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 Actions
Bank of America Corporation 2.4M $77M 25% Mar 2024
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Morgan Stanley 2.2M $73M 5% Mar 2024
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UBS Group 1.9M $63M 2% Mar 2024
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LPL Financial 1.6M $54M -6% Mar 2024
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Creative Planning 1.5M $50M -4% Mar 2024
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M^T Bank Corporation 1.2M $38M 8% Mar 2024
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Royal Bank of Canada 907k $30M 0% Mar 2024
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Wells Fargo & Company 859k $28M 6% Mar 2024
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Ameriprise Financial 721k $24M 4% Mar 2024
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Envestnet Asset Management 651k $21M 21% Mar 2024
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Keybank National Association 637k $21M 2% Mar 2024
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Huntington National Bank 523k $17M -2% Mar 2024
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Raymond James Financial Services Advisors 447k $15M -15% Mar 2024
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Commonwealth Equity Services 383k $13M -3% Mar 2024
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Assetmark 353k $12M 7% Mar 2024
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CI Private Wealth 342k $11M 0% Mar 2024
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Mercer Global Advisors 327k $11M 11% Mar 2024
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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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EisnerAmper Wealth Management Corporate Benefits 284k $9.1M -1% Dec 2023
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Cetera Investment Advisers 269k $8.8M 141% Mar 2024
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Branch Banking & Trust Company 267k $8.7M 7% Mar 2024
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Prosperity Consulting Group 266k $8.7M 100% Mar 2024
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Baird Financial 253k $8.1M 6% Dec 2023
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BIP Wealth 219k $7.1M -2% Mar 2024
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Stifel Financial 218k $7.1M 0% Mar 2024
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Advisor Group Holdings 206k $6.7M -33% Mar 2024
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Private Portfolio Partners 191k $6.3M 2% Mar 2024
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United Capital Financial Advisers 186k $6.1M -39% Mar 2024
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Dynamic Advisors Solutions 183k $6.0M 1% Mar 2024
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Signature Estate and Investment Advisors 176k $5.7M 8% Mar 2024
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Key FInancial 163k $5.3M 2% Mar 2024
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Wealth Enhancement Advisory Services 162k $5.3M -5% Mar 2024
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ValMark Advisers 158k $5.2M -1% Mar 2024
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HC Advisors 157k $5.0M 1% Dec 2023
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Janney Montgomery Scott 153k $5.0M 1% Mar 2024
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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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Susquehanna International 138k $4.5M 63% Mar 2024
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Melone Private Wealth 137k $4.5M -2% Mar 2024
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Jpmorgan Chase & Co 137k $4.5M 8% Mar 2024
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 137k $4.5M 0% Mar 2024
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Del-Sette Capital Management 135k $4.4M 9% Mar 2024
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Salomon & Ludwin 133k $4.3M -7% Mar 2024
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Parcion Private Wealth 132k $4.3M 0% Mar 2024
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Frazier Financial Advisors 125k $4.1M 0% Mar 2024
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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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Stock Yards Trust Company 117k $3.8M 2% Mar 2024
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Kades & Cheifetz 110k $3.6M -5% Mar 2024
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HighTower Advisors 108k $3.5M -22% Mar 2024
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Beacon Financial 107k $3.5M -23% Mar 2024
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Rockefeller Capital Management 107k $3.4M 14% Dec 2023
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JPL Wealth Management 102k $3.3M 15% Mar 2024
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H D Vest Advisory Services 99k $3.2M 0% Mar 2024
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Evanson Asset Management 98k $3.2M 1% Mar 2024
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Apollon Wealth Management 89k $2.9M 0% Mar 2024
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HPM Partners 87k $2.8M -6% Mar 2024
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Vaughan And Company Securities 86k $2.8M -3% Mar 2024
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Orion Portfolio Solutions 82k $2.7M -6% Mar 2024
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Financial Counselors 81k $2.6M -3% Mar 2024
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DB Wealth Management Group 81k $2.6M -10% Dec 2023
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Ffg Retirement Advisors 79k $2.6M 149% Mar 2024
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Cambridge Investment Research Advisors 70k $2.3M -8% Mar 2024
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Ascent Group 70k $2.3M -6% 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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Goss Wealth Management 67k $2.2M 1126% Mar 2024
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Vestor Capital Corp 67k $2.2M -10% Mar 2024
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Jane Street 62k $2.0M 100% Mar 2024
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Aspen Investment Management 59k $1.9M -1% Mar 2024
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Private Advisor 57k $1.9M -21% Mar 2024
