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

WisdomTree U.S. SmallCap Dividend Fund logo
GBX 32.61 -0.13 (-0.40%)
As of 03/25/2025 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)
156
Total
Institutional Inflows
(last 12 months)
£1.76M
Number of
Institutional Sellers
(last 12 months)
141
Total
Institutional Outflows
(last 12 months)
£583.88K
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DES Institutional Buying and Selling by Quarter

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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
3/17/2025 Wealth Enhancement Advisory Services LLC160,778£5.52M0.0%+5.7%0.276%
2/25/2025 Heck Capital Advisors LLC4,059£139K0.0%N/A0.007%
2/25/2025 B. Riley Wealth Advisors Inc.6,227£214K0.0%-34.6%0.011%
2/25/2025 Armis Advisers LLC9,969£342K0.0%N/A0.017%
2/25/2025 Integrated Advisors Network LLC78,210£2.69M0.1%+448.8%0.134%
2/24/2025 H&H Retirement Design & Management INC153,752£5.19M3.2%+0.3%0.255%
2/24/2025 United Advisor Group LLC36,618£1.26M0.2%-6.1%0.061%
2/21/2025 Ascent Group LLC62,860£2.16M0.2%-1.6%0.104%
2/19/2025 Columbia River Financial Group LLC23,269£799K0.5%N/A0.039%
2/18/2025 JT Stratford LLC13,587£467K0.1%-5.0%0.022%
2/18/2025 Focus Partners Advisor Solutions LLC13,099£450K0.0%-29.3%0.022%
2/18/2025 Glen Eagle Advisors LLC100,584£3.46M0.6%-13.7%0.167%
2/17/2025 Waverly Advisors LLC20,616£708K0.0%+46.7%0.034%
2/17/2025 Two Sigma Investments LP98,100£3.37M0.0%-13.6%0.162%
2/17/2025 Royal Bank of Canada852,659£29.29M0.0%-0.6%1.412%
2/17/2025 Focus Partners Wealth51,081£1.76M0.0%+329.0%0.085%
2/17/2025 EP Wealth Advisors LLC12,847£441K0.0%+30.1%0.021%
2/17/2025 Collar Capital Management LLC18,823£647K0.5%N/A0.031%
2/17/2025 Cetera Investment Advisers244,318£8.39M0.0%+4.1%0.405%
2/17/2025 BOKF NA27,645£915K0.0%-7.1%0.046%
2/17/2025 Blue Capital Inc.24,388£838K0.6%N/A0.040%
2/17/2025 Cahill Financial Advisors Inc.53,232£1.83M0.2%+0.6%0.088%
2/17/2025 Captrust Financial Advisors28,436£977K0.0%-2.6%0.047%
2/17/2025 Baird Financial Group Inc.162,935£5.60M0.0%-2.6%0.270%
2/17/2025 Bank of America Corp DE2,218,534£76.21M0.0%+12.6%3.673%
2/17/2025 BIP Wealth LLC224,126£7.70M0.5%+2.4%0.371%
2/17/2025 Ameriprise Financial Inc.827,196£28.41M0.0%+8.6%1.370%
2/14/2025 Blue Rock Wealth Management LLC50,256£1.73M1.8%N/A0.083%
2/14/2025 Mercer Global Advisors Inc. ADV538,263£18.49M0.0%+42.5%0.891%
2/14/2025 Jane Street Group LLC35,333£1.21M0.0%+33.6%0.058%
2/14/2025 Beacon Pointe Advisors LLC18,877£648K0.0%-44.7%0.031%
2/14/2025 Prosperity Consulting Group LLC210,280£7.22M0.5%-10.3%0.348%
2/14/2025 Arkos Global Advisors14,313£492K0.1%-2.1%0.024%
2/14/2025 Capital Analysts LLC55,353£1.90M0.1%-2.8%0.092%
2/14/2025 Two Sigma Securities LLC5,968£205K0.0%N/A0.010%
2/14/2025 IHT Wealth Management LLC33,211£1.14M0.0%+11.3%0.055%
2/14/2025 Stifel Financial Corp232,463£7.99M0.0%-51.2%0.385%
2/14/2025 OneDigital Investment Advisors LLC10,124£348K0.0%-14.4%0.017%
2/14/2025 MML Investors Services LLC50,461£1.73M0.0%-1.5%0.084%
2/13/2025 NewEdge Advisors LLC44,892£1.54M0.0%-1.3%0.074%
Elon Musk Confirms: Tesla’s Optimus is Replacing Workers… and Heading to Mars (Ad)

Musk confirmed that SpaceX's Starship will carry Optimus to Mars in 2026 as part of an autonomous mission to help build human colonies on the Red Planet. And here on Earth? Optimus is about to change everything.

