Who owns WisdomTree U.S. SmallCap Dividend Fund?
Institutional ownership of DES from SEC Form 13F filings across 226 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.
226
13F holders
$922.4M
value, 2026 filers
43%
of shares outstanding (23.1M sh)
24
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 | 867,123 | $35.3M | 0.0% | 1.6% | +2.0% |
| 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 | ROYAL BANK OF CANADA | 686,604 | $27.9M | 0.0% | 1.3% | +0.7% |
| 13 | AMERIPRISE FINANCIAL INC | 419,458 | $17.1M | 0.0% | 0.8% | +0.4% |
| 14 | Valmark Advisers, Inc. | 334,790 | $13.6M | 0.1% | 0.6% | -4.0% |
| 15 | Cetera Investment Advisers | 327,587 | $13.3M | 0.0% | 0.6% | +2.2% |
| 16 | ASSETMARK, INC | 286,502 | $11.7M | 0.0% | 0.5% | +31.6% |
| 17 | Bank of New York Mellon Corp | 281,370 | $11.4M | 0.0% | 0.5% | +11.9% |
| 18 | Kestra Advisory Services, LLC | 268,651 | $10.9M | 0.0% | 0.5% | -2.0% |
| 19 | ENVESTNET ASSET MANAGEMENT INC | 249,762 | $10.2M | 0.0% | 0.5% | +4.4% |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | 234,957 | $9.6M | 0.0% | 0.4% | -2.2% |
| 21 | BIP Wealth, LLC | 212,265 | $8.6M | 0.2% | 0.4% | -0.7% |
| 22 | OSAIC HOLDINGS, INC. | 202,258 | $8.2M | 0.0% | 0.4% | +14.4% |
| 23 | JPMORGAN CHASE & CO | 168,384 | $6.8M | 0.0% | 0.3% | -4.2% |
| 24 | TWO SIGMA INVESTMENTS, LP | 156,000 | $6.3M | 0.0% | 0.3% | +19.7% |
| 25 | Key Financial Inc | 155,418 | $6.3M | 1.0% | 0.3% | -2.1% |
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.