WisdomTree U.S. SmallCap Dividend Fund (DES) Institutional Ownership $34.11 -0.11 (-0.32%) As of 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for WisdomTree U.S. SmallCap Dividend Fund (NYSEARCA:DES)Number ofInstitutional Buyers(last 12 months)180TotalInstitutional Inflows(last 12 months)$233.10MNumber ofInstitutional Sellers(last 12 months)161TotalInstitutional Outflows(last 12 months)$94.81M 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. 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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 ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/27/2025 Stonebridge Wealth Management LLC228,427$7.26M7.0%N/A0.401% 8/27/2025 Orion Porfolio Solutions LLC31,619$1.00M0.0%-10.9%0.056% 8/26/2025 Thrivent Financial for Lutherans68,484$2.18M0.0%N/A0.120% 8/19/2025 Advisory Services Network LLC13,292$424K0.0%+34.6%0.023% 8/18/2025 Geneos Wealth Management Inc.5,559$177K0.0%-10.4%0.010% 8/15/2025 Corient Private Wealth LLC714,782$22.70M0.0%+110.6%1.255% 8/15/2025 Captrust Financial Advisors29,410$934K0.0%+2.7%0.052% 8/15/2025 Orion Porfolio Solutions LLC31,619$1.00M0.0%-10.9%0.056% 8/15/2025 MML Investors Services LLC54,656$1.74M0.0%+3.5%0.096% 8/15/2025 IHT Wealth Management LLC21,913$696K0.0%-33.9%0.038% Get the Latest News and Ratings for DES and Related StocksEnter your email address below to receive the latest news and analysts' ratings for WisdomTree U.S. SmallCap Dividend Fund and its competitors with MarketBeat's FREE daily newsletter. 8/15/2025 Great Valley Advisor Group Inc.21,804$692K0.0%+27.4%0.038% 8/15/2025 EP Wealth Advisors LLC15,215$483K0.0%+17.4%0.027% 8/15/2025 Curi Capital LLC216,847$6.89M0.1%+25.3%0.381% 8/15/2025 Bank of America Corp DE2,299,893$73.05M0.0%+21.3%4.038% 8/15/2025 Ameriprise Financial Inc.577,142$18.36M0.0%-7.9%1.013% 8/14/2025 Connecticut Wealth Management LLC27,545$875K0.0%-1.3%0.048% 8/14/2025 Jane Street Group LLC11,249$357K0.0%N/A0.020% 8/14/2025 Raymond James Financial Inc.940,510$29.87M0.0%-2.7%1.651% 8/14/2025 NewEdge Advisors LLC34,668$1.10M0.0%+5.4%0.061% 8/14/2025 Navis Wealth Advisors LLC7,175$228K0.2%-48.0%0.013% 8/14/2025 Ally Invest Advisors Inc.7,106$226K0.0%-5.1%0.012% 8/14/2025 Cerity Partners LLC64,072$2.04M0.0%-8.1%0.113% 8/13/2025 Flow Traders U.S. LLC13,986$444K0.0%+111.8%0.025% 8/13/2025 M Holdings Securities Inc.15,200$484K0.1%N/A0.027% 8/13/2025 Baird Financial Group Inc.152,415$4.84M0.0%-10.1%0.268% 8/13/2025 Invesco Ltd.8,112$258K0.0%-6.8%0.014% 8/13/2025 IAG Wealth Partners LLC40,314$1.28M0.2%-5.5%0.071% 8/13/2025 Beacon Pointe Advisors LLC18,639$592K0.0%-42.6%0.033% 8/13/2025 M&T Bank Corp1,071,307$34.03M0.1%-0.9%1.881% 8/13/2025 Northwestern Mutual Wealth Management Co.58,506$1.86M0.0%-2.3%0.103% 8/12/2025 J.W. Cole Advisors Inc.6,959$221K0.0%N/A0.012% 8/12/2025 Farmers National Bank74,266$2.36M0.6%+4.8%0.130% 8/12/2025 Steward Partners Investment Advisory LLC86,169$2.74M0.0%+35.2%0.151% 8/12/2025 Vestor Capital LLC1,243$42K0.0%-98.2%0.002% 8/12/2025 Cowa LLC22,673$720K0.3%+6.8%0.040% 8/12/2025 Del Sette Capital Management LLC164,390$5.22M3.6%-0.3%0.289% 