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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Who bought or sold WisdomTree SmallCap Dividend Fund this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Bank of America Corporation | 1.9M | $61M | 2% | Dec 2023 |
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UBS Group | 1.9M | $61M | 3% | Dec 2023 |
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Creative Planning | 1.6M | $51M | -2% | Dec 2023 |
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M^T Bank Corporation | 1.1M | $35M | 14% | Dec 2023 |
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Royal Bank of Canada | 908k | $29M | -7% | Dec 2023 |
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Wells Fargo & Company | 810k | $26M | 29% | Dec 2023 |
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Huntington National Bank | 534k | $17M | -4% | Dec 2023 |
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Raymond James Financial Services Advisors | 447k | $15M | -15% | Mar 2024 |
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Commonwealth Equity Services | 393k | $13M | -1% | Dec 2023 |
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CI Private Wealth | 342k | $11M | 1% | Dec 2023 |
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Assetmark | 329k | $11M | -5% | Dec 2023 |
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Raymond James & Associates | 322k | $11M | 0% | Mar 2024 |
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Kestra Advisory Services | 311k | $10M | -3% | Dec 2023 |
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Advisor Group Holdings | 305k | $9.8M | -17% | Dec 2023 |
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United Capital Financial Advisers | 304k | $9.8M | -73% | Dec 2023 |
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Mercer Global Advisors | 295k | $9.5M | 21% | Dec 2023 |
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EisnerAmper Wealth Management Corporate Benefits | 284k | $9.1M | -1% | Dec 2023 |
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Baird Financial | 253k | $8.1M | 6% | Dec 2023 |
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Branch Banking & Trust Company | 249k | $8.0M | 5% | Dec 2023 |
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BIP Wealth | 223k | $7.2M | 2% | Dec 2023 |
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Stifel Financial | 219k | $7.0M | 2% | Dec 2023 |
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Private Portfolio Partners | 187k | $6.0M | 1% | Dec 2023 |
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Dynamic Advisors Solutions | 183k | $6.0M | 1% | Mar 2024 |
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Signature Estate and Investment Advisors | 163k | $5.2M | -2% | Dec 2023 |
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Wealth Enhancement Advisory Services | 162k | $5.3M | -5% | Mar 2024 |
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Key FInancial | 160k | $5.2M | 9% | Dec 2023 |
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ValMark Advisers | 160k | $5.1M | -2% | Dec 2023 |
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HC Advisors | 157k | $5.0M | 1% | Dec 2023 |
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Janney Montgomery Scott | 151k | $4.8M | 2% | Dec 2023 |
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RMB Capital Management | 148k | $4.8M | 11% | Dec 2023 |
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H&H Retirement Design & Management | 143k | $4.5M | -10% | Mar 2024 |
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Salomon & Ludwin | 142k | $4.0M | 0% | Dec 2023 |
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Melone Private Wealth | 140k | $4.5M | 3% | Dec 2023 |
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Beacon Financial | 139k | $4.5M | 18% | Dec 2023 |
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HighTower Advisors | 139k | $4.5M | 51% | Dec 2023 |
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 136k | $4.4M | 7% | Dec 2023 |
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Parcion Private Wealth | 132k | $4.3M | 0% | Mar 2024 |
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Jpmorgan Chase & Co | 127k | $4.1M | 21% | Dec 2023 |
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Frazier Financial Advisors | 124k | $4.0M | 100% | Dec 2023 |
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Del-Sette Capital Management | 123k | $4.0M | -1% | Dec 2023 |
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Wealthcare Advisory Partners | 122k | $4.0M | 7% | Mar 2024 |
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Gladstone Institutional Advisory | 122k | $3.9M | -9% | Dec 2023 |
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Buckingham Capital Management | 121k | $3.9M | -15% | Dec 2023 |
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Kades & Cheifetz | 116k | $3.7M | 2% | Dec 2023 |
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Stock Yards Trust Company | 115k | $3.7M | 1% | Dec 2023 |
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Rockefeller Capital Management | 107k | $3.4M | 14% | Dec 2023 |
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H D Vest Advisory Services | 98k | $3.2M | -2% | Dec 2023 |
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Evanson Asset Management | 98k | $3.2M | 1% | Mar 2024 |
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HPM Partners | 92k | $3.0M | 8% | Dec 2023 |
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Vaughan And Company Securities | 89k | $2.9M | -8% | Dec 2023 |
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JPL Wealth Management | 89k | $2.9M | 100% | Dec 2023 |
