Free Trial
→ Robinhood warning (From Stansberry Research) (Ad)tc pixel Free DES Stock Alerts

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

WisdomTree U.S. SmallCap Dividend Fund logo
$33.03 +0.11 (+0.33%)
Closing price 10/17/2025 04:10 PM Eastern
Extended Trading
$33.03 0.00 (0.00%)
As of 10/17/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
180
Total
Institutional Inflows
(last 12 months)
$231.90M
Number of
Institutional Sellers
(last 12 months)
162
Total
Institutional Outflows
(last 12 months)
$88.90M
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.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

DES Institutional Buying and Selling by Quarter

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
10/17/2025Plimoth Trust Co. LLC8,590$289K0.1%-3.5%0.015%
10/17/2025Old North State Wealth Management LLC40,950$1.38M0.6%-2.1%0.073%
10/17/2025Melone Private Wealth LLC158,707$5.35M2.4%+12.1%0.283%
10/17/2025Stonebridge Wealth Management LLC229,113$7.72M7.0%+0.3%0.408%
10/17/2025Founders Grove Wealth Partners LLC62,748$2.11M0.5%-2.7%0.112%
10/17/2025Apella Capital LLC26,207$863K0.0%+1.8%0.047%
10/17/2025Apollon Wealth Management LLC46,397$1.56M0.0%-6.2%0.083%
10/16/2025 180 Wealth Advisors LLC58,400$1.97M0.2%+1.4%0.104%
10/16/2025 New Hampshire Trust12,874$434K0.1%-9.9%0.023%
10/16/2025 HBK Sorce Advisory LLC28,450$953K0.0%-4.8%0.051%
10/16/2025 Sharper & Granite LLC21,460$723K0.3%-5.7%0.038%
10/15/2025 CWM LLC16,528$557K0.0%-7.4%0.029%
10/15/2025 Milestone Asset Management LLC6,206$209K0.0%N/A0.011%
10/15/2025 World Investment Advisors28,804$970K0.0%+8.4%0.051%
10/15/2025 Founders Financial Securities LLC11,875$400K0.0%-21.9%0.021%
10/15/2025 Cape ANN Savings Bank6,114$206K0.1%N/A0.011%
10/14/2025 Farther Finance Advisors LLC20,165$679K0.0%+66.7%0.036%
10/14/2025 HBK Sorce Advisory LLC28,450$954K0.0%-4.8%0.051%
10/14/2025 Evanson Asset Management LLC97,786$3.29M0.2%+2.8%0.174%
10/10/2025 Focus Financial Network Inc.13,355$450K0.0%+2.7%0.024%
10/9/2025 AdvisorNet Financial Inc76,131$2.56M0.1%+3.1%0.136%
10/9/2025 Marathon Strategic Advisors LLC65,061$2.19M1.8%+5.3%0.116%
10/9/2025 Dynamic Advisor Solutions LLC9,197$310K0.0%-11.9%0.016%
10/8/2025 Beacon Financial Group68,235$2.30M0.2%-9.0%0.122%
10/7/2025 Montecito Bank & Trust44,717$1.51M0.2%N/A0.080%
10/6/2025 Inspirion Wealth Advisors LLC44,212$1.53M0.2%+7.2%0.079%
10/6/2025 Moller Wealth Partners8,105$273K0.1%-10.8%0.014%
9/26/2025Corient Private Wealth LLC357,391$11.35M0.0%+5.3%0.628%
9/22/2025Caldwell Trust Co5,480$174K0.0%N/A0.010%
9/4/2025Osaic Holdings Inc.219,593$6.98M0.0%+8.1%0.386%
8/29/2025Evolution Wealth Management Inc.5,130$163K0.2%N/A0.009%
8/27/2025Stonebridge Wealth Management LLC228,427$7.26M7.0%N/A0.401%
8/27/2025Orion Porfolio Solutions LLC31,619$1.00M0.0%-10.9%0.056%
8/26/2025Thrivent Financial for Lutherans68,484$2.18M0.0%N/A0.120%
8/19/2025Advisory Services Network LLC13,292$424K0.0%+34.6%0.023%
8/18/2025Geneos Wealth Management Inc.5,559$177K0.0%-10.4%0.010%
8/15/2025Corient Private Wealth LLC714,782$22.70M0.0%+110.6%1.255%
8/15/2025Captrust Financial Advisors29,410$934K0.0%+2.7%0.052%
8/15/2025Orion Porfolio Solutions LLC31,619$1.00M0.0%-10.9%0.056%
8/15/2025MML Investors Services LLC54,656$1.74M0.0%+3.5%0.096%
8/15/2025IHT Wealth Management LLC21,913$696K0.0%-33.9%0.038%
8/15/2025Great Valley Advisor Group Inc.21,804$692K0.0%+27.4%0.038%
8/15/2025EP Wealth Advisors LLC15,215$483K0.0%+17.4%0.027%
8/15/2025Curi Capital LLC216,847$6.89M0.1%+25.3%0.381%
8/15/2025Bank of America Corp DE2,299,893$73.05M0.0%+21.3%4.038%
8/15/2025Ameriprise Financial Inc.577,142$18.36M0.0%-7.9%1.013%
8/14/2025Connecticut Wealth Management LLC27,545$875K0.0%-1.3%0.048%
8/14/2025Jane Street Group LLC11,249$357K0.0%N/A0.020%
8/14/2025Raymond James Financial Inc.940,510$29.87M0.0%-2.7%1.651%
