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
Morgan Stanley 2.1M $60M -4% Sep 2023
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Bank of America Corporation 1.9M $52M 4% Sep 2023
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UBS Group 1.8M $52M 0% Sep 2023
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LPL Financial 1.8M $50M -1% Sep 2023
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Creative Planning 1.6M $45M -8% Sep 2023
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United Capital Financial Advisers 1.1M $32M -1% Sep 2023
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Royal Bank of Canada 978k $28M -4% Sep 2023
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M^T Bank Corporation 942k $27M 1% Sep 2023
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Ameriprise Financial 693k $20M -6% Sep 2023
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Wells Fargo & Company 628k $18M 8% Sep 2023
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Keybank National Association 623k $18M -2% Sep 2023
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Huntington National Bank 559k $16M -10% Sep 2023
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Envestnet Asset Management 539k $15M 18% Sep 2023
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Raymond James Financial Services Advisors 512k $14M 9% Sep 2023
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Commonwealth Equity Services 399k $11M 1% Sep 2023
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Advisor Group Holdings 368k $10M -6% Sep 2023
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Assetmark 346k $9.8M -1% Sep 2023
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CI Private Wealth 339k $9.6M 20% Sep 2023
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YCMNET Advisors 330k $9.3M 1% Sep 2023
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Raymond James & Associates 326k $9.2M 2% Sep 2023
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Kestra Advisory Services 319k $9.0M 11% Sep 2023
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IHT Wealth Management 297k $8.4M 465% Sep 2023
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EisnerAmper Wealth Management Corporate Benefits 288k $8.1M -28% Sep 2023
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Mercer Global Advisors 243k $6.8M 25% Sep 2023
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Branch Banking & Trust Company 238k $6.7M 1% Sep 2023
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Baird Financial 237k $6.7M -59% Sep 2023
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BIP Wealth 218k $6.1M -13% Sep 2023
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Stifel Financial 213k $6.0M 1% Sep 2023
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Citadel Advisors 191k $5.4M 208% Sep 2023
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Private Portfolio Partners 184k $5.2M 4% Sep 2023
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Signature Estate and Investment Advisors 165k $4.7M 4% Sep 2023
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ValMark Advisers 164k $4.6M 0% Sep 2023
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Wealth Enhancement Advisory Services 158k $4.4M 100% Sep 2023
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H&H Retirement Design & Management 156k $4.3M 0% Sep 2023
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HC Advisors 156k $4.4M 5% Sep 2023
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Janney Montgomery Scott 147k $4.2M -3% Sep 2023
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Key FInancial 147k $4.1M 5% Sep 2023
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Buckingham Capital Management 142k $4.0M -4% Sep 2023
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Salomon & Ludwin 142k $4.0M -1% Sep 2023
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Melone Private Wealth 136k $3.8M 0% Sep 2023
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Gladstone Institutional Advisory 134k $3.8M 8% Sep 2023
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RMB Capital Management 134k $3.8M 0% Sep 2023
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Parcion Private Wealth 132k $3.7M 2% Sep 2023
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 128k $3.6M 2% Sep 2023
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Del-Sette Capital Management 125k $3.5M 1% Sep 2023
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Wealthcare Advisory Partners 122k $3.4M -1% Sep 2023
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Beacon Financial 118k $3.5M -27% Sep 2023
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Stock Yards Trust Company 113k $3.2M 10% Sep 2023
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Kades & Cheifetz 113k $3.2M 2% Sep 2023
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Cetera Investment Advisers 112k $3.2M -4% Sep 2023
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Jpmorgan Chase & Co 105k $3.0M 9% Sep 2023
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Financial Network Investment Corporation 104k $2.9M 4% Sep 2023
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H D Vest Advisory Services 101k $2.8M -11% Sep 2023
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Orion Portfolio Solutions 101k $2.8M -46% Sep 2023
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JNBA Financial Advisors 100k $2.8M -30% Sep 2023
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Vaughan And Company Securities 97k $2.7M -6% Sep 2023
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Evanson Asset Management 97k $2.7M -4% Sep 2023
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Rockefeller Capital Management 94k $2.7M 0% Sep 2023
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HighTower Advisors 92k $2.6M -6% Sep 2023
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DB Wealth Management Group 90k $2.5M -7% Sep 2023
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HPM Partners 86k $2.4M -8% Sep 2023
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Financial Counselors 85k $2.4M 2% Sep 2023
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Susquehanna International 84k $2.4M 37% Sep 2023
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Cambridge Investment Research Advisors 80k $2.2M -3% Sep 2023
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Financial Advisory Partners 75k $2.1M 6% Sep 2023
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Vestor Capital Corp 74k $2.1M 1% Sep 2023
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Ascent Group 74k $2.0M -9% Sep 2023
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Private Advisor 71k $2.0M 63% Sep 2023
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West Bancorporation 68k $1.9M -3% Sep 2023
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Invenio Wealth Partners 67k $1.9M 100% Sep 2023
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Janney Capital Management 66k $1.9M 12% Sep 2023
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Alhambra Investment Partners 66k $1.9M 0% Sep 2023
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Truepoint 65k $1.8M 0% Sep 2023
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Ten Capital Wealth Advisors 63k $1.8M -15% Jun 2023
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SC&H Financial Advisors 63k $1.8M 0% Sep 2023
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Apollon Wealth Management 62k $1.7M 8% Sep 2023
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First Republic Investment Management 60k $1.7M -5% Sep 2023
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Aspen Investment Management 60k $1.7M 1% Sep 2023
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Jones Financial Companies, L.L 59k $1.7M 7% Sep 2023
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Intercontinental Wealth Advisors 58k $1.7M 0% Jun 2023
