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WisdomTree U.S. SmallCap Dividend Fund (DES) Institutional Ownership

WisdomTree U.S. SmallCap Dividend Fund logo
GBX 34.69 +0.52 (+1.52%)
(As of 12/20/2024 12:40 PM ET)
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Institutional Ownership Changes (13F Filings) for WisdomTree U.S. SmallCap Dividend Fund (NYSEARCA:DES)

Number of
Institutional Buyers
(last 12 months)
135
Total
Institutional Inflows
(last 12 months)
£909.56K
Number of
Institutional Sellers
(last 12 months)
132
Total
Institutional Outflows
(last 12 months)
£469.04K
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DES Institutional Buying and Selling by Quarter

WisdomTree U.S. SmallCap Dividend Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/13/2024 B. Riley Wealth Advisors Inc.9,527£325K0.0%-3.1%0.016%
11/25/2024 Synovus Financial Corp6,068£209K0.0%-22.0%0.010%
11/25/2024 Destination Wealth Management319,348£11.01M0.3%-0.6%0.529%
11/25/2024 World Investment Advisors LLC25,066£865K0.0%N/A0.042%
11/25/2024 Sanctuary Advisors LLC21,969£819K0.0%-10.6%0.036%
11/22/2024 Stock Yards Bank & Trust Co.95,229£3.28M0.1%-9.2%0.158%
11/19/2024 M&T Bank Corp1,207,541£41.65M0.1%+1.6%1.999%
11/18/2024 Sunbelt Securities Inc.22,562£778K0.1%-2.4%0.037%
11/15/2024 M&T Bank Corp1,207,541£41.65M0.1%+1.6%1.999%
11/15/2024 SGL Investment Advisors Inc.13,181£477K0.2%N/A0.022%
11/15/2024 MML Investors Services LLC51,224£1.77M0.0%-2.1%0.085%
11/15/2024 Orion Portfolio Solutions LLC42,889£1.48M0.0%-10.4%0.071%
11/15/2024 Glen Eagle Advisors LLC116,547£4.02M0.7%-5.8%0.193%
11/15/2024 Jane Street Group LLC26,441£912K0.0%-26.8%0.044%
11/15/2024 Stifel Financial Corp476,329£16.43M0.0%+115.3%0.789%
11/15/2024 Ascent Group LLC63,878£2.20M0.2%-6.1%0.106%
11/14/2024 Kiely Wealth Advisory Group Inc.4,474£165K0.1%N/A0.007%
11/14/2024 Flow Traders U.S. LLC11,771£406K0.0%-79.9%0.019%
11/14/2024 Captrust Financial Advisors29,200£1.01M0.0%+9.2%0.048%
11/14/2024 Rockefeller Capital Management L.P.124,851£4.31M0.0%+1.0%0.207%
11/14/2024 Financial Counselors Inc.68,079£2.35M0.0%-1.1%0.113%
11/12/2024 Capital Investment Counsel LLC11,512£397K0.1%-26.1%0.019%
11/12/2024 Cahill Financial Advisors Inc.52,907£1.83M0.2%+3.5%0.088%
11/12/2024 Cerity Partners LLC76,908£2.65M0.0%-6.1%0.127%
11/12/2024 Great Valley Advisor Group Inc.9,676£334K0.0%+34.4%0.016%
11/12/2024 Raymond James Trust N.A.5,900£203K0.0%-17.5%0.010%
11/8/2024 BIP Wealth LLC218,954£7.55M0.5%+8.8%0.363%
11/7/2024 Tidemark LLC1,337£46K0.0%-17.8%0.002%
11/7/2024 Thrivent Financial for Lutherans67,169£2.32M0.0%+0.6%0.111%
11/6/2024 Frazier Financial Advisors LLC117,825£4.06M3.2%-4.5%0.195%
11/6/2024 Accredited Investors Inc.5,906£204K0.0%N/A0.010%
11/6/2024 Natixis Advisors LLC13,343£460K0.0%N/A0.022%
11/6/2024 Signature Estate & Investment Advisors LLC86,456£2.98M0.1%-43.4%0.143%
11/6/2024 Huntington National Bank544,818£18.79M0.1%+5.2%0.902%
11/6/2024 Oppenheimer & Co. Inc.29,413£1.01M0.0%+1.2%0.049%
11/5/2024 First National Trust Co7,764£268K0.0%-14.9%0.013%
11/5/2024 Apollon Wealth Management LLC53,201£1.84M0.1%-2.7%0.088%
11/4/2024 Buckingham Capital Management Inc.87,038£3.00M0.3%-3.1%0.144%
11/4/2024 Round Rock Advisors LLC17,376£599K0.1%-11.1%0.029%
11/4/2024 Del Sette Capital Management LLC141,984£4.90M3.8%-1.8%0.235%
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11/1/2024 Tompkins Financial Corp1,200£41K0.0%N/A0.002%
11/1/2024 Cowa LLC13,521£466K0.2%+71.0%0.022%
11/1/2024 Assetmark Inc.229,427£7.91M0.0%-5.0%0.380%
10/31/2024 Montecito Bank & Trust38,144£1.32M0.2%+9.4%0.063%
