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

WisdomTree U.S. SmallCap Dividend Fund logo
$38.56 +0.28 (+0.73%)
Closing price 04:10 PM Eastern
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$38.56 +0.00 (+0.01%)
As of 07:30 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)
155
Total
Institutional Inflows
(last 12 months)
$105.84M
Number of
Institutional Sellers
(last 12 months)
137
Total
Institutional Outflows
(last 12 months)
$98.51M
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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
10/9/2026Stonebridge Wealth Management LLC146,092$5.54M4.9%-0.4%0.272%
10/9/2026Lee Kelleher & Klein Wealth Management167,110$6.33M3.4%+3.1%0.311%
10/8/2026Farther Finance Advisors LLC53,896$2.04M0.0%+11.4%0.100%
10/8/2026Dickmeyer Boyce Financial Management Inc.78,200$2.96M1.4%+3.9%0.145%
10/8/2026Apella Capital LLC25,957$993K0.0%-1.9%0.048%
10/1/2026 Montecito Bank & Trust10,769$408K0.1%-15.7%0.020%
9/23/2026Envestnet Asset Management Inc.249,762$10.16M0.0%+4.4%0.464%
9/9/2026Cahill Financial Advisors Inc.57,791$2.35M0.2%-0.5%0.108%
9/9/2026Capital Analysts LLC65,910$2.68M0.1%-0.4%0.123%
9/9/2026RFG Advisory LLC5,863$238K0.0%N/A0.011%
9/9/2026NewEdge Advisors LLC31,150$1.27M0.0%-8.7%0.058%
9/9/2026IFP Advisors Inc19,999$814K0.0%-6.1%0.037%
9/8/2026Allworth Financial LP5,692$232K0.0%+23.6%0.011%
9/8/2026Waverly Advisors LLC86,095$3.50M0.0%-3.6%0.160%
9/2/2026Citadel Advisors LLC61,398$2.50M0.0%+85.8%0.114%
8/27/2026Corient Private Wealth LP70,809$2.88M0.0%+1.0%0.132%
8/23/2026Ameritas Advisory Services LLC3,674$149K0.0%-63.8%0.007%
8/23/2026Melone Private Wealth LLC173,362$7.05M2.2%+0.7%0.323%
8/23/2026Anson Capital Inc.12,398$504K0.3%+9.5%0.023%
8/22/2026Highland Investment Advisors LLC1,000$41K0.0%N/A0.002%
8/22/2026Invested Advisors42,836$1.74M1.5%+3.7%0.080%
8/21/2026Paragon Private Wealth Management LLC34,306$1.40M0.4%-1.5%0.064%
8/21/2026Continuum Advisory LLC4,034$164K0.0%N/A0.008%
8/21/2026Independence Bank of Kentucky33,451$1.36M0.2%-6.2%0.062%
8/20/2026JNBA Financial Advisors49,918$2.03M0.1%-1.5%0.093%
8/7/2026Trust Co. of Vermont1,580$64K0.0%N/A0.003%
7/10/2026Lee Kelleher & Klein Wealth Management162,148$6.60M3.4%-0.4%0.301%
7/10/2026Wealthcare Advisory Partners LLC100,523$4.09M0.1%+0.4%0.187%
7/10/2026FFG Retirement Advisors LLC52,981$2.16M1.1%+1.6%0.098%
7/9/2026Revolve Wealth Partners LLC5,299$216K0.0%N/A0.010%
7/9/2026Wealthcare Capital Partners LLC37,815$1.54M0.6%+3.3%0.070%
7/9/2026Focus Financial Network Inc.13,436$547K0.0%+2.2%0.025%
7/9/2026Melone Private Wealth LLC173,362$7.05M2.7%+0.7%0.322%
7/8/2026Evanson Financial LLC91,178$3.71M0.2%N/A0.169%
7/7/2026180 Wealth Advisors LLC51,844$2.11M0.2%-9.2%0.096%
7/7/2026Inspirion Wealth Advisors LLC36,725$1.49M0.2%-4.4%0.068%
7/7/2026Harbor 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%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

