Who owns WisdomTree SmallCap Dividend Fund?
- Ticker: DES
- CUSIP Number: 97717W604
Tip: Access positions for across all investors
Analyze quarterly positions in WisdomTree SmallCap Dividend Fund with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of WisdomTree SmallCap Dividend Fund stock
Who bought or sold WisdomTree SmallCap Dividend Fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Bank of America Corporation | 2.4M | $77M | 25% | Mar 2024 |
|
| Morgan Stanley | 2.2M | $73M | 5% | Mar 2024 |
|
| UBS Group | 1.9M | $63M | 2% | Mar 2024 |
|
| LPL Financial | 1.6M | $54M | -6% | Mar 2024 |
|
| Creative Planning | 1.5M | $50M | -4% | Mar 2024 |
|
| M^T Bank Corporation | 1.2M | $38M | 8% | Mar 2024 |
|
| Royal Bank of Canada | 907k | $30M | 0% | Mar 2024 |
|
| Wells Fargo & Company | 859k | $28M | 6% | Mar 2024 |
|
| Ameriprise Financial | 721k | $24M | 4% | Mar 2024 |
|
| Envestnet Asset Management | 651k | $21M | 21% | Mar 2024 |
|
| Keybank National Association | 637k | $21M | 2% | Mar 2024 |
|
| Huntington National Bank | 523k | $17M | -2% | Mar 2024 |
|
| Raymond James Financial Services Advisors | 447k | $15M | -15% | Mar 2024 |
|
| Commonwealth Equity Services | 383k | $13M | -3% | Mar 2024 |
|
| Assetmark | 353k | $12M | 7% | Mar 2024 |
|
| CI Private Wealth | 342k | $11M | 0% | Mar 2024 |
|
| Mercer Global Advisors | 327k | $11M | 11% | Mar 2024 |
|
| Raymond James & Associates | 322k | $11M | 0% | Mar 2024 |
|
| Kestra Advisory Services | 311k | $10M | -3% | Dec 2023 |
|
| EisnerAmper Wealth Management Corporate Benefits | 284k | $9.1M | -1% | Dec 2023 |
|
| Branch Banking & Trust Company | 267k | $8.7M | 7% | Mar 2024 |
|
| Prosperity Consulting Group | 266k | $8.7M | 100% | Mar 2024 |
|
| Baird Financial | 253k | $8.1M | 6% | Dec 2023 |
|
| BIP Wealth | 219k | $7.1M | -2% | Mar 2024 |
|
| Stifel Financial | 218k | $7.1M | 0% | Mar 2024 |
|
| Advisor Group Holdings | 206k | $6.7M | -33% | Mar 2024 |
|
| Private Portfolio Partners | 191k | $6.3M | 2% | Mar 2024 |
|
| United Capital Financial Advisers | 186k | $6.1M | -39% | Mar 2024 |
|
| Dynamic Advisors Solutions | 183k | $6.0M | 1% | Mar 2024 |
|
| Signature Estate and Investment Advisors | 176k | $5.7M | 8% | Mar 2024 |
|
| Key FInancial | 163k | $5.3M | 2% | Mar 2024 |
|
| Wealth Enhancement Advisory Services | 162k | $5.3M | -5% | Mar 2024 |
|
| ValMark Advisers | 158k | $5.2M | -1% | Mar 2024 |
|
| HC Advisors | 157k | $5.0M | 1% | Dec 2023 |
|
| Janney Montgomery Scott | 153k | $5.0M | 1% | Mar 2024 |
|
| RMB Capital Management | 148k | $4.8M | 11% | Dec 2023 |
|
| H&H Retirement Design & Management | 143k | $4.5M | -10% | Mar 2024 |
|
| Susquehanna International | 138k | $4.5M | 63% | Mar 2024 |
|
| Melone Private Wealth | 137k | $4.5M | -2% | Mar 2024 |
|
| Jpmorgan Chase & Co | 137k | $4.5M | 8% | Mar 2024 |
|
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 137k | $4.5M | 0% | Mar 2024 |
|
| Del-Sette Capital Management | 135k | $4.4M | 9% | Mar 2024 |
|
| Salomon & Ludwin | 133k | $4.3M | -7% | Mar 2024 |
|
| Parcion Private Wealth | 132k | $4.3M | 0% | Mar 2024 |
|
| Frazier Financial Advisors | 125k | $4.1M | 0% | Mar 2024 |
|
| Wealthcare Advisory Partners | 122k | $4.0M | 7% | Mar 2024 |
|
| Gladstone Institutional Advisory | 122k | $3.9M | -9% | Dec 2023 |
|
