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
Royal Bank of Canada 1.7M $52M -9% Mar 2021
Creative Planning 1.5M $48M -1% Mar 2021
Bank of America Corporation 1.5M $46M 27% Mar 2021
UBS Group 1.3M $41M -1% Mar 2021
LPL Financial 1.1M $34M 8% Mar 2021
United Capital Financial Advisers 1.0M $31M 1% Mar 2021
M^T Bank Corporation 971k $30M -9% Mar 2021
Wells Fargo & Company 740k $23M 15% Mar 2021
Commonwealth Equity Services 669k $21M 3% Mar 2021
Vaughan And Company Securities 589k $18M 4% Mar 2021
Ameriprise Financial 531k $17M 2% Mar 2021

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EisnerAmper Wealth Management Corporate Benefits 444k $14M 1% Mar 2021
Keybank National Association 436k $14M 7% Mar 2021
Assetmark 419k $13M -32% Mar 2021
Huntington National Bank 377k $12M 23% Mar 2021
Advisor Group Holdings 370k $12M 2% Mar 2021
JNBA Financial Advisors 367k $11M 13% Mar 2021
Envestnet Asset Management 362k $11M -8% Mar 2021
Raymond James Financial Services Advisors 359k $11M 20% Mar 2021
YCMNET Advisors 287k $8.9M -7% Mar 2021
Kestra Advisory Services 279k $8.7M -13% Mar 2021
Raymond James & Associates 186k $5.8M -10% Mar 2021
Beacon Financial 179k $5.1M -1% Dec 2020
HC Advisors 171k $5.3M 3% Mar 2021
Flow Traders US 165k $4.4M 48% Dec 2020
Salomon & Ludwin 165k $5.1M -8% Mar 2021
Mercer Global Advisors 157k $4.9M 1% Mar 2021
Brightworth 156k $4.9M 9% Mar 2021
Parcion Private Wealth 140k $4.4M 0% Mar 2021
Signature Estate and Investment Advisors 136k $4.2M -10% Mar 2021
Pasadena Private Wealth 131k $4.1M 3% Mar 2021
Baird Financial 131k $4.1M -9% Mar 2021
Janney Montgomery Scott 130k $4.0M -30% Mar 2021
Evanson Asset Management 128k $4.0M -3% Mar 2021
BCS Wealth Management 121k $3.8M 0% Mar 2021
Private Portfolio Partners 119k $3.7M 1% Mar 2021
Parsec Financial Management 118k $3.7M -18% Mar 2021
Palladium Partners,LLC dba Palladium Registered Investment Advisors 118k $3.7M -3% Mar 2021
Financial Planning & Information Services 113k $3.5M -10% Mar 2021
Key FInancial 111k $3.5M 20% Mar 2021
Sowell Financial Services 109k $3.6M 2084% Mar 2021
RPG Investment Advisory 107k $3.3M -28% Mar 2021
Financial Counselors 99k $3.1M -28% Mar 2021
RMB Capital Management 98k $3.1M 0% Mar 2021
HBK Sorce Advisory 98k $3.0M -3% Mar 2021
Ten Capital Wealth Advisors 92k $2.9M 85% Mar 2021
Capital Analysts 91k $2.4M -4% Dec 2020
Empirical Financial Services, LLC d/b/a Empirical Wealth Management 90k $2.8M 6% Mar 2021
SVA Plumb Wealth Management 88k $2.4M -9% Dec 2020
Cambridge Investment Research Advisors 88k $2.7M -16% Mar 2021
Stifel Financial 83k $2.6M 23% Mar 2021
Truepoint 81k $2.5M 0% Mar 2021
Steward Partners Investment Advisory 77k $2.4M 100% Mar 2021
Vestor Capital Corp 77k $2.4M -6% Mar 2021
ValMark Advisers 72k $2.2M 2% Mar 2021
Hc Financial Advisors 71k $2.2M -2% Mar 2021
IAG Wealth Partners 71k $2.2M 6% Mar 2021
Private Advisor 71k $2.2M 14% Mar 2021
Janney Capital Management 69k $2.2M -9% Mar 2021
CLS Investments 69k $2.2M -33% Mar 2021
Citadel Advisors 69k $2.1M 100% Mar 2021
Wealthcare Advisory Partners 68k $2.1M 1% Mar 2021
Tower Research Capital 61k $1.9M -41% Mar 2021
Intercontinental Wealth Advisors 60k $1.9M -2% Mar 2021
IFP Advisors 58k $1.8M -54% Mar 2021
Capstone Triton Financial Group 56k $1.5M 100% Dec 2020
Old Mission Capital 56k $1.7M 100% Mar 2021
Susquehanna International 56k $1.7M -36% Mar 2021
Aspen Investment Management 55k $1.7M -1% Mar 2021
IHT Wealth Management 54k $1.4M 3% Dec 2020
AE Wealth Management 54k $1.7M 100% Mar 2021
Integrys Wealth Advisors 53k $1.7M 0% Mar 2021
Gail Mannix 53k $1.6M 0% Mar 2021
HighTower Advisors 53k $1.6M 100% Mar 2021
Cardan Capital Partners 52k $1.6M -75% Mar 2021
Sunbelt Securities 51k $1.6M 0% Mar 2021
Alaska Permanent Capital Management 49k $1.5M -2% Mar 2021
Spire Wealth Management 48k $1.5M 100% Mar 2021
TFG Advisers 47k $1.5M -4% Mar 2021
TCF National Bank 43k $1.3M 3% Mar 2021
Pinnacle Wealth Management Advisory 43k $1.3M 0% Mar 2021
Private Wealth Advisors 41k $1.1M 100% Dec 2020
