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

WisdomTree U.S. SmallCap Dividend Fund logo
$41.73 +0.25 (+0.60%)
Closing price 04:10 PM Eastern
Extended Trading
$41.69 -0.04 (-0.10%)
As of 04:36 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 Massive. Learn more.
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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)
157
Total
Institutional Inflows
(last 12 months)
$142.32M
Number of
Institutional Sellers
(last 12 months)
141
Total
Institutional Outflows
(last 12 months)
$100.16M
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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
8/7/2026 Trust Co. of Vermont1,580$64K0.0%N/A0.003%
7/10/2026 Lee Kelleher & Klein Wealth Management162,148$6.60M3.4%-0.4%0.301%
7/10/2026 Wealthcare Advisory Partners LLC100,523$4.09M0.1%+0.4%0.187%
7/10/2026 FFG Retirement Advisors LLC52,981$2.16M1.1%+1.6%0.098%
7/9/2026 Revolve Wealth Partners LLC5,299$216K0.0%N/A0.010%
7/9/2026 Wealthcare Capital Partners LLC37,815$1.54M0.6%+3.3%0.070%
7/9/2026 Focus Financial Network Inc.13,436$547K0.0%+2.2%0.025%
7/9/2026 Melone Private Wealth LLC173,362$7.05M2.7%+0.7%0.322%
7/8/2026 Evanson Financial LLC91,178$3.71M0.2%N/A0.169%
7/7/2026 180 Wealth Advisors LLC51,844$2.11M0.2%-9.2%0.096%
7/7/2026 Inspirion Wealth Advisors LLC36,725$1.49M0.2%-4.4%0.068%
7/7/2026 Harbor Investment Advisory LLC20,775$845K0.1%-22.5%0.039%
7/2/2026 Versant Capital Management Inc4,432$180K0.0%+128.0%0.008%
7/2/2026 CX Institutional5,284$215K0.0%-27.3%0.010%
6/18/2026Western Wealth Management LLC5,112$184K0.0%N/A0.009%
6/11/2026 Three Bearings Fiduciary Advisors Inc.128,603$4.62M4.5%+0.5%0.238%
6/8/2026 Farmers National Bank78,628$2.83M0.6%+5.2%0.145%
6/3/2026 NewEdge Advisors LLC34,134$1.23M0.0%-10.9%0.063%
5/21/2026 Vestor Capital LLC75,321$2.71M0.2%N/A0.139%
5/19/2026Western Wealth Management LLC5,112$184K0.0%N/A0.009%
5/19/2026 Paragon Private Wealth Management LLC34,821$1.25M0.4%+23.0%0.064%
5/19/2026 NewEdge Advisors LLC28,255$1.02M0.0%-26.3%0.052%
5/19/2026Bank of America Corp DE2,457,823$88.33M0.0%+0.7%4.547%
5/19/2026 Arkadios Wealth Advisors43,230$1.55M0.0%+552.2%0.080%
5/18/2026Sunbelt Securities Inc.15,776$567K0.0%+7.8%0.029%
5/18/2026Royal Bank of Canada681,578$24.50M0.0%-10.8%1.261%
5/16/2026Glen Eagle Advisors LLC56,532$2.03M0.3%-3.5%0.105%
5/14/2026 Dickmeyer Boyce Financial Management Inc.74,016$2.66M1.6%N/A0.137%
5/14/2026 Lido Advisors LLC6,013$216K0.0%-14.2%0.011%
5/13/2026 Cetera Investment Advisers320,538$11.52M0.0%+0.4%0.593%
5/12/2026 Phillip James Consulting Co.10,069$361K0.3%N/A0.019%
5/8/2026 Cassaday & Co Wealth Management LLC1,091$39K0.0%N/A0.002%
5/6/2026 Aviance Capital Partners LLC5,756$207K0.0%N/A0.011%
5/6/2026 Modera Wealth Management LLC55,901$2.01M0.0%+2.1%0.103%
5/6/2026 Assetmark Inc.217,761$7.83M0.0%-2.2%0.403%
5/6/2026 Main Street Group LTD1,541$55K0.0%N/A0.003%
5/6/2026 Independent Financial Group LLC16,613$597K0.0%N/A0.031%
5/6/2026Prosperity Consulting Group LLC152,818$5.49M0.2%-7.2%0.283%
5/5/2026 Bank of New York Mellon Corp251,341$9.03M0.0%+19.6%0.465%
5/5/2026Sanctuary Advisors LLC13,113$471K0.0%+5.7%0.024%
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5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management132,137$4.75M0.1%+2.7%0.244%
5/4/2026 Chicago Partners Investment Group LLC11,954$457K0.0%-14.4%0.022%
5/4/2026 One Wealth Map LLC183,610$7.10M3.2%-2.4%0.340%
5/4/2026 Del Sette Capital Management LLC212,232$7.63M4.6%+12.1%0.393%