| Buckingham Capital Management | 121k | $3.9M | -15% | Dec 2023 |
|
| Stock Yards Trust Company | 117k | $3.8M | 2% | Mar 2024 |
|
| Kades & Cheifetz | 110k | $3.6M | -5% | Mar 2024 |
|
| HighTower Advisors | 108k | $3.5M | -22% | Mar 2024 |
|
| Beacon Financial | 107k | $3.5M | -23% | Mar 2024 |
|
| Rockefeller Capital Management | 107k | $3.4M | 14% | Dec 2023 |
|
| JPL Wealth Management | 102k | $3.3M | 15% | Mar 2024 |
|
| H D Vest Advisory Services | 99k | $3.2M | 0% | Mar 2024 |
|
| Evanson Asset Management | 98k | $3.2M | 1% | Mar 2024 |
|
| Apollon Wealth Management | 89k | $2.9M | 0% | Mar 2024 |
|
| HPM Partners | 87k | $2.8M | -6% | Mar 2024 |
|
| Vaughan And Company Securities | 86k | $2.8M | -3% | Mar 2024 |
|
| Orion Portfolio Solutions | 82k | $2.7M | -6% | Mar 2024 |
|
| Financial Counselors | 81k | $2.6M | -3% | Mar 2024 |
|
| DB Wealth Management Group | 81k | $2.6M | -10% | Dec 2023 |
|
| Ffg Retirement Advisors | 79k | $2.6M | 149% | Mar 2024 |
|
| Cambridge Investment Research Advisors | 70k | $2.3M | -8% | Mar 2024 |
|
| Ascent Group | 70k | $2.3M | -6% | Mar 2024 |
|
| JNBA Financial Advisors | 67k | $2.2M | -20% | Mar 2024 |
|
| Alhambra Investment Partners | 67k | $2.2M | 1% | Mar 2024 |
|
| Goss Wealth Management | 67k | $2.2M | 1126% | Mar 2024 |
|
| Vestor Capital Corp | 67k | $2.2M | -10% | Mar 2024 |
|
| Jane Street | 62k | $2.0M | 100% | Mar 2024 |
|
| Aspen Investment Management | 59k | $1.9M | -1% | Mar 2024 |
|
| Private Advisor | 57k | $1.9M | -21% | Mar 2024 |
|
| Modera Wealth Management | 57k | $1.9M | 0% | Mar 2024 |
|
| Thrivent Financial for Lutherans | 57k | $1.9M | 158% | Mar 2024 |
|
| Prospera Financial Services | 57k | $1.8M | 100% | Dec 2023 |
|
| Capital Analysts | 56k | $1.8M | -2% | Mar 2024 |
|
| 180 Wealth Advisors | 56k | $1.8M | 0% | Mar 2024 |
|
| Marathon Strategic Advisors | 54k | $1.8M | 2% | Mar 2024 |
|
| NBT Bank | 54k | $1.8M | -2% | Mar 2024 |
|
| Northwestern Mutual Wealth Management Company | 54k | $1.8M | 5% | Mar 2024 |
|
| Financial Planning & Information Services | 52k | $1.7M | -5% | Mar 2024 |
|
| Ohe Financial | 51k | $1.7M | 4% | Mar 2024 |
|
| Powers Advisory Group | 49k | $1.6M | 1% | Mar 2024 |
|
| TFG Advisers | 48k | $1.6M | -7% | Mar 2024 |
|
| IAG Wealth Partners | 46k | $1.5M | 0% | Mar 2024 |
|
| Integrys Wealth Advisors | 46k | $1.5M | -5% | Mar 2024 |
|
| Citadel Advisors | 46k | $1.5M | 100% | Mar 2024 |
|
| SC&H Financial Advisors | 45k | $1.5M | 0% | Mar 2024 |
|
| Financial Advisory Partners | 43k | $1.4M | -43% | Mar 2024 |
|
| West Bancorporation | 42k | $1.4M | -30% | Mar 2024 |
|
| Montecito Bank & Trust | 40k | $1.3M | 1% | Mar 2024 |
|
| Captrust Financial Advisors | 40k | $1.3M | 6% | Mar 2024 |
|
| Beacon Pointe Advisors | 39k | $1.3M | -5% | Dec 2023 |
|
| HBK Sorce Advisory | 39k | $1.3M | 4% | Mar 2024 |
|
| Alaska Permanent Capital Management | 37k | $1.2M | 16% | Mar 2024 |
|
| Invenio Wealth Partners | 36k | $1.2M | -40% | Mar 2024 |
|
| Halbert Hargrove Global Advisors | 36k | $1.2M | 22% | Mar 2024 |
|
| Waterfront Wealth | 35k | $1.1M | -10% | Mar 2024 |
|
| Mariner Wealth Advisors | 35k | $1.1M | 47% | Mar 2024 |
|
| Steward Partners Investment Advisory | 35k | $1.1M | 51% | Mar 2024 |
|
| Bank of New York Mellon | 34k | $1.1M | 295% | Mar 2024 |
|
| Miracle Mile Advisors | 34k | $1.1M | 86% | Mar 2024 |
|
