WisdomTree U.S. SmallCap Dividend Fund (DES) Institutional Ownership $33.26 -0.27 (-0.81%) As of 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for WisdomTree U.S. SmallCap Dividend Fund (NYSEARCA:DES)Number ofInstitutional Buyers(last 12 months)177TotalInstitutional Inflows(last 12 months)$197.65MNumber ofInstitutional Sellers(last 12 months)158TotalInstitutional Outflows(last 12 months)$94.01M Get DES Insider Trade Alerts Want to know when executives and insiders are buying or selling WisdomTree U.S. SmallCap Dividend Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data DES Institutional Buying and Selling by Quarter WisdomTree U.S. SmallCap Dividend Fund Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/14/2025Raymond James Financial Inc.940,510$29.87M0.0%-2.7%1.651% 8/14/2025NewEdge Advisors LLC34,668$1.10M0.0%+5.4%0.061% 8/14/2025 Navis Wealth Advisors LLC7,175$228K0.2%-48.0%0.013% 8/14/2025 Ally Invest Advisors Inc.7,106$226K0.0%-5.1%0.012% 8/14/2025 Cerity Partners LLC64,072$2.04M0.0%-8.1%0.113% 8/13/2025 Flow Traders U.S. LLC13,986$444K0.0%+111.8%0.025% 8/13/2025 M Holdings Securities Inc.15,200$484K0.1%N/A0.027% 8/13/2025 Baird Financial Group Inc.152,415$4.84M0.0%-10.1%0.268% 8/13/2025 Invesco Ltd.8,112$258K0.0%-6.8%0.014% 8/13/2025 IAG Wealth Partners LLC40,314$1.28M0.2%-5.5%0.071% Get the Latest News and Ratings for DES and Related StocksEnter your email address below to receive the latest news and analysts' ratings for WisdomTree U.S. SmallCap Dividend Fund and its competitors with MarketBeat's FREE daily newsletter. 8/13/2025 Beacon Pointe Advisors LLC18,639$592K0.0%-42.6%0.033% 8/13/2025 M&T Bank Corp1,071,307$34.03M0.1%-0.9%1.881% 8/13/2025 Northwestern Mutual Wealth Management Co.58,506$1.86M0.0%-2.3%0.103% 8/12/2025 J.W. Cole Advisors Inc.6,959$221K0.0%N/A0.012% 8/12/2025 Farmers National Bank74,266$2.36M0.6%+4.8%0.130% 8/12/2025 Steward Partners Investment Advisory LLC86,169$2.74M0.0%+35.2%0.151% 8/12/2025 Vestor Capital LLC1,243$42K0.0%-98.2%0.002% 8/12/2025 Cowa LLC22,673$720K0.3%+6.8%0.040% 8/12/2025 Del Sette Capital Management LLC164,390$5.22M3.6%-0.3%0.289% 8/12/2025 MAI Capital Management10,140$322K0.0%-3.1%0.018% 8/12/2025 JPMorgan Chase & Co.141,647$4.50M0.0%-2.3%0.249% 8/11/2025 Heritage Wealth Advisors1,769$56K0.0%-49.0%0.003% 8/11/2025 United Advisor Group LLC36,906$1.17M0.2%+0.9%0.065% 8/11/2025 Invenio Wealth Partners LLC12,277$390K0.2%-49.5%0.022% 8/8/2025 Rockefeller Capital Management L.P.132,808$4.22M0.0%-6.2%0.233% 8/8/2025 Collaborative Wealth Managment Inc.11,617$369K0.2%-6.2%0.020% 8/8/2025 Avantax Advisory Services Inc.100,168$3.18M0.0%-7.0%0.176% 8/8/2025 Cetera Investment Advisers260,063$8.26M0.0%+5.8%0.456% 8/8/2025 Creative Planning1,439,254$45.71M0.0%-0.4%2.525% 8/8/2025 WealthShield Partners LLC28,063$891K0.1%-3.9%0.049% 8/7/2025 Cascade Financial Partners LLC168,108$5.34M0.6%-2.0%0.295% 8/7/2025 Midland Wealth Advisors LLC7,247$230K0.0%-39.5%0.013% 8/7/2025 Cahill Financial Advisors Inc.54,288$1.72M0.2%+1.6%0.095% 8/7/2025 Midwest Trust Co68,460$2.17M0.0%N/A0.120% 8/7/2025 HC Advisors LLC198,304$6.30M4.4%+2.3%0.348% 8/6/2025 AE Wealth Management LLC3,873$123K0.0%+12.4%0.007% 8/6/2025 Savant Capital LLC10,367$329K0.0%N/A0.018% 8/6/2025 Columbia River Financial Group LLC20,062$636K0.4%-12.3%0.035% 8/5/2025 NewSquare Capital LLC17,817$566K0.0%+10.0%0.031% 8/5/2025 Prosperity Consulting Group LLC194,328$6.17M0.5%-4.9%0.341% Is Elon's empire crumbling? 