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

GBX 34.83

+0.50 (+1.46%)

(As of 07/26/2024 ET)

Stock Analysis Chart Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 139
Total Institutional Inflows (last 12 months): £911.86K

Number of Institutional Sellers (last 12 months): 135
Total Institutional Outflows (last 12 months): £886.46K

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.

DES Institutional Buying and Selling by Quarter

Ad Crypto Swap Profits

625,000% Gain

Imagine swapping your daily coffee expense for a future free of financial worries. It might seem far-fetched, but results like this are within reach with the right knowledge and timing in the altcoin market. Plus, you’ll get $10 in real Bitcoin when you stay to the end of the call and take a short quiz.

>> Dive into the Workshop Here

WisdomTree U.S. SmallCap Dividend Fund Major Shareholders & Ownership History

Export to Excel

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	West Bancorporation Inc.	12,447	£388K	0.3%	-70.2%	0.021%
7/26/2024	WealthShield Partners LLC	21,478	£669K	0.1%	+2.3%	0.036%
7/26/2024	Harbour Investments Inc.	5,240	£163K	0.0%	-7.6%	0.009%
7/26/2024	Cambridge Investment Research Advisors Inc.	52,214	£1.63M	0.0%	-25.2%	0.086%
7/26/2024	Signature Estate & Investment Advisors LLC	152,683	£4.76M	0.1%	-13.2%	0.253%
7/26/2024	Bank of New York Mellon Corp	55,575	£1.73M	0.0%	+64.0%	0.092%
Get the Latest News and Ratings for DES and Related Stocks Enter 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.
7/26/2024	Bristlecone Advisors LLC	24,757	£771K	0.1%	+1.8%	0.041%
7/26/2024	Salomon & Ludwin LLC	68,639	£2.12M	0.2%	-48.3%	0.114%
7/26/2024	TFG Advisers LLC	45,771	£1.43M	0.6%	-3.9%	0.076%
7/25/2024	Independence Bank of Kentucky	24,555	£765K	0.2%	+13.3%	0.041%
7/25/2024	Destination Wealth Management	321,144	£10.00M	0.3%	+1.7%	0.532%
7/24/2024	Powers Advisory Group LLC	48,443	£1.51M	0.8%	-0.8%	0.080%
7/23/2024	GYL Financial Synergies LLC	29,112	£907K	0.1%	-2.8%	0.048%
7/23/2024	H&H Retirement Design & Management INC	146,674	£5.00M	3.1%	+2.4%	0.243%
7/23/2024	Concourse Financial Group Securities Inc.	1,117	£35K	0.0%	-40.0%	0.002%
7/23/2024	NewSquare Capital LLC	15,550	£484K	0.0%	+3.6%	0.026%
7/22/2024	Financial Advisory Partners LLC	42,266	£1.32M	0.5%	-2.6%	0.070%
7/20/2024	Apollon Wealth Management LLC	54,663	£1.70M	0.1%	-38.4%	0.091%
7/19/2024	Raymond James & Associates	340,048	£10.59M	0.0%	+5.7%	0.563%
7/18/2024	Miracle Mile Advisors LLC	28,889	£900K	0.0%	-14.4%	0.048%
7/17/2024	Montecito Bank & Trust	34,861	£1.09M	0.2%	-12.6%	0.058%
7/17/2024	Abundance Wealth Counselors	11,669	£363K	0.2%	+42.9%	0.019%
7/17/2024	Hengehold Capital Management LLC	16,184	£504K	0.1%	-3.0%	0.027%
7/17/2024	AdvisorNet Financial Inc	5,265	£164K	0.0%	+1,404.3%	0.009%
7/17/2024	IAG Wealth Partners LLC	45,609	£1.42M	0.3%	-1.7%	0.076%
7/16/2024	GPS Wealth Strategies Group LLC	5,015	£156K	0.0%	+9.4%	0.008%
7/16/2024	ORG Partners LLC	1,175	£36K	0.0%	N/A	0.002%
7/16/2024	Great Valley Advisor Group Inc.	7,200	£224K	0.0%	N/A	0.012%
7/16/2024	Wealth Enhancement Advisory Services LLC	152,793	£4.76M	0.0%	-5.8%	0.253%
7/16/2024	Wedmont Private Capital	8,038	£260K	0.0%	N/A	0.013%
7/16/2024	Insight Advisors LLC PA	21,387	£666K	0.1%	+3.1%	0.035%
7/16/2024	Buckingham Capital Management Inc.	89,829	£2.80M	0.3%	-10.7%	0.149%
7/15/2024	Dynamic Advisor Solutions LLC	183,651	£5.72M	0.2%	+0.4%	0.304%
7/13/2024	Evanson Asset Management LLC	92,537	£2.88M	0.2%	-5.5%	0.153%
7/11/2024	Wesbanco Bank Inc.	33,437	£1.04M	0.0%	+7.4%	0.055%
7/10/2024	Csenge Advisory Group	13,571	£423K	0.0%	-13.4%	0.022%
7/10/2024	CWM LLC	6,199	£193K	0.0%	-9.3%	0.010%
7/9/2024	Mather Group LLC.	27,987	£915K	0.0%	-4.6%	0.046%
7/8/2024	Marathon Strategic Advisors LLC	54,721	£1.71M	2.0%	+0.9%	0.091%
6/28/2024	Bright Futures Wealth Management LLC.	8,946	£276K	0.1%	N/A	0.015%
625,000% Gain (Ad) Imagine swapping your daily coffee expense for a future free of financial worries. It might seem far-fetched, but results like this are within reach with the right knowledge and timing in the altcoin market. Plus, you’ll get $10 in real Bitcoin when you stay to the end of the call and take a short quiz. >> Dive into the Workshop Here
5/24/2024	Cetera Advisors LLC	120,454	£3.94M	0.0%	+140.9%	0.199%
5/24/2024	Cetera Investment Advisers	269,219	£8.80M	0.0%	+134.8%	0.446%
