DES Institutional Ownership & Shareholders
WISDOMTREE US SMALLCAP DIVID (DES) is currently held by 360 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.13B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $110.89M, representing an estimated loss of -3.61% 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
$1.13B
Largest Holder
Morgan Stanley
Largest Position
$115.05M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
38
Funds Exiting Positions
0
| 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 | $110,891,958 | -$4,157,447 | -3.61% | |
| Bank Of America Corp | 0.01% | 2,443,644 | $99,407,438 | $95,815,281 | -$3,592,157 | -3.61% | |
| Lpl Financial Llc | 0.01% | 1,397,957 | $56,868,899 | $54,813,894 | -$2,055,005 | -3.61% | |
| Ubs Group Ag | 0.01% | 1,343,918 | $54,670,584 | $52,695,025 | -$1,975,559 | -3.61% | |
| Creative Planning | 0.03% | 1,313,727 | $49,790,241 | $51,511,236 | +$1,720,995 | +3.46% | |
| M&T Bank Corp | 0.12% | 1,041,447 | $37,429,713 | $40,835,137 | +$3,405,424 | +9.10% | |
| Mercer Global Advisors Inc | 0.04% | 870,701 | $35,420,110 | $34,140,186 | -$1,279,924 | -3.61% | |
| Jones Financial Companies Lllp | 0.01% | 854,626 | $34,865,781 | $33,509,885 | -$1,355,896 | -3.89% | |
| Wells Fargo & Company/Mn | 0.01% | 822,698 | $33,467,367 | $32,257,989 | -$1,209,378 | -3.61% | |
| Raymond James Financial Inc | 0.01% | 748,428 | $30,446,043 | $29,345,862 | -$1,100,181 | -3.61% | |
| Keybank National Association/Oh | 0.10% | 741,283 | $30,155,402 | $29,065,706 | -$1,089,696 | -3.61% | |
| Huntington National Bank | 0.14% | 712,899 | $29,000,724 | $27,952,770 | -$1,047,954 | -3.61% | |
| Royal Bank Of Canada | 0.00% | 686,604 | $27,932,000 | $26,921,743 | -$1,010,257 | -3.62% | |
| Ameriprise Financial Inc | 0.00% | 419,458 | $17,071,080 | $16,446,948 | -$624,132 | -3.66% | |
| Valmark Advisers, Inc. | 0.14% | 334,790 | $13,619,245 | $13,127,116 | -$492,129 | -3.61% | |
| Cetera Investment Advisers | 0.01% | 327,587 | $13,326,198 | $12,844,686 | -$481,512 | -3.61% | |
| Destination Wealth Management | 0.31% | 324,017 | $13,181,031 | $12,704,707 | -$476,324 | -3.61% | |
| Allen Investment Management, Llc | 0.14% | 293,475 | $11,932,705 | $11,507,155 | -$425,550 | -3.57% | |
| Bank Of New York Mellon Corp | 0.00% | 281,370 | $11,446,140 | $11,032,518 | -$413,622 | -3.61% | |
| Assetmark, Inc | 0.02% | 282,892 | $10,721,607 | $11,092,195 | +$370,588 | +3.46% | |
| Envestnet Asset Management Inc | 0.00% | 249,762 | $10,160,332 | $9,793,168 | -$367,164 | -3.61% | |
| Kestra Advisory Services, Llc | 0.03% | 267,640 | $10,143,559 | $10,494,164 | +$350,605 | +3.46% | |
| Curi Capital, Llc | 0.14% | 224,123 | $9,117,325 | $8,787,863 | -$329,462 | -3.61% | |
| Hc Advisors, Llc | 5.10% | 206,337 | $8,393,789 | $8,090,474 | -$303,315 | -3.61% | |
| Del-Sette Capital Management, Llc | 4.80% | 217,551 | $8,245,171 | $8,530,175 | +$285,004 | +3.46% | |
| Osaic Holdings, Inc. | 0.01% | 202,258 | $8,228,161 | $7,930,536 | -$297,625 | -3.62% | |
| One Wealth Map Llc | 3.60% | 189,509 | $7,720,598 | $7,430,648 | -$289,950 | -3.76% | |
| Bip Wealth, Llc | 0.19% | 188,734 | $7,153,017 | $7,400,260 | +$247,243 | +3.46% | |
| Commonwealth Equity Services, Llc | 0.01% | 184,403 | $6,988,873 | $7,230,442 | +$241,569 | +3.46% | |
| Jpmorgan Chase & Co | 0.00% | 168,384 | $6,839,766 | $6,602,337 | -$237,429 | -3.47% | |
| Melone Private Wealth, Llc | 2.64% | 177,366 | $6,722,168 | $6,954,521 | +$232,353 | +3.46% | |
