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'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
Stock market today: Asian markets sink, with Japan’s Nikkei down 3.5%, as Mideast tensions flare
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
These are the Top 4 Stocks for Buybacks in 2024
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
Stock market today: Asian markets sink, with Japan’s Nikkei down 3.5%, as Mideast tensions flare
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
These are the Top 4 Stocks for Buybacks in 2024
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
Stock market today: Asian markets sink, with Japan’s Nikkei down 3.5%, as Mideast tensions flare
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
These are the Top 4 Stocks for Buybacks in 2024
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China

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

GBX 30.54
+0.20 (+0.66%)
(As of 04/18/2024 ET)

Institutional Ownership Changes (13F Filings) for WisdomTree U.S. SmallCap Dividend Fund (NYSEARCA:DES)

Number of
Institutional Buyers
(last 12 months)
180
Total
Institutional Inflows
(last 12 months)
£1.19M
Number of
Institutional Sellers
(last 12 months)
158
Total
Institutional Outflows
(last 12 months)
£1.09M
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Skip Chart & View Institutional Buying and Selling Data

DES Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/18/2024Plimoth Trust Co. LLC9,446£309K0.1%-26.9%0.016%
4/18/2024AlphaMark Advisors LLC1,300£42K0.0%-42.7%0.002%
4/18/2024Miracle Mile Advisors LLC33,746£1.10M0.0%+85.8%0.056%
4/17/2024Founders Financial Securities LLC13,682£447K0.0%+8.8%0.023%
4/17/2024Guidance Capital Inc.20,387£627K0.2%N/A0.034%
4/16/2024Independence Bank of Kentucky21,675£708K0.2%+21.1%0.036%
4/16/2024Hengehold Capital Management LLC16,684£545K0.1%-16.0%0.027%
4/16/2024Wealth Enhancement Advisory Services LLC162,258£5.30M0.0%-4.9%0.267%
4/15/2024Wealthcare Advisory Partners LLC122,318£4.00M0.1%+7.3%0.201%
4/15/2024Sunbelt Securities Inc.23,456£767K0.1%-2.9%0.039%
4/15/2024McNamara Financial Services Inc.11,895£389K0.1%-12.8%0.020%
4/15/2024F&V Capital Management LLC22,840£746K0.2%+7.3%0.038%
4/13/2024 Inspirion Wealth Advisors LLC46,110£1.51M0.2%-4.6%0.074%
4/13/2024 Evanson Asset Management LLC97,923£3.20M0.2%+1.1%0.156%
4/12/2024 Dynamic Advisor Solutions LLC182,922£5.98M0.2%+1.1%0.292%
4/12/2024 Harbor Investment Advisory LLC24,184£790K0.1%+119.6%0.039%
4/11/2024 Moller Wealth Partners11,378£372K0.1%-3.8%0.018%
4/10/2024 Buckingham Capital Management Inc.100,570£3.29M0.4%-16.8%0.160%
4/10/2024 Park Avenue Securities LLC12,844£420K0.0%+13.5%0.020%
4/9/2024 Montecito Bank & Trust39,881£1.30M0.3%+1.2%0.064%
4/9/2024 Mather Group LLC.29,328£943K0.0%+13.8%0.047%
4/5/2024 NBC Securities Inc.1,930£63K0.0%-20.8%0.003%
3/26/2024Fairman Group LLC1,518£49K0.0%N/A0.002%
3/15/2024Cape ANN Savings Bank8,260£255K0.2%-15.0%0.013%
3/15/2024B. Riley Wealth Advisors Inc.9,239£298K0.0%+21.8%0.015%
3/8/2024Trust Co. of Vermont1,825£59K0.0%-18.9%0.003%
3/8/2024ICA Group Wealth Management LLC2,658£86K0.0%N/A0.004%