10/31/2024 JNBA Financial Advisors58,317£2.01M0.2%-2.5%0.097%
10/30/2024 United Advisor Group LLC39,001£1.35M0.3%+1.6%0.065%
10/30/2024 Vestor Capital LLC65,136£2.25M0.2%-1.5%0.108%
10/29/2024 Old North State Wealth Management LLC43,337£1.50M0.8%-9.5%0.072%
10/29/2024 IAG Wealth Partners LLC45,207£1.56M0.3%-0.9%0.075%
10/29/2024 Key Financial Inc170,876£5.89M1.3%+1.2%0.283%
10/29/2024 Farther Finance Advisors LLC1,430£49K0.0%+1,562.8%0.002%
10/28/2024 Gladstone Institutional Advisory LLC47,808£1.65M0.1%-18.5%0.079%
10/28/2024 Focus Financial Network Inc.12,755£440K0.0%-3.1%0.021%
10/25/2024 Pinnacle Associates Ltd.19,414£625K0.0%+26.2%0.032%
10/25/2024 Capstone Triton Financial Group LLC6,130£211K0.1%N/A0.010%
10/25/2024 Valmark Advisers Inc.210,807£7.27M0.1%+35.4%0.349%
10/24/2024 Investment Partners Asset Management Inc.15,947£550K0.5%-7.9%0.026%
10/24/2024 Salomon & Ludwin LLC61,443£2.12M0.2%-10.5%0.102%
10/24/2024 West Bancorporation Inc.8,865£306K0.2%-28.8%0.015%
10/24/2024 Bristlecone Advisors LLC23,700£817K0.1%-4.3%0.039%
10/24/2024 Wealth Enhancement Advisory Services LLC152,109£5.25M0.0%-0.4%0.252%
10/24/2024 PFG Investments LLC10,503£362K0.0%+4.5%0.017%
10/23/2024 Parcion Private Wealth LLC129,375£4.46M0.4%+0.7%0.214%
10/23/2024 FFG Retirement Advisors LLC49,522£1.71M1.1%-1.6%0.082%
10/22/2024 Sterling Investment Counsel LLC10,398£359K0.1%-3.3%0.017%
10/22/2024 Guidance Capital Inc.19,297£678K0.2%-2.0%0.032%
10/22/2024 Private Advisor Group LLC42,271£1.46M0.0%-23.4%0.070%
10/21/2024 Vicus Capital23,676£817K0.1%-19.4%0.039%
10/19/2024Powers Advisory Group LLC48,786£1.68M0.8%+0.7%0.081%
10/18/2024Raymond James & Associates444,823£15.34M0.0%+30.8%0.736%
10/17/2024Madrona Financial Services LLC5,928£204K0.1%N/A0.010%
10/15/2024 NBC Securities Inc.10,301£355K0.0%+429.9%0.017%
10/11/2024 Creative Planning1,492,661£51.48M0.1%-0.9%2.471%
10/11/2024 Wesbanco Bank Inc.36,149£1.25M0.0%+8.1%0.060%
10/11/2024 ORG Partners LLC1,475£51K0.0%+25.5%0.002%
10/10/2024 McNamara Financial Services Inc.12,010£414K0.1%-3.3%0.020%
10/9/2024 Pacific Sun Financial Corp10,070£347K0.2%-3.4%0.017%
10/9/2024 Independence Bank of Kentucky29,081£1.00M0.2%+18.4%0.048%
10/9/2024 Moller Wealth Partners10,288£355K0.1%-9.6%0.017%
10/9/2024 Financial Advisory Partners LLC44,295£1.53M0.5%+4.8%0.073%
10/8/2024 CWM LLC9,097£314K0.0%+46.7%0.015%
10/8/2024 Rockingstone Advisors LLC7,565£261K0.1%+8.1%0.013%
10/8/2024 Legacy Private Trust Co.6,185£213K0.0%N/A0.010%
10/8/2024 Dynamic Advisor Solutions LLC11,066£382K0.0%-94.0%0.018%
10/8/2024 Evanson Asset Management LLC92,194£3.18M0.2%-0.4%0.153%
10/8/2024 Mather Group LLC.25,576£882K0.0%-8.6%0.042%
10/7/2024 Marathon Strategic Advisors LLC58,847£2.03M2.1%+7.5%0.097%
10/7/2024 Bank of New Hampshire3,090£107K0.0%-20.6%0.005%
10/7/2024 Miracle Mile Advisors LLC27,067£934K0.0%-6.3%0.045%
10/7/2024 Melone Private Wealth LLC138,220£4.77M2.5%-0.5%0.229%
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10/5/2024 Inspirion Wealth Advisors LLC44,212£1.53M0.2%-4.1%0.073%
10/5/2024 Harbor Investment Advisory LLC35,488£1.22M0.1%+16.8%0.059%
10/2/2024 Kades & Cheifetz LLC109,498£3.78M2.2%+2.2%0.181%
9/5/2024 Sanctuary Advisors LLC24,567£768K0.0%N/A0.041%
8/28/2024Farmers National Bank52,199£1.63M0.5%+1.6%0.086%
8/22/2024 Cetera Investment Advisers239,585£7.46M0.0%-11.0%0.397%
8/21/2024 Truist Financial Corp279,967£8.72M0.0%+5.0%0.464%
8/19/2024 B. Riley Wealth Advisors Inc.9,830£306K0.0%+29.5%0.016%
8/16/2024 Sunbelt Securities Inc.23,105£720K0.1%-1.5%0.038%
8/16/2024 Northwestern Mutual Wealth Management Co.51,882£1.62M0.0%-3.3%0.086%
(Data available from 1/1/2016 forward)