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Modera Wealth Management 57k $1.6M -2% Sep 2023
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Capital Analysts 57k $1.6M -6% Sep 2023
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180 Wealth Advisors 57k $1.6M -2% Sep 2023
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Financial Planning & Information Services 55k $1.5M -8% Sep 2023
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Jane Street 53k $1.5M 31% Sep 2023
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TFG Advisers 51k $1.4M 0% Sep 2023
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Northwestern Mutual Wealth Management Company 51k $1.4M 15% Sep 2023
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Multi-Financial Securities 50k $1.4M -7% Sep 2023
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Ohe Financial 49k $1.4M 3% Sep 2023
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Integrys Wealth Advisors 48k $1.4M -1% Sep 2023
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IAG Wealth Partners 48k $1.4M -5% Sep 2023
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Powers Advisory Group 46k $1.3M -3% Sep 2023
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Waterfront Wealth 41k $1.1M 3% Sep 2023
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Beacon Pointe Advisors 41k $1.2M -4% Sep 2023
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Platform Technology Partners 40k $1.1M 0% Sep 2023
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Sharper & Granite 39k $1.1M -4% Sep 2023
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HBK Sorce Advisory 38k $1.1M -30% Sep 2023
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Captrust Financial Advisors 38k $1.1M 0% Sep 2023
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Connecticut Wealth Management 36k $1.0M -1% Sep 2023
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Mml Investors Services 36k $1.0M 11% Sep 2023
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PFG Financial Advisors 34k $959k -12% Sep 2023
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Halbert Hargrove Global Advisors 34k $958k 0% Sep 2023
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Round Rock Advisors 33k $937k 0% Sep 2023
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Alaska Permanent Capital Management 33k $927k 8% Sep 2023
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Wambolt & Associates 33k $908k 2% Sep 2023
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Miracle Mile Advisors 33k $917k 16% Sep 2023
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Opus Capital Group 32k $907k 1% Sep 2023
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Ffg Retirement Advisors 32k $899k -34% Sep 2023
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Brian McDonald 32k $896k 100% Sep 2023
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Wesbanco Trust And Investments 32k $913k -1% Jun 2023
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Gyl Financial Synergies 31k $877k 0% Sep 2023
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Bristlecone Advisors 30k $856k 1% Sep 2023
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F&V Capital Management 30k $854k -16% Sep 2023
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IFP Advisors 29k $812k -3% Sep 2023
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IFG Advisory 29k $811k -2% Sep 2023
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Bank Of Oklahoma National Association / 28k $749k 0% Sep 2023
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Oppenheimer & Co 27k $754k -3% Sep 2023
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Spinnaker Trust 26k $745k 0% Sep 2023
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Petra Financial Advisors 26k $740k 0% Sep 2023
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Baystate Wealth Management 26k $734k -10% Sep 2023
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Hancock Bank Trust Department 26k $723k 55% Sep 2023
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Sunbelt Securities 25k $724k 0% Jun 2023
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NBT Bank 25k $705k 1% Sep 2023
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Two Sigma Investments 25k $702k 101% Sep 2023
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Sigma Planning 24k $667k -4% Sep 2023
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Chicago Partners Investment 24k $629k -1% Sep 2023
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FinTrust Capital Advisors 23k $652k -9% Sep 2023
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Emerald Investment Partners 23k $645k -4% Sep 2023
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Mather Group 23k $640k 91% Sep 2023
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Steward Partners Investment Advisory 22k $627k -4% Sep 2023
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Thrivent Financial for Lutherans 22k $622k 35% Sep 2023
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Gail Mannix 22k $620k -3% Sep 2023
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Atria Wealth Solutions 21k $603k -29% Sep 2023
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Bsc Private Wealth Management 21k $598k -6% Sep 2023
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Wilbanks Smith & Thomas Asset Management 21k $593k 0% Sep 2023
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Buckingham Asset Management 21k $588k 0% Sep 2023
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Milestone Group 21k $582k -2% Sep 2023
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Marino, Stram & Associates 20k $566k 0% Sep 2023
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Hengehold Capital Management 20k $560k 0% Sep 2023
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Principle Wealth Partners 20k $549k 0% Sep 2023
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Insight Advisors, LLC/ PA 19k $543k 0% Sep 2023
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JT Stratford 18k $498k -21% Sep 2023
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Smith, Moore & Co. 18k $498k 0% Sep 2023
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Rehmann Capital Advisory 17k $489k 0% Sep 2023
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Pinnacle Wealth Management Advisory 17k $481k -2% Sep 2023
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Cherry Tree Wealth Management 17k $479k -5% Sep 2023
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Archetype Wealth Partners 17k $479k 27% Sep 2023
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Harbor Investment Advisory 17k $468k 0% Sep 2023
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Trustmark National Bank - Trust Department 17k $464k 14% Sep 2023
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Brown Advisory Holdings Incorporated 16k $462k 0% Sep 2023
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SageView Advisory Group 16k $457k -14% Sep 2023
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Accredited Investors 15k $430k -24% Sep 2023
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Collaborative Wealth Managment 14k $399k -22% Sep 2023
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Burns Wealth Management 13k $369k -35% Sep 2023
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EP Wealth Advisors 10k $291k -99% Sep 2023
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Mariner Wealth Advisors 7.7k $216k -86% Sep 2023
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Ronald Blue Trust 1.00 $0 -100% Sep 2023
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Who sold out of WisdomTree SmallCap Dividend Fund?

Fund or Company Name Date Sold Shares Held Valued At
Snowden Capital Advisors Jun 2023 24k $684k
Flow Traders US Jun 2023 21k $615k