Free Trial
→ Here’s How to Claim Your Stake in Elon’s Private Company, xAI (From Brownstone Research) (Ad) Buy DES Stock  Free DES Stock Alerts

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

WisdomTree U.S. SmallCap Dividend Fund logo
GBX 29.48 +0.14 (+0.48%)
As of 12:46 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for WisdomTree U.S. SmallCap Dividend Fund (NYSEARCA:DES)

Number of
Institutional Buyers
(last 12 months)
155
Total
Institutional Inflows
(last 12 months)
£1.76M
Number of
Institutional Sellers
(last 12 months)
144
Total
Institutional Outflows
(last 12 months)
£607.22K
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.

Skip Chart & View Institutional Buying and Selling Data

DES Institutional Buying and Selling by Quarter

Remove Ads

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025Investment Partners Asset Management Inc.17,098£546K0.4%+6.7%0.030%
4/15/2025Focus Financial Network Inc.12,694£406K0.0%-2.7%0.022%
4/15/2025Rockingstone Advisors LLC9,065£290K0.1%-9.9%0.016%
4/15/2025Integrated Advisors Network LLC14,513£464K0.0%-81.4%0.025%
4/14/2025 Farther Finance Advisors LLC1,753£56K0.0%+30.5%0.003%
4/14/2025 NewSquare Capital LLC16,194£518K0.0%+2.6%0.028%
4/14/2025 Wesbanco Bank Inc.36,543£1.17M0.0%+1.0%0.063%
4/14/2025 Wealthcare Capital Partners LLC17,445£558K0.3%+21.1%0.030%
4/14/2025 Miracle Mile Advisors LLC16,838£538K0.0%-38.5%0.029%
4/14/2025 FFG Retirement Advisors LLC47,920£1.53M1.0%-2.3%0.083%
4/11/2025 Independence Bank of Kentucky37,875£1.21M0.2%-3.2%0.065%
4/11/2025 McNamara Financial Services Inc.11,032£353K0.1%+21.8%0.019%
4/11/2025 Melone Private Wealth LLC141,534£4.52M2.4%+0.3%0.244%
4/11/2025 Insight Advisors LLC PA17,034£544K0.1%-19.8%0.029%
4/10/2025 Better Money Decisions LLC9,580£306K0.2%+4.9%0.017%
4/10/2025 Beacon Financial Group80,612£2.58M0.3%-12.0%0.139%
4/10/2025 Financial Advisory Partners LLC43,095£1.38M0.5%-7.4%0.074%
4/10/2025 Apella Capital LLC27,782£832K0.0%-2.5%0.048%
4/9/2025 NBC Securities Inc.10,117£323K0.0%+101,070.0%0.017%
4/8/2025 New Hampshire Trust14,282£456K0.1%+4.5%0.025%
4/7/2025 AdvisorNet Financial Inc32,346£1.03M0.1%+59.5%0.056%
3/17/2025Wealth Enhancement Advisory Services LLC160,778£5.52M0.0%+5.7%0.276%
2/25/2025Heck Capital Advisors LLC4,059£139K0.0%N/A0.007%
2/25/2025B. Riley Wealth Advisors Inc.6,227£214K0.0%-34.6%0.011%
2/25/2025Armis Advisers LLC9,969£342K0.0%N/A0.017%
2/25/2025Integrated Advisors Network LLC78,210£2.69M0.1%+448.8%0.134%
2/24/2025H&H Retirement Design & Management INC153,752£5.19M3.2%+0.3%0.255%
2/24/2025United Advisor Group LLC36,618£1.26M0.2%-6.1%0.061%
2/21/2025Ascent Group LLC62,860£2.16M0.2%-1.6%0.104%
2/19/2025Columbia River Financial Group LLC23,269£799K0.5%N/A0.039%
2/18/2025JT Stratford LLC13,587£467K0.1%-5.0%0.022%
2/18/2025Focus Partners Advisor Solutions LLC13,099£450K0.0%-29.3%0.022%
2/18/2025Glen Eagle Advisors LLC100,584£3.46M0.6%-13.7%0.167%
2/17/2025Waverly Advisors LLC20,616£708K0.0%+46.7%0.034%
2/17/2025Two Sigma Investments LP98,100£3.37M0.0%-13.6%0.162%
2/17/2025Royal Bank of Canada852,659£29.29M0.0%-0.6%1.412%
2/17/2025Focus Partners Wealth51,081£1.76M0.0%+329.0%0.085%
2/17/2025EP Wealth Advisors LLC12,847£441K0.0%+30.1%0.021%
2/17/2025Collar Capital Management LLC18,823£647K0.5%N/A0.031%
2/17/2025Cetera Investment Advisers244,318£8.39M0.0%+4.1%0.405%
