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 | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 2.8M | $99M | 2% | Mar 2026 |
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| Bank of America Corporation | 2.5M | $88M | 100% | Mar 2026 |
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| LPL Financial | 1.4M | $51M | -5% | Mar 2026 |
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| UBS Group | 1.4M | $50M | -7% | Mar 2026 |
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| Creative Planning | 1.3M | $48M | -1% | Mar 2026 |
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| M^T Bank Corporation | 1.0M | $37M | -2% | Mar 2026 |
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| Mercer Global Advisors | 850k | $31M | -7% | Mar 2026 |
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| Wells Fargo & Company | 812k | $29M | 11% | Mar 2026 |
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| Raymond James Financial | 776k | $26M | -7% | Dec 2025 |
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| Keybank National Association | 718k | $26M | 1% | Mar 2026 |
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| Huntington National Bank | 693k | $23M | 9% | Dec 2025 |
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| Royal Bank of Canada | 682k | $25M | -12% | Mar 2026 |
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| Jones Financial Companies, L.L | 681k | $23M | 11% | Dec 2025 |
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| Ameriprise Financial | 418k | $15M | 2% | Mar 2026 |
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| ValMark Advisers | 349k | $13M | 5% | Mar 2026 |
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| YCMNET Advisors | 329k | $12M | -1% | Mar 2026 |
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| Cetera Investment Advisers | 321k | $12M | 0% | Mar 2026 |
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| Allen Investment Management | 294k | $11M | 0% | Mar 2026 |
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| Kestra Advisory Services | 274k | $9.8M | 17% | Mar 2026 |
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| Bank of New York Mellon | 251k | $9.0M | 20% | Mar 2026 |
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| Commonwealth Equity Services | 240k | $8.6M | -2% | Mar 2026 |
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| Envestnet Asset Management | 239k | $8.6M | 2% | Mar 2026 |
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| RMB Capital Management | 222k | $8.0M | 3% | Mar 2026 |
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| Assetmark | 218k | $7.8M | -2% | Mar 2026 |
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| BIP Wealth | 214k | $7.7M | -6% | Mar 2026 |
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| Del-Sette Capital Management | 212k | $7.6M | 12% | Mar 2026 |
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| HC Advisors | 207k | $7.4M | 1% | Mar 2026 |
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| H&H Retirement Design & Management | 184k | $7.1M | -2% | Mar 2026 |
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| Advisor Group Holdings | 173k | $5.8M | -17% | Dec 2025 |
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| Melone Private Wealth | 172k | $6.2M | 8% | Mar 2026 |
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| Lee-Kelleher Wealth Management | 163k | $5.8M | 6% | Mar 2026 |
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| Cascade Financial Partners | 160k | $5.7M | -1% | Mar 2026 |
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| Key FInancial | 159k | $5.7M | -2% | Mar 2026 |
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| Prosperity Consulting Group | 153k | $5.5M | -7% | Mar 2026 |
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| Baird Financial | 149k | $5.0M | 3% | Dec 2025 |
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| Stifel Financial | 147k | $5.3M | 7% | Mar 2026 |
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| Rockefeller Capital Management | 145k | $5.2M | 0% | Mar 2026 |
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| Stonebridge Wealth Management | 141k | $5.1M | -4% | Mar 2026 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 132k | $4.7M | 3% | Mar 2026 |
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| Two Sigma Investments | 130k | $4.7M | 100% | Mar 2026 |
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| Three Bearings Fiduciary Advisors | 129k | $4.6M | 0% | Mar 2026 |
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| Parcion Private Wealth | 129k | $4.6M | 0% | Mar 2026 |
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| Croban | 127k | $4.6M | 4% | Mar 2026 |
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| Janney Montgomery Scott | 125k | $4.5M | -2% | Mar 2026 |
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| Frazier Financial Advisors | 119k | $4.3M | 0% | Mar 2026 |
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| Wealthcare Advisory Partners | 100k | $3.6M | -3% | Mar 2026 |
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| AdvisorNet Financial | 96k | $3.4M | 16% | Mar 2026 |
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| Steward Partners Investment Advisory | 92k | $3.3M | 23% | Mar 2026 |
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| Evanson Asset Management | 91k | $3.3M | -8% | Mar 2026 |
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| Warren Averett Asset Management | 89k | $3.0M | -6% | Dec 2025 |
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| Colony | 81k | $2.7M | 7% | Dec 2025 |
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| Signature Estate and Investment Advisors | 81k | $2.9M | -13% | Mar 2026 |