8/12/2025 MAI Capital Management10,140$322K0.0%-3.1%0.018% 8/12/2025 JPMorgan Chase & Co.141,647$4.50M0.0%-2.3%0.249% 8/11/2025 Heritage Wealth Advisors1,769$56K0.0%-49.0%0.003% 8/11/2025 United Advisor Group LLC36,906$1.17M0.2%+0.9%0.065% Capital Gains Tax Strategies for Seniors (Ad)Capital gains taxes can take a bite out of your retirement income—unless you have a smart strategy. From holding investments longer to using tax-advantaged accounts and strategic loss offsetting, there are ways to reduce your exposure. SmartAsset outlines three capital gains tax strategies for seniors and offers a free tool to connect you with vetted fiduciary financial advisors who can help tailor these tactics to your situation.Click here to see the three strategies and get matched with a financial advisor today.8/11/2025 Invenio Wealth Partners LLC12,277$390K0.2%-49.5%0.022% 8/8/2025 Rockefeller Capital Management L.P.132,808$4.22M0.0%-6.2%0.233% 8/8/2025 Collaborative Wealth Managment Inc.11,617$369K0.2%-6.2%0.020% 8/8/2025 Avantax Advisory Services Inc.100,168$3.18M0.0%-7.0%0.176% 8/8/2025 Cetera Investment Advisers260,063$8.26M0.0%+5.8%0.456% 8/8/2025 Creative Planning1,439,254$45.71M0.0%-0.4%2.525% 8/8/2025 WealthShield Partners LLC28,063$891K0.1%-3.9%0.049% 8/7/2025 Cascade Financial Partners LLC168,108$5.34M0.6%-2.0%0.295% 8/7/2025 Midland Wealth Advisors LLC7,247$230K0.0%-39.5%0.013% 8/7/2025 Cahill Financial Advisors Inc.54,288$1.72M0.2%+1.6%0.095% 8/7/2025 Midwest Trust Co68,460$2.17M0.0%N/A0.120% 8/7/2025 HC Advisors LLC198,304$6.30M4.4%+2.3%0.348% 8/6/2025 AE Wealth Management LLC3,873$123K0.0%+12.4%0.007% 8/6/2025 Savant Capital LLC10,367$329K0.0%N/A0.018% 8/6/2025 Columbia River Financial Group LLC20,062$636K0.4%-12.3%0.035% 8/5/2025 NewSquare Capital LLC17,817$566K0.0%+10.0%0.031% 8/5/2025 Prosperity Consulting Group LLC194,328$6.17M0.5%-4.9%0.341% 8/5/2025 Huntington National Bank543,142$17.25M0.1%-0.4%0.953% 8/5/2025 Key Financial Inc167,354$5.32M1.1%-5.9%0.294% 8/5/2025 Bank of Montreal Can10,979$349K0.0%-10.2%0.019% 8/5/2025 Sigma Planning Corp16,255$516K0.0%-2.8%0.029% 8/4/2025 Integrity Alliance LLC.17,003$540K0.0%-50.0%0.030% 8/4/2025 IFG Advisory LLC28,420$903K0.0%+2.1%0.050% 8/4/2025 Atria Investments Inc17,121$544K0.0%+4.0%0.030% 8/4/2025 Assetmark Inc.218,860$6.95M0.0%-2.0%0.384% 8/4/2025 Keybank 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% 8/4/2025 Bristlecone Advisors LLC19,128$608K0.1%-18.2%0.034% 8/1/2025 Anson Capital Inc.7,357$234K0.2%+5.9%0.013% 8/1/2025 Capital Investment Counsel LLC6,750$214K0.0%-28.0%0.012% 8/1/2025 First National Trust Co9,405$299K0.0%-12.4%0.017% 8/1/2025 Pasadena Private Wealth LLC22,353$710K0.1%N/A0.039% 8/1/2025 Envestnet Asset Management Inc.551,706$17.52M0.0%-12.3%0.968% 7/31/2025 BIP Wealth LLC250,797$7.97M0.5%+2.6%0.440% 7/31/2025 Focus Partners Advisor Solutions LLC21,859$694K0.0%-1.6%0.038% 7/31/2025 Sharper & Granite LLC22,760$751K0.3%-1.4%0.040% 7/31/2025 180 Wealth Advisors LLC57,614$1.83M0.3%-0.9%0.101% 7/30/2025 Insight Advisors LLC PA16,387$520K0.1%-3.8%0.029% 7/30/2025 Exencial Wealth Advisors