Now I look stupid. Real stupid... (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
2/17/2025BOKF NA27,645£915K0.0%-7.1%0.046%
2/17/2025Blue Capital Inc.24,388£838K0.6%N/A0.040%
2/17/2025Cahill Financial Advisors Inc.53,232£1.83M0.2%+0.6%0.088%
2/17/2025Captrust Financial Advisors28,436£977K0.0%-2.6%0.047%
2/17/2025Baird Financial Group Inc.162,935£5.60M0.0%-2.6%0.270%
2/17/2025Bank of America Corp DE2,218,534£76.21M0.0%+12.6%3.673%
2/17/2025BIP Wealth LLC224,126£7.70M0.5%+2.4%0.371%
2/17/2025Ameriprise Financial Inc.827,196£28.41M0.0%+8.6%1.370%
2/14/2025Blue Rock Wealth Management LLC50,256£1.73M1.8%N/A0.083%
2/14/2025Mercer Global Advisors Inc. ADV538,263£18.49M0.0%+42.5%0.891%
2/14/2025Jane Street Group LLC35,333£1.21M0.0%+33.6%0.058%
2/14/2025Beacon Pointe Advisors LLC18,877£648K0.0%-44.7%0.031%
2/14/2025Prosperity Consulting Group LLC210,280£7.22M0.5%-10.3%0.348%
2/14/2025Arkos Global Advisors14,313£492K0.1%-2.1%0.024%
2/14/2025Capital Analysts LLC55,353£1.90M0.1%-2.8%0.092%
2/14/2025Two Sigma Securities LLC5,968£205K0.0%N/A0.010%
2/14/2025IHT Wealth Management LLC33,211£1.14M0.0%+11.3%0.055%
2/14/2025Stifel Financial Corp232,463£7.99M0.0%-51.2%0.385%
2/14/2025OneDigital Investment Advisors LLC10,124£348K0.0%-14.4%0.017%
2/14/2025MML Investors Services LLC50,461£1.73M0.0%-1.5%0.084%
2/13/2025NewEdge Advisors LLC44,892£1.54M0.0%-1.3%0.074%
2/13/2025Ally Invest Advisors Inc.7,723£265K0.0%-4.5%0.013%
2/13/2025United Capital Financial Advisors LLC16,097£553K0.0%-4.5%0.027%
2/13/2025Mariner LLC30,678£1.05M0.0%-5.6%0.051%
2/13/2025Rockefeller Capital Management L.P.130,732£4.49M0.0%+4.7%0.216%
2/13/2025Raymond James Financial Inc.971,403£33.37M0.0%N/A1.608%
2/13/2025Advisory Services Network LLC10,406£357K0.0%-5.0%0.017%
2/13/2025Bank of Montreal Can13,142£451K0.0%-5.1%0.022%
2/13/2025Cerity Partners LLC85,053£2.92M0.0%+10.6%0.141%
2/13/2025Envestnet Asset Management Inc.685,115£23.53M0.0%+1.2%1.134%
2/13/2025Wells Fargo & Company MN867,157£29.79M0.0%+1.7%1.436%
2/12/2025World Investment Advisors26,510£911K0.0%+5.8%0.044%
2/12/2025Huntington National Bank553,488£19.01M0.1%+1.6%0.916%
2/12/2025Private Portfolio Partners LLC196,422£6.75M1.2%-0.2%0.325%
2/12/2025Kiely Wealth Advisory Group Inc.7,013£241K0.2%+56.8%0.012%
2/12/2025Invenio Wealth Partners LLC27,346£939K0.4%-11.6%0.045%
2/12/2025Meridian Investment Counsel Inc.7,000£240K0.1%N/A0.012%
2/12/2025O Shaughnessy Asset Management LLC11,177£384K0.0%+19.1%0.019%
2/12/2025Orion Portfolio Solutions LLC41,209£1.42M0.0%-3.9%0.068%
2/12/2025Frazier Financial Advisors LLC114,326£3.91M3.1%-3.0%0.189%
2/12/2025AssuredPartners Investment Advisors LLC16,874£580K0.1%N/A0.028%
2/12/2025JPMorgan Chase & Co.145,031£4.98M0.0%+4.9%0.240%
2/12/2025Financial Counselors Inc.69,931£2.40M0.0%+2.7%0.116%
2/12/2025Wambolt & Associates LLC6,592£226K0.1%-27.3%0.011%
2/11/2025Signature Estate & Investment Advisors LLC92,993£3.19M0.1%+7.6%0.154%
2/11/2025LPL Financial LLC2,231,066£76.64M0.0%+1.6%3.694%
2/11/2025Del Sette Capital Management LLC144,744£4.97M4.0%+1.9%0.240%
2/11/2025Vestor Capital LLC65,835£2.26M0.2%+1.1%0.109%
2/10/2025Thrivent Financial for Lutherans54,712£1.88M0.0%-18.5%0.091%
2/10/2025Corient Private Wealth LLC339,244£11.65M0.0%-0.7%0.562%
Elon Set to Shock the World by May 1st ? (Ad)