3/6/2024SageView Advisory Group LLC13,583£431K0.0%-16.1%0.022%
2/28/2024EP Wealth Advisors LLC9,806£315K0.0%-4.9%0.016%
2/26/2024Integrated Advisors Network LLC14,450£465K0.0%+10.7%0.023%
2/23/2024Chicago Partners Investment Group LLC19,251£598K0.0%-18.0%0.031%
2/23/2024Beacon Financial Group139,387£4.48M0.5%+17.8%0.222%
2/16/2024Wesbanco Bank Inc.32,722£1.05M0.1%+3.2%0.052%
2/16/2024SageView Advisory Group LLC13,583£431K0.0%-16.1%0.022%
2/16/2024Aspect Partners LLC1,179£38K0.0%N/A0.002%
2/15/2024Arkos Global Advisors15,958£513K0.1%-6.0%0.025%
2/15/2024Mercer Global Advisors Inc. ADV294,525£9.48M0.0%+21.5%0.470%
2/15/2024Main Street Group LTD1,462£47K0.0%N/A0.002%
2/15/2024Financial Planning & Information Services Inc.55,587£1.79M0.3%+1.3%0.089%
2/15/2024Buckingham Strategic Partners LLC8,914£287K0.0%+25.5%0.014%
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2/15/2024Baird Financial Group Inc.252,782£8.13M0.0%+6.5%0.403%
2/15/2024Comerica Bank30,506£981K0.0%-4.0%0.049%
2/14/2024Royal Bank of Canada908,134£29.21M0.0%-7.1%1.448%
2/14/2024Midland Wealth Advisors LLC25,403£817K0.1%N/A0.041%
2/14/2024Kestra Advisory Services LLC310,918£10.00M0.1%-2.5%0.496%
2/14/2024Creative Planning1,573,221£50.61M0.1%-1.6%2.509%
2/14/2024RMB Capital Management LLC147,843£4.76M0.1%+10.6%0.236%
2/14/2024BOKF NA30,248£973K0.0%+8.5%0.048%
2/14/2024Hancock Whitney Corp12,955£417K0.0%-49.5%0.021%
2/13/2024Envestnet Asset Management Inc.598,908£19.27M0.0%+11.1%0.955%
2/13/2024Exencial Wealth Advisors LLC14,167£456K0.0%+8.1%0.023%
2/13/2024Cetera Advisor Networks LLC110,694£3.56M0.0%+6.8%0.177%
2/13/2024Oppenheimer & Co. Inc.28,837£928K0.0%+7.9%0.046%
2/13/2024CIBC Private Wealth Group LLC6,627£213K0.0%N/A0.011%
2/13/2024Anson Capital Inc.6,243£201K0.3%N/A0.010%
2/13/2024Jones Financial Companies Lllp59,829£1.93M0.0%+2.0%0.095%
2/13/2024TFG Advisers LLC49,566£1.60M0.7%-3.2%0.079%
2/13/2024FinTrust Capital Advisors LLC22,384£720K0.1%-3.2%0.036%
2/12/2024Robinson Smith Wealth Advisors LLC18,741£603K0.6%N/A0.030%
2/12/2024Focus Financial Network Inc. ADV13,181£424K0.0%N/A0.021%
2/12/2024Stifel Financial Corp218,585£7.03M0.0%+2.4%0.349%
2/12/2024Steward Partners Investment Advisory LLC22,982£739K0.0%+3.4%0.037%
2/9/2024H&H Retirement Design & Management INC159,981£4.93M3.1%+2.3%0.255%
2/9/2024Advisory Services Network LLC10,968£353K0.0%-3.8%0.017%
2/9/2024Orion Portfolio Solutions LLC87,189£2.76M0.0%-13.3%0.139%
2/9/2024SageView Advisory Group LLC13,583£431K0.0%-16.1%0.022%
2/9/2024Cambridge Investment Research Advisors Inc.75,653£2.43M0.0%-5.1%0.121%
2/9/2024Frazier Financial Advisors LLC124,277£4.00M3.5%N/A0.198%
2/9/2024Tidemark LLC1,608£52K0.0%N/A0.003%
2/9/2024JPL Wealth Management LLC89,101£2.87M2.1%N/A0.142%
2/9/2024Assetmark Inc.328,617£10.57M0.0%-5.1%0.524%
2/9/2024Corient Private Wealth LLC341,510£10.99M0.0%+0.8%0.545%
2/9/2024Wells Fargo & Company MN810,176£26.06M0.0%+29.0%1.292%
2/9/2024Gladstone Institutional Advisory LLC122,297£3.93M0.2%-8.9%0.195%
2/9/2024UBS Group AG1,886,019£60.67M0.0%+3.3%3.008%
2/8/2024Meridian Wealth Management LLC136,790£4.40M0.3%N/A0.218%