LLC11,005$350K0.0%-2.7%0.019% 7/30/2025 Pacific Sun Financial Corp9,510$302K0.2%-3.3%0.017% 7/29/2025 Uhlmann Price Securities LLC10,190$324K0.2%-31.3%0.018% 7/29/2025 Salomon & Ludwin LLC57,916$1.91M0.2%-1.3%0.102% 7/29/2025 Chicago Partners Investment Group LLC14,331$477K0.0%-6.6%0.025% 7/29/2025 Signature Estate & Investment Advisors LLC99,407$3.16M0.1%+2.7%0.174% 7/29/2025 Marathon Strategic Advisors LLC61,793$1.96M1.8%+4.0%0.108% 7/29/2025 Kondo Wealth Advisors Inc.25,001$813K0.4%+2.0%0.044% 7/29/2025 Private Trust Co. NA1,296$41K0.0%-40.0%0.002% 7/28/2025 Founders Grove Wealth Partners LLC64,501$2.05M0.5%-5.3%0.113% 7/25/2025 NorthRock Partners LLC2,105$67K0.0%-40.7%0.004% Trump’s national nightmare is here (Ad)Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.Watch the National Emergency broadcast here7/25/2025 McNamara Financial Services Inc.13,757$437K0.1%+24.7%0.024% 7/25/2025 CWM LLC17,840$567K0.0%+19.5%0.031% 7/25/2025 Apollon Wealth Management LLC49,458$1.57M0.0%-2.5%0.087% 7/24/2025 Forefront Analytics LLC118,690$3.77M3.2%N/A0.208% 7/24/2025 IFP Advisors Inc25,330$804K0.0%-87.2%0.044% 7/23/2025 H&H Retirement Design & Management INC171,838$5.57M3.1%+10.8%0.300% 7/23/2025 Valmark Advisers Inc.322,988$10.26M0.1%+6.5%0.564% 7/23/2025 NBT Bank N A NY48,807$1.55M0.1%+1.1%0.085% 7/23/2025 SGL Investment Advisors Inc.17,967$591K0.3%+11.5%0.031% 7/22/2025 Plimoth Trust Co. LLC8,900$283K0.1%-4.6%0.016% (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, 324 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 242 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 ($435.27K), 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 6,999,174 shares in the last 24 months. This purchase volume represents approximately $233.10M in transactions. Which of WisdomTree U.S. SmallCap Dividend Fund's major shareholders have been selling company stock? Of the 161 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), Dynamic Advisor Solutions LLC ($172.59K), Truist Financial Corp ($156.04K), M&T Bank Corp ($149.66K), and Envestnet Asset Management Inc. ($133.41K). How much institutional selling is happening at WisdomTree U.S. SmallCap Dividend Fund? Institutional investors have sold a total of 2,896,368 shares in the last 24 months. This volume of shares sold represents approximately $94.81M in transactions. Related Companies XSMO Institutional Ownership AVSC Institutional Ownership TNA Institutional Ownership SMLF Institutional Ownership DGS Institutional Ownership BSVO Institutional Ownership FESM Institutional Ownership RWJ Institutional Ownership VIOV Institutional Ownership RSSL Institutional Ownership This page (NYSEARCA:DES) was last updated on 8/28/2025 by MarketBeat.com Staff From Our PartnersMarket Panic: Trump Just Dropped a Bomb on Your Stockstock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...American Alternative | SponsoredINVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting OffRight now, we’re witnessing a monumental shift in the world.Traders Agency | SponsoredEveryone’s watching Nvidia right now. 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