WISDOMTREE US SMALLCAP DIVID DES
$40.32
-0.8% 52w: $30.19 – $40.80
Latest 13F among current holders filed 24 days ago (Jun 11, 2026)
Price — last 12 months
research preview data30.1935.5040.80
Jun 20, 2025 Jul 2, 2026
Institutional holders
350
+10 QoQ
13F value
$995.2M
+4.0% QoQ
Smart-money holders
5
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$283K calls / — puts
Institutional value by quarter
Number of holders
Who owns DES?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 2.8M | $99.3M | 0.0% | +2.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.5M | $88.3M | 0.0% | +0.7% |
| LPL Financial LLC | Bank broker | 1.4M | $51.2M | 0.0% | -5.4% |
| UBS Group AG | Bank broker | 1.4M | $49.9M | 0.0% | -6.8% |
| Creative Planning | Wealth advisor | 1.3M | $48.4M | 0.0% | -1.1% |
| M&T Bank Corp | Diversified mechanical | 1.0M | $37.1M | 0.1% | -2.4% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 850.3K | $30.6M | 0.0% | -7.1% |
| WELLS FARGO & COMPANY/MN | Bank broker | 811.5K | $29.2M | 0.0% | +11.2% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 762.1K | $27.0M | 0.0% | +11.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 747.7K | $26.9M | 0.0% | -3.6% |
| KEYBANK NATIONAL ASSOCIATION/OH | Diversified mechanical | 717.7K | $25.8M | 0.1% | +0.9% |
| ROYAL BANK OF CANADA | Bank broker | 681.6K | $24.5M | 0.0% | -10.8% |
| AMERIPRISE FINANCIAL INC | Bank broker | 417.6K | $15.0M | 0.0% | +2.3% |
| Valmark Advisers, Inc. | Wealth advisor | 348.8K | $12.5M | 0.1% | +4.7% |
| Destination Wealth Management | Wealth advisor | 329.2K | $11.8M | 0.3% | -0.8% |
| Cetera Investment Advisers | Wealth advisor | 320.5K | $11.5M | 0.0% | +0.4% |
| Allen