5/2/2026 Financial Advisory Partners LLC53,193$1.91M0.5%+7.2%0.098%
5/2/2026 Valmark Advisers Inc.348,798$12.54M0.1%+4.7%0.645%
5/1/2026 180 Wealth Advisors LLC57,080$2.05M0.2%-1.8%0.106%
5/1/2026 Midwest Trust Co56,261$2.02M0.0%-2.2%0.104%
5/1/2026 Fifth Third Bancorp22,116$795K0.0%N/A0.041%
5/1/2026 WealthShield Partners LLC28,099$1.01M0.1%-1.0%0.052%
4/30/2026 Accredited Investors Inc.5,906$212K0.0%N/A0.011%
4/30/2026 Waterfront Wealth Inc.33,791$1.21M0.2%-1.1%0.063%
4/30/2026 Robinson Smith Wealth Advisors LLC8,855$318K0.2%-12.4%0.016%
4/30/2026 Beacon Financial Group64,234$2.31M0.2%-3.5%0.119%
4/30/2026 First Horizon Corp1,070$38K0.0%N/A0.002%
4/30/2026 Kestra Advisory Services LLC274,010$9.85M0.0%+16.6%0.507%
4/30/2026 Sumitomo Mitsui Trust Group Inc.15,295$550K0.0%N/A0.028%
4/30/2026 IAG Wealth Partners LLC36,088$1.30M0.1%-9.3%0.067%
4/28/2026 Ascentis Independent Advisors1,175$42K0.0%N/A0.002%
4/28/2026 NBT Bank N A NY50,116$1.80M0.1%+116.2%0.093%
4/27/2026 Plimoth Trust Co. LLC7,980$287K0.1%-4.3%0.015%
4/27/2026 PFG Investments LLC8,373$301K0.0%-16.0%0.015%
4/27/2026 BIP Wealth LLC213,769$7.68M0.3%-5.9%0.396%
4/27/2026World Investment Advisors39,959$1.44M0.0%+30.3%0.074%
4/27/2026 F&V Capital Management LLC40,245$1.45M0.3%+4.8%0.074%
4/27/2026 Private Advisor Group LLC26,363$947K0.0%-5.1%0.049%
4/25/2026 Keybank National Association OH717,664$25.79M0.1%+0.9%1.328%
4/24/2026Stock Yards Bank & Trust Co.69,212$2.49M0.1%+1.8%0.128%
4/24/2026 Key Financial Inc158,701$5.70M1.0%-1.9%0.294%
4/24/2026 Harbor Investment Advisory LLC26,822$964K0.1%-21.3%0.050%
4/23/2026 Three Magnolias Financial Advisors LLC8,957$322K0.2%-25.6%0.017%
4/23/2026 Apollon Wealth Management LLC33,186$1.19M0.0%-23.4%0.061%
4/23/2026 Pasadena Private Wealth LLC26,925$968K0.1%+16.4%0.050%
4/23/2026 Vicus Capital8,400$302K0.0%-17.3%0.016%
4/22/2026 Janney Montgomery Scott LLC124,839$4.49M0.0%-2.3%0.231%
4/22/2026 TigerOak Management L.L.C.8,224$296K0.1%+12.3%0.015%
4/21/2026 Pinnacle Wealth Management Advisory Group LLC7,236$260K0.0%-18.3%0.013%
4/21/2026 Silver Oak Securities Incorporated7,658$275K0.0%-5.6%0.014%
4/20/2026 Apella Capital LLC26,457$1.02M0.0%+2.8%0.049%
4/17/2026 Total Clarity Wealth Management Inc.71,231$2.56M0.6%+104.4%0.132%
4/17/2026 Signal Advisors Wealth LLC5,624$202K0.0%N/A0.010%
4/17/2026 AdvisorNet Financial Inc95,624$3.44M0.2%+16.4%0.177%
4/17/2026 Webster Bank N. A.1,375$49K0.0%-33.6%0.003%
4/17/2026 Stonebridge Wealth Management LLC140,617$5.05M4.9%-4.1%0.260%
4/17/2026 Sterling Investment Counsel LLC8,434$303K0.1%-18.9%0.016%
4/16/2026 Montecito Bank & Trust12,785$459K0.1%-50.9%0.024%
4/16/2026 Kavar Capital Partners Group LLC13,249$476K0.1%N/A0.025%
4/16/2026 Founders Financial Securities LLC11,792$444K0.0%-20.6%0.022%
4/15/2026 Marathon Strategic Advisors LLC68,287$2.45M1.8%+2.5%0.126%
3/17/2026Rockefeller Capital Management L.P.144,617$4.84M0.0%+1.5%0.267%
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3/13/2026World Investment Advisors30,668$1.03M0.0%+6.5%0.057%
3/12/2026 Farmers National Bank74,707$2.50M0.6%-0.8%0.138%
3/9/2026 Corient Private Wealth LLC70,471$2.36M0.0%-80.2%0.130%
2/20/2026Wick Capital Partners LLC6,906$231K0.0%-12.4%0.013%
2/19/2026Invesco Ltd.7,483$250K0.0%-4.8%0.014%
2/19/2026 Corient Private Wealth LLC70,471$2.36M0.0%-80.2%0.130%
2/18/2026 Mercer Global Advisors Inc. ADV915,516$30.62M0.0%+8.3%1.688%
2/18/2026 EP Wealth Advisors LLC14,371$481K0.0%N/A0.026%
2/18/2026 NewEdge Advisors LLC38,328$1.28M0.0%+3.7%0.071%
2/18/2026 Cahill Financial Advisors Inc.57,995$1.94M0.2%+5.6%0.107%