There's no time to waste. As far as I can tell, the best way to profit from this project is to make
2/13/2025 Ally Invest Advisors Inc.7,723£265K0.0%-4.5%0.013%
2/13/2025 United Capital Financial Advisors LLC16,097£553K0.0%-4.5%0.027%
2/13/2025 Mariner LLC30,678£1.05M0.0%-5.6%0.051%
2/13/2025 Rockefeller Capital Management L.P.130,732£4.49M0.0%+4.7%0.216%
2/13/2025 Raymond James Financial Inc.971,403£33.37M0.0%N/A1.608%
2/13/2025 Advisory Services Network LLC10,406£357K0.0%-5.0%0.017%
2/13/2025 Bank of Montreal Can13,142£451K0.0%-5.1%0.022%
2/13/2025 Cerity Partners LLC85,053£2.92M0.0%+10.6%0.141%
2/13/2025 Envestnet Asset Management Inc.685,115£23.53M0.0%+1.2%1.134%
2/13/2025 Wells Fargo & Company MN867,157£29.79M0.0%+1.7%1.436%
2/12/2025 World Investment Advisors26,510£911K0.0%+5.8%0.044%
2/12/2025 Huntington National Bank553,488£19.01M0.1%+1.6%0.916%
2/12/2025 Private Portfolio Partners LLC196,422£6.75M1.2%-0.2%0.325%
2/12/2025 Kiely Wealth Advisory Group Inc.7,013£241K0.2%+56.8%0.012%
2/12/2025 Invenio Wealth Partners LLC27,346£939K0.4%-11.6%0.045%
2/12/2025 Meridian Investment Counsel Inc.7,000£240K0.1%N/A0.012%
2/12/2025 O Shaughnessy Asset Management LLC11,177£384K0.0%+19.1%0.019%
2/12/2025 Orion Portfolio Solutions LLC41,209£1.42M0.0%-3.9%0.068%
2/12/2025 Frazier Financial Advisors LLC114,326£3.91M3.1%-3.0%0.189%
2/12/2025 AssuredPartners Investment Advisors LLC16,874£580K0.1%N/A0.028%
2/12/2025 JPMorgan Chase & Co.145,031£4.98M0.0%+4.9%0.240%
2/12/2025 Financial Counselors Inc.69,931£2.40M0.0%+2.7%0.116%
2/12/2025 Wambolt & Associates LLC6,592£226K0.1%-27.3%0.011%
2/11/2025 Signature Estate & Investment Advisors LLC92,993£3.19M0.1%+7.6%0.154%
2/11/2025 LPL Financial LLC2,231,066£76.64M0.0%+1.6%3.694%
2/11/2025 Del Sette Capital Management LLC144,744£4.97M4.0%+1.9%0.240%
2/11/2025 Vestor Capital LLC65,835£2.26M0.2%+1.1%0.109%
2/10/2025 Thrivent Financial for Lutherans54,712£1.88M0.0%-18.5%0.091%
2/10/2025 Corient Private Wealth LLC339,244£11.65M0.0%-0.7%0.562%
2/10/2025 Diversified Enterprises LLC13,149£452K0.0%+23.4%0.022%
2/10/2025 Natixis Advisors LLC15,142£520K0.0%+13.5%0.025%
2/10/2025 First National Trust Co10,602£364K0.0%+36.6%0.018%
2/10/2025 Commonwealth Equity Services LLC341,099£11.72M0.0%-3.8%0.565%
2/10/2025 IAG Wealth Partners LLC44,388£1.53M0.3%-1.8%0.073%
2/10/2025 HBK Sorce Advisory LLC32,893£1.13M0.0%-7.1%0.054%
2/10/2025 Avantax Advisory Services Inc.97,498£3.35M0.0%-1.1%0.161%
2/7/2025 Cascade 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%
2/7/2025 New Insight Wealth Advisors14,726£506K0.3%+103.6%0.024%
2/7/2025 BOK Financial Private Wealth Inc.20,641£710K0.1%-5.1%0.034%
2/7/2025 Axis Wealth Partners LLC6,719£231K0.2%N/A0.011%
2/7/2025 Destination Wealth Management312,153£10.72M0.3%-2.3%0.517%
2/6/2025 Raymond James Financial Inc.971,403£33.37M0.0%N/A1.608%
2/6/2025 M&T Bank Corp1,067,927£36.68M0.1%-11.6%1.768%
2/6/2025 Atria Investments Inc16,072£552K0.0%+43.5%0.027%
2/6/2025 Assetmark Inc.227,790£7.83M0.0%-0.7%0.377%
2/6/2025 NewSquare Capital LLC15,782£542K0.0%+2.5%0.026%
2/6/2025 Keybank National Association OH685,403£23.54M0.1%+2.5%1.135%
2/6/2025 Exencial Wealth Advisors LLC11,614£399K0.0%-17.0%0.019%
2/6/2025 Steward Partners Investment Advisory LLC51,150£1.76M0.0%+10.1%0.085%
Elon Musk Confirms: Tesla’s Optimus is Replacing Workers… and Heading to Mars (Ad)

Musk confirmed that SpaceX's Starship will carry Optimus to Mars in 2026 as part of an autonomous mission to help build human colonies on the Red Planet. And here on Earth? Optimus is about to change everything.

There's no time to waste. As far as I can tell, the best way to profit from this project is to make
2/6/2025 SBI Securities Co. Ltd.1,387£48K0.0%N/A0.002%
2/6/2025 Jones Financial Companies Lllp248,957£8.55M0.0%+32.9%0.412%
2/6/2025 Modera Wealth Management LLC56,063£1.93M0.0%-1.1%0.093%
2/5/2025 Kohmann Bosshard Financial Services LLC953£33K0.0%N/A0.002%
2/5/2025 US Bancorp DE4,907£169K0.0%+6.5%0.008%
2/5/2025 HC Advisors LLC188,954£6.49M5.2%+1.1%0.313%
2/5/2025 Oppenheimer & Co. Inc.31,482£1.08M0.0%+7.0%0.052%
2/4/2025 Bank of New York Mellon Corp101,849£3.50M0.0%+41.0%0.169%
2/4/2025 IFP Advisors Inc201,562£6.92M0.2%+5.9%0.334%
2/3/2025 Cowa LLC15,877£545K0.2%+17.4%0.026%
(Data available from 1/1/2016 forward)

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DES Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DES shares?

During the previous two years, 326 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 244 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 8,582,147 shares in the last 24 months. This purchase volume represents approximately £277.42M in transactions.

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

Of the 207 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 4,982,414 shares in the last 24 months. This volume of shares sold represents approximately £151.24M in transactions.


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This page (NYSEARCA:DES) was last updated on 3/26/2025 by MarketBeat.com Staff
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