5/17/2024	Comerica Bank	27,869	£911K	0.0%	-8.6%	0.046%
5/17/2024	Hancock Whitney Corp	12,612	£412K	0.0%	-2.6%	0.021%
5/16/2024	B. Riley Wealth Advisors Inc.	7,588	£248K	0.0%	-17.9%	0.013%
5/15/2024	BOKF NA	29,600	£957K	0.0%	-2.1%	0.049%
5/14/2024	JT Stratford LLC	11,570	£378K	0.1%	-30.7%	0.019%
5/13/2024	O Shaughnessy Asset Management LLC	8,849	£289K	0.0%	+16.1%	0.015%
5/13/2024	Signature Estate & Investment Advisors LLC	175,830	£5.75M	0.2%	+8.1%	0.291%
5/11/2024	Trustmark National Bank Trust Department	17,844	£583K	0.0%	+26.9%	0.030%
5/9/2024	Private Portfolio Partners LLC	191,318	£6.25M	1.3%	+2.4%	0.317%
5/9/2024	Orion Portfolio Solutions LLC	82,220	£2.69M	0.0%	-5.7%	0.136%
5/9/2024	HBK Sorce Advisory LLC	38,541	£1.26M	0.0%	+3.6%	0.064%
5/9/2024	New Insight Wealth Advisors	7,674	£251K	0.2%	+20.9%	0.013%
5/7/2024	Oppenheimer & Co. Inc.	28,176	£921K	0.0%	-2.3%	0.047%
5/7/2024	Empirical Financial Services LLC d.b.a. Empirical Wealth Management	136,737	£4.47M	0.1%	+0.2%	0.226%
5/7/2024	Insight Advisors LLC PA	20,754	£678K	0.1%	+9.1%	0.034%
5/6/2024	Kades & Cheifetz LLC	110,267	£3.60M	2.3%	-4.5%	0.183%
5/6/2024	TFG Advisers LLC	47,631	£1.56M	0.6%	-3.9%	0.079%
5/2/2024	Diversified LLC	10,874	£355K	0.0%	+3.4%	0.018%
5/2/2024	Salomon & Ludwin LLC	132,777	£4.34M	0.4%	-6.6%	0.220%
5/2/2024	Financial Counselors Inc.	81,049	£2.65M	0.0%	-3.0%	0.134%
5/2/2024	FinTrust Capital Advisors LLC	13,318	£435K	0.1%	-40.5%	0.022%
5/1/2024	Connecticut Wealth Management LLC	33,289	£1.09M	0.1%	-9.1%	0.055%
5/1/2024	Cherry Tree Wealth Management LLC	12,160	£397K	0.1%	-16.4%	0.020%
5/1/2024	Janney Montgomery Scott LLC	152,726	£4.99M	0.0%	+1.4%	0.253%
5/1/2024	VAUGHAN & Co SECURITIES INC.	86,193	£2.82M	1.8%	-3.5%	0.143%
5/1/2024	BOK Financial Private Wealth Inc.	21,742	£711K	0.1%	+5.3%	0.036%
5/1/2024	Prosperity Consulting Group LLC	266,383	£8.71M	1.1%	N/A	0.441%
5/1/2024	Wambolt & Associates LLC	13,768	£445K	0.1%	-44.2%	0.023%
4/30/2024	Private Advisor Group LLC	57,389	£1.87M	0.0%	-21.2%	0.094%
4/30/2024	J.W. Cole Advisors Inc.	6,892	£225K	0.0%	-23.0%	0.011%
4/30/2024	Mitchell Sinkler & Starr PA	4,478	£146K	0.0%	N/A	0.007%
4/30/2024	West Bancorporation Inc.	41,758	£1.37M	0.9%	-30.0%	0.069%
4/30/2024	Marathon Strategic Advisors LLC	54,254	£1.77M	2.2%	+1.5%	0.089%
4/30/2024	Navis Wealth Advisors LLC	6,598	£216K	0.3%	N/A	0.011%
4/30/2024	Stock Yards Bank & Trust Co.	116,741	£3.82M	0.1%	+1.8%	0.192%
4/29/2024	Commonwealth Equity Services LLC	383,354	£12.53M	0.0%	-2.5%	0.631%
4/26/2024	Pinnacle Associates Ltd.	17,087	£558K	0.0%	-12.0%	0.028%
4/26/2024	Aspen Investment Management Inc	59,308	£1.94M	1.0%	-0.7%	0.098%
4/26/2024	JNBA Financial Advisors	67,382	£2.20M	0.2%	-19.8%	0.111%
4/25/2024	Capital Investment Advisory Services LLC	2,579	£84K	0.0%	+1,472.6%	0.004%
4/25/2024	Cambridge Investment Research Advisors Inc.	69,778	£2.28M	0.0%	-7.8%	0.115%
4/24/2024	NBT Bank N A NY	53,750	£1.76M	0.1%	-1.6%	0.088%
4/24/2024	Spire Wealth Management	2,155	£70K	0.0%	-39.8%	0.004%
4/24/2024	H&H Retirement Design & Management INC	143,235	£4.48M	2.9%	-10.5%	0.236%
4/23/2024	Global Retirement Partners LLC	1,317	£43K	0.0%	-28.5%	0.002%
4/23/2024	Wesbanco Bank Inc.	31,137	£1.02M	0.0%	-4.8%	0.051%
4/23/2024	Raymond James Financial Services Advisors Inc.	447,318	£14.62M	0.0%	-15.3%	0.736%
4/22/2024	Strategic Financial Concepts LLC	8,894	£291K	0.1%	N/A	0.015%
625,000% Gain (Ad) Imagine swapping your daily coffee expense for a future free of financial worries. It might seem far-fetched, but results like this are within reach with the right knowledge and timing in the altcoin market. Plus, you’ll get $10 in real Bitcoin when you stay to the end of the call and take a short quiz. >> Dive into the Workshop Here
4/22/2024	Raymond James & Associates	321,711	£10.51M	0.0%	-0.5%	0.530%
4/19/2024	Powers Advisory Group LLC	48,851	£1.60M	0.9%	+1.1%	0.080%
4/19/2024	Abundance Wealth Counselors	8,164	£267K	0.1%	N/A	0.013%
4/18/2024	Plimoth Trust Co. LLC	9,446	£309K	0.1%	-26.9%	0.016%
4/18/2024	AlphaMark Advisors LLC	1,300	£42K	0.0%	-42.7%	0.002%
4/18/2024	Miracle Mile Advisors LLC	33,746	£1.10M	0.0%	+85.8%	0.056%
4/17/2024	Founders Financial Securities LLC	13,682	£447K	0.0%	+8.8%	0.023%
4/17/2024	Guidance Capital Inc.	20,387	£627K	0.2%	N/A	0.034%
4/16/2024	Independence Bank of Kentucky	21,675	£708K	0.2%	+21.1%	0.036%
4/16/2024	Hengehold Capital Management LLC	16,684	£545K	0.1%	-16.0%	0.027%

