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

WisdomTree U.S. SmallCap Dividend Fund logo
$32.72 +0.33 (+1.02%)
As of 04:10 PM Eastern
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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)
169
Total
Institutional Inflows
(last 12 months)
$189.60M
Number of
Institutional Sellers
(last 12 months)
154
Total
Institutional Outflows
(last 12 months)
$81.26M
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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
7/17/2025Prepared Retirement Institute LLC15,496$492K0.3%-33.7%0.027%
7/17/2025Independence Bank of Kentucky37,280$1.18M0.2%-1.6%0.065%
7/17/2025SC&H Financial Advisors Inc.46,281$1.47M0.3%+12.8%0.081%
7/17/2025Hengehold Capital Management LLC23,991$762K0.1%+59.3%0.042%
7/16/2025 Diversified Enterprises LLC12,457$396K0.0%-5.6%0.022%
7/16/2025 New Insight Wealth Advisors11,644$370K0.2%-25.8%0.020%
7/16/2025 Dakota Wealth Management9,970$317K0.0%-9.4%0.017%
7/15/2025 Mather Group LLC.22,387$711K0.0%-7.3%0.039%
7/15/2025 Evanson Asset Management LLC95,087$3.02M0.2%+2.9%0.166%
7/15/2025 Axis Wealth Partners LLC6,344$201K0.1%-5.0%0.011%
7/14/2025 AdvisorNet Financial Inc73,843$2.35M0.2%+128.3%0.129%
7/14/2025 Lee Kelleher Wealth Management143,503$4.56M3.0%+4.9%0.251%
7/14/2025 Financial Advisory Partners LLC47,837$1.52M0.5%+11.0%0.084%
7/14/2025 Infinity Wealth Counsel LLC12,660$402K0.4%+13.7%0.022%
7/14/2025 Southland Equity Partners LLC7,684$244K0.1%-7.4%0.013%
7/14/2025 Park Avenue Securities LLC10,621$337K0.0%N/A0.019%
7/11/2025 Farther Finance Advisors LLC12,100$384K0.0%+590.2%0.021%
7/11/2025 Kingstone Capital Partners Texas LLC115,834$3.37M0.0%N/A0.202%
7/10/2025 Wealth Enhancement Advisory Services LLC152,742$5.07M0.0%-0.3%0.267%
7/10/2025 Focus Financial Network Inc.13,006$413K0.0%+2.5%0.023%
7/9/2025 Inspirion Wealth Advisors LLC41,250$1.31M0.2%-5.7%0.072%
7/9/2025 Bank of New Hampshire1,540$49K0.0%-45.8%0.003%
7/9/2025 Beacon Financial Group75,013$2.38M0.2%-6.9%0.131%
7/8/2025 Apella Capital LLC25,742$841K0.0%-7.3%0.045%
7/7/2025 Wesbanco Bank Inc.38,958$1.24M0.0%+6.6%0.068%
7/1/2025 Harbor Investment Advisory LLC34,022$1.08M0.1%+1.4%0.059%
6/27/2025Goldman Sachs Group Inc.16,562$529K0.0%N/A0.029%
6/11/2025Kondo Wealth Advisors Inc.24,515$784K0.4%-2.8%0.042%
5/21/2025Geneos Wealth Management Inc.6,205$198K0.0%-5.0%0.011%
5/20/2025Blue Rock Wealth Management LLC48,593$1.55M1.3%-3.3%0.083%
5/20/2025Focus Partners Wealth55,485$1.77M0.0%+8.6%0.095%
5/20/2025Integrity Alliance LLC.34,006$1.09M0.0%N/A0.058%
5/16/2025Ascent Group LLC61,406$1.96M0.1%-2.3%0.105%
5/16/2025Signature Estate & Investment Advisors LLC96,836$3.10M0.1%+4.1%0.165%
5/16/2025Goldman Sachs Group Inc.16,562$529K0.0%N/A0.028%
5/16/2025Jones Financial Companies Lllp160,059$5.27M0.0%-35.7%0.273%
5/16/2025NewEdge Advisors LLC32,904$1.05M0.0%-26.7%0.056%
5/16/2025Curi RMB Capital LLC173,017$5.53M0.1%+13.0%0.296%
5/15/2025Paragon Private Wealth Management LLC18,175$581K0.3%N/A0.031%
5/15/2025Capital Investment Counsel LLC9,380$300K0.0%-12.7%0.016%
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5/15/2025Focus Partners Advisor Solutions LLC22,209$710K0.0%+69.5%0.038%
5/15/2025Royal Bank of Canada958,509$30.64M0.0%+12.4%1.637%
5/15/2025MAI Capital Management10,466$334K0.0%+17.5%0.018%
5/15/2025Connecticut Wealth Management LLC27,921$892K0.0%N/A0.048%
5/15/2025Baird Financial Group Inc.169,523$5.42M0.0%+4.0%0.290%
5/15/2025Cape ANN Savings Bank6,905$221K0.1%-11.5%0.012%
5/14/2025Comerica Bank25,605$818K0.0%-2.4%0.044%
5/14/2025Synovus Financial Corp6,496$208K0.0%N/A0.011%
5/14/2025Northwestern Mutual Wealth Management Co.59,854$1.91M0.0%+8.4%0.102%
5/14/2025Kestra Advisory Services LLC431,950$13.81M0.1%+37.6%0.738%
5/14/2025Capital Analysts LLC55,739$1.78M0.1%+0.7%0.095%
5/14/2025JT Stratford LLC11,836$378K0.1%-12.9%0.020%
5/14/2025HC Advisors LLC193,829$6.20M4.6%+2.6%0.331%
5/13/2025 Seek First Inc.16,812$537K0.5%N/A0.029%
5/13/2025Cascade Financial Partners LLC171,585$5.48M0.7%-0.5%0.293%