DES Institutional Ownership - Frequently Asked Questions

During the previous two years, 334 institutional investors and hedge funds held shares of WisdomTree U.S. SmallCap Dividend Fund. The most heavily invested institutionals were Morgan Stanley ($90.35M), Bank of America Corp DE ($88.33M), LPL Financial LLC ($50.38M), UBS Group AG ($49.79M), Creative Planning ($47.32M), M&T Bank Corp ($35.36M), and Mercer Global Advisors Inc. ADV ($30.62M).Learn more on WisdomTree U.S. SmallCap Dividend Fund's institutional investors.

Of the 260 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 ($791.28K), Mercer Global Advisors Inc. ADV ($485.93K), Corient Private Wealth LLC ($393.52K), Allen Investment Management LLC ($293.48K), Strategic Financial Concepts LLC ($284.09K), and Stifel Financial Corp ($255.04K).

Institutional investors have bought a total of 4,242,240 shares in the last 24 months. This purchase volume represents approximately $142.32M in transactions.

Of the 137 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: Corient Private Wealth LLC ($572.23K), Envestnet Asset Management Inc. ($294.00K), UBS Group AG ($244.00K), Kestra Advisory Services LLC ($217.59K), Susquehanna International Group LLP ($125.58K), Ameriprise Financial Inc. ($122.87K), and Raymond James Financial Inc. ($110.55K).

Institutional investors have sold a total of 2,971,215 shares in the last 24 months. This volume of shares sold represents approximately $100.16M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:DES is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/7/2026. New 13F filings are added each quarter as they're published.
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