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6/11/2026Three Bearings Fiduciary Advisors Inc.128,603$4.62M4.5%+0.5%0.238%
6/8/2026Farmers National Bank78,628$2.83M0.6%+5.2%0.145%
6/3/2026NewEdge Advisors LLC34,134$1.23M0.0%-10.9%0.063%
5/21/2026Vestor Capital LLC75,321$2.71M0.2%N/A0.139%
5/19/2026Western Wealth Management LLC5,112$184K0.0%N/A0.009%
5/19/2026Paragon Private Wealth Management LLC34,821$1.25M0.4%+23.0%0.064%
5/19/2026NewEdge 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%
5/19/2026Arkadios 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%
5/14/2026Dickmeyer Boyce Financial Management Inc.74,016$2.66M1.6%N/A0.137%
5/14/2026Lido Advisors LLC6,013$216K0.0%-14.2%0.011%
5/13/2026Cetera Investment Advisers320,538$11.52M0.0%+0.4%0.593%
5/12/2026Phillip James Consulting Co.10,069$361K0.3%N/A0.019%
5/8/2026Cassaday & Co Wealth Management LLC1,091$39K0.0%N/A0.002%
5/6/2026Aviance Capital Partners LLC5,756$207K0.0%N/A0.011%
5/6/2026Modera Wealth Management LLC55,901$2.01M0.0%+2.1%0.103%
5/6/2026Assetmark Inc.217,761$7.83M0.0%-2.2%0.403%
5/6/2026Main Street Group LTD1,541$55K0.0%N/A0.003%
5/6/2026Independent Financial Group LLC16,613$597K0.0%N/A0.031%
5/6/2026Prosperity Consulting Group LLC152,818$5.49M0.2%-7.2%0.283%
5/5/2026Bank 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%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management132,137$4.75M0.1%+2.7%0.244%
5/4/2026Chicago Partners Investment Group LLC11,954$457K0.0%-14.4%0.022%
5/4/2026One Wealth Map LLC183,610$7.10M3.2%-2.4%0.340%
5/4/2026Del Sette Capital Management LLC212,232$7.63M4.6%+12.1%0.393%
5/2/2026Financial Advisory Partners LLC53,193$1.91M0.5%+7.2%0.098%
5/2/2026Valmark Advisers Inc.348,798$12.54M0.1%+4.7%0.645%
5/1/2026180 Wealth Advisors LLC57,080$2.05M0.2%-1.8%0.106%
5/1/2026Midwest Trust Co56,261$2.02M0.0%-2.2%0.104%
5/1/2026Fifth Third Bancorp22,116$795K0.0%N/A0.041%
5/1/2026WealthShield Partners LLC28,099$1.01M0.1%-1.0%0.052%
4/30/2026Accredited Investors Inc.5,906$212K0.0%N/A0.011%
4/30/2026Waterfront Wealth Inc.33,791$1.21M0.2%-1.1%0.063%
4/30/2026Robinson Smith Wealth Advisors LLC8,855$318K0.2%-12.4%0.016%
4/30/2026Beacon Financial Group64,234$2.31M0.2%-3.5%0.119%
4/30/2026First Horizon Corp1,070$38K0.0%N/A0.002%
4/30/2026Kestra Advisory Services LLC274,010$9.85M0.0%+16.6%0.507%
4/30/2026Sumitomo Mitsui Trust Group Inc.15,295$550K0.0%N/A0.028%
4/30/2026IAG Wealth Partners LLC36,088$1.30M0.1%-9.3%0.067%
4/28/2026Ascentis Independent Advisors1,175$42K0.0%N/A0.002%
4/28/2026NBT Bank N A NY50,116$1.80M0.1%+116.2%0.093%
4/27/2026Plimoth Trust Co. LLC7,980$287K0.1%-4.3%0.015%
4/27/2026PFG Investments LLC8,373$301K0.0%-16.0%0.015%
4/27/2026BIP Wealth LLC213,769$7.68M0.3%-5.9%0.396%
4/27/2026World Investment Advisors39,959$1.44M0.0%+30.3%0.074%
4/27/2026F&V Capital Management LLC40,245$1.45M0.3%+4.8%0.074%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

Discover the gold income fund before the next payout date
4/27/2026Private Advisor Group LLC26,363$947K0.0%-5.1%0.049%
4/25/2026Keybank 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%
4/24/2026Key Financial Inc158,701$5.70M1.0%-1.9%0.294%
4/24/2026Harbor Investment Advisory LLC26,822$964K0.1%-21.3%0.050%
4/23/2026Three Magnolias Financial Advisors LLC8,957$322K0.2%-25.6%0.017%
4/23/2026Apollon Wealth Management LLC33,186$1.19M0.0%-23.4%0.061%
4/23/2026Pasadena Private Wealth LLC26,925$968K0.1%+16.4%0.050%
4/23/2026Vicus Capital8,400$302K0.0%-17.3%0.016%
4/22/2026Janney Montgomery Scott LLC124,839$4.49M0.0%-2.3%0.231%


DES Institutional Ownership - Frequently Asked Questions

During the previous two years, 337 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 263 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 3,078,805 shares in the last 24 months. This purchase volume represents approximately $105.84M 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), Raymond James Financial Inc. ($110.55K), and LPL Financial LLC ($106.21K).

Institutional investors have sold a total of 2,914,019 shares in the last 24 months. This volume of shares sold represents approximately $98.51M 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 10/9/2026. New 13F filings are added each quarter as they're published.
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