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Click here to see the Tesla shock that could blindside everyone.8/5/2025 Huntington National Bank543,142$17.25M0.1%-0.4%0.953% 8/5/2025 Key Financial Inc167,354$5.32M1.1%-5.9%0.294% 8/5/2025 Bank of Montreal Can10,979$349K0.0%-10.2%0.019% 8/5/2025 Sigma Planning Corp16,255$516K0.0%-2.8%0.029% 8/4/2025 Integrity Alliance LLC.17,003$540K0.0%-50.0%0.030% 8/4/2025 IFG Advisory LLC28,420$903K0.0%+2.1%0.050% 8/4/2025 Atria Investments Inc17,121$544K0.0%+4.0%0.030% 8/4/2025 Assetmark Inc.218,860$6.95M0.0%-2.0%0.384% 8/4/2025 Keybank National Association OH711,068$22.58M0.1%+3.5%1.247% 8/4/2025 HBK Sorce Advisory LLC29,871$949K0.0%-10.1%0.052% 8/4/2025 World Investment Advisors26,584$844K0.0%+5.3%0.047% 8/4/2025 Bristlecone Advisors LLC19,128$608K0.1%-18.2%0.034% 8/1/2025 Anson Capital Inc.7,357$234K0.2%+5.9%0.013% 8/1/2025 Capital Investment Counsel LLC6,750$214K0.0%-28.0%0.012% 8/1/2025 First National Trust Co9,405$299K0.0%-12.4%0.017% 8/1/2025 Pasadena Private Wealth LLC22,353$710K0.1%N/A0.039% 8/1/2025 Envestnet Asset Management Inc.551,706$17.52M0.0%-12.3%0.968% 7/31/2025 BIP Wealth LLC250,797$7.97M0.5%+2.6%0.440% 7/31/2025 Focus Partners Advisor Solutions LLC21,859$694K0.0%-1.6%0.038% 7/31/2025 Sharper & Granite LLC22,760$751K0.3%-1.4%0.040% 7/31/2025 180 Wealth Advisors LLC57,614$1.83M0.3%-0.9%0.101% 7/30/2025 Insight Advisors LLC PA16,387$520K0.1%-3.8%0.029% 7/30/2025 Exencial Wealth Advisors LLC11,005$350K0.0%-2.7%0.019% 7/30/2025 Pacific Sun Financial Corp9,510$302K0.2%-3.3%0.017% 7/29/2025 Uhlmann Price Securities LLC10,190$324K0.2%-31.3%0.018% 7/29/2025 Salomon & Ludwin LLC57,916$1.91M0.2%-1.3%0.102% 7/29/2025 Chicago Partners Investment Group LLC14,331$477K0.0%-6.6%0.025% 7/29/2025 Signature Estate & Investment Advisors LLC99,407$3.16M0.1%+2.7%0.174% 7/29/2025 Marathon Strategic Advisors LLC61,793$1.96M1.8%+4.0%0.108% 7/29/2025 Kondo Wealth Advisors Inc.25,001$813K0.4%+2.0%0.044% 7/29/2025 Private Trust Co. NA1,296$41K0.0%-40.0%0.002% 7/28/2025 Founders Grove Wealth Partners LLC64,501$2.05M0.5%-5.3%0.113% 7/25/2025 NorthRock Partners LLC2,105$67K0.0%-40.7%0.004% 7/25/2025 McNamara Financial Services Inc.13,757$437K0.1%+24.7%0.024% 7/25/2025 CWM LLC17,840$567K0.0%+19.5%0.031% 7/25/2025 Apollon Wealth Management LLC49,458$1.57M0.0%-2.5%0.087% 7/24/2025 Forefront Analytics LLC118,690$3.77M3.2%N/A0.208% 7/24/2025 IFP Advisors Inc25,330$804K0.0%-87.2%0.044% 7/23/2025 H&H Retirement Design & Management INC171,838$5.57M3.1%+10.8%0.300% 7/23/2025 Valmark Advisers Inc.322,988$10.26M0.1%+6.5%0.564% 7/23/2025 NBT Bank N A NY48,807$1.55M0.1%+1.1%0.085% 7/23/2025 SGL Investment Advisors Inc.17,967$591K0.3%+11.5%0.031% 7/22/2025 Plimoth Trust Co. LLC8,900$283K0.1%-4.6%0.016% 7/22/2025 VAUGHAN & Co SECURITIES INC.78,205$2.48M1.4%-1.8%0.137% 7/22/2025 Wealthcare Capital Partners LLC20,222$642K0.3%+15.9%0.035% 7/22/2025 Wealthcare Advisory Partners LLC105,064$3.34M0.1%+3.6%0.184% 7/21/2025 Stock Yards Bank & Trust Co.69,787$2.22M0.1%+15.6%0.122% 7/21/2025 Ascent Group LLC58,966$1.87M0.1%-4.0%0.103% 7/21/2025 Ameritas Advisory Services LLC2,687$85K0.0%N/A0.005% 7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management120,583$3.83M0.1%-10.7%0.211% The stealth altcoin the financial world