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
Creative Planning 1.7M $44M 5% Sep 2022
UBS Group 1.5M $40M 6% Sep 2022
Royal Bank of Canada 1.2M $31M 100% Sep 2022
United Capital Financial Advisers 1.1M $29M 1% Sep 2022
M^T Bank Corporation 982k $25M 0% Sep 2022
Keybank National Association 611k $17M 19% Dec 2022
Huntington National Bank 576k $15M 5% Sep 2022
Assetmark 568k $15M -7% Sep 2022
Baird Financial 432k $11M 9% Sep 2022
EisnerAmper Wealth Management Corporate Benefits 426k $12M -1% Dec 2022
Raymond James Financial Services Advisors 384k $9.9M 26% Sep 2022

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Envestnet Asset Management 362k $9.3M 11% Sep 2022
Kestra Advisory Services 294k $8.3M -13% Dec 2022
Raymond James & Associates 284k $7.3M 1% Sep 2022
Vaughan And Company Securities 266k $6.9M -47% Sep 2022
Del-Sette Capital Management 259k $7.4M -3% Dec 2022
Brightworth 235k $6.0M 3% Sep 2022
JNBA Financial Advisors 173k $4.5M -2% Sep 2022
Beacon Financial 173k $4.5M 198% Sep 2022
Private Portfolio Partners 159k $4.1M 4% Sep 2022
Salomon & Ludwin 150k $3.9M -1% Sep 2022
Signature Estate and Investment Advisors 145k $4.1M 0% Dec 2022
Buckingham Capital Management 144k $4.1M 467% Dec 2022
HC Advisors 144k $3.7M -2% Sep 2022
Mercer Global Advisors 138k $3.6M 6% Sep 2022
Key FInancial 137k $3.5M 0% Dec 2022
Janney Montgomery Scott 134k $3.5M -9% Sep 2022
Parcion Private Wealth 134k $3.5M -4% Sep 2022
Melone Private Wealth 122k $3.3M 2% Sep 2022
ValMark Advisers 120k $3.1M 15% Sep 2022
Empirical Financial Services, LLC d/b/a Empirical Wealth Management 114k $2.9M 10% Sep 2022
Cambridge Investment Research Advisors 112k $2.9M 1% Sep 2022
BCS Wealth Management 112k $3.2M 0% Dec 2022
RPG Investment Advisory 105k $2.7M 0% Sep 2022
Ascent Group 103k $3.0M -4% Sep 2022
Evanson Asset Management 99k $2.8M -1% Dec 2022
Rockefeller Capital Management 96k $2.5M 11% Sep 2022
CLS Investments 84k $2.2M 0% Sep 2022
Financial Counselors 84k $2.2M 2% Sep 2022
Gladstone Institutional Advisory 82k $2.1M -5% Sep 2022
Ten Capital Wealth Advisors 81k $2.1M -9% Sep 2022
Stock Yards Trust Company 80k $2.1M 1% Sep 2022
West Bancorporation 75k $2.1M 16% Dec 2022
First Republic Investment Management 72k $1.9M 30% Sep 2022
Financial Planning & Information Services 71k $1.8M 0% Sep 2022
PFG Financial Advisors 70k $1.8M 18% Sep 2022
CFS Investment Advisory Services 70k $3.0k 100% Sep 2022
Aspen Investment Management 66k $1.7M 100% Sep 2022
SC&H Financial Advisors 66k $1.7M 0% Sep 2022
DB Wealth Management Group 64k $1.6M 28% Sep 2022
Janney Capital Management 60k $1.6M -3% Sep 2022
IHT Wealth Management 60k $1.5M 100% Sep 2022
IAG Wealth Partners 59k $1.5M -1% Sep 2022
HighTower Advisors 58k $1.5M -9% Sep 2022
Intercontinental Wealth Advisors 58k $1.5M 0% Sep 2022
Apollon Wealth Management 58k $1.5M -1% Sep 2022
Parsec Financial Management 58k $1.5M -4% Sep 2022
180 Wealth Advisors 57k $1.5M 2% Sep 2022
H D Vest Advisory Services 57k $1.5M 1% Sep 2022
Alhambra Investment Partners 56k $1.4M 12% Sep 2022
Legacy Private Trust 51k $1.5M 129% Dec 2022
Integrys Wealth Advisors 51k $1.3M -20% Sep 2022
IFP Advisors 50k $1.5M 4% Sep 2022
TFG Advisers 50k $1.3M 5% Sep 2022
Money Concepts Capital Corp 50k $1.3M 3% Sep 2022
Private Advisor 48k $1.2M 0% Sep 2022
Powers Advisory Group 43k $1.2M 2% Dec 2022
Sharper & Granite 42k $1.2M 100% Dec 2022
Sigma Planning 41k $1.2M 9% Dec 2022
Connecticut Wealth Management 41k $1.2M -5% Dec 2022
Alaska Permanent Capital Management 41k $1.0M 1% Sep 2022
Waterfront Wealth 40k $1.2M -3% Dec 2022
Platform Technology Partners 40k $1.1M 0% Dec 2022
Captrust Financial Advisors 37k $958k 61% Sep 2022
Great Diamond Partners 35k $894k -2% Sep 2022
Halbert Hargrove Global Advisors 34k $964k 0% Dec 2022
Round Rock Advisors 32k $826k 0% Sep 2022
Opus Capital Group 31k $892k 1% Dec 2022