(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, 301 institutional investors and hedge funds held shares of WisdomTree U.S. SmallCap Dividend Fund. The most heavily invested institutionals were Aspire Private Capital LLC (£18.68B), Bank of America Corp DE (£74.69M), UBS Group AG (£60.67M), Creative Planning (£50.61M), LPL Financial LLC (£49.50M), M&T Bank Corp (£34.51M), 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 243 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: AE Wealth Management LLC (£471.22K), UBS Group AG (£422.19K), LPL Financial LLC (£385.87K), Baird Financial Group Inc. (£370.69K), Prosperity Consulting Group LLC (£266.38K), BIP Wealth LLC (£254.18K), and Envestnet Asset Management Inc. (£251.34K).
How much institutional buying is happening at WisdomTree U.S. SmallCap Dividend Fund?: Institutional investors have bought a total of 8,736,370 shares in the last 24 months. This purchase volume represents approximately £253.94M in transactions.

Which WisdomTree U.S. SmallCap Dividend Fund major shareholders have been selling company stock?: Of the 186 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), VAUGHAN & Co SECURITIES INC. (£411.46K), Assetmark Inc. (£292.20K), Royal Bank of Canada (£242.87K), Creative Planning (£166.58K), Del Sette Capital Management LLC (£158.74K), and Vestor Capital LLC (£148.15K).
How much institutional selling is happening at WisdomTree U.S. SmallCap Dividend Fund?: Institutional investors have sold a total of 5,266,407 shares in the last 24 months. This volume of shares sold represents approximately £150.40M in transactions.