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

WisdomTree U.S. SmallCap Dividend Fund logo
$38.69 +0.58 (+1.52%)
Closing price 04:10 PM Eastern
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$38.70 +0.01 (+0.03%)
As of 05:29 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)
178
Total
Institutional Inflows
(last 12 months)
$168.08M
Number of
Institutional Sellers
(last 12 months)
172
Total
Institutional Outflows
(last 12 months)
$143.49M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
4/27/2026 World 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%
4/24/2026 Stock 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%
3/13/2026 World 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%
2/17/2026 Integrated 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%
2/16/2026 MML Investors Services LLC56,583$1.89M0.0%+6.1%0.104%
2/16/2026Mariner LLC30,653$1.03M0.0%-19.2%0.057%
2/16/2026Focus Partners Wealth81,021$2.71M0.0%+7.0%0.149%
2/16/2026Glen Eagle Advisors LLC58,589$1.96M0.3%-1.4%0.108%
2/16/2026Destination Wealth Management331,812$11.10M0.3%+0.3%0.612%
2/16/2026Aptus Capital Advisors LLC20,168$675K0.0%+3,763.6%0.037%
2/13/2026 Kestra Advisory Services LLC235,073$7.86M0.0%-48.1%0.433%
2/13/2026Ally Invest Advisors Inc.9,378$314K0.0%+29.3%0.017%
2/13/2026Stifel Financial Corp136,669$4.57M0.0%-6.5%0.252%
2/13/2026Morgan Stanley2,701,031$90.35M0.0%+2.7%4.979%
2/13/2026Arkadios Wealth Advisors6,628$222K0.0%+7.3%0.012%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,702$57K0.0%N/A0.003%
2/13/2026Wells Fargo & Company MN729,432$24.40M0.0%+22.2%1.345%
2/12/2026Rossby Financial LCC834$28K0.0%N/A0.002%
2/12/2026Orion Porfolio Solutions LLC20,736$694K0.0%-22.6%0.038%
2/12/2026TopTier Wealth Management LLC61,340$2.05M1.4%N/A0.113%
2/12/2026 Commonwealth Equity Services LLC245,104$8.20M0.0%-26.5%0.452%
2/12/2026JT Stratford LLC12,017$402K0.1%+2.9%0.022%
2/12/2026 Sfam LLC934$31K0.0%N/A0.002%
2/12/2026Steward Partners Investment Advisory LLC75,318$2.52M0.0%-18.2%0.139%
2/12/2026Bank of Montreal Can10,584$354K0.0%-3.6%0.020%
2/12/2026Moneta Group Investment Advisors LLC35,799$1.20M0.0%N/A0.066%
2/12/2026Principal Securities Inc.31,642$1.06M0.0%-1.9%0.058%
2/12/2026Founders Financial Alliance LLC11,147$373K0.1%-6.0%0.021%
2/12/2026 Investment Research Partners LLC50,600$1.69M0.7%-1.2%0.093%
2/12/2026Great Valley Advisor Group Inc.19,359$648K0.0%-2.9%0.036%
2/12/2026Cowa LLC28,098$940K0.3%+5.7%0.052%
2/11/2026 Marathon Strategic Advisors LLC66,599$2.23M1.7%+2.4%0.123%


DES Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DES shares?

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 ($81.55M), 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.

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

Of the 257 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 ($773.86K), 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).

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

Institutional investors have bought a total of 5,115,160 shares in the last 24 months. This purchase volume represents approximately $168.08M in transactions.

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

Of the 171 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: LPL Financial LLC ($724.00K), 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), and IFP Advisors Inc ($177.20K).

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

Institutional investors have sold a total of 4,352,435 shares in the last 24 months. This volume of shares sold represents approximately $143.49M in transactions.


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