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

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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)
147
Total
Institutional Inflows
(last 12 months)
£1.01M
Number of
Institutional Sellers
(last 12 months)
138
Total
Institutional Outflows
(last 12 months)
£915.90K
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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
5/9/2024Orion Portfolio Solutions LLC82,220£2.69M0.0%-5.7%0.136%
5/9/2024HBK Sorce Advisory LLC38,541£1.26M0.0%+3.6%0.064%
5/9/2024New Insight Wealth Advisors7,674£251K0.2%+20.9%0.013%
5/7/2024 Oppenheimer & Co. Inc.28,176£921K0.0%-2.3%0.047%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management136,737£4.47M0.1%+0.2%0.226%
5/7/2024 Insight Advisors LLC PA20,754£678K0.1%+9.1%0.034%
5/6/2024 Kades & Cheifetz LLC110,267£3.60M2.3%-4.5%0.183%
5/6/2024 TFG Advisers LLC47,631£1.56M0.6%-3.9%0.079%
5/2/2024 Diversified LLC10,874£355K0.0%+3.4%0.018%
5/2/2024 Salomon & Ludwin LLC132,777£4.34M0.4%-6.6%0.220%
5/2/2024 Financial Counselors Inc.81,049£2.65M0.0%-3.0%0.134%
5/2/2024 FinTrust Capital Advisors LLC13,318£435K0.1%-40.5%0.022%
5/1/2024 Connecticut Wealth Management LLC33,289£1.09M0.1%-9.1%0.055%
5/1/2024 Cherry Tree Wealth Management LLC12,160£397K0.1%-16.4%0.020%
5/1/2024 Janney Montgomery Scott LLC152,726£4.99M0.0%+1.4%0.253%
5/1/2024 VAUGHAN & Co SECURITIES INC.86,193£2.82M1.8%-3.5%0.143%
5/1/2024 BOK Financial Private Wealth Inc.21,742£711K0.1%+5.3%0.036%
5/1/2024 Prosperity Consulting Group LLC266,383£8.71M1.1%N/A0.441%
5/1/2024 Wambolt & Associates LLC13,768£445K0.1%-44.2%0.023%
4/30/2024 Private Advisor Group LLC57,389£1.87M0.0%-21.2%0.094%
4/30/2024 J.W. Cole Advisors Inc.6,892£225K0.0%-23.0%0.011%
4/30/2024 Mitchell Sinkler & Starr PA4,478£146K0.0%N/A0.007%
4/30/2024 West Bancorporation Inc.41,758£1.37M0.9%-30.0%0.069%
4/30/2024 Marathon Strategic Advisors LLC54,254£1.77M2.2%+1.5%0.089%
4/30/2024 Navis Wealth Advisors LLC6,598£216K0.3%N/A0.011%
4/30/2024 Stock Yards Bank & Trust Co.116,741£3.82M0.1%+1.8%0.192%
4/29/2024Commonwealth Equity Services LLC383,354£12.53M0.0%-2.5%0.631%
4/26/2024 Pinnacle Associates Ltd.17,087£558K0.0%-12.0%0.028%
4/26/2024 Aspen Investment Management Inc59,308£1.94M1.0%-0.7%0.098%
4/26/2024 JNBA Financial Advisors67,382£2.20M0.2%-19.8%0.111%
4/25/2024 Capital Investment Advisory Services LLC2,579£84K0.0%+1,472.6%0.004%
4/25/2024 Cambridge Investment Research Advisors Inc.69,778£2.28M0.0%-7.8%0.115%
4/24/2024 NBT Bank N A NY53,750£1.76M0.1%-1.6%0.088%
4/24/2024 Spire Wealth Management2,155£70K0.0%-39.8%0.004%
4/24/2024 H&H Retirement Design & Management INC143,235£4.48M2.9%-10.5%0.236%
4/23/2024 Global Retirement Partners LLC1,317£43K0.0%-28.5%0.002%
4/23/2024 Wesbanco Bank Inc.31,137£1.02M0.0%-4.8%0.051%
4/23/2024 Raymond James Financial Services Advisors Inc.447,318£14.62M0.0%-15.3%0.736%
4/22/2024 Strategic Financial Concepts LLC8,894£291K0.1%N/A0.015%
4/22/2024 Raymond James & Associates321,711£10.51M0.0%-0.5%0.530%
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4/19/2024 Powers Advisory Group LLC48,851£1.60M0.9%+1.1%0.080%
4/19/2024 Abundance Wealth Counselors8,164£267K0.1%N/A0.013%
4/18/2024 Plimoth Trust Co. LLC9,446£309K0.1%-26.9%0.016%
4/18/2024 AlphaMark Advisors LLC1,300£42K0.0%-42.7%0.002%
4/18/2024 Miracle Mile Advisors LLC33,746£1.10M0.0%+85.8%0.056%
4/17/2024 Founders Financial Securities LLC13,682£447K0.0%+8.8%0.023%
4/17/2024 Guidance Capital Inc.20,387£627K0.2%N/A0.034%
