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 2.6M $0 100% Jun 2021
Royal Bank of Canada 1.6M $52M -3% Jun 2021
Bank of America Corporation 1.5M $49M 3% Jun 2021
Creative Planning 1.4M $45M -7% Jun 2021
UBS Group 1.3M $42M 0% Jun 2021
LPL Financial 1.2M $40M 15% Jun 2021
United Capital Financial Advisers 1.0M $33M 4% Jun 2021
M^T Bank Corporation 844k $26M -1% Sep 2021
Wells Fargo & Company 773k $25M 4% Jun 2021
Commonwealth Equity Services 627k $19M -7% Sep 2021
Vaughan And Company Securities 551k $18M -6% Jun 2021

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Ameriprise Financial 539k $17M 1% Jun 2021
Keybank National Association 478k $15M 7% Sep 2021
Huntington National Bank 456k $14M 3% Sep 2021
EisnerAmper Wealth Management Corporate Benefits 432k $13M -3% Sep 2021
Assetmark 408k $13M -1% Sep 2021
JNBA Financial Advisors 375k $12M 2% Jun 2021
Advisor Group Holdings 371k $11M -2% Sep 2021
Envestnet Asset Management 314k $9.7M -11% Sep 2021
Raymond James Financial Services Advisors 308k $9.5M -2% Sep 2021
Kestra Advisory Services 298k $9.5M 7% Jun 2021
YCMNET Advisors 273k $8.4M -1% Sep 2021
Raymond James & Associates 217k $6.7M 8% Sep 2021
Pasadena Private Wealth 180k $5.5M -2% Sep 2021
Beacon Financial 175k $5.4M -2% Jun 2021
Brightworth 165k $5.3M 6% Jun 2021
Salomon & Ludwin 157k $4.8M -3% Sep 2021
Mercer Global Advisors 149k $4.7M -5% Jun 2021
Parcion Private Wealth 140k $4.5M 0% Jun 2021
Signature Estate and Investment Advisors 138k $4.4M 1% Jun 2021
Private Portfolio Partners 136k $4.2M 10% Sep 2021
HC Advisors 134k $4.1M -18% Sep 2021
Evanson Asset Management 125k $4.0M -2% Jun 2021
Baird Financial 125k $3.8M 2% Sep 2021
Janney Montgomery Scott 124k $3.8M -3% Sep 2021
Key FInancial 121k $3.7M 6% Sep 2021
BCS Wealth Management 121k $3.7M 100% Sep 2021
Palladium Partners,LLC dba Palladium Registered Investment Advisors 114k $3.6M -3% Jun 2021
Empirical Financial Services, LLC d/b/a Empirical Wealth Management 107k $3.3M 4% Sep 2021
Parsec Financial Management 107k $3.4M -9% Jun 2021
RPG Investment Advisory 105k $3.2M -1% Sep 2021
Financial Planning & Information Services 102k $3.3M -10% Jun 2021
Ten Capital Wealth Advisors 100k $3.1M 2% Sep 2021
Cambridge Investment Research Advisors 98k $3.0M 1% Sep 2021
Financial Counselors 95k $3.0M -4% Jun 2021
RMB Capital Management 92k $2.9M -6% Jun 2021
HBK Sorce Advisory 92k $2.9M -6% Jun 2021
Stifel Financial 85k $2.7M 2% Jun 2021
ValMark Advisers 84k $2.6M 11% Sep 2021
Hc Financial Advisors 83k $2.6M 16% Jun 2021
Truepoint 81k $2.5M 0% Sep 2021
Wealthcare Advisory Partners 74k $2.4M 9% Jun 2021
Vestor Capital Corp 73k $2.3M -5% Jun 2021
Private Advisor 72k $2.3M 1% Jun 2021
Janney Capital Management 67k $2.1M -1% Sep 2021
IAG Wealth Partners 66k $2.0M -2% Sep 2021
Rockefeller Capital Management 65k $2.0M 56% Sep 2021
Intercontinental Wealth Advisors 60k $1.9M -1% Jun 2021
Multi-Financial Securities 59k $1.8M 11% Sep 2021
Cardan Capital Partners 59k $1.8M -6% Sep 2021
Connecticut Wealth Management 58k $1.8M -17% Sep 2021
CLS Investments 58k $1.8M 1% Sep 2021
IFP Advisors 58k $1.8M 0% Jun 2021
Private Wealth Advisors 56k $1.8M 8% Jun 2021
Aspen Investment Management 55k $1.8M 1% Jun 2021
Capital Analysts 54k $1.7M -34% Sep 2021
180 Wealth Advisors 54k $1.7M 1% Sep 2021
HighTower Advisors 53k $1.6M -3% Sep 2021
Integrys Wealth Advisors 52k $1.6M -2% Sep 2021
Gail Mannix 51k $1.6M -3% Jun 2021
IHT Wealth Management 49k $1.6M -4% Jun 2021
Sunbelt Securities 49k $1.5M -4% Jun 2021
TFG Advisers 47k $1.4M 1% Sep 2021
Alaska Permanent Capital Management 42k $1.3M -14% Jun 2021
Platform Technology Partners 41k $1.3M 0% Sep 2021
Csenge Advisory Group 41k $1.3M 100% Jun 2021
Waterfront Wealth 40k $1.2M 6% Sep 2021
Pinnacle Wealth Management Advisory 40k $1.2M -5% Sep 2021
H D Vest Advisory Services 39k $1.3M 16% Jun 2021
PFG Financial Advisors 39k $1.2M -2% Jun 2021
Beacon Pointe Advisors 38k $1.2M 9% Jun 2021
Cetera Investment Advisers 38k $1.2M 20% Sep 2021
Financial Network Investment Corporation 37k $1.1M 23% Sep 2021
Freedman Financial Associates 37k $1.1M 0% Sep 2021
Northwestern Mutual Wealth Management Company 37k $1.2M 46% Jun 2021
First Republic Investment Management 35k $1.1M 11% Sep 2021
Mml Investors Services 35k $1.1M -7% Jun 2021
Great Diamond Partners 34k $1.0M 2% Sep 2021
Halbert Hargrove Global Advisors 33k $1.0M 0% Sep 2021
Wesbanco Trust And Investments 32k $1.0M -5% Jun 2021
GW & Wade 31k $961k 5% Sep 2021
Flagship Harbor Advisors 30k $961k 0% Sep 2021
Moors & Cabot 30k $999.000000 100% Sep 2021
Citadel Advisors 29k $928k -58% Jun 2021
Bsc Private Wealth Management 29k $892k -4% Sep 2021
Equitable Holdings 29k $890k 39% Sep 2021
Oakmont Partners 29k $908k 0% Jun 2021
Spinnaker Trust 28k $871k 1% Sep 2021
Wilbanks Smith & Thomas Asset Management 27k $846k 0% Sep 2021
Wambolt & Associates 27k $859k 42% Jun 2021
Oppenheimer & Co 25k $808k -19% Jun 2021
F3Logic 24k $754k 33% Sep 2021
AE Wealth Management 23k $712k -57% Sep 2021
Captrust Financial Advisors 23k $736k -19% Jun 2021
J.w. Cole Advisors 23k $725k -20% Jun 2021
Park Avenue Securities 23k $694k -6% Sep 2021
Trustmark National Bank - Trust Department 22k $681k 0% Sep 2021
Principle Wealth Partners 22k $703k 0% Jun 2021
Buckingham Capital Management 22k $672k -3% Sep 2021
EP Wealth Advisors 22k $667k 18% Sep 2021
Harborview Advisors 21k $660k -5% Jun 2021
Advisory Services Network 20k $630k 3% Sep 2021
Susquehanna International 20k $626k -65% Jun 2021
Legacy Private Trust 20k $624k -28% Jun 2021
Hancock Bank Trust Department 19k $597k 23% Sep 2021
Bickling Financial Services 19k $585k 0% Sep 2021
NBT Bank 18k $581k -6% Jun 2021
Integrated Capital Management 18k $577k 100% Jun 2021
Gyl Financial Synergies 18k $558k 0% Sep 2021
Plimoth Trust 18k $557k -1% Sep 2021
Rehmann Capital Advisory 18k $555k 0% Sep 2021
Hengehold Capital Management 18k $552k 0% Sep 2021
Chicago Partners Investment 18k $598k -9% Sep 2021
Sigma Planning 18k $541k 9% Sep 2021
Geneos Wealth Management 17k $528k 162% Sep 2021
Stratos Wealth Partners 17k $536k -10% Jun 2021
Harbor Investment Advisory 17k $528k 23% Jun 2021
Invesco 16k $511k -14% Jun 2021
Pineno Levin & Ford Asset Management 16k $489k 0% Sep 2021
Bank Of Montreal 15k $485k 0% Sep 2021
Harvest Investment Services 15k $463k -1% Sep 2021
Whittier Trust 14k $444k 0% Sep 2021
Insight Advisors, LLC/ PA 14k $436k 40% Jun 2021
Davenport & Co 14k $431k 34% Jun 2021
Strategic Financial 14k $416k 0% Sep 2021
Pacific Sun Financial Corp 13k $396k 100% Sep 2021
Raymond James Trust 13k $406k 0% Jun 2021
Meristem 13k $405k 100% Jun 2021
Adams Chetwood Wealth Management 13k $404k 17% Jun 2021
Resources Investment Advisors 13k $389k 0% Sep 2021
IFG Advisory 13k $401k 0% Jun 2021
Colorado Capital Management 13k $387k 0% Sep 2021
Scotia Capital 13k $398k -23% Jun 2021
Neuberger Berman Group 12k $382k 0% Sep 2021
Cape Ann Savings Bank 12k $382k -1% Sep 2021
Personal Cfo Solutions 12k $378k 0% Sep 2021
Integrated Advisors Network 12k $388k 0% Jun 2021
William Blair $ Company 12k $384k 0% Jun 2021
Milestone Group 12k $325k -61% Sep 2021
Montecito Bank & Trust 12k $365k 0% Sep 2021
AlphaMark Advisors 11k $325k -19% Sep 2021
XML Financial 8.9k $276k -33% Sep 2021
Strategic Blueprint 6.8k $208k -60% Sep 2021
Northern Oak Capital Management 6.1k $194k -58% Jun 2021
Tower Research Capital 868.00 $27k -99% Jun 2021
Flow Traders US 0 $0 -100% Jun 2021

Who sold out of WisdomTree SmallCap Dividend Fund?

Fund or Company Name Date Sold Shares Held Valued At
Sowell Financial Services Jun 2021 115k $3.7M
Steward Partners Investment Advisory Mar 2021 77k $2.4M
Capstone Triton Financial Group Jun 2021 47k $1.5M
Marino, Stram & Associates Mar 2021 22k $690k
Inscription Capital Jun 2021 22k $703k
We Are One Seven Jun 2021 20k $639k
Qube Research & Technologies Mar 2021 16k $501k