DES Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DES shares?

During the previous two years, 303 institutional investors and hedge funds held shares of WisdomTree U.S. SmallCap Dividend Fund. The most heavily invested institutionals were Aspire Private Capital LLC (£18.68B), Bank of America Corp DE (£74.69M), UBS Group AG (£60.67M), Creative Planning (£51.48M), LPL Financial LLC (£51.25M), M&T Bank Corp (£41.65M), and United Capital Financial Advisers LLC (£32.98M).Learn more on DES's institutional investors.

Which institutional investors have been buying WisdomTree U.S. SmallCap Dividend Fund stock?

Of the 236 institutional investors that purchased WisdomTree U.S. SmallCap Dividend Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC (£311.97K), BIP Wealth LLC (£271.96K), Prosperity Consulting Group LLC (£266.38K), Stifel Financial Corp (£263.20K), UBS Group AG (£252.90K), Bank of America Corp DE (£209.68K), and Envestnet Asset Management Inc. (£191.17K).

How much institutional buying is happening at WisdomTree U.S. SmallCap Dividend Fund?

Institutional investors have bought a total of 6,897,099 shares in the last 24 months. This purchase volume represents approximately £208.32M in transactions.

Which WisdomTree U.S. SmallCap Dividend Fund major shareholders have been selling company stock?

Of the 189 institutional investors that sold WisdomTree U.S. SmallCap Dividend Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: EP Wealth Advisors LLC (£1.10M), Assetmark Inc. (£258.39K), Creative Planning (£191.36K), VAUGHAN & Co SECURITIES INC. (£184.70K), Dynamic Advisor Solutions LLC (£172.59K), Commonwealth Equity Services LLC (£149.76K), and Del Sette Capital Management LLC (£149.14K).

How much institutional selling is happening at WisdomTree U.S. SmallCap Dividend Fund?

Institutional investors have sold a total of 4,960,937 shares in the last 24 months. This volume of shares sold represents approximately £147.04M in transactions.


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This page (NYSEARCA:DES) was last updated on 12/22/2024 by MarketBeat.com Staff
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