Who owns Wisdomtree Us Smallcap Dividen mf?

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Analyze quarterly positions in Wisdomtree Us Smallcap Dividen mf with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Wisdomtree Us Smallcap Dividen mf stock

Who bought or sold Wisdomtree Us Smallcap Dividen mf this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
LPL Financial 553k $28M -12% Sep 2025
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Morgan Stanley 427k $20M 100% Jun 2025
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Raymond James Financial 417k $21M 2% Sep 2025
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Stonebridge Financial Group 253k $13M 1% Sep 2025
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Lido Advisors 252k $13M -4% Sep 2025
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Lvm Capital Management 138k $6.9M -1% Sep 2025
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Linscomb & Williams 118k $5.9M -6% Sep 2025
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Commonwealth Equity Services 109k $5.5M -2% Sep 2025
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United Advisor Group 105k $5.2M 16% Sep 2025
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Royal Bank of Canada 97k $5.0M 2% Sep 2025
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UBS Group 94k $4.7M 3% Sep 2025
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XML Financial 92k $4.6M -1% Sep 2025
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Founders Financial Alliance 92k $4.6M -6% Sep 2025
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IFG Advisory 83k $4.2M 7% Sep 2025
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Stonebridge Wealth Management 81k $4.1M -5% Sep 2025
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Columbia Advisory Partners 79k $3.9M 1% Sep 2025
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Philip James Wealth Mangement 75k $3.8M 16% Sep 2025
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Stratos Wealth Partners 59k $3.0M -43% Sep 2025
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CWM 56k $2.8M -1% Sep 2025
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Everstar Asset Management 47k $2.4M -1% Sep 2025
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Camden Capital 47k $2.3M 3% Sep 2025
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Modern Wealth Management 47k $2.3M 315% Sep 2025
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Tyler-Stone Wealth Management 47k $2.2M 0% Jun 2025
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Independent Advisor Alliance 43k $2.1M -7% Sep 2025
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Captrust Financial Advisors 38k $1.9M -26% Sep 2025
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Strategic Financial Concepts 34k $1.7M 72% Sep 2025
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Vestmark Advisory Solutions 32k $1.6M -23% Sep 2025
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Citadel Advisors 30k $1.5M 100% Sep 2025
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Private Advisor 28k $1.4M 1% Sep 2025
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Two Sigma Investments 26k $1.3M -36% Sep 2025
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Cetera Investment Advisers 24k $1.2M 53% Sep 2025
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Envestnet Asset Management 23k $1.1M 61% Sep 2025
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MAS Advisors 21k $1.0M -1% Sep 2025
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Cambridge Investment Research Advisors 20k $994k -1% Sep 2025
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Princeton Global Asset Management 20k $978k -6% Sep 2025
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Hanson McClain Advisors 19k $946k -4% Sep 2025
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J O Hambro Investment Management 19k $1.1M 0% Sep 2025
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LifeWealth Investments 18k $901k 4% Sep 2025
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Advisor Group Holdings 18k $901k -4% Sep 2025
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Precedent Wealth Partners 17k $860k -9% Sep 2025
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Well Done 17k $858k 0% Sep 2025
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Brooks, Moore & Associates 15k $721k 0% Sep 2025
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Wealth Enhancement Advisory Services 15k $752k -7% Sep 2025
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Summit Financial 15k $742k 100% Sep 2025
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Creative Planning 14k $703k -14% Sep 2025
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Goldman Sachs Group 14k $679k 100% Sep 2025
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Empirical Asset Management 13k $666k -46% Sep 2025
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Jpmorgan Chase & Co 13k $651k -8% Sep 2025
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IHT Wealth Management 13k $636k -3% Sep 2025
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Sovran Advisors 13k $619k 4% Sep 2025
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Golden State Equity Partners 13k $633k 5% Sep 2025
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Virtu Financial 12k $586k 100% Sep 2025
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Harbor Investment Advisory 12k $585k -16% Sep 2025
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Team Financial Group 12k $585k -14% Sep 2025
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Oppenheimer & Co 11k $562k -5% Sep 2025
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Collaborative Wealth Managment 11k $532k -12% Sep 2025
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Northwestern Mutual Wealth Management Company 9.7k $483k 18% Sep 2025
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Venturi Wealth Management 9.2k $459k 0% Sep 2025
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Krasney Financial 9.0k $451k -7% Sep 2025
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Capital Management Corporation 9.0k $450k 0% Sep 2025
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Wealthcare Capital Partners 8.5k $425k 1% Sep 2025
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Opes Wealth Management 8.1k $407k 8% Sep 2025
