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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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 |