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

WisdomTree U.S. SmallCap Dividend Fund logo
GBX 30.73 +0.54 (+1.79%)
As of 05/2/2025 12:47 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)
150
Total
Institutional Inflows
(last 12 months)
£1.72M
Number of
Institutional Sellers
(last 12 months)
139
Total
Institutional Outflows
(last 12 months)
£575.67K
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DES Institutional Buying and Selling by Quarter

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
5/2/2025 BIP Wealth LLC244,536£7.82M0.5%+9.1%0.421%
5/2/2025 Apollon Wealth Management LLC50,724£1.62M0.0%-5.0%0.087%
5/2/2025 Prepared Retirement Institute LLC23,375£747K0.5%-46.8%0.040%
5/1/2025 Key Financial Inc177,768£5.68M1.2%+3.5%0.306%
5/1/2025 CWM LLC14,926£477K0.0%+50.6%0.026%
5/1/2025 Croban118,839£3.80M3.5%N/A0.204%
4/30/2025 Cerity Partners LLC69,751£2.23M0.0%-18.0%0.120%
4/30/2025 Principal Securities Inc.30,732£1.06M0.0%+2.6%0.053%
4/30/2025 New Insight Wealth Advisors15,701£502K0.2%+6.6%0.027%
4/30/2025 M&T Bank Corp1,081,350£34.56M0.1%+1.3%1.860%
4/30/2025 Brown Advisory Inc.16,151£516K0.0%-2.5%0.028%
4/30/2025 Crossmark Global Holdings Inc.10,366£331K0.0%N/A0.018%
4/29/2025 Financial Counselors Inc.70,659£2.26M0.0%+1.0%0.122%
4/29/2025 Envestnet Asset Management Inc.628,968£20.10M0.0%-8.2%1.082%
4/29/2025 Chilton Capital Management LLC1,610£51K0.0%N/A0.003%
4/29/2025 Bank of New York Mellon Corp122,103£3.90M0.0%+19.9%0.210%
4/29/2025 World Investment Advisors25,234£806K0.0%-4.8%0.043%
4/29/2025 Columbia River Financial Group LLC22,872£731K0.5%-1.7%0.039%
4/29/2025 Silver Oak Securities Incorporated10,850£346K0.0%+7.5%0.019%
4/28/2025 Keybank National Association OH686,900£21.95M0.1%+0.2%1.181%
4/28/2025 Salomon & Ludwin LLC58,693£1.88M0.2%-0.6%0.101%
4/25/2025 JNBA Financial Advisors54,414£1.74M0.2%-4.8%0.094%
4/25/2025 Mather Group LLC.24,137£771K0.0%-3.9%0.042%
4/23/2025 HBK Sorce Advisory LLC33,228£1.06M0.0%+1.0%0.057%
4/23/2025 Navis Wealth Advisors LLC13,788£441K0.4%+14.9%0.024%
4/23/2025 AssuredPartners Investment Advisors LLC15,564£497K0.1%-7.8%0.027%
4/23/2025 Oppenheimer & Co. Inc.30,947£989K0.0%-1.7%0.053%
4/23/2025 Valmark Advisers Inc.303,136£9.69M0.1%+14.4%0.521%
4/22/2025 H&H Retirement Design & Management INC155,019£4.95M3.2%+0.8%0.267%
4/22/2025 Petra Financial Advisors Inc.26,335£842K0.7%+4.1%0.045%
4/22/2025 PFG Investments LLC9,770£312K0.0%-7.6%0.017%
4/21/2025 Abundance Wealth Counselors14,584£466K0.1%+4.3%0.025%
4/17/2025 NBT Bank N A NY48,285£1.54M0.1%-1.9%0.083%
4/17/2025 Montecito Bank & Trust40,645£1.30M0.2%+2.6%0.070%
4/17/2025 Hengehold Capital Management LLC15,059£481K0.0%-2.8%0.026%
4/17/2025 Dynamic Advisor Solutions LLC10,430£333K0.0%N/A0.018%
4/16/2025 IAG Wealth Partners LLC42,646£1.36M0.2%-3.9%0.074%
4/16/2025 Wealth Enhancement Advisory Services LLC153,237£4.90M0.0%-4.7%0.264%
4/16/2025 Stock Yards Bank & Trust Co.60,349£1.93M0.1%-26.9%0.104%
4/16/2025 Hickory Asset Management Inc.6,776£217K0.2%-8.2%0.012%
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4/16/2025 Powers Advisory Group LLC47,939£1.53M0.7%-2.2%0.083%
4/16/2025 F&V Capital Management LLC49,840£1.59M0.4%-4.5%0.086%
4/15/2025 Investment Partners Asset Management Inc.17,098£546K0.4%+6.7%0.030%
4/15/2025 Focus Financial Network Inc.12,694£406K0.0%-2.7%0.022%
4/15/2025 Rockingstone Advisors LLC9,065£290K0.1%-9.9%0.016%
4/15/2025 Integrated 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%
3/17/2025 Wealth 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%
2/25/2025 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%
2/21/2025Ascent Group LLC62,860£2.16M0.2%-1.6%0.104%
2/19/2025 Columbia River Financial Group LLC23,269£799K0.5%N/A0.039%
2/18/2025JT 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%
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%
2/17/2025 BIP Wealth LLC224,126£7.70M0.5%+2.4%0.371%
2/17/2025Ameriprise Financial Inc.827,196£28.41M0.0%+8.6%1.370%
Buffett’s favorite chart just hit 209% – here’s what that means for gold (Ad)

A Historic Gold Announcement Is About to Rock Wall Street For months, sharp-eyed analysts have watched the quiet buildup behind the scenes. Now, in just days, the floodgates are set to open. The greatest investor of all time is about to validate what Garrett Goggin has been saying for months: Gold is entering a once-in-a-generation mania. Front-running Buffett has never been more urgent — and four tiny miners could be your ticket to 100X gains.

Be ready before the historic gold move. Get Garrett’s Top Four picks now.
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%
(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, 321 institutional investors and hedge funds held shares of WisdomTree U.S. SmallCap Dividend Fund. The most heavily invested institutionals were 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 (£34.56M), Raymond James Financial Inc. (£33.37M), and United Capital Financial Advisers LLC (£32.98M).Learn more on DES's institutional investors.

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

Of the 235 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 (£297.54K), 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 8,513,974 shares in the last 24 months. This purchase volume represents approximately £276.42M in transactions.

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

Of the 215 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 Orion Portfolio Solutions LLC (£112.26K).

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

Institutional investors have sold a total of 4,972,143 shares in the last 24 months. This volume of shares sold represents approximately £151.74M in transactions.


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This page (NYSEARCA:DES) was last updated on 5/4/2025 by MarketBeat.com Staff
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