DES Institutional Ownership
WisdomTree U.S. SmallCap Dividend Fund
1W: +0.2%
1M: -3.8%
3M: -4.0%
YTD: +15.1%
1Y: +15.1%
3Y: +46.2%
5Y: +40.8%
$38.65
+0.41 (+1.07%)
Weekly Expected Move ±1.4%
$38
$38
$39
$39
$40
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — DES
387
Institutional Holders
+18 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
36
New Positions
123
Increased
148
Reduced
16
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (403 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2,828,155 | $109M | +64,777 | +2.3% | 60Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 2,443,644 | $94M | -14,179 | -0.6% | 15Q | SEC ↗ |
| 3 | LPL Financial LLC | 1,397,957 | $54M | -27,594 | -1.9% | 61Q | SEC ↗ |
| 4 | UBS Group AG | 1,343,918 | $52M | -43,326 | -3.1% | 47Q | SEC ↗ |
| 5 | Creative Planning | 1,339,636 | $52M | -7,654 | -0.6% | 59Q | SEC ↗ |
| 6 | M&T Bank Corp | 1,045,207 | $40M | +3,760 | +0.4% | 20Q | SEC ↗ |
| 7 | MERCER GLOBAL ADVISORS INC /ADV | 870,701 | $34M | +20,381 | +2.4% | 29Q | SEC ↗ |
| 8 | JONES FINANCIAL COMPANIES LLLP | 854,626 | $33M | +92,552 | +12.1% | 22Q | SEC ↗ |
| 9 | WELLS FARGO & COMPANY/MN | 822,698 | $32M | +11,213 | +1.4% | 71Q | SEC ↗ |
| 10 | RAYMOND JAMES FINANCIAL INC | 748,428 | $29M | +758 | +0.1% | 7Q | SEC ↗ |
| 11 | KEYBANK NATIONAL ASSOCIATION/OH | 741,283 | $29M | +23,619 | +3.3% | 31Q | SEC ↗ |
| 12 | ROYAL BANK OF CANADA | 686,604 | $27M | +5,026 | +0.7% | 67Q | SEC ↗ |
| 13 | AMERIPRISE FINANCIAL INC | 419,458 | $16M | +1,856 | +0.4% | 16Q | SEC ↗ |
| 14 | Valmark Advisers, Inc. | 334,790 | $13M | -14,008 | -4.0% | 42Q | SEC ↗ |
| 15 | Cetera Investment Advisers | 327,587 | $13M | +7,049 | +2.2% | 23Q | SEC ↗ |
| 16 | Destination Wealth Management | 324,017 | $13M | -5,229 | -1.6% | 49Q | SEC ↗ |
| 17 | Allen Investment Management, LLC | 293,475 | $11M | — | +0.0% | 3Q | SEC ↗ |
| 18 | ASSETMARK, INC | 286,502 | $11M | +68,741 | +31.6% | 52Q | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 281,370 | $11M | +30,029 | +11.9% | 11Q | SEC ↗ |
| 20 | Kestra Advisory Services, LLC | 268,651 | $10M | -5,359 | -2.0% | 24Q | SEC ↗ |
| 21 | ENVESTNET ASSET MANAGEMENT INC | 249,762 | $10M | +10,559 | +4.4% | 71Q | SEC ↗ |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | 234,957 | $9M | -5,340 | -2.2% | 35Q | SEC ↗ |
| 23 | Curi Capital, LLC | 224,123 | $9M | +1,956 | +0.9% | 35Q | SEC ↗ |
| 24 | BIP Wealth, LLC | 212,265 | $8M | -1,504 | -0.7% | 14Q | SEC ↗ |
| 25 | Del-Sette Capital Management, LLC | 210,229 | $8M | -2,003 | -0.9% | 19Q | SEC ↗ |
| 26 | HC Advisors, LLC | 206,337 | $8M | -197 | -0.1% | 25Q | SEC ↗ |
| 27 | OSAIC HOLDINGS, INC. | 202,258 | $8M | +25,403 | +14.4% | 26Q | SEC ↗ |
| 28 | One Wealth Map LLC | 189,509 | $7M | +5,899 | +3.2% | 14Q | SEC ↗ |
| 29 | Melone Private Wealth, LLC | 173,362 | $7M | +1,195 | +0.7% | 19Q | SEC ↗ |
| 30 | JPMORGAN CHASE & CO | 168,384 | $7M | -7,336 | -4.2% | 58Q | SEC ↗ |
| 31 | Lee, Kelleher & Klein Wealth Managemen | 162,148 | $6M | -591 | -0.4% | 7Q | SEC ↗ |
| 32 | Cascade Financial Partners, LLC | 157,674 | $6M | -2,147 | -1.3% | 10Q | SEC ↗ |
| 33 | TWO SIGMA INVESTMENTS, LP | 156,000 | $6M | +25,700 | +19.7% | 2Q | SEC ↗ |
| 34 | Key Financial Inc | 155,418 | $6M | -3,283 | -2.1% | 27Q | SEC ↗ |
| 35 | STIFEL FINANCIAL CORP | 150,823 | $6M | +4,096 | +2.8% | 49Q | SEC ↗ |
| 36 | Baird Financial Group, Inc. | 149,198 | $6M | -64 | -0.0% | 45Q | SEC ↗ |
| 37 | Stonebridge Wealth Management, LLC | 146,670 | $6M | +6,053 | +4.3% | 5Q | SEC ↗ |
| 38 | Prosperity Consulting Group, LLC | 140,984 | $5M | -11,834 | -7.7% | 10Q | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 139,847 | $5M | -5,487 | -3.8% | 26Q | SEC ↗ |
| 40 | CROBAN | 129,615 | $5M | +2,641 | +2.1% | 7Q | SEC ↗ |
| 41 | Janney Montgomery Scott LLC | 128,971 | $5M | +4,132 | +3.3% | 4Q | SEC ↗ |
| 42 | Parcion Private Wealth LLC | 128,500 | $5M | — | +0.0% | 25Q | SEC ↗ |
