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

WisdomTree U.S. SmallCap Dividend Fund logo
$40.32 0.00 (0.00%)
Closing price 07/2/2026 04:10 PM Eastern
Extended Trading
$40.34 +0.02 (+0.06%)
As of 07/2/2026 04:10 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.
Compare

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

Number of
Institutional Buyers
(last 12 months)
176
Total
Institutional Inflows
(last 12 months)
$158.20M
Number of
Institutional Sellers
(last 12 months)
168
Total
Institutional Outflows
(last 12 months)
$123.46M
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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
7/2/2026 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%
6/11/2026Three 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%
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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%
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%
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%
4/20/2026Apella Capital LLC26,457$1.02M0.0%+2.8%0.049%
4/17/2026Total 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%
4/17/2026AdvisorNet Financial Inc95,624$3.44M0.2%+16.4%0.177%
4/17/2026Webster Bank N. A.1,375$49K0.0%-33.6%0.003%
4/17/2026Stonebridge Wealth Management LLC140,617$5.05M4.9%-4.1%0.260%
4/17/2026Sterling Investment Counsel LLC8,434$303K0.1%-18.9%0.016%
4/16/2026Montecito Bank & Trust12,785$459K0.1%-50.9%0.024%
4/16/2026Kavar Capital Partners Group LLC13,249$476K0.1%N/A0.025%
4/16/2026Founders Financial Securities LLC11,792$444K0.0%-20.6%0.022%
4/15/2026Marathon 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%
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%
2/18/2026Align Financial LLC38,913$1.30M0.0%N/A0.072%
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2/17/2026Integrated Advisors Network LLC13,450$450K0.0%-5.6%0.025%
2/17/2026AQR Capital Management LLC15,284$511K0.0%+5.9%0.028%
2/17/2026Cetera Investment Advisers319,248$10.68M0.0%-0.2%0.588%
2/17/2026Osaic Holdings Inc.173,163$5.79M0.0%-16.7%0.319%
2/17/2026Advisory Services Network LLC26,672$892K0.0%+9.1%0.049%
2/17/2026Captrust Financial Advisors15,219$509K0.0%-25.8%0.028%
2/17/2026&PARTNERS64,074$2.14M0.0%-0.6%0.118%
2/17/2026Royal Bank of Canada763,962$25.56M0.0%-1.7%1.408%
2/16/2026MML Investors Services LLC56,583$1.89M0.0%+6.1%0.104%
2/16/2026Mariner LLC30,653$1.03M0.0%-19.2%0.057%


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 264 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 4,770,939 shares in the last 24 months. This purchase volume represents approximately $158.20M in transactions.

Of the 168 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), Truist Financial Corp ($216.08K), IFP Advisors Inc ($177.20K), and Raymond James Financial Inc. ($136.15K).

Institutional investors have sold a total of 3,708,617 shares in the last 24 months. This volume of shares sold represents approximately $123.46M in transactions.


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This page (NYSEARCA:DES) was last updated on 7/5/2026 by MarketBeat.com Staff.
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