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Apollon Wealth Management | 89k | $2.9M | 44% | Dec 2023 |
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Orion Portfolio Solutions | 87k | $2.8M | -13% | Dec 2023 |
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Financial Counselors | 84k | $2.7M | -1% | Dec 2023 |
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DB Wealth Management Group | 81k | $2.6M | -10% | Dec 2023 |
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Vestor Capital Corp | 74k | $2.4M | 0% | Dec 2023 |
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Private Advisor | 73k | $2.3M | 3% | Dec 2023 |
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Cambridge Investment Research Advisors | 70k | $2.3M | -8% | Mar 2024 |
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JNBA Financial Advisors | 67k | $2.2M | -20% | Mar 2024 |
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Alhambra Investment Partners | 67k | $2.2M | 1% | Mar 2024 |
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Truepoint | 65k | $2.1M | 0% | Dec 2023 |
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Invenio Wealth Partners | 61k | $1.9M | -10% | Dec 2023 |
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West Bancorporation | 60k | $1.9M | -12% | Dec 2023 |
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Aspen Investment Management | 59k | $1.9M | -1% | Mar 2024 |
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Modera Wealth Management | 57k | $1.8M | 0% | Dec 2023 |
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Capital Analysts | 57k | $1.8M | 0% | Dec 2023 |
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Prospera Financial Services | 57k | $1.8M | 100% | Dec 2023 |
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180 Wealth Advisors | 56k | $1.8M | 0% | Mar 2024 |
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NBT Bank | 54k | $1.8M | -2% | Mar 2024 |
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Powers Advisory Group | 49k | $1.6M | 1% | Mar 2024 |
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IAG Wealth Partners | 46k | $1.5M | 0% | Mar 2024 |
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Integrys Wealth Advisors | 46k | $1.5M | -5% | Mar 2024 |
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SC&H Financial Advisors | 45k | $1.5M | -28% | Dec 2023 |
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Financial Advisory Partners | 43k | $1.4M | -43% | Mar 2024 |
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Montecito Bank & Trust | 40k | $1.3M | 1% | Mar 2024 |
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Waterfront Wealth | 40k | $1.3M | -4% | Dec 2023 |
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Beacon Pointe Advisors | 39k | $1.3M | -5% | Dec 2023 |
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Captrust Financial Advisors | 38k | $1.2M | 0% | Dec 2023 |
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Alaska Permanent Capital Management | 37k | $1.2M | 16% | Mar 2024 |
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HBK Sorce Advisory | 37k | $1.2M | -1% | Dec 2023 |
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Connecticut Wealth Management | 37k | $1.2M | 2% | Dec 2023 |
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Halbert Hargrove Global Advisors | 36k | $1.2M | 22% | Mar 2024 |
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Bank of New York Mellon | 34k | $1.1M | 295% | Mar 2024 |
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Miracle Mile Advisors | 34k | $1.1M | 86% | Mar 2024 |
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Opus Capital Group | 33k | $1.1M | 0% | Mar 2024 |
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Round Rock Advisors | 32k | $1.0M | 0% | Mar 2024 |
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Ffg Retirement Advisors | 32k | $1.0M | -1% | Dec 2023 |
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Two Sigma Investments | 31k | $1.0M | 25% | Dec 2023 |
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Wesbanco Trust And Investments | 31k | $1.0M | -5% | Mar 2024 |
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Gyl Financial Synergies | 31k | $992k | -1% | Dec 2023 |
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Bank Of Oklahoma National Association / | 30k | $973k | 9% | Dec 2023 |
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Principal Securities | 30k | $958k | 100% | Dec 2023 |
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Mather Group | 29k | $944k | 14% | Mar 2024 |
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PFG Financial Advisors | 29k | $958k | -1% | Mar 2024 |
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IFG Advisory | 29k | $939k | 2% | Dec 2023 |
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IFP Advisors | 27k | $855k | -8% | Dec 2023 |
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Spinnaker Trust | 26k | $850k | 0% | Dec 2023 |
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Midland Wealth Advisors | 25k | $817k | 100% | Dec 2023 |
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Petra Financial Advisors | 25k | $827k | 0% | Mar 2024 |
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Baystate Wealth Management | 25k | $798k | -5% | Dec 2023 |
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Wambolt & Associates | 25k | $794k | -24% | Dec 2023 |
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Bristlecone Advisors | 24k | $795k | -20% | Mar 2024 |
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Sharper & Granite | 24k | $770k | 4% | Mar 2024 |
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Harbor Investment Advisory | 24k | $790k | 120% | Mar 2024 |
