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

WisdomTree U.S. SmallCap Dividend Fund logo
$33.49 -0.26 (-0.77%)
Closing price 04:10 PM Eastern
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$33.45 -0.04 (-0.12%)
As of 04:10 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)
183
Total
Institutional Inflows
(last 12 months)
$233.47M
Number of
Institutional Sellers
(last 12 months)
161
Total
Institutional Outflows
(last 12 months)
$94.66M
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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
10/6/2025Inspirion Wealth Advisors LLC44,212$1.53M0.2%+7.2%0.079%
10/6/2025Moller 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%
8/4/2025HBK Sorce Advisory LLC29,871$949K0.0%-10.1%0.052%
8/4/2025World Investment Advisors26,584$844K0.0%+5.3%0.047%
8/4/2025Bristlecone Advisors LLC19,128$608K0.1%-18.2%0.034%
8/1/2025Anson Capital Inc.7,357$234K0.2%+5.9%0.013%
8/1/2025Capital Investment Counsel LLC6,750$214K0.0%-28.0%0.012%
8/1/2025First National Trust Co9,405$299K0.0%-12.4%0.017%
8/1/2025Pasadena Private Wealth LLC22,353$710K0.1%N/A0.039%
8/1/2025Envestnet Asset Management Inc.551,706$17.52M0.0%-12.3%0.968%
7/31/2025BIP Wealth LLC250,797$7.97M0.5%+2.6%0.440%
7/31/2025Focus Partners Advisor Solutions LLC21,859$694K0.0%-1.6%0.038%
7/31/2025Sharper & Granite LLC22,760$751K0.3%-1.4%0.040%
7/31/2025180 Wealth Advisors LLC57,614$1.83M0.3%-0.9%0.101%
7/30/2025Insight Advisors LLC PA16,387$520K0.1%-3.8%0.029%
7/30/2025Exencial Wealth Advisors LLC11,005$350K0.0%-2.7%0.019%
7/30/2025Pacific Sun Financial Corp9,510$302K0.2%-3.3%0.017%
7/29/2025Uhlmann Price Securities LLC10,190$324K0.2%-31.3%0.018%
7/29/2025Salomon & Ludwin LLC57,916$1.91M0.2%-1.3%0.102%
7/29/2025Chicago Partners Investment Group LLC14,331$477K0.0%-6.6%0.025%
7/29/2025Signature Estate & Investment Advisors LLC99,407$3.16M0.1%+2.7%0.174%
7/29/2025Marathon Strategic Advisors LLC61,793$1.96M1.8%+4.0%0.108%
7/29/2025Kondo Wealth Advisors Inc.25,001$813K0.4%+2.0%0.044%
7/29/2025Private Trust Co. NA1,296$41K0.0%-40.0%0.002%
7/28/2025Founders Grove Wealth Partners LLC64,501$2.05M0.5%-5.3%0.113%
7/25/2025NorthRock Partners LLC2,105$67K0.0%-40.7%0.004%
7/25/2025McNamara Financial Services Inc.13,757$437K0.1%+24.7%0.024%
7/25/2025CWM LLC17,840$567K0.0%+19.5%0.031%
7/25/2025Apollon Wealth Management LLC49,458$1.57M0.0%-2.5%0.087%
7/24/2025Forefront Analytics LLC118,690$3.77M3.2%N/A0.208%
(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, 327 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 7,055,786 shares in the last 24 months. This purchase volume represents approximately $234.98M in transactions.

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

Of the 160 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 2,892,117 shares in the last 24 months. This volume of shares sold represents approximately $94.66M in transactions.


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This page (NYSEARCA:DES) was last updated on 10/7/2025 by MarketBeat.com Staff
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