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| Thrivent Financial for Lutherans | 80k | $2.9M | 3% | Mar 2026 |
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| Farmers National Bank | 79k | $2.8M | 5% | Mar 2026 |
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| Vaughan And Company Securities | 79k | $2.8M | 0% | Mar 2026 |
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| HighTower Advisors | 78k | $2.8M | -17% | Mar 2026 |
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| Merit Financial Group | 78k | $2.8M | 29% | Mar 2026 |
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| Branch Banking & Trust Company | 76k | $2.7M | -7% | Mar 2026 |
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| Vestor Capital Corp | 75k | $2.7M | 100% | Mar 2026 |
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| Dickmeyer Boyce Financial Management | 74k | $2.7M | 100% | Mar 2026 |
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| Total Clarity Wealth Management | 71k | $2.6M | 104% | Mar 2026 |
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| HPM Partners | 71k | $2.5M | -25% | Mar 2026 |
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| CI Private Wealth | 70k | $2.5M | 0% | Mar 2026 |
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| Stock Yards Trust Company | 69k | $2.5M | 2% | Mar 2026 |
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| Marathon Strategic Advisors | 68k | $2.5M | 3% | Mar 2026 |
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| Capital Analysts | 66k | $2.4M | 0% | Mar 2026 |
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| Beacon Financial | 64k | $2.3M | -4% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 64k | $2.1M | -1% | Dec 2025 |
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| Founders Grove Wealth Partners | 60k | $2.2M | -4% | Mar 2026 |
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| TopTier Wealth Management | 59k | $2.1M | 100% | Mar 2026 |
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| Goldman Sachs Group | 59k | $2.1M | 33% | Mar 2026 |
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| Ohe Financial | 58k | $2.1M | 0% | Mar 2026 |
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| Aspen Investment Management | 58k | $2.1M | 0% | Mar 2026 |
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| 180 Wealth Advisors | 57k | $2.1M | -2% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 57k | $2.0M | -2% | Mar 2026 |
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| Glen Eagle Advisors | 57k | $2.0M | -4% | Mar 2026 |
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| Midwest Trust | 56k | $2.0M | -2% | Mar 2026 |
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| Modera Wealth Management | 56k | $2.0M | 2% | Mar 2026 |
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| Cambridge Investment Research Advisors | 54k | $1.9M | 4% | Mar 2026 |
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| Financial Advisory Partners | 53k | $1.9M | 7% | Mar 2026 |
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| Ascent Group | 53k | $1.8M | -3% | Dec 2025 |
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| Salomon & Ludwin | 52k | $1.9M | -2% | Mar 2026 |
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| Ffg Retirement Advisors | 52k | $1.9M | 5% | Mar 2026 |
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| Investment Research Partners | 51k | $1.8M | 1% | Mar 2026 |
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| JNBA Financial Advisors | 51k | $1.8M | -4% | Mar 2026 |
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| NBT Bank | 50k | $1.8M | 116% | Mar 2026 |
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| Powers Advisory Group | 49k | $1.8M | 0% | Mar 2026 |
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| Mml Investors Services | 47k | $1.7M | -17% | Mar 2026 |
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| Susquehanna International | 45k | $1.5M | 119% | Dec 2025 |
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| Arkadios Wealth Advisors | 43k | $1.6M | 552% | Mar 2026 |
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| Old North State Wealth Management | 41k | $1.5M | 0% | Mar 2026 |
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| Invested Advisors | 41k | $1.5M | 1% | Mar 2026 |
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| Wesbanco Trust And Investments | 41k | $1.5M | 0% | Mar 2026 |
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| F&V Capital Management | 40k | $1.4M | 5% | Mar 2026 |
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| Pensionmark Financial Group | 40k | $1.4M | 30% | Mar 2026 |
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| Platform Technology Partners | 40k | $1.4M | 0% | Mar 2026 |
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| Integrys Wealth Advisors | 38k | $1.4M | -1% | Mar 2026 |
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| SRS Capital Advisors | 37k | $1.3M | 180% | Mar 2026 |
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| Wealthcare Capital Partners | 37k | $1.3M | 13% | Mar 2026 |
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| IAG Wealth Partners | 36k | $1.3M | -9% | Mar 2026 |
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| Mariner Wealth Advisors | 36k | $1.3M | 17% | Mar 2026 |
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| Independence Bank of Kentucky | 36k | $1.3M | 0% | Mar 2026 |
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| Halbert Hargrove Global Advisors | 35k | $1.3M | -3% | Mar 2026 |
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| Moneta Group Investment Advisors | 35k | $1.3M | -2% | Mar 2026 |
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| Paragon Private Wealth Management | 35k | $1.3M | 23% | Mar 2026 |
