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

WisdomTree U.S. SmallCap Dividend Fund logo
GBX 35.16 +0.43 (+1.24%)
As of 12:46 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)
138
Total
Institutional Inflows
(last 12 months)
£897.23K
Number of
Institutional Sellers
(last 12 months)
129
Total
Institutional Outflows
(last 12 months)
£457.15K
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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
1/21/2025Navis Wealth Advisors LLC11,996£412K0.5%+20.3%0.020%
1/21/2025AlphaMark Advisors LLC3,788£130K0.1%+244.4%0.006%
1/21/2025Cyndeo Wealth Partners LLC10,254£352K0.0%N/A0.017%
1/21/2025Geneos Wealth Management Inc.6,529£224K0.0%-4.2%0.011%
1/21/2025Southland Equity Partners LLC8,504£292K0.1%-3.6%0.014%
1/21/2025Hengehold Capital Management LLC15,485£532K0.1%-4.3%0.026%
1/21/2025Montecito Bank & Trust39,624£1.36M0.2%+3.9%0.066%
1/17/2025 Marathon Strategic Advisors LLC59,353£2.04M2.2%+0.9%0.098%
1/17/2025 Janney Montgomery Scott LLC151,005£5.19M0.0%-0.5%0.250%
1/17/2025 Monterey Private Wealth Inc.5,852£201K0.1%N/A0.010%
1/16/2025 Harbor Investment Advisory LLC33,677£1.16M0.1%-5.1%0.056%
1/15/2025 Wealthcare Advisory Partners LLC101,181£3.48M0.1%-2.8%0.168%
1/15/2025 Inspirion Wealth Advisors LLC43,720£1.48M0.2%-1.1%0.072%
1/15/2025 Mirador Capital Partners LP6,767£232K0.0%N/A0.011%
1/14/2025 Rockingstone Advisors LLC10,065£346K0.2%+33.0%0.017%
1/14/2025 Apella Capital LLC28,494£979K0.0%N/A0.047%
1/14/2025 Founders Grove Wealth Partners LLC68,230£2.34M0.7%N/A0.113%
1/14/2025 Melone Private Wealth LLC141,144£4.85M2.5%+2.1%0.234%
1/14/2025 180 Wealth Advisors LLC58,015£1.99M0.3%+2.8%0.096%
1/13/2025 AdvisorNet Financial Inc20,282£697K0.1%+34.5%0.034%
1/13/2025 Miracle Mile Advisors LLC27,380£941K0.0%+1.2%0.045%
1/13/2025 Kades & Cheifetz LLC158,726£5.45M2.8%+45.0%0.263%
1/7/2025 Moller Wealth Partners9,086£312K0.1%-11.7%0.015%
12/26/2024JPMorgan Chase & Co.138,212£4.77M0.0%+10.8%0.229%
12/13/2024B. Riley Wealth Advisors Inc.9,527£325K0.0%-3.1%0.016%
11/25/2024Synovus Financial Corp6,068£209K0.0%-22.0%0.010%
11/25/2024Destination Wealth Management319,348£11.01M0.3%-0.6%0.529%
11/25/2024World Investment Advisors LLC25,066£865K0.0%N/A0.042%
11/25/2024Sanctuary Advisors LLC21,969£819K0.0%-10.6%0.036%
11/22/2024Stock Yards Bank & Trust Co.95,229£3.28M0.1%-9.2%0.158%
11/19/2024M&T Bank Corp1,207,541£41.65M0.1%+1.6%1.999%
11/18/2024Sunbelt Securities Inc.22,562£778K0.1%-2.4%0.037%
11/15/2024M&T Bank Corp1,207,541£41.65M0.1%+1.6%1.999%
11/15/2024SGL Investment Advisors Inc.13,181£477K0.2%N/A0.022%
11/15/2024MML Investors Services LLC51,224£1.77M0.0%-2.1%0.085%
11/15/2024Orion Portfolio Solutions LLC42,889£1.48M0.0%-10.4%0.071%
11/15/2024Glen Eagle Advisors LLC116,547£4.02M0.7%-5.8%0.193%
11/15/2024Jane Street Group LLC26,441£912K0.0%-26.8%0.044%
11/15/2024Stifel Financial Corp476,329£16.43M0.0%+115.3%0.789%
11/15/2024Ascent Group LLC63,878£2.20M0.2%-6.1%0.106%
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11/14/2024Kiely Wealth Advisory Group Inc.4,474£165K0.1%N/A0.007%
11/14/2024Flow Traders U.S. LLC11,771£406K0.0%-79.9%0.019%
11/14/2024Captrust Financial Advisors29,200£1.01M0.0%+9.2%0.048%
11/14/2024Rockefeller Capital Management L.P.124,851£4.31M0.0%+1.0%0.207%
11/14/2024Financial Counselors Inc.68,079£2.35M0.0%-1.1%0.113%
11/12/2024Capital Investment Counsel LLC11,512£397K0.1%-26.1%0.019%
11/12/2024Cahill Financial Advisors Inc.52,907£1.83M0.2%+3.5%0.088%
11/12/2024Cerity Partners LLC76,908£2.65M0.0%-6.1%0.127%
11/12/2024Great Valley Advisor Group Inc.9,676£334K0.0%+34.4%0.016%