| 43 | Empirical Financial Services, LLC d.b. | 128,207 | $5M | -3,930 | -3.0% | 57Q | SEC ↗ |
| 44 | Three Bearings Fiduciary Advisors, Inc | 124,232 | $5M | -4,371 | -3.4% | 3Q | SEC ↗ |
| 45 | Frazier Financial Advisors, LLC | 121,735 | $5M | +3,024 | +2.5% | 11Q | SEC ↗ |
| 46 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 113,225 | $4M | -1,315 | -1.1% | 12Q | SEC ↗ |
| 47 | AdvisorNet Financial, Inc | 103,830 | $4M | +8,206 | +8.6% | 35Q | SEC ↗ |
| 48 | Wealthcare Advisory Partners LLC | 100,523 | $4M | +363 | +0.4% | 36Q | SEC ↗ |
| 49 | Evanson Financial, LLC NEW | 91,178 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 50 | Evanson Asset Management, LLC | 90,554 | $3M | -7,492 | -7.6% | 50Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Evanson Financial, LLC | 91,178 | $4M |
| Copper Harbor Investment Advisors, | 36,307 | $1M |
| IFG Advisory, LLC | 27,260 | $1M |
| FIDUCIARY FINANCIAL ADVISORS | 23,936 | $925K |
| Prime Buchholz LLC | 14,841 | $574K |
| LORING WOLCOTT & COOLIDGE FIDUCIARY | 10,000 | $386K |
| Bluespring Wealth Management, LLC | 9,454 | $365K |
| PERSPECTIVE WEALTH ADVISORS LLC | 9,075 | $351K |
| C2P Capital Advisory Group, LLC d.b | 8,638 | $334K |
| Global Retirement Partners, LLC | 7,426 | $287K |
| HRT FINANCIAL LP | 6,786 | $262K |
| Argyle Capital Partners, LLC | 6,487 | $251K |
| RFG Advisory, LLC | 5,863 | $227K |
| BENJAMIN EDWARDS INC | 5,362 | $207K |
| Panoramic Capital Partners, LLC | 5,346 | $207K |
| Revolve Wealth Partners, LLC | 5,299 | $205K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT | 5,266 | $204K |
| TCI Wealth Advisors, Inc. | 5,110 | $198K |
| HighPoint Advisor Group LLC | 5,095 | $197K |
| FIRST TRUST ADVISORS LP | 5,012 | $194K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| MONETA GROUP INVESTMENT ADVISORS LL | 35,081 | $1M |
| WealthShield Partners, LLC | 28,099 | $1M |
| M Holdings Securities, Inc. | 15,049 | $582K |
| Founders Financial Alliance, LLC | 11,147 | $431K |
| Phillip James Consulting Co. | 10,069 | $389K |
| VANCE WEALTH, LLC | 7,728 | $299K |
| FLOW TRADERS U.S. LLC | 7,701 | $298K |
| Madrona Financial Services, LLC | 6,113 | $236K |
| SageView Advisory Group, LLC | 4,264 | $165K |
| Heritage Wealth Advisors | 1,769 | $68K |
| FLAGSHIP HARBOR ADVISORS, LLC | 1,649 | $64K |
| Ascentis Independent Advisors | 1,175 | $45K |
| Missouri Trust & Investment Co | 975 | $38K |
| Kohmann Bosshard Financial Services | 953 | $37K |
| CBIZ Investment Advisory Services, | 891 | $34K |
| AlphaCore Capital LLC | 525 | $20K |
| Destiny Wealth Partners, LLC | 510 | $20K |
| Sound Income Strategies, LLC | 481 | $19K |
| Garton & Associates Financial Advis | 468 | $18K |
| POM Investment Strategies, LLC | 354 | $14K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| VESTOR CAPITAL, LLC | -74,099 | -98.4% | 1,222 |
| UBS Group AG | -43,326 | -3.1% | 1,343,918 |
| LPL Financial LLC | -27,594 | -1.9% | 1,397,957 |
| NBT BANK, N.A. | -21,277 | -42.5% | 28,839 |
| HALBERT HARGROVE GLOBAL ADVISORS, L | -15,807 | -45.0% | 19,292 |
| BANK OF AMERICA CORP /DE | -14,179 | -0.6% | 2,443,644 |
| Valmark Advisers, Inc. | -14,008 | -4.0% | 334,790 |
| Prosperity Consulting Group, LLC | -11,834 | -7.7% | 140,984 |
| &PARTNERS | -10,684 | -16.8% | 52,867 |
| SIGNATURE ESTATE & INVESTMENT ADVIS | -10,030 | -12.4% | 70,780 |
| Mariner, LLC | -8,430 | -23.5% | 27,412 |
| Creative Planning | -7,654 | -0.6% | 1,339,636 |
| Merit Financial Group, LLC | -7,549 | -9.7% | 70,085 |
| Evanson Asset Management, LLC | -7,492 | -7.6% | 90,554 |
| JPMORGAN CHASE & CO | -7,336 | -4.2% | 168,384 |
| TopTier Wealth Management, LLC | -6,960 | -11.8% | 52,099 |
| BEACON FINANCIAL GROUP | -6,880 | -10.7% | 57,354 |
| Ameritas Advisory Services, LLC | -6,485 | -63.8% | 3,674 |
| Steward Partners Investment Advisor | -6,251 | -6.8% | 86,110 |
| HARBOR INVESTMENT ADVISORY, LLC | -6,047 | -22.5% | 20,775 |