2/8/2024Beacon Pointe Advisors LLC38,857£1.25M0.0%-5.3%0.062%
2/8/2024Janney Montgomery Scott LLC150,631£4.85M0.0%+2.3%0.240%
2/8/2024JNBA Financial Advisors83,973£2.70M0.3%-15.7%0.134%
2/7/2024Avantax Advisory Services Inc.98,228£3.16M0.0%-2.4%0.157%
2/7/2024Wambolt & Associates LLC24,679£794K0.1%-24.5%0.039%
2/7/2024Private Portfolio Partners LLC186,743£6.01M1.4%+1.4%0.298%
2/7/2024 Buckingham Capital Management Inc.120,877£3.89M0.5%-15.1%0.193%
2/7/2024Northwest Financial Advisors925£30K0.0%N/A0.001%
2/7/2024Principal Securities Inc.29,785£958K0.0%N/A0.048%
2/7/2024Clearwater Capital Advisors LLC22,444£722K0.1%+5.9%0.036%
2/7/2024Pinnacle Wealth Management Advisory Group LLC14,714£473K0.1%-13.6%0.023%
2/6/2024Cherry Tree Wealth Management LLC14,541£468K0.1%-14.4%0.023%
2/6/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management136,420£4.39M0.1%+6.9%0.218%
2/6/2024Apollon Wealth Management LLC88,974£2.86M0.1%+43.5%0.142%
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2/6/2024Private Advisor Group LLC72,785£2.34M0.0%+2.8%0.116%
2/6/2024Wealthcare Advisory Partners LLC113,991£3.67M0.1%-6.7%0.182%
2/6/2024Spire Wealth Management3,582£110K0.0%+178.3%0.006%
2/6/2024Connecticut Wealth Management LLC36,634£1.18M0.1%+2.0%0.058%
2/6/2024First National Trust Co10,061£324K0.0%-14.0%0.016%
2/6/2024M&T Bank Corp1,072,863£34.51M0.1%+13.9%1.711%
2/6/2024Benjamin F. Edwards & Company Inc.3,074£99K0.0%-9.9%0.005%
2/6/2024Natixis Advisors L.P.11,482£369K0.0%N/A0.018%
2/5/2024Savant Capital LLC7,153£230K0.0%N/A0.011%
2/5/2024 Mather Group LLC.25,767£829K0.0%+13.5%0.041%
(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, 333 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 (£79.91M), UBS Group AG (£60.67M), Morgan Stanley (£59.69M), Creative Planning (£50.61M), LPL Financial LLC (£49.50M), and M&T Bank Corp (£34.51M).Learn more on DES's institutional investors.

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

Of the 275 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), Bank of America Corp DE (£438.24K), UBS Group AG (£437.83K), Baird Financial Group Inc. (£423.07K), LPL Financial LLC (£385.87K), Envestnet Asset Management Inc. (£315.63K), and M&T Bank Corp (£277.33K).

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

Institutional investors have bought a total of 10,587,577 shares in the last 24 months. This purchase volume represents approximately £307.42M in transactions.

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

Of the 211 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), Royal Bank of Canada (£450.11K), VAUGHAN & Co SECURITIES INC. (£434.03K), Assetmark Inc. (£292.20K), Del Sette Capital Management LLC (£284.74K), Commonwealth Equity Services LLC (£175.60K), and Beacon Financial Group (£170.24K).

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

Institutional investors have sold a total of 6,185,712 shares in the last 24 months. This volume of shares sold represents approximately £176.48M in transactions.


This page (NYSEARCA:DES) was last updated on 4/19/2024 by MarketBeat.com Staff

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