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 | 2.1M | $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 |
|
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 |