8/14/2025NewEdge Advisors LLC34,668$1.10M0.0%+5.4%0.061%
8/14/2025Navis Wealth Advisors LLC7,175$228K0.2%-48.0%0.013%
8/14/2025Ally Invest Advisors Inc.7,106$226K0.0%-5.1%0.012%
8/14/2025Cerity Partners LLC64,072$2.04M0.0%-8.1%0.113%
8/13/2025Flow Traders U.S. LLC13,986$444K0.0%+111.8%0.025%
8/13/2025M Holdings Securities Inc.15,200$484K0.1%N/A0.027%
8/13/2025Baird Financial Group Inc.152,415$4.84M0.0%-10.1%0.268%
8/13/2025Invesco Ltd.8,112$258K0.0%-6.8%0.014%
8/13/2025IAG Wealth Partners LLC40,314$1.28M0.2%-5.5%0.071%
8/13/2025Beacon Pointe Advisors LLC18,639$592K0.0%-42.6%0.033%
8/13/2025M&T Bank Corp1,071,307$34.03M0.1%-0.9%1.881%
8/13/2025Northwestern Mutual Wealth Management Co.58,506$1.86M0.0%-2.3%0.103%
8/12/2025J.W. Cole Advisors Inc.6,959$221K0.0%N/A0.012%
8/12/2025Farmers National Bank74,266$2.36M0.6%+4.8%0.130%
8/12/2025Steward Partners Investment Advisory LLC86,169$2.74M0.0%+35.2%0.151%
8/12/2025Vestor Capital LLC1,243$42K0.0%-98.2%0.002%
8/12/2025Cowa LLC22,673$720K0.3%+6.8%0.040%
8/12/2025Del Sette Capital Management LLC164,390$5.22M3.6%-0.3%0.289%
8/12/2025MAI Capital Management10,140$322K0.0%-3.1%0.018%
8/12/2025JPMorgan Chase & Co.141,647$4.50M0.0%-2.3%0.249%
8/11/2025Heritage Wealth Advisors1,769$56K0.0%-49.0%0.003%
8/11/2025United Advisor Group LLC36,906$1.17M0.2%+0.9%0.065%
8/11/2025Invenio Wealth Partners LLC12,277$390K0.2%-49.5%0.022%
8/8/2025Rockefeller Capital Management L.P.132,808$4.22M0.0%-6.2%0.233%
8/8/2025Collaborative Wealth Managment Inc.11,617$369K0.2%-6.2%0.020%
8/8/2025Avantax Advisory Services Inc.100,168$3.18M0.0%-7.0%0.176%
8/8/2025Cetera Investment Advisers260,063$8.26M0.0%+5.8%0.456%
8/8/2025Creative Planning1,439,254$45.71M0.0%-0.4%2.525%
8/8/2025WealthShield Partners LLC28,063$891K0.1%-3.9%0.049%
8/7/2025Cascade Financial Partners LLC168,108$5.34M0.6%-2.0%0.295%
8/7/2025Midland Wealth Advisors LLC7,247$230K0.0%-39.5%0.013%
8/7/2025Cahill Financial Advisors Inc.54,288$1.72M0.2%+1.6%0.095%
8/7/2025Midwest Trust Co68,460$2.17M0.0%N/A0.120%
8/7/2025HC Advisors LLC198,304$6.30M4.4%+2.3%0.348%
8/6/2025AE Wealth Management LLC3,873$123K0.0%+12.4%0.007%
8/6/2025Savant Capital LLC10,367$329K0.0%N/A0.018%
8/6/2025Columbia River Financial Group LLC20,062$636K0.4%-12.3%0.035%
8/5/2025NewSquare Capital LLC17,817$566K0.0%+10.0%0.031%
8/5/2025Prosperity Consulting Group LLC194,328$6.17M0.5%-4.9%0.341%
8/5/2025Huntington National Bank543,142$17.25M0.1%-0.4%0.953%
8/5/2025Key Financial Inc167,354$5.32M1.1%-5.9%0.294%
8/5/2025Bank of Montreal Can10,979$349K0.0%-10.2%0.019%
8/5/2025Sigma Planning Corp16,255$516K0.0%-2.8%0.029%
8/4/2025Integrity Alliance LLC.17,003$540K0.0%-50.0%0.030%
8/4/2025IFG Advisory LLC28,420$903K0.0%+2.1%0.050%
8/4/2025Atria Investments Inc17,121$544K0.0%+4.0%0.030%
8/4/2025Assetmark Inc.218,860$6.95M0.0%-2.0%0.384%
8/4/2025Keybank National Association OH711,068$22.58M0.1%+3.5%1.247%
8/4/2025 HBK Sorce Advisory LLC29,871$949K0.0%-10.1%0.052%
8/4/2025 World Investment Advisors26,584$844K0.0%+5.3%0.047%
8/4/2025Bristlecone Advisors LLC19,128$608K0.1%-18.2%0.034%
(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, 326 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 ($73.05M), UBS Group AG ($60.67M), LPL Financial LLC ($51.56M), Creative Planning ($45.71M), M&T Bank Corp ($34.03M), Royal Bank of Canada ($30.64M), and Raymond James Financial Inc. ($29.87M).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 246 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), Bank of America Corp DE ($652.58K), Corient Private Wealth LLC ($453.33K), Strategic Financial Concepts LLC ($301.94K), Prosperity Consulting Group LLC ($266.38K), Stifel Financial Corp ($263.20K), 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 6,967,444 shares in the last 24 months. This purchase volume represents approximately $231.90M in transactions.

