WISDOMTREE US SMALLCAP DIVID (DES) Institutional Shareholders
WISDOMTREE US SMALLCAP DIVID (DES) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.02B in DES holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of DES tracked by InsiderSet, reporting ownership valued at approximately $99.32M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $112.25M, representing an estimated gain of +13.02% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 48% of the total disclosed DES value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Bank Of America Corp, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in WISDOMTREE US SMALLCAP DIVID (DES).
This page ranks the largest institutional DES shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
357
Total Reported Value
$1.02B
Largest Holder
Morgan Stanley
Largest Position
$99.32M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
37
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 2,763,378 | $99,315,843 | $112,248,414 | +$12,932,571 | +13.02% | |
| Bank Of America Corp | 0.01% | 2,457,823 | $88,334,158 | $99,836,770 | +$11,502,612 | +13.02% | |
| Lpl Financial Llc | 0.01% | 1,425,551 | $51,234,320 | $57,905,882 | +$6,671,562 | +13.02% | |
| Ubs Group Ag | 0.01% | 1,387,244 | $49,857,550 | $56,349,851 | +$6,492,301 | +13.02% | |
| Creative Planning | 0.03% | 1,347,290 | $48,421,619 | $54,726,920 | +$6,305,301 | +13.02% | |
| M&T Bank Corp | 0.13% | 1,031,795 | $37,082,713 | $41,911,513 | +$4,828,800 | +13.02% | |
| Mercer Global Advisors Inc | 0.05% | 850,320 | $30,560,489 | $34,539,998 | +$3,979,509 | +13.02% | |
| Keybank National Association/Oh | 0.10% | 741,283 | $30,155,402 | $30,110,915 | -$44,487 | -0.15% | |
| Wells Fargo & Company/Mn | 0.01% | 811,485 | $29,164,742 | $32,962,521 | +$3,797,779 | +13.02% | |
| Jones Financial Companies Lllp | 0.01% | 762,074 | $26,996,597 | $30,955,446 | +$3,958,849 | +14.66% | |
| Raymond James Financial Inc | 0.01% | 747,670 | $26,871,268 | $30,370,355 | +$3,499,087 | +13.02% | |
| Huntington National Bank | 0.14% | 699,258 | $25,131,298 | $28,403,860 | +$3,272,562 | +13.02% | |
| Royal Bank Of Canada | 0.00% | 681,578 | $24,496,000 | $27,685,698 | +$3,189,698 | +13.02% | |
| Ameriprise Financial Inc | 0.00% | 417,602 | $15,009,580 | $16,962,993 | +$1,953,413 | +13.01% | |
| Valmark Advisers, Inc. | 0.15% | 348,798 | $12,535,786 | $14,168,175 | +$1,632,389 | +13.02% | |
| Destination Wealth Management | 0.31% | 329,246 | $11,833,090 | $13,373,973 | +$1,540,883 | +13.02% | |
| Assetmark, Inc | 0.02% | 286,502 | $11,654,901 | $11,637,711 | -$17,190 | -0.15% | |
| Cetera Investment Advisers | 0.01% | 320,538 | $11,520,139 | $13,020,254 | +$1,500,115 | +13.02% | |
| Kestra Advisory Services, Llc | 0.04% | 268,651 | $10,928,728 | $10,912,604 | -$16,124 | -0.15% | |
| Allen Investment Management, Llc | 0.13% | 293,475 | $10,544,567 | $11,920,955 | +$1,376,388 | +13.05% | |
| Envestnet Asset Management Inc | 0.00% | 249,762 | $10,160,332 | $10,145,332 | -$15,000 | -0.15% | |
| Commonwealth Equity Services, Llc | 0.01% | 234,957 | $9,558,041 | $9,543,953 | -$14,088 | -0.15% | |
