Who owns WisdomTree U.S. SmallCap Dividend Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DES from SEC Form 13F filings across 371 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 371 institutions disclosed 28.7M shares of WisdomTree U.S. SmallCap Dividend Fund worth $1.17B — about 53.5% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
371
13F holders
$1.17B
value, 2026 filers
53.5%
of shares outstanding (28.7M sh)
40
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of DES's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2.8M | $115.0M | 0.0% | 5.3% | +2.3% |
| 2 | BANK OF AMERICA CORP /DE/ | 2.4M | $99.4M | 0.0% | 4.5% | -0.6% |
| 3 | LPL Financial LLC | 1.4M | $56.9M | 0.0% | 2.6% | -1.9% |
| 4 | UBS Group AG | 1.3M | $54.7M | 0.0% | 2.5% | -3.1% |
| 5 | Creative Planning | 1.3M | $54.5M | 0.0% | 2.5% | -0.6% |
| 6 | M&T Bank Corp | 1.0M | $42.5M | 0.1% | 1.9% | +1.3% |
| 7 | MERCER GLOBAL ADVISORS INC /ADV | 870,701 | $35.4M | 0.0% | 1.6% | +2.4% |
| 8 | JONES FINANCIAL COMPANIES LLLP | 854,626 | $34.9M | 0.0% | 1.6% | +12.1% |
| 9 | WELLS FARGO & COMPANY/MN | 822,698 | $33.5M | 0.0% | 1.5% | +1.4% |
| 10 | RAYMOND JAMES FINANCIAL INC | 748,428 | $30.4M | 0.0% | 1.4% | +0.1% |
| 11 | KEYBANK NATIONAL ASSOCIATION/OH | 741,283 | $30.2M | 0.1% | 1.4% | +3.3% |
| 12 | HUNTINGTON NATIONAL BANK | 712,899 | $29.0M | 0.1% | 1.3% | +2.0% |
| 13 | ROYAL BANK OF CANADA | 686,604 | $27.9M | 0.0% | 1.3% | +0.7% |
| 14 | AMERIPRISE FINANCIAL INC | 419,458 | $17.1M | 0.0% | 0.8% | +0.4% |
| 15 | Valmark Advisers, Inc. | 334,790 | $13.6M | 0.1% | 0.6% | -4.0% |
| 16 | Cetera Investment Advisers | 327,587 | $13.3M | 0.0% | 0.6% | +2.2% |
| 17 | Destination Wealth Management | 324,017 | $13.2M | 0.3% | 0.6% | -1.6% |
| 18 | Allen Investment Management, LLC | 293,475 | $11.9M | 0.1% | 0.5% | 0.0% |
| 19 | ASSETMARK, INC | 286,502 | $11.7M | 0.0% | 0.5% | +31.6% |
| 20 | Bank of New York Mellon Corp | 281,370 | $11.4M | 0.0% | 0.5% | +11.9% |
| 21 | Kestra Advisory Services, LLC | 268,651 | $10.9M | 0.0% | 0.5% | -2.0% |
| 22 | ENVESTNET ASSET MANAGEMENT INC | 249,762 | $10.2M | 0.0% | 0.5% | +4.4% |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | 234,957 | $9.6M | 0.0% | 0.4% | -2.2% |
| 24 | Curi Capital, LLC | 224,123 | $9.1M | 0.1% | 0.4% | +0.9% |
| 25 | BIP Wealth, LLC | 212,265 | $8.6M | 0.2% | 0.4% | -0.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.