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| SC&H Financial Advisors | 34k | $1.2M | -1% | Mar 2026 |
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| Goss Wealth Management | 34k | $1.2M | -11% | Mar 2026 |
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| Oppenheimer & Co | 34k | $1.2M | -2% | Mar 2026 |
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| Waterfront Wealth | 34k | $1.2M | -1% | Mar 2026 |
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| Apollon Wealth Management | 33k | $1.2M | -23% | Mar 2026 |
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| Citadel Advisors | 33k | $1.2M | -1% | Mar 2026 |
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| O'shaughnessy Asset Management | 32k | $1.2M | 2% | Mar 2026 |
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| Principal Securities | 31k | $1.1M | -1% | Mar 2026 |
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| Natixis Asset Management Advisors | 28k | $1.0M | 16% | Mar 2026 |
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| Emerald Investment Partners | 28k | $1.0M | -1% | Mar 2026 |
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| Cowa | 28k | $940k | 6% | Dec 2025 |
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| Connecticut Wealth Management | 28k | $990k | 0% | Mar 2026 |
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| Pasadena Private Wealth | 27k | $968k | 16% | Mar 2026 |
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| Harbor Investment Advisory | 27k | $964k | -21% | Mar 2026 |
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| Advisory Services Network | 27k | $892k | 9% | Dec 2025 |
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| Apella Capital | 27k | $1.0M | 3% | Mar 2026 |
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| Spinnaker Trust | 26k | $949k | 0% | Mar 2026 |
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| Private Advisor | 26k | $948k | -5% | Mar 2026 |
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| Petra Financial Advisors | 26k | $946k | 0% | Mar 2026 |
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| Hengehold Capital Management | 26k | $924k | 8% | Mar 2026 |
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| Bank Of Oklahoma National Association / | 26k | $915k | 0% | Mar 2026 |
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| HBK Sorce Advisory | 25k | $977k | -6% | Mar 2026 |
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| Farther Finance Advisors | 25k | $889k | 11% | Mar 2026 |
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| Milestone Group | 24k | $850k | 0% | Mar 2026 |
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| Integrated Wealth Concepts | 23k | $841k | 100% | Mar 2026 |
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| Bsc Private Wealth Management | 23k | $825k | 0% | Mar 2026 |
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| Smith, Moore & Co. | 23k | $822k | -11% | Mar 2026 |
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| Kondo Wealth Advisors | 23k | $815k | -5% | Mar 2026 |
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| Fifth Third Bancorp | 22k | $795k | 100% | Mar 2026 |
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| Columbia River Financial Group | 22k | $793k | 9% | Mar 2026 |
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| CFG Asset Management | 22k | $777k | 4% | Mar 2026 |
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| IHT Wealth Management | 22k | $719k | 0% | Dec 2025 |
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| IFP Advisors | 21k | $766k | 1% | Mar 2026 |
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| Miracle Mile Advisors | 21k | $766k | 8% | Mar 2026 |
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| CLS Investments | 21k | $745k | 0% | Mar 2026 |
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| AQR Capital Management | 21k | $738k | 34% | Mar 2026 |
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| Mather Group | 21k | $738k | -8% | Mar 2026 |
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| Brown Advisory Holdings Incorporated | 20k | $729k | 0% | Mar 2026 |
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| Aptus Capital Advisors | 20k | $725k | 0% | Mar 2026 |
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| Buckingham Strategic Partners | 20k | $711k | 7% | Mar 2026 |
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| Investment Partners Asset Management | 20k | $703k | 1% | Mar 2026 |
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| Brian McDonald | 19k | $649k | -12% | Dec 2025 |
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| Hartland & Co | 19k | $696k | -9% | Mar 2026 |
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| Beacon Pointe Advisors | 19k | $630k | 1% | Dec 2025 |
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| FMR | 18k | $600k | 21% | Dec 2025 |
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| Gladstone Institutional Advisory | 17k | $616k | -6% | Mar 2026 |
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| Great Valley Advisor Group | 16k | $571k | -18% | Mar 2026 |
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| Captrust Financial Advisors | 15k | $509k | -26% | Dec 2025 |
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| Sharper & Granite | 13k | $462k | -40% | Mar 2026 |
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| Montecito Bank & Trust | 13k | $460k | -51% | Mar 2026 |
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Who sold out of WisdomTree SmallCap Dividend Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 205k | $6.9M |
| Wealth Enhancement Advisory Services | Dec 2025 | 143k | $4.9M |
| IFG Advisory | Dec 2025 | 28k | $942k |