WISDOMTREE US SMALLCAP DIVID (DES) Institutional Ownership Changes & 13F Activity

WISDOMTREE US SMALLCAP DIVID (DES). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Jones Financial Companies Lllp, Citadel Advisors Llc, Ifg Advisory, Llc, and Two Sigma Investments, Lp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcSell-164-0.7%23,247$945.70KQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+28,346+85.8%61,398$2.50MQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+668+1.0%70,809$2.88MQ2 2026Aug 27, 2026
Mercer Global Advisors IncBuy+20,381+2.4%870,701$35.42MQ2 2026Aug 19, 2026
Stock Yards Bank & Trust CoSell-667-1.0%68,545$2.79MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+5,943+33.7%23,591$959.66KQ2 2026Aug 18, 2026
Triton Financial Group IncSell-5,505-49.7%5,561$226.22KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-1,671-11.0%13,542$550.88KQ2 2026Aug 17, 2026
Strive Financial Group ,LlcBuy+12+5.5%232$9.43KQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+1+0.0%11,585$470.68KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+419,458419,458$17.07MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+92,552+12.1%854,626$34.87MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+27,26027,260$1.11MQ2 2026Aug 14, 2026
Two Sigma Investments, LpBuy+25,700+19.7%156,000$6.35MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+25,403+14.4%202,258$8.23MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+20,28620,286$824.73KQ2 2026Aug 14, 2026
Bank Of America CorpSell-14,179-0.6%2,443,644$99.41MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+11,213+1.4%822,698$33.47MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+11,204+38.4%40,395$1.64MQ2 2026Aug 14, 2026
&PartnersSell-10,684-16.8%52,867$2.15MQ2 2026Aug 14, 2026
Perspective Wealth Advisors LlcBuy+9,0759,075$369.17KQ2 2026Aug 14, 2026
Invesco Ltd.Buy+7,3977,397$300.90KQ2 2026Aug 14, 2026
Hrt Financial LpBuy+6,7866,786$276.00KQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcSell-6,485-63.8%3,674$149.45KQ2 2026Aug 14, 2026
Destination Wealth ManagementSell-5,229-1.6%324,017$13.18MQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+5,026+24.5%25,566$1.04MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+5,026+0.7%686,604$27.93MQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+4,319+15.2%32,717$1.33MQ2 2026Aug 14, 2026
Waverly Advisors, LlcSell-3,195-3.6%86,095$3.50MQ2 2026Aug 14, 2026
Iht Wealth Management, LlcSell-2,304-11.6%17,537$713.41KQ2 2026Aug 14, 2026
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Frequently asked questions about DES activity

  • Which institutional owners are buying DES?

    Institutional owners buying DES include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in DES activity?

    "Buy" means an investor increased their reported position in DES compared to the prior reporting period. This reflects growing exposure to WISDOMTREE US SMALLCAP DIVID (DES) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in DES increasing?

    Institutional interest in DES can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.