| Cascade Financial Partners, Llc | 0.56% | 157,674 | $6,414,198 | $6,182,398 | -$231,800 | -3.61% | |
| Two Sigma Investments, Lp | 0.00% | 156,000 | $6,346,080 | $6,116,760 | -$229,320 | -3.61% | |
| Lee-Kelleher Wealth Management | 3.26% | 167,110 | $6,333,465 | $6,552,383 | +$218,918 | +3.46% | |
| Stifel Financial Corp | 0.01% | 150,823 | $6,135,307 | $5,913,770 | -$221,537 | -3.61% | |
| Baird Financial Group, Inc. | 0.01% | 149,198 | $6,069,414 | $5,850,054 | -$219,360 | -3.61% | |
| Prosperity Consulting Group, Llc | 0.22% | 140,984 | $5,735,213 | $5,527,983 | -$207,230 | -3.61% | |
| Rockefeller Capital Management L.P. | 0.01% | 139,847 | $5,688,980 | $5,483,401 | -$205,579 | -3.61% | |
| Key Financial Inc | 0.92% | 149,519 | $5,666,774 | $5,862,640 | +$195,866 | +3.46% | |
| Stonebridge Wealth Management, Llc | 4.93% | 146,092 | $5,536,887 | $5,728,267 | +$191,380 | +3.46% | |
| Croban | 2.32% | 129,615 | $5,272,677 | $5,082,204 | -$190,473 | -3.61% | |
| Janney Montgomery Scott Llc | 0.01% | 128,971 | $5,247,000 | $5,056,953 | -$190,047 | -3.62% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.07% | 133,809 | $5,071,379 | $5,246,651 | +$175,272 | +3.46% | |
| Three Bearings Fiduciary Advisors, Inc. | 4.53% | 124,232 | $5,053,766 | $4,871,137 | -$182,629 | -3.61% | |
| Frazier Financial Advisors, Llc | 2.50% | 121,735 | $4,952,167 | $4,773,229 | -$178,938 | -3.61% | |
| Parcion Private Wealth Llc | 0.26% | 128,500 | $4,870,150 | $5,038,485 | +$168,335 | +3.46% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 117,108 | $4,499,278 | $4,591,805 | +$92,527 | +2.06% | |
| Advisornet Financial, Inc | 0.19% | 108,771 | $4,137,636 | $4,264,911 | +$127,275 | +3.08% | |
| Wealthcare Advisory Partners Llc | 0.06% | 95,418 | $3,616,343 | $3,741,340 | +$124,997 | +3.46% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 86,110 | $3,502,947 | $3,376,373 | -$126,574 | -3.61% |
Frequently asked questions about DES
Who are the largest institutional holders of DES?
The largest institutional holders of DES reported in the latest SEC Form 13F filings include Morgan Stanley, Bank Of America Corp, Lpl Financial Llc, Ubs Group Ag, and Creative Planning. InsiderSet ranks institutional holders by their latest reported DES position.
What is DES institutional ownership?
This page tracks DES positions reported by institutional investment managers through SEC Form 13F. WISDOMTREE US SMALLCAP DIVID (DES) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DES?
InsiderSet currently tracks 360 institutional managers reporting DES holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DES shareholders.
How much DES stock do institutions own?
Institutional investment managers disclosed approximately $1.13B in DES holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DES institutional ownership last updated?
The latest DES institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DES holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DES position after the reporting date.
Are institutions buying or selling DES?
Institutional buying and selling can be analyzed by comparing DES positions across consecutive 13F reporting periods. InsiderSet's DES Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DES ownership changes.
How has DES institutional ownership changed over time?
InsiderSet tracks DES institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.