| United Advisor Group | 34k | $1.1M | 100% | Mar 2024 |
|
| Connecticut Wealth Management | 33k | $1.1M | -9% | Mar 2024 |
|
| Opus Capital Group | 33k | $1.1M | 0% | Mar 2024 |
|
| Round Rock Advisors | 32k | $1.0M | 0% | Mar 2024 |
|
| Wesbanco Trust And Investments | 31k | $1.0M | -5% | Mar 2024 |
|
| Gyl Financial Synergies | 31k | $992k | -1% | Dec 2023 |
|
| Two Sigma Investments | 30k | $994k | -3% | Mar 2024 |
|
| Bank Of Oklahoma National Association / | 30k | $957k | -2% | Mar 2024 |
|
| Mather Group | 29k | $944k | 14% | Mar 2024 |
|
| PFG Financial Advisors | 29k | $958k | -1% | Mar 2024 |
|
| IFG Advisory | 29k | $942k | -1% | Mar 2024 |
|
| Oppenheimer & Co | 28k | $921k | 5% | Mar 2024 |
|
| Brian McDonald | 28k | $911k | -12% | Mar 2024 |
|
| Principal Securities | 27k | $886k | -9% | Mar 2024 |
|
| IFP Advisors | 27k | $855k | -8% | Dec 2023 |
|
| Spinnaker Trust | 26k | $863k | 0% | Mar 2024 |
|
| Petra Financial Advisors | 25k | $827k | 0% | Mar 2024 |
|
| Baystate Wealth Management | 25k | $798k | -5% | Dec 2023 |
|
| Bristlecone Advisors | 24k | $795k | -20% | Mar 2024 |
|
| Sharper & Granite | 24k | $770k | 4% | Mar 2024 |
|
| Harbor Investment Advisory | 24k | $790k | 120% | Mar 2024 |
|
| Smith, Moore & Co. | 24k | $787k | 36% | Mar 2024 |
|
| Sunbelt Securities | 24k | $767k | -3% | Mar 2024 |
|
| F&V Capital Management | 23k | $746k | 7% | Mar 2024 |
|
| Bsc Private Wealth Management | 22k | $732k | 0% | Mar 2024 |
|
| Milestone Group | 22k | $711k | 5% | Mar 2024 |
|
| Independence Bank of Kentucky | 22k | $708k | 21% | Mar 2024 |
|
| Emerald Investment Partners | 21k | $686k | -9% | Mar 2024 |
|
| Wilbanks Smith & Thomas Asset Management | 21k | $682k | -1% | Mar 2024 |
|
| Insight Advisors, LLC/ PA | 21k | $678k | 9% | Mar 2024 |
|
| Atria Wealth Solutions | 21k | $671k | 3% | Mar 2024 |
|
| Guidance Capital | 20k | $627k | 100% | Mar 2024 |
|
| Marino, Stram & Associates | 20k | $657k | 0% | Mar 2024 |
|
| Principle Wealth Partners | 19k | $629k | 0% | Mar 2024 |
|
| Robinson Smith Wealth Advisors | 19k | $612k | 0% | Mar 2024 |
|
| Buckingham Asset Management | 18k | $592k | -14% | Mar 2024 |
|
| Trustmark National Bank - Trust Department | 18k | $583k | 8% | Mar 2024 |
|
| Sigma Planning | 18k | $583k | 93% | Mar 2024 |
|
| Investment Partners Asset Management | 18k | $571k | 0% | Mar 2024 |
|
| Rehmann Capital Advisory | 17k | $568k | 0% | Mar 2024 |
|
| Chicago Partners Investment | 17k | $548k | -10% | Mar 2024 |
|
| Gail Mannix | 17k | $558k | -12% | Mar 2024 |
|
| JT Stratford | 17k | $537k | -5% | Dec 2023 |
|
| Hengehold Capital Management | 17k | $545k | -16% | Mar 2024 |
|
| Buckingham Strategic Partners | 16k | $536k | 84% | Mar 2024 |
|
| Brown Advisory Holdings Incorporated | 16k | $535k | 0% | Mar 2024 |
|
| Archetype Wealth Partners | 16k | $513k | -6% | Dec 2023 |
|
| Csenge Advisory Group | 16k | $512k | 0% | Mar 2024 |
|
| Wambolt & Associates | 14k | $445k | -44% | Mar 2024 |
|
| Midland Wealth Advisors | 14k | $447k | -46% | Mar 2024 |
|
| FinTrust Capital Advisors | 13k | $435k | -42% | Mar 2024 |
|
Who sold out of WisdomTree SmallCap Dividend Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Meridian Wealth Management | Dec 2023 | 137k | $4.4M |
| Truepoint | Dec 2023 | 65k | $2.1M |
| Ronald Blue Trust | Dec 2023 | 18k | $509k |