Tech legend Jeff Brown recently traveled to the industrial zone of South Memphis to investigate what he believes will be Elon’s greatest invention ever… Yes, even bigger than Tesla or SpaceX.

Click here now because after May 1st, it could be too late.
2/10/2025Diversified Enterprises LLC13,149£452K0.0%+23.4%0.022%
2/10/2025Natixis Advisors LLC15,142£520K0.0%+13.5%0.025%
2/10/2025First National Trust Co10,602£364K0.0%+36.6%0.018%
2/10/2025Commonwealth Equity Services LLC341,099£11.72M0.0%-3.8%0.565%
2/10/2025IAG Wealth Partners LLC44,388£1.53M0.3%-1.8%0.073%
2/10/2025HBK Sorce Advisory LLC32,893£1.13M0.0%-7.1%0.054%
2/10/2025Avantax Advisory Services Inc.97,498£3.35M0.0%-1.1%0.161%
2/7/2025Cascade Financial Partners LLC172,493£5.93M0.8%+3.0%0.286%
2/7/2025 Midland Wealth Advisors LLC11,981£412K0.0%-11.1%0.020%
2/7/2025New Insight Wealth Advisors14,726£506K0.3%+103.6%0.024%
(Data available from 1/1/2016 forward)

Remove Ads

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 Aspire Private Capital LLC (£18.68B), LPL Financial LLC (£76.64M), Bank of America Corp DE (£76.21M), UBS Group AG (£60.67M), Creative Planning (£51.48M), M&T Bank Corp (£36.68M), and Raymond James Financial Inc. (£33.37M).Learn more on DES's institutional investors.

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

Of the 243 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: Raymond James Financial Inc. (£1.94M), Strategic Financial Concepts LLC (£301.94K), BIP Wealth LLC (£277.13K), Prosperity Consulting Group LLC (£266.38K), Stifel Financial Corp (£263.20K), Bank of America Corp DE (£248.21K), and Mercer Global Advisors Inc. ADV (£240.86K).

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

Institutional investors have bought a total of 8,520,305 shares in the last 24 months. This purchase volume represents approximately £275.75M in transactions.

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

Of the 209 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), Stifel Financial Corp (£243.87K), Creative Planning (£191.36K), Dynamic Advisor Solutions LLC (£172.59K), Commonwealth Equity Services LLC (£163.36K), M&T Bank Corp (£162.75K), and Vestor Capital LLC (£148.60K).

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

Institutional investors have sold a total of 5,016,551 shares in the last 24 months. This volume of shares sold represents approximately £152.54M in transactions.


Related Companies

This page (NYSEARCA:DES) was last updated on 4/15/2025 by MarketBeat.com Staff
From Our Partners
[Action Required] Claim Your FREE IRS Loophole Guide
This shouldn't surprise anyone who's been paying attention, but... Pres. Trump may be about to unleash the ...
Colonial Metals | Sponsored
Get Your Bank Account “Fed Invasion” Ready with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsored
The Trump Dump is starting; Get out of stocks now?
The first 365 days of the Trump presidency… Will be the best time to get rich in American history.
Paradigm Press | Sponsored
Elon Musk Confirms: Tesla’s Optimus is Replacing Workers… and Heading to Mars
Elon Musk just confirmed Tesla’s robot will go to Mars. But on Earth, it may trigger a trillion-dollar tech sh...
InvestorPlace | Sponsored
America’s Retirement Accounts Are at Risk—Here’s Why
When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...
Premier Gold Co | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
Trump to redistribute trillions of dollars
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
My friends Joel and Adam have a simple motto: "For us, it's always a bull market." That’s because their 92%...
Crypto Swap Profits | Sponsored