Platform Technology Partners 41k $1.1M 0% Dec 2020
PFG Financial Advisors 40k $1.2M -4% Mar 2021
Mml Investors Services 37k $1.2M -2% Mar 2021
Freedman Financial Associates 37k $1.1M 0% Mar 2021
Multi-Financial Securities 36k $1.1M 9% Mar 2021
Beacon Pointe Advisors 36k $948k -18% Dec 2020
Wesbanco Trust And Investments 34k $1.1M -4% Mar 2021
H D Vest Advisory Services 34k $1.1M 30% Mar 2021
Halbert Hargrove Global Advisors 33k $1.0M 0% Mar 2021
Waterfront Wealth 33k $1.0M 15% Mar 2021
Milestone Group 32k $1.0M -65% Mar 2021
Oppenheimer & Co 31k $977k 39% Mar 2021
Bsc Private Wealth Management 30k $937k -16% Mar 2021
GW & Wade 29k $892k -8% Mar 2021
Spinnaker Trust 29k $890k 1% Mar 2021
Captrust Financial Advisors 29k $889k 2% Mar 2021
Oakmont Partners 29k $887k -7% Mar 2021
J.w. Cole Advisors 28k $880k -2% Mar 2021
Cetera Investment Advisers 28k $879k 3% Mar 2021
Wilbanks Smith & Thomas Asset Management 27k $855k -7% Mar 2021
Great Diamond Partners 27k $854k 100% Mar 2021
Legacy Private Trust 27k $844k 62% Mar 2021
Northwestern Mutual Wealth Management Company 25k $778k 4% Mar 2021
Park Avenue Securities 24k $757k -1% Mar 2021
Jpmorgan Chase & Co 24k $744k 50% Mar 2021
Wealthstreet Investment Advisors 22k $697k 5% Mar 2021
Marino, Stram & Associates 22k $690k 29% Mar 2021
Financial Network Investment Corporation 22k $689k 5% Mar 2021
Principle Wealth Partners 22k $686k 12% Mar 2021
Sigma Planning 22k $682k 3% Mar 2021
Harborview Advisors 22k $681k -10% Mar 2021
Buckingham Capital Management 22k $673k 12% Mar 2021
Trustmark National Bank - Trust Department 21k $659k 7% Mar 2021
NBT Bank 20k $606k -10% Mar 2021
Chicago Partners Investment 19k $624k -2% Mar 2021
Wambolt & Associates 19k $593k 74% Mar 2021
EP Wealth Advisors 19k $500k -6% Dec 2020
Invesco 19k $581k -11% Mar 2021
Stratos Wealth Partners 19k $579k -68% Mar 2021
Gyl Financial Synergies 19k $576k 0% Mar 2021
Equitable Holdings 18k $564k 134% Mar 2021
Rehmann Capital Advisory 18k $561k -6% Mar 2021
Plimoth Trust 18k $549k 0% Mar 2021
Bank Of Oklahoma National Association / 17k $421k 4% Mar 2021
We Are One Seven 17k $521k 100% Mar 2021
First Republic Investment Management 16k $507k 3% Mar 2021
Scotia Capital 16k $507k 0% Mar 2021
Qube Research & Technologies 16k $501k 100% Mar 2021
Rockefeller Capital Management 16k $498k 1% Mar 2021
Pineno Levin & Ford Asset Management 16k $494k -1% Mar 2021
Hancock Bank Trust Department 16k $491k -6% Mar 2021
Centaurus Financial 16k $486k -20% Mar 2021
Harvest Investment Services 15k $477k -11% Mar 2021
Bickling Financial Services 15k $466k 0% Mar 2021
Northern Oak Capital Management 15k $456k -2% Mar 2021
Whittier Trust 14k $448k 0% Mar 2021
Strategic Financial 14k $420k -5% Mar 2021
Harbor Investment Advisory 14k $420k 13% Mar 2021
AlphaMark Advisors 13k $416k -25% Mar 2021
Personal Cfo Solutions 13k $413k -5% Mar 2021
Raymond James Trust 13k $399k -21% Mar 2021
Colorado Capital Management 13k $396k -14% Mar 2021
IFG Advisory 13k $391k -4% Mar 2021
F3Logic 13k $392k 100% Mar 2021
Cape Ann Savings Bank 13k $388k 0% Mar 2021
Resources Investment Advisors 12k $386k -11% Mar 2021
Neuberger Berman Group 12k $386k 0% Mar 2021
Montecito Bank & Trust 12k $369k -9% Mar 2021
Capital Investment Advisory Services 12k $357k -10% Mar 2021
Northwest Bancshares 11k $335k -25% Mar 2021
Change Path 9.9k $310k -25% Mar 2021
Berger Financial Group 9.6k $299k -87% Mar 2021
Opus Capital Group 8.6k $269k -93% Mar 2021

Who sold out of WisdomTree SmallCap Dividend Fund?

Fund or Company Name Date Sold Shares Held Valued At
Morgan Stanley Dec 2020 2.3M $61M
Connecticut Wealth Management Dec 2020 82k $2.2M
Family Legacy Dec 2020 54k $1.4M
180 Wealth Advisors Dec 2020 54k $1.5M
Monterey Private Wealth Dec 2020 31k $834k
Regions Bank Dec 2020 18k $484k
Hunter Perkins Capital Management Dec 2020 18k $479k
Eqis Capital Management Dec 2020 16k $420k
SignalPoint Asset Management Dec 2020 14k $379k
Mariner Wealth Advisors Dec 2020 13k $339k
Walter & Keenan Financial Consulting Dec 2020 13k $333k