Wambolt & Associates 31k $797k 0% Sep 2022
Beacon Pointe Advisors 31k $791k -38% Sep 2022
Gyl Financial Synergies 30k $778k 21% Sep 2022
Gail Mannix 30k $918k -6% Dec 2022
IFG Advisory 30k $844k 0% Dec 2022
Oakmont Partners 28k $729k -24% Sep 2022
Wesbanco Trust And Investments 28k $725k -10% Sep 2022
Baystate Wealth Management 28k $798k 100% Dec 2022
Bsc Private Wealth Management 27k $765k -1% Dec 2022
Spinnaker Trust 27k $684k -6% Sep 2022
FinTrust Capital Advisors 26k $732k 0% Sep 2022
GW & Wade 26k $672k -7% Sep 2022
Jones Financial Companies, L.L 26k $665k 69% Sep 2022
Bristlecone Advisors 26k $660k 2% Sep 2022
Pinnacle Wealth Management Advisory 25k $641k -13% Sep 2022
BlackDiamond Wealth Management 25k $731k 9% Dec 2022
Hengehold Capital Management 25k $635k 22% Sep 2022
Chicago Partners Investment 25k $718k -3% Sep 2022
First National Trust Company 25k $631k -5% Sep 2022
Snowden Capital Advisors 24k $622k -6% Sep 2022
Sunbelt Securities 24k $621k 0% Sep 2022
F&V Capital Management 24k $682k 14% Dec 2022
Emerald Investment Partners 22k $573k 3% Sep 2022
Milestone Group 22k $570k 100% Sep 2022
Wilbanks Smith & Thomas Asset Management 22k $555k -1% Sep 2022
Steward Partners Investment Advisory 22k $552k 0% Sep 2022
Hancock Bank Trust Department 21k $547k -3% Sep 2022
J.w. Cole Advisors 21k $536k 4% Sep 2022
NBT Bank 21k $529k 11% Sep 2022
Marino, Stram & Associates 20k $519k -13% Sep 2022
Csenge Advisory Group 20k $503k -52% Sep 2022
Accredited Investors 19k $497k 1% Sep 2022
Archetype Wealth Partners 19k $487k 100% Sep 2022
Insight Advisors, LLC/ PA 19k $487k 8% Sep 2022
Strategic Wealth Advisors 18k $472k -64% Sep 2022
Bickling Financial Services 18k $520k 0% Dec 2022
Plimoth Trust 18k $468k -1% Sep 2022
Bessemer 18k $450k 0% Sep 2022
Harbor Investment Advisory 17k $472k -10% Dec 2022
Park Avenue Securities 16k $461k -7% Dec 2022
Renaissance Technologies 16k $414k 100% Sep 2022
F3Logic 16k $400k 1% Sep 2022
McNamara Financial Services 15k $387k 16% Sep 2022
Wayne Hummer Investments 15k $383k 100% Sep 2022
Bank Of Montreal 15k $415k -8% Sep 2022
Buckingham Asset Management 14k $360k 0% Sep 2022
Trustmark National Bank - Trust Department 14k $351k 0% Sep 2022
Stratos Wealth Partners 14k $349k -9% Sep 2022
CFG Asset Management 12k $319k 3% Sep 2022
Montecito Bank & Trust 12k $350k 0% Dec 2022
Founders Financial Securities 12k $316k 100% Sep 2022
Colorado Capital Management 12k $345k 0% Dec 2022
Sowell Financial Services 12k $309k 100% Sep 2022
Strategic Financial 11k $319k -17% Dec 2022
EP Wealth Advisors 11k $284k -21% Sep 2022
Sterling Investment Counsel 11k $309k -16% Dec 2022
Branch Banking & Trust Company 11k $278k -23% Sep 2022
HB Wealth Management 10k $295k 0% Dec 2022
Hanson McClain Advisors 10k $294k -41% Dec 2022
William Blair $ Company 10k $262k 0% Sep 2022
Verdence Capital Advisors 9.8k $279k 0% Dec 2022
Resources Investment Advisors 9.8k $251k 0% Sep 2022
Mutual Advisors 9.7k $277k 100% Dec 2022
Diversified 9.6k $246k 100% Sep 2022
Western Wealth Management 9.3k $238k 100% Sep 2022
We Are One Seven 9.3k $263k 100% Dec 2022
Perigon Wealth Management 8.8k $228k 0% Sep 2022
Simmons Bank 8.7k $225k 0% Sep 2022
Geneos Wealth Management 8.7k $247k -23% Dec 2022
Orion Portfolio Solutions 8.7k $223k 0% Sep 2022
Raymond James Trust 8.7k $223k -25% Sep 2022
Gray Wealth Management 8.6k $222k 2% Sep 2022
Madrona Financial Services 8.6k $244k -4% Dec 2022
Berger Financial Group 8.4k $240k 0% Dec 2022
Asset Dedication 8.4k $217k -20% Sep 2022

Who sold out of WisdomTree SmallCap Dividend Fund?

Fund or Company Name Date Sold Shares Held Valued At
Venturi Wealth Management Jun 2022 56k $1.6M
OneAscent Financial Services Sep 2022 45k $1.2M
Integrated Advisors Network Sep 2022 13k $321k
Scotia Capital Jun 2022 11k $296k
Personal Cfo Solutions Jun 2022 9.3k $262k
Regal Investment Advisors Jun 2022 8.7k $245k