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Public ownership evidence

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

Read DES insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T23:32:50.005Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-2870,809$2,880,505None
Dakota Wealth Management2025-09-302026-08-279,593$323,078None
Dakota Wealth Management2025-12-312026-08-279,593$320,872None
Dakota Wealth Management2026-03-312026-08-278,655$311,046None
Rehmann Capital Advisory Group2026-06-302026-08-2117,378$706,937None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-203,000$122,040None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-2065,545$2,666,371None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20870,701$35,420,110None
Beacon Pointe Advisors, LLC2026-06-302026-08-1923,591$959,664None
Strive Financial Group ,LLC2026-06-302026-08-18232$9,427None
Triton Financial Group Inc2026-06-302026-08-185,561$226,221None
Corient Private Wealth LP2026-06-302026-08-1871,481$2,907,813None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1811,585$470,679None
Nalls Sherbakoff Group, LLC2026-06-302026-08-18134$5,451None
Nalls Sherbakoff Group, LLC2026-03-312026-08-18134$4,816None
Equitable Holdings, Inc.2026-06-302026-08-1813,542$550,876None
Glen Eagle Advisors, LLC2026-06-302026-08-1555,734$2,267,247None
JPL Wealth Management, LLC2026-06-302026-08-151,785$72,614None
PERSPECTIVE WEALTH ADVISORS LLC2026-06-302026-08-159,075$369,171None
Navis Wealth Advisors, LLC2026-06-302026-08-1510,138$412,426None
Wick Capital Partners, LLC2026-06-302026-08-157,888$320,884None
Ameritas Advisory Services, LLC2026-06-302026-08-153,674$149,452None
Arkos Global Advisors2026-06-302026-08-1513,884$565,000None
Western Wealth Management, LLC2026-06-302026-08-154,981$202,638None
IFG Advisory, LLC2026-06-302026-08-1527,260$1,108,936None
JT Stratford LLC2026-06-302026-08-1512,365$502,997None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,371$55,772None
OSAIC HOLDINGS, INC.2026-06-302026-08-1555,016$2,238,044None
OSAIC HOLDINGS, INC.2026-06-302026-08-15145,871$5,934,345None
Orion Porfolio Solutions, LLC2026-06-302026-08-1520,190$821,327None
Gallagher Fiduciary Advisors, LLC2026-06-302026-08-1510,049$408,808None
HRT FINANCIAL LP2026-06-302026-08-156,786$276,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1540,395$1,643,269None
Medallion Wealth Advisors, LLC2026-06-302026-08-151,247$50,727None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15275$11,187None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1566$2,644None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15500$20,340None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15257$10,442None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15656$26,645None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15440$17,899None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15316$12,814None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15200$8,136None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15150$6,102None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15300$12,204None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15380$15,458None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15400$16,272None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,350$54,918None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15112$4,556None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15350$14,238None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15950$38,646None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Rehmann Capital Advisory Group ↗STOCK YARDS BANK & TRUST CO ↗STOCK YARDS BANK & TRUST CO ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Strive Financial Group ,LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.