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

Of the 162 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), IFP Advisors Inc ($176.23K), Truist Financial Corp ($156.04K), M&T Bank Corp ($149.66K), Envestnet Asset Management Inc. ($133.41K), and Jones Financial Companies Lllp ($88.90K).

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

Institutional investors have sold a total of 2,725,240 shares in the last 24 months. This volume of shares sold represents approximately $88.90M in transactions.


Related Companies

This page (NYSEARCA:DES) was last updated on 10/19/2025 by MarketBeat.com Staff
From Our Partners
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
Capital Gains Tax Strategies for Seniors
Capital gains taxes can take a bite out of your retirement income—unless you have a smart strategy. From holdi...
SmartAsset | Sponsoredtc pixel
$100 Trillion “AI Metal” Found in American Ghost Town
Jeff Brown recently traveled to a ghost town in the middle of an American desert… To investigate what could...
Brownstone Research | Sponsoredtc pixel
Bitcoin grabs headlines, but smart money likes this token
Bitcoin grabs headlines, but smart money likes this token My research team has identified the token positio...
Crypto 101 Media | Sponsoredtc pixel
Front-Run Buffett's Shocking Gold Move
A Historic Gold Announcement Is About to Rock Wall Street? For months, sharp-eyed analysts have watched the...
Golden Portfolio | Sponsoredtc pixel
Trump’s new nightmare begins
Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...
Porter & Company | Sponsoredtc pixel
$15 Fund: Turn Gold Boom into Real Income
If you've been watching gold's historic run and wondering if it's too late… I've got good news. Because the...
Investors Alley | Sponsoredtc pixel
Buy UBER immediately
BULLISH: It's time to buy this 'hidden' AI stock An award-winning stock-rating system has turned BULLISH on...
Chaikin Analytics | Sponsoredtc pixel