5/13/2025Raymond James Financial Inc.966,113$30.88M0.0%-0.5%1.650%
5/13/2025Cowa LLC21,232$679K0.3%+33.7%0.036%
5/13/2025HighTower Advisors LLC112,903$3.61M0.0%+31.2%0.193%
5/12/2025Robinson Smith Wealth Advisors LLC14,266$456K0.4%-12.7%0.025%
5/9/2025Chicago Partners Investment Group LLC15,348$465K0.0%-2.6%0.026%
5/9/2025Tidemark LLC954$30K0.0%-28.6%0.002%
5/9/2025WealthShield Partners LLC29,199$933K0.1%+5.8%0.050%
5/9/2025Atria Wealth Solutions Inc.20,266$648K0.0%-25.7%0.035%
5/9/2025SGL Investment Advisors Inc.16,108$498K0.3%+24.9%0.028%
5/9/2025PNC Financial Services Group Inc.3,604$115K0.0%-9.2%0.006%
5/8/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management134,998$4.32M0.1%-3.2%0.232%
5/8/2025Harbour Investments Inc.5,797$185K0.0%+19.8%0.010%
5/8/2025 Lee Kelleher Wealth Management136,739$4.37M3.2%+2.5%0.235%
5/8/2025Collaborative Wealth Managment Inc.12,384$396K0.2%-7.8%0.021%
5/8/2025Natixis Advisors LLC17,958$574K0.0%+18.6%0.031%
5/8/2025NorthRock Partners LLC3,550$113K0.0%+223.6%0.006%
5/8/2025Modera Wealth Management LLC55,382$1.77M0.0%-1.2%0.095%
5/7/2025Pinnacle Wealth Management Advisory Group LLC10,489$335K0.0%-8.4%0.018%
5/7/2025Prosperity Consulting Group LLC204,379$6.53M0.5%-2.8%0.351%
5/7/2025LPL Financial LLC1,613,277$51.56M0.0%-27.7%2.774%
5/6/2025Assetmark Inc.223,418$7.14M0.0%-1.9%0.384%
5/6/2025Cetera Investment Advisers245,788$7.86M0.0%+0.6%0.423%
5/6/2025Avantax Advisory Services Inc.107,665$3.44M0.0%+10.4%0.185%
5/6/2025Pinnacle Associates Ltd.14,089$450K0.0%-6.4%0.024%
5/6/2025JPL Wealth Management LLC132,349$4.33M1.7%N/A0.228%
5/6/2025Vestor Capital LLC68,915$2.20M0.2%+4.7%0.119%
5/5/2025Del Sette Capital Management LLC164,949$5.27M4.1%+14.0%0.284%
5/5/2025IFP Advisors Inc198,193$6.33M0.2%-1.7%0.341%
5/5/2025Csenge Advisory Group16,587$490K0.0%-3.4%0.029%
5/5/2025Private Advisor Group LLC29,641$947K0.0%-19.8%0.051%
5/2/2025BIP Wealth LLC244,536$7.82M0.5%+9.1%0.421%
5/2/2025Apollon Wealth Management LLC50,724$1.62M0.0%-5.0%0.087%
5/2/2025Prepared Retirement Institute LLC23,375$747K0.5%-46.8%0.040%
5/1/2025Key Financial Inc177,768$5.68M1.2%+3.5%0.306%
5/1/2025CWM LLC14,926$477K0.0%+50.6%0.026%
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5/1/2025Croban118,839$3.80M3.5%N/A0.204%
4/30/2025Cerity Partners LLC69,751$2.23M0.0%-18.0%0.120%
4/30/2025Principal Securities Inc.30,732$1.06M0.0%+2.6%0.053%
4/30/2025 New Insight Wealth Advisors15,701$502K0.2%+6.6%0.027%
4/30/2025M&T Bank Corp1,081,350$34.56M0.1%+1.3%1.860%
4/30/2025Brown Advisory Inc.16,151$516K0.0%-2.5%0.028%
4/30/2025Crossmark Global Holdings Inc.10,366$331K0.0%N/A0.018%
4/29/2025Financial Counselors Inc.70,659$2.26M0.0%+1.0%0.122%
4/29/2025Envestnet Asset Management Inc.628,968$20.10M0.0%-8.2%1.082%
4/29/2025Chilton Capital Management LLC1,610$51K0.0%N/A0.003%
(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, 325 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 ($51.48M), M&T Bank Corp ($34.56M), United Capital Financial Advisers LLC ($32.98M), and Raymond James Financial Inc. ($30.88M).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 243 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 5,633,168 shares in the last 24 months. This purchase volume represents approximately $189.60M in transactions.

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

Of the 153 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), Dynamic Advisor Solutions LLC ($172.59K), M&T Bank Corp ($139.61K), Signature Estate & Investment Advisors LLC ($89.37K), Jones Financial Companies Lllp ($88.90K), and Salomon & Ludwin LLC ($74.08K).

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

Institutional investors have sold a total of 2,476,850 shares in the last 24 months. This volume of shares sold represents approximately $81.26M in transactions.


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This page (NYSEARCA:DES) was last updated on 7/17/2025 by MarketBeat.com Staff
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