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Modera Wealth Management 57k $1.9M 0% Mar 2024
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Thrivent Financial for Lutherans 57k $1.9M 158% Mar 2024
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Prospera Financial Services 57k $1.8M 100% Dec 2023
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Capital Analysts 56k $1.8M -2% Mar 2024
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180 Wealth Advisors 56k $1.8M 0% Mar 2024
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Marathon Strategic Advisors 54k $1.8M 2% Mar 2024
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NBT Bank 54k $1.8M -2% Mar 2024
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Northwestern Mutual Wealth Management Company 54k $1.8M 5% Mar 2024
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Financial Planning & Information Services 52k $1.7M -5% Mar 2024
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Ohe Financial 51k $1.7M 4% Mar 2024
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Powers Advisory Group 49k $1.6M 1% Mar 2024
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TFG Advisers 48k $1.6M -7% 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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Citadel Advisors 46k $1.5M 100% Mar 2024
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SC&H Financial Advisors 45k $1.5M 0% Mar 2024
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Financial Advisory Partners 43k $1.4M -43% Mar 2024
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West Bancorporation 42k $1.4M -30% Mar 2024
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Montecito Bank & Trust 40k $1.3M 1% Mar 2024
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Captrust Financial Advisors 40k $1.3M 6% Mar 2024
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Beacon Pointe Advisors 39k $1.3M -5% Dec 2023
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HBK Sorce Advisory 39k $1.3M 4% Mar 2024
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Alaska Permanent Capital Management 37k $1.2M 16% Mar 2024
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Invenio Wealth Partners 36k $1.2M -40% Mar 2024
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Halbert Hargrove Global Advisors 36k $1.2M 22% Mar 2024
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Waterfront Wealth 35k $1.1M -10% Mar 2024
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Mariner Wealth Advisors 35k $1.1M 47% Mar 2024
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Steward Partners Investment Advisory 35k $1.1M 51% 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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United Advisor Group 34k $1.1M 100% Mar 2024
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Connecticut Wealth Management 33k $1.1M -9% 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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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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Two Sigma Investments 30k $994k -3% Mar 2024
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Bank Of Oklahoma National Association / 30k $957k -2% Mar 2024
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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 $942k -1% Mar 2024
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Oppenheimer & Co 28k $921k 5% Mar 2024
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Brian McDonald 28k $911k -12% Mar 2024
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Principal Securities 27k $886k -9% Mar 2024
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IFP Advisors 27k $855k -8% Dec 2023
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Spinnaker Trust 26k $863k 0% Mar 2024
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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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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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Smith, Moore & Co. 24k $787k 36% Mar 2024
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Sunbelt Securities 24k $767k -3% Mar 2024
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F&V Capital Management 23k $746k 7% Mar 2024
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Bsc Private Wealth Management 22k $732k 0% Mar 2024
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Milestone Group 22k $711k 5% Mar 2024
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Independence Bank of Kentucky 22k $708k 21% Mar 2024
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Emerald Investment Partners 21k $686k -9% Mar 2024
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Wilbanks Smith & Thomas Asset Management 21k $682k -1% Mar 2024
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Insight Advisors, LLC/ PA 21k $678k 9% Mar 2024
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Atria Wealth Solutions 21k $671k 3% Mar 2024
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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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Principle Wealth Partners 19k $629k 0% Mar 2024
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Robinson Smith Wealth Advisors 19k $612k 0% Mar 2024
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Buckingham Asset Management 18k $592k -14% Mar 2024
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Trustmark National Bank - Trust Department 18k $583k 8% Mar 2024
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Sigma Planning 18k $583k 93% Mar 2024
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Investment Partners Asset Management 18k $571k 0% Mar 2024
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Rehmann Capital Advisory 17k $568k 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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Buckingham Strategic Partners 16k $536k 84% 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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Wambolt & Associates 14k $445k -44% Mar 2024
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Midland Wealth Advisors 14k $447k -46% Mar 2024
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FinTrust Capital Advisors 13k $435k -42% Mar 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 Dec 2023 137k $4.4M
Financial Network Investment Corporation Sep 2023 104k $2.9M
Truepoint Dec 2023 65k $2.1M
Multi-Financial Securities Sep 2023 50k $1.4M
Ronald Blue Trust Dec 2023 18k $509k