is underestimating (Ad)This DeFi project could soar next When altcoin season fully kicks in—which the data suggests is happening RIGHT NOW—this project is poised to see massive moves.... The smart money is already positioning.Discover the protocol that's quietly replacing traditional finance.7/21/2025 DHJJ Financial Advisors Ltd.2,931$93K0.0%N/A0.005% 7/21/2025 F&V Capital Management LLC35,190$1.12M0.3%-29.4%0.061% 7/21/2025 TFG Advisers LLC44,931$1.43M0.5%-2.7%0.078% 7/21/2025 Kennebec Savings Bank1,030$33K0.0%N/A0.002% 7/18/2025 Vicus Capital19,869$631K0.1%+2.2%0.035% 7/18/2025 Marino Stram & Associates LLC14,901$473K0.1%-25.7%0.026% 7/18/2025 PFG Investments LLC10,302$327K0.0%+5.4%0.018% 7/18/2025 Truist Financial Corp144,488$4.59M0.0%-51.5%0.252% 7/18/2025 Powers Advisory Group LLC48,998$1.56M0.7%+2.2%0.086% 7/17/2025 Prepared Retirement Institute LLC15,496$492K0.3%-33.7%0.027% (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, 324 institutional investors and hedge funds held shares of WisdomTree U.S. SmallCap Dividend Fund. The most heavily invested institutionals were Bank of America Corp DE ($76.21M), UBS Group AG ($60.67M), LPL Financial LLC ($51.56M), Creative Planning ($45.71M), M&T Bank Corp ($34.03M), United Capital Financial Advisers LLC ($32.98M), and Royal Bank of Canada ($30.64M).Learn more on WisdomTree U.S. SmallCap Dividend Fund's institutional investors. Which institutional investors have been buying WisdomTree U.S. SmallCap Dividend Fund's stock? Of the 242 institutional investors that purchased WisdomTree U.S. SmallCap Dividend Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($1.94M), Strategic Financial Concepts LLC ($301.94K), Prosperity Consulting Group LLC ($266.38K), Stifel Financial Corp ($263.20K), Bank of America Corp DE ($248.21K), Mercer Global Advisors Inc. ADV ($240.86K), and JPL Wealth Management LLC ($224.91K). How much institutional buying is happening at WisdomTree U.S. SmallCap Dividend Fund? Institutional investors have bought a total of 5,883,548 shares in the last 24 months. This purchase volume represents approximately $197.65M in transactions. Which of WisdomTree U.S. SmallCap Dividend Fund's major shareholders have been selling company stock? Of the 158 institutional investors that sold WisdomTree U.S. SmallCap Dividend Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($617.79K), Stifel Financial Corp ($243.87K), IFP Advisors Inc ($176.23K), Dynamic Advisor Solutions LLC ($172.59K), Truist Financial Corp ($156.04K), M&T Bank Corp ($149.66K), and Envestnet Asset Management Inc. ($133.41K). How much institutional selling is happening at WisdomTree U.S. SmallCap Dividend Fund? Institutional investors have sold a total of 2,871,873 shares in the last 24 months. This volume of shares sold represents approximately $94.01M in transactions. Related Companies XSMO Institutional Ownership AVSC Institutional Ownership SMLF Institutional Ownership TNA Institutional Ownership DGS Institutional Ownership FESM Institutional Ownership BSVO Institutional Ownership RWJ Institutional Ownership RSSL Institutional Ownership VIOV Institutional Ownership This page (NYSEARCA:DES) was last updated on 8/14/2025 by MarketBeat.com Staff From Our PartnersGENIUS Act: Cancel Your Money?A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. 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