| Bank Of New York Mellon Corp | 0.00% | 251,341 | $9,033,228 | $10,209,471 | +$1,176,243 | +13.02% | |
| Bip Wealth, Llc | 0.25% | 212,265 | $8,634,924 | $8,622,204 | -$12,720 | -0.15% | |
| Del-Sette Capital Management, Llc | 4.99% | 210,229 | $8,552,130 | $8,539,502 | -$12,628 | -0.15% | |
| Curi Capital, Llc | 0.14% | 222,167 | $7,984,683 | $9,024,424 | +$1,039,741 | +13.02% | |
| One Wealth Map Llc | 3.60% | 189,509 | $7,720,598 | $7,697,856 | -$22,742 | -0.29% | |
| Hc Advisors, Llc | 4.97% | 206,534 | $7,422,832 | $8,389,411 | +$966,579 | +13.02% | |
| Melone Private Wealth, Llc | 2.69% | 173,362 | $7,052,378 | $7,041,964 | -$10,414 | -0.15% | |
| Lee-Kelleher Wealth Management | 3.45% | 162,148 | $6,596,185 | $6,586,452 | -$9,733 | -0.15% | |
| Osaic Holdings, Inc. | 0.01% | 176,855 | $6,356,582 | $7,183,850 | +$827,268 | +13.01% | |
| Key Financial Inc | 1.04% | 155,418 | $6,322,416 | $6,313,079 | -$9,337 | -0.15% | |
| Stonebridge Wealth Management, Llc | 5.34% | 146,670 | $5,966,536 | $5,957,735 | -$8,801 | -0.15% | |
| Cascade Financial Partners, Llc | 0.59% | 159,821 | $5,743,981 | $6,491,929 | +$747,948 | +13.02% | |
| Prosperity Consulting Group, Llc | 0.24% | 152,818 | $5,492,264 | $6,207,467 | +$715,203 | +13.02% | |
| Baird Financial Group, Inc. | 0.01% | 149,262 | $5,364,509 | $6,063,022 | +$698,513 | +13.02% | |
| Stifel Financial Corp | 0.00% | 146,727 | $5,273,540 | $5,960,051 | +$686,511 | +13.02% | |
| Croban | 2.32% | 129,615 | $5,272,677 | $5,264,961 | -$7,716 | -0.15% | |
| Parcion Private Wealth Llc | 0.29% | 128,500 | $5,227,380 | $5,219,670 | -$7,710 | -0.15% | |
| Rockefeller Capital Management L.P. | 0.01% | 145,334 | $5,223,305 | $5,903,467 | +$680,162 | +13.02% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.08% | 128,207 | $5,215,472 | $5,207,768 | -$7,704 | -0.15% | |
| Three Bearings Fiduciary Advisors, Inc. | 4.53% | 124,232 | $5,053,766 | $5,046,304 | -$7,462 | -0.15% | |
| Two Sigma Investments, Lp | 0.00% | 130,300 | $4,682,982 | $5,292,786 | +$609,804 | +13.02% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 113,225 | $4,547,132 | $4,599,200 | +$52,068 | +1.15% | |
| Frazier Financial Advisors, Llc | 2.36% | 118,711 | $4,266,460 | $4,822,041 | +$555,581 | +13.02% | |
| Advisornet Financial, Inc | 0.19% | 103,830 | $4,223,792 | $4,217,575 | -$6,217 | -0.15% | |
| Wealthcare Advisory Partners Llc | 0.08% | 100,523 | $4,089,273 | $4,083,244 | -$6,029 | -0.15% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 92,361 | $3,319,455 | $3,751,704 | +$432,249 | +13.02% | |
| Evanson Asset Management, Llc | 0.17% | 90,554 | $3,254,497 | $3,678,303 | +$423,806 | +13.02% | |
| Waverly Advisors, Llc | 0.02% | 89,290 | $3,209,066 | $3,626,960 | +$417,894 | +13.02% |
Frequently asked questions about DES
Who owns the most DES stock?
The largest holders of DES are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WISDOMTREE US SMALLCAP DIVID (DES).
Is DES widely held by superinvestors?
Many widely followed stocks like DES appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DES is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.