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Susquehanna International 8.0k $399k -71% Sep 2025
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Joseph Group Capital Management 7.7k $385k -2% Sep 2025
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Steward Partners Investment Advisory 7.4k $369k -1% Sep 2025
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Redmond Asset Management 7.3k $364k -2% Sep 2025
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Arkadios Wealth Advisors 7.2k $361k 17% Sep 2025
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RMR Wealth Builders 6.9k $343k 0% Sep 2025
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Asset Dedication 6.4k $321k 0% Sep 2025
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Rockefeller Capital Management 6.4k $321k 100% Sep 2025
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Cascade Financial Partners 6.3k $316k 0% Sep 2025
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Bessemer 6.3k $314k 100% Sep 2025
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Willner & Heller 6.2k $310k -36% Sep 2025
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Jones Financial Companies, L.L 6.0k $301k 24% Sep 2025
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Kestra Advisory Services 5.9k $296k -26% Sep 2025
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Flagship Harbor Advisors 5.7k $286k 0% Sep 2025
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Stifel Financial 5.2k $260k 10% Sep 2025
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Atria Investments 5.2k $258k 100% Sep 2025
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Avant Capital 5.0k $250k -2% Sep 2025
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Chicago Partners Investment 4.9k $247k 0% Sep 2025
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Quartz Partners 4.9k $243k 2% Sep 2025
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Beacon Financial Advisory 4.8k $241k -10% Sep 2025
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BancorpSouth Bank 4.6k $230k 0% Sep 2025
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AQR Capital Management 4.6k $229k -28% Sep 2025
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Cary Street Partners Financial 4.5k $225k 0% Sep 2025
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Park Avenue Securities 4.3k $213k 100% Sep 2025
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Wells Fargo & Company 4.2k $211k 2196% Sep 2025
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Branch Banking & Trust Company 4.2k $210k 100% Sep 2025
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REAP Financial Group 4.0k $199k 1% Sep 2025
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Sunbelt Securities 3.8k $191k -39% Sep 2025
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Bank Of Montreal 3.3k $154k 100% Jun 2025
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Centaurus Financial 3.2k $159k 1% Sep 2025
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Global Retirement Partners 3.0k $152k 0% Sep 2025
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ORG Partners 2.8k $138k -5% Sep 2025
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Capital Advisors 2.6k $130k 0% Sep 2025
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National Bank Of Canada /fi/ 2.6k $130k 0% Sep 2025
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SBI Securities 2.2k $112k 2% Sep 2025
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FMR 2.1k $107k 0% Sep 2025
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Creative Financial Designs 1.6k $81k -17% Sep 2025
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Nbc Securities 1.5k $77k 0% Sep 2025
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Golden State Wealth Management 1.4k $70k 0% Sep 2025
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William Blair $ Company 1.3k $64k 0% Sep 2025
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Root Financial Partners 1.3k $63k 100% Sep 2025
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Pnc Financial Services 1.2k $59k 0% Sep 2025
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Ancora Advisors 1.1k $55k 0% Sep 2025
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AE Wealth Management 1.0k $52k 1% Sep 2025
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Assetmark 1.0k $50k 0% Sep 2025
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O'shaughnessy Asset Management 616.00 $31k 0% Sep 2025
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Parallel Advisors 580.00 $29k 0% Sep 2025
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Glen Eagle Advisors 398.00 $20k 1% Sep 2025
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CoreCap Advisors 354.00 $18k 0% Sep 2025
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AlphaCore Capital 275.00 $14k 0% Sep 2025
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Private Trust Co Na 231.00 $12k -77% Sep 2025
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Brian McDonald 199.00 $9.9k 100% Sep 2025
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Aptus Capital Advisors 192.00 $9.6k 0% Sep 2025
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Capital Investment Advisory Services 148.00 $7.4k 100% Sep 2025
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Geneos Wealth Management 100.00 $5.0k 0% Sep 2025
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Main Street Group 85.00 $4.2k 0% Sep 2025
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Goss Wealth Management 77.00 $3.8k 0% Sep 2025
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Smartleaf Asset Management 53.00 $2.6k 0% Sep 2025
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Covestor 44.00 $2.0k 0% Sep 2025
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Evolution Wealth Management 21.00 $1.1k 100% Sep 2025
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Who sold out of Wisdomtree Us Smallcap Dividen mf?

Fund or Company Name Date Sold Shares Held Valued At
Advisor Resource Council Jun 2025 18k $839k
Armis Advisers Jun 2025 12k $533k
Concurrent Investment Advisors Jun 2025 4.8k $225k
S.A. Mason Jun 2025 990.00 $46k
Federation des caisses Desjardins du Quebec Jun 2025 300.00 $14k
Beacon Capital Management Jun 2025 203.00 $9.4k
Guardian Wealth Advisors, Llc / Nc Jun 2025 192.00 $8.9k
Transce3nd Jun 2025 143.00 $6.7k
NorthRock Partners Mar 2025 37.00 $1.7k