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

WisdomTree U.S. SmallCap Dividend Fund logo
$40.78 +0.06 (+0.15%)
Closing price 07/24/2026 04:10 PM Eastern
Extended Trading
$40.78 0.00 (0.00%)
As of 07/24/2026 07:34 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)
167
Total
Institutional Inflows
(last 12 months)
$149.62M
Number of
Institutional Sellers
(last 12 months)
159
Total
Institutional Outflows
(last 12 months)
$111.38M
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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
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%
6/8/2026Farmers 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%
5/14/2026 Dickmeyer 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%
5/6/2026 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%
5/5/2026Bank 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%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management132,137$4.75M0.1%+2.7%0.244%
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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%
5/2/2026 Financial 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%
5/1/2026 180 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%
4/30/2026 Accredited 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%
4/30/2026 Beacon Financial Group64,234$2.31M0.2%-3.5%0.119%
4/30/2026 First Horizon Corp1,070$38K0.0%N/A0.002%
4/30/2026Kestra 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%
4/27/2026 PFG 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%
4/27/2026 F&V Capital Management LLC40,245$1.45M0.3%+4.8%0.074%
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%
4/24/2026 Harbor Investment Advisory LLC26,822$964K0.1%-21.3%0.050%
4/23/2026Three Magnolias Financial Advisors LLC8,957$322K0.2%-25.6%0.017%
4/23/2026 Apollon 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%
4/22/2026TigerOak Management L.L.C.8,224$296K0.1%+12.3%0.015%
4/21/2026Pinnacle Wealth Management Advisory Group LLC7,236$260K0.0%-18.3%0.013%
4/21/2026Silver 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%
4/17/2026Signal 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%
4/16/2026Founders 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%
3/13/2026World Investment Advisors30,668$1.03M0.0%+6.5%0.057%
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3/12/2026Farmers National Bank74,707$2.50M0.6%-0.8%0.138%
3/9/2026Corient 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%
2/19/2026Corient Private Wealth LLC70,471$2.36M0.0%-80.2%0.130%
2/18/2026Mercer Global Advisors Inc. ADV915,516$30.62M0.0%+8.3%1.688%
2/18/2026EP Wealth Advisors LLC14,371$481K0.0%N/A0.026%
2/18/2026NewEdge Advisors LLC38,328$1.28M0.0%+3.7%0.071%
2/18/2026Cahill Financial Advisors Inc.57,995$1.94M0.2%+5.6%0.107%
2/18/2026VestGen Advisors LLC8,964$300K0.0%N/A0.017%


DES Institutional Ownership - Frequently Asked Questions

During the previous two years, 344 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 265 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 ($518.29K), 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 4,472,514 shares in the last 24 months. This purchase volume represents approximately $149.62M in transactions.

Of the 158 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. ($371.26K), UBS Group AG ($244.00K), Kestra Advisory Services LLC ($217.59K), Raymond James Financial Inc. ($136.15K), Susquehanna International Group LLP ($125.58K), and Ameriprise Financial Inc. ($122.87K).

Institutional investors have sold a total of 3,324,563 shares in the last 24 months. This volume of shares sold represents approximately $111.38M in transactions.


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This page (NYSEARCA:DES) was last updated on 7/25/2026 by MarketBeat.com Staff.
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