito Bank & Trust 12k $377k 0% Mar 2022
Raymond James Trust 12k $326k 0% Jun 2022
Geneos Wealth Management 11k $320k -28% Jun 2022
Advisory Services Network 11k $349k -47% Mar 2022
Citadel Advisors 11k $341k -88% Mar 2022
Invesco 10k $329k -14% Mar 2022
Susquehanna International 9.4k $300k -74% Mar 2022
Dorsey & Whitney Trust Company 9.3k $296k -27% Mar 2022
Adamsbrown Wealth Consultants 7.6k $215k -44% Jun 2022
Lake Street Financial 7.2k $203k -36% Jun 2022
Neuberger Berman Group 6.4k $203k -48% Mar 2022

Who sold out of WisdomTree SmallCap Dividend Fund?

Fund or Company Name Date Sold Shares Held Valued At
Bank of America Corporation Dec 2021 1.6M $53M
AE Wealth Management Dec 2021 26k $844k