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 $1.10B 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 $115.05M in its June 30, 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 $110.61M, representing an estimated loss of -3.86% 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
360
Total Reported Value
$1.10B
Largest Holder
Morgan Stanley
Largest Position
$115.05M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
39
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% | 2,828,155 | $115,049,405 | $110,609,142 | -$4,440,263 | -3.86% | |
| Bank Of America Corp | 0.01% | 2,443,644 | $99,407,438 | $95,570,917 | -$3,836,521 | -3.86% | |
| Lpl Financial Llc | 0.01% | 1,397,957 | $56,868,899 | $54,674,098 | -$2,194,801 | -3.86% | |
| Ubs Group Ag | 0.01% | 1,343,918 | $54,670,584 | $52,560,633 | -$2,109,951 | -3.86% | |
| M&T Bank Corp | 0.12% | 1,041,447 | $37,429,713 | $40,730,992 | +$3,301,279 | +8.82% | |
| Mercer Global Advisors Inc | 0.04% | 870,701 | $35,420,110 | $34,053,116 | -$1,366,994 | -3.86% | |
| Jones Financial Companies Lllp | 0.01% | 854,626 | $34,865,781 | $33,424,423 | -$1,441,358 | -4.13% | |
| Wells Fargo & Company/Mn | 0.01% | 822,698 | $33,467,367 | $32,175,719 | -$1,291,648 | -3.86% | |
| Raymond James Financial Inc | 0.01% | 748,428 | $30,446,043 | $29,271,019 | -$1,175,024 | -3.86% | |
| Keybank National Association/Oh | 0.10% | 741,283 | $30,155,402 | $28,991,578 | -$1,163,824 | -3.86% | |
| Huntington National Bank | 0.14% | 712,899 | $29,000,724 | $27,881,480 | -$1,119,244 | -3.86% | |
| Royal Bank Of Canada | 0.00% | 686,604 | $27,932,000 | $26,853,082 | -$1,078,918 | -3.86% | |
| Ameriprise Financial Inc | 0.00% | 419,458 | $17,071,080 | $16,405,002 | -$666,078 | -3.90% | |
| Valmark Advisers, Inc. | 0.14% | 334,790 | $13,619,245 | $13,093,637 | -$525,608 | -3.86% | |
| Cetera Investment Advisers | 0.01% | 327,587 | $13,326,198 | $12,811,928 | -$514,270 | -3.86% | |
| Destination Wealth Management | 0.31% | 324,017 | $13,181,031 | $12,672,305 | -$508,726 | -3.86% | |
| Allen Investment Management, Llc | 0.14% | 293,475 | $11,932,705 | $11,477,807 | -$454,898 | -3.81% | |
| Assetmark, Inc | 0.02% | 286,502 | $11,654,901 | $11,205,093 | -$449,808 | -3.86% | |
| Bank Of New York Mellon Corp | 0.00% | 281,370 | $11,446,140 | $11,004,381 | -$441,759 | -3.86% | |
| Kestra Advisory Services, Llc | 0.04% | 268,651 | $10,928,728 | $10,506,941 | -$421,787 | -3.86% | |
| Envestnet Asset Management Inc | 0.00% | 249,762 | $10,160,332 | $9,768,192 | -$392,140 | -3.86% | |
| Commonwealth Equity Services, Llc | 0.01% | 234,957 | $9,558,041 | $9,189,168 | -$368,873 | -3.86% | |
| Curi Capital, Llc | 0.14% | 224,123 | $9,117,325 | $8,765,451 | -$351,874 | -3.86% | |
| Bip Wealth, Llc | 0.25% | 212,265 | $8,634,924 | $8,301,684 | -$333,240 | -3.86% | |
| Del-Sette Capital Management, Llc | 4.99% | 210,229 | $8,552,130 | $8,222,056 | -$330,074 | -3.86% | |
| Hc Advisors, Llc | 5.10% | 206,337 | $8,393,789 | $8,069,840 | -$323,949 | -3.86% | |
| Osaic Holdings, Inc. | 0.01% | 202,258 | $8,228,161 | $7,910,310 | -$317,851 | -3.86% | |
| One Wealth Map Llc | 3.60% | 189,509 | $7,720,598 | $7,411,697 | -$308,901 | -4.00% | |
| Melone Private Wealth, Llc | 2.69% | 173,362 | $7,052,378 | $6,780,188 | -$272,190 | -3.86% | |
| Jpmorgan Chase & Co | 0.00% | 168,384 | $6,839,766 | $6,585,498 | -$254,268 | -3.72% | |
| Lee-Kelleher Wealth Management | 3.45% | 162,148 | $6,596,185 | $6,341,608 | -$254,577 | -3.86% | |
| Cascade Financial Partners, Llc | 0.56% | 157,674 | $6,414,198 | $6,166,630 | -$247,568 | -3.86% | |
| Two Sigma Investments, Lp | 0.00% | 156,000 | $6,346,080 | $6,101,160 | -$244,920 | -3.86% | |
| Key Financial Inc | 1.04% | 155,418 | $6,322,416 | $6,078,398 | -$244,018 | -3.86% | |
| Stifel Financial Corp | 0.01% | 150,823 | $6,135,307 | $5,898,688 | -$236,619 | -3.86% | |
| Baird Financial Group, Inc. | 0.01% | 149,198 | $6,069,414 | $5,835,134 | -$234,280 | -3.86% | |
| Stonebridge Wealth Management, Llc | 5.34% | 146,670 | $5,966,536 | $5,736,264 | -$230,272 | -3.86% | |
| Prosperity Consulting Group, Llc | 0.22% | 140,984 | $5,735,213 | $5,513,884 | -$221,329 | -3.86% | |
| Rockefeller Capital Management L.P. | 0.01% | 139,847 | $5,688,980 | $5,469,416 | -$219,564 | -3.86% | |
| Croban | 2.32% | 129,615 | $5,272,677 | $5,069,243 | -$203,434 | -3.86% | |
| Janney Montgomery Scott Llc | 0.01% | 128,971 | $5,247,000 | $5,044,056 | -$202,944 | -3.87% | |
| Parcion Private Wealth Llc | 0.29% | 128,500 | $5,227,380 | $5,025,635 | -$201,745 | -3.86% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.08% | 128,207 | $5,215,472 | $5,014,176 | -$201,296 | -3.86% | |
| Three Bearings Fiduciary Advisors, Inc. | 4.53% | 124,232 | $5,053,766 | $4,858,714 | -$195,052 | -3.86% | |
| Frazier Financial Advisors, Llc | 2.50% | 121,735 | $4,952,167 | $4,761,056 | -$191,111 | -3.86% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 113,225 | $4,547,132 | $4,428,230 | -$118,902 | -2.61% | |
| Advisornet Financial, Inc | 0.19% | 103,830 | $4,223,792 | $4,060,791 | -$163,001 | -3.86% | |
| Wealthcare Advisory Partners Llc | 0.08% | 100,523 | $4,089,273 | $3,931,455 | -$157,818 | -3.86% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 86,110 | $3,502,947 | $3,367,762 | -$135,185 | -3.86% | |
| Waverly Advisors, Llc | 0.02% | 86,095 | $3,502,329 | $3,367,175 | -$135,154 | -3.86% |
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.