11/12/2024Raymond James Trust N.A.5,900£203K0.0%-17.5%0.010%
11/8/2024BIP Wealth LLC218,954£7.55M0.5%+8.8%0.363%
11/7/2024Tidemark LLC1,337£46K0.0%-17.8%0.002%
11/7/2024Thrivent Financial for Lutherans67,169£2.32M0.0%+0.6%0.111%
11/6/2024Frazier Financial Advisors LLC117,825£4.06M3.2%-4.5%0.195%
11/6/2024Accredited Investors Inc.5,906£204K0.0%N/A0.010%
11/6/2024Natixis Advisors LLC13,343£460K0.0%N/A0.022%
11/6/2024Signature Estate & Investment Advisors LLC86,456£2.98M0.1%-43.4%0.143%
11/6/2024Huntington National Bank544,818£18.79M0.1%+5.2%0.902%
11/6/2024Oppenheimer & Co. Inc.29,413£1.01M0.0%+1.2%0.049%
11/5/2024First National Trust Co7,764£268K0.0%-14.9%0.013%
11/5/2024Apollon Wealth Management LLC53,201£1.84M0.1%-2.7%0.088%
11/4/2024Buckingham Capital Management Inc.87,038£3.00M0.3%-3.1%0.144%
11/4/2024Round Rock Advisors LLC17,376£599K0.1%-11.1%0.029%
11/4/2024Del Sette Capital Management LLC141,984£4.90M3.8%-1.8%0.235%
11/1/2024 Tompkins Financial Corp1,200£41K0.0%N/A0.002%
11/1/2024Cowa LLC13,521£466K0.2%+71.0%0.022%
11/1/2024Assetmark Inc.229,427£7.91M0.0%-5.0%0.380%
10/31/2024Montecito Bank & Trust38,144£1.32M0.2%+9.4%0.063%
10/31/2024JNBA Financial Advisors58,317£2.01M0.2%-2.5%0.097%
10/30/2024United Advisor Group LLC39,001£1.35M0.3%+1.6%0.065%
10/30/2024Vestor Capital LLC65,136£2.25M0.2%-1.5%0.108%
10/29/2024Old North State Wealth Management LLC43,337£1.50M0.8%-9.5%0.072%
10/29/2024IAG Wealth Partners LLC45,207£1.56M0.3%-0.9%0.075%
10/29/2024Key Financial Inc170,876£5.89M1.3%+1.2%0.283%
10/29/2024Farther Finance Advisors LLC1,430£49K0.0%+1,562.8%0.002%
10/28/2024Gladstone Institutional Advisory LLC47,808£1.65M0.1%-18.5%0.079%
10/28/2024Focus Financial Network Inc.12,755£440K0.0%-3.1%0.021%
10/25/2024Pinnacle Associates Ltd.19,414£625K0.0%+26.2%0.032%
10/25/2024Capstone Triton Financial Group LLC6,130£211K0.1%N/A0.010%
10/25/2024Valmark Advisers Inc.210,807£7.27M0.1%+35.4%0.349%
10/24/2024Investment Partners Asset Management Inc.15,947£550K0.5%-7.9%0.026%
10/24/2024Salomon & Ludwin LLC61,443£2.12M0.2%-10.5%0.102%
10/24/2024West Bancorporation Inc.8,865£306K0.2%-28.8%0.015%
10/24/2024Bristlecone 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%
10/24/2024PFG Investments LLC10,503£362K0.0%+4.5%0.017%
10/23/2024Parcion Private Wealth LLC129,375£4.46M0.4%+0.7%0.214%
10/23/2024FFG Retirement Advisors LLC49,522£1.71M1.1%-1.6%0.082%
10/22/2024Sterling Investment Counsel LLC10,398£359K0.1%-3.3%0.017%
10/22/2024Guidance Capital Inc.19,297£678K0.2%-2.0%0.032%
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10/22/2024Private Advisor Group LLC42,271£1.46M0.0%-23.4%0.070%
10/21/2024Vicus 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%
10/17/2024 Madrona Financial Services LLC5,928£204K0.1%N/A0.010%
10/15/2024NBC Securities Inc.10,301£355K0.0%+429.9%0.017%
10/11/2024Creative 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%
10/10/2024McNamara Financial Services Inc.12,010£414K0.1%-3.3%0.020%
(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 235 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 6,946,757 shares in the last 24 months. This purchase volume represents approximately £210.90M in transactions.

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

Of the 188 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 4,945,725 shares in the last 24 months. This volume of shares sold represents approximately £146.66M in transactions.


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This page (NYSEARCA:DES) was last updated on 1/21/2025 by MarketBeat.com Staff
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