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Mariner Wealth Advisors | 24k | $766k | 210% | Dec 2023 |
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Sunbelt Securities | 24k | $767k | -3% | Mar 2024 |
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Emerald Investment Partners | 23k | $741k | 1% | Dec 2023 |
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Steward Partners Investment Advisory | 23k | $739k | 3% | Dec 2023 |
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F&V Capital Management | 23k | $746k | 7% | Mar 2024 |
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Bsc Private Wealth Management | 22k | $722k | 6% | Dec 2023 |
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Independence Bank of Kentucky | 22k | $708k | 21% | Mar 2024 |
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Buckingham Asset Management | 21k | $677k | 1% | Dec 2023 |
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Wilbanks Smith & Thomas Asset Management | 21k | $676k | 0% | Dec 2023 |
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Milestone Group | 21k | $664k | 0% | Dec 2023 |
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Guidance Capital | 20k | $627k | 100% | Mar 2024 |
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Marino, Stram & Associates | 20k | $657k | 0% | Mar 2024 |
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Atria Wealth Solutions | 20k | $644k | -7% | Dec 2023 |
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Principle Wealth Partners | 19k | $629k | 0% | Mar 2024 |
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Insight Advisors, LLC/ PA | 19k | $612k | -1% | Dec 2023 |
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Robinson Smith Wealth Advisors | 19k | $612k | 0% | Mar 2024 |
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Ronald Blue Trust | 18k | $509k | 1803700% | Dec 2023 |
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Investment Partners Asset Management | 18k | $571k | 0% | Mar 2024 |
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Chicago Partners Investment | 17k | $548k | -10% | Mar 2024 |
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Gail Mannix | 17k | $558k | -12% | Mar 2024 |
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JT Stratford | 17k | $537k | -5% | Dec 2023 |
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Hengehold Capital Management | 17k | $545k | -16% | Mar 2024 |
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Brown Advisory Holdings Incorporated | 16k | $535k | 0% | Mar 2024 |
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Archetype Wealth Partners | 16k | $513k | -6% | Dec 2023 |
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Accredited Investors | 15k | $490k | 0% | Dec 2023 |
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Strategic Financial | 15k | $483k | 0% | Dec 2023 |
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Pinnacle Wealth Management Advisory | 15k | $473k | -14% | Dec 2023 |
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Cherry Tree Wealth Management | 15k | $468k | -14% | Dec 2023 |
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Integrated Advisors Network | 15k | $465k | 11% | Dec 2023 |
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Collaborative Wealth Managment | 14k | $452k | -1% | Dec 2023 |
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Bank Of Montreal | 14k | $460k | -10% | Dec 2023 |
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Founders Financial Securities | 14k | $447k | 9% | Mar 2024 |
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New Hampshire Trust | 14k | $447k | -1% | Mar 2024 |
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SageView Advisory Group | 14k | $431k | -16% | Dec 2023 |
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Focus Financial Network | 13k | $403k | 100% | Mar 2024 |
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Focus Financial Network | 13k | $424k | 100% | Dec 2023 |
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Hancock Bank Trust Department | 13k | $417k | -49% | Dec 2023 |
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Park Avenue Securities | 13k | $420k | 13% | Mar 2024 |
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Wayne Hummer Investments | 13k | $404k | 6% | Dec 2023 |
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McNamara Financial Services | 12k | $389k | -13% | Mar 2024 |
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Oakmont Partners | 12k | $382k | 2% | Mar 2024 |
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Sebold Capital Management | 12k | $380k | 0% | Mar 2024 |
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Moller Financial Services | 11k | $372k | -4% | Mar 2024 |
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CFG Asset Management | 11k | $366k | -17% | Dec 2023 |
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Advisory Services Network | 11k | $353k | -4% | Dec 2023 |
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Neuberger Berman Group | 11k | $337k | -10% | Dec 2023 |
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Plimoth Trust | 9.4k | $309k | -27% | Mar 2024 |
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Sigma Planning | 9.2k | $297k | -61% | Dec 2023 |
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Who sold out of WisdomTree SmallCap Dividend Fund?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Citadel Advisors | Sep 2023 | 191k | $5.4M |
Meridian Wealth Management | Dec 2023 | 137k | $4.4M |
Janney Capital Management | Sep 2023 | 66k | $1.9M |
Jane Street | Sep 2023 | 53k | $1.5M |
Natixis Asset Management Advisors | Dec 2023 | 12k | $369k |