4/16/2024 Independence Bank of Kentucky21,675£708K0.2%+21.1%0.036%
4/16/2024 Hengehold Capital Management LLC16,684£545K0.1%-16.0%0.027%
4/16/2024 Wealth Enhancement Advisory Services LLC162,258£5.30M0.0%-4.9%0.267%
4/15/2024 Wealthcare Advisory Partners LLC122,318£4.00M0.1%+7.3%0.201%
4/15/2024 Sunbelt Securities Inc.23,456£767K0.1%-2.9%0.039%
4/15/2024 McNamara Financial Services Inc.11,895£389K0.1%-12.8%0.020%
4/15/2024 F&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%
3/26/2024 Fairman 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%
3/8/2024 Trust 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%
2/26/2024 Integrated Advisors Network LLC14,450£465K0.0%+10.7%0.023%
2/23/2024 Chicago Partners Investment Group LLC19,251£598K0.0%-18.0%0.031%
2/23/2024 Beacon Financial Group139,387£4.48M0.5%+17.8%0.222%
2/15/2024Financial Planning & Information Services Inc.55,587£1.79M0.3%+1.3%0.089%
2/15/2024Comerica Bank30,506£981K0.0%-4.0%0.049%
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%
2/13/2024Exencial Wealth Advisors LLC14,167£456K0.0%+8.1%0.023%
2/13/2024 Anson Capital Inc.6,243£201K0.3%N/A0.010%
2/13/2024Jones Financial Companies Lllp59,829£1.93M0.0%+2.0%0.095%
2/13/2024 TFG Advisers LLC49,566£1.60M0.7%-3.2%0.079%
2/13/2024 FinTrust Capital Advisors LLC22,384£720K0.1%-3.2%0.036%
2/12/2024 Robinson 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%
2/9/2024 H&H Retirement Design & Management INC159,981£4.93M3.1%+2.3%0.255%
2/9/2024 Advisory Services Network LLC10,968£353K0.0%-3.8%0.017%
2/9/2024Orion Portfolio Solutions LLC87,189£2.76M0.0%-13.3%0.139%
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2/9/2024SageView Advisory Group LLC13,583£431K0.0%-16.1%0.022%
2/9/2024 Cambridge 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%
2/9/2024 Assetmark 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%
(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, 303 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 (£74.69M), UBS Group AG (£60.67M), Creative Planning (£50.61M), LPL Financial LLC (£49.50M), M&T Bank Corp (£34.51M), and United Capital Financial Advisers LLC (£32.98M).Learn more on DES's institutional investors.

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

Of the 246 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), UBS Group AG (£422.19K), LPL Financial LLC (£385.87K), Baird Financial Group Inc. (£370.69K), M&T Bank Corp (£277.33K), Bank of America Corp DE (£266.39K), and Prosperity Consulting Group LLC (£266.38K).

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

Institutional investors have bought a total of 9,025,224 shares in the last 24 months. This purchase volume represents approximately £262.54M in transactions.

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

Of the 190 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), VAUGHAN & Co SECURITIES INC. (£418.02K), Assetmark Inc. (£292.20K), Del Sette Capital Management LLC (£284.74K), Royal Bank of Canada (£242.87K), Beacon Financial Group (£170.24K), and Creative Planning (£166.58K).

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

Institutional investors have sold a total of 5,448,422 shares in the last 24 months. This volume of shares sold represents approximately £155.13M in transactions.


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This page (NYSEARCA:DES) was last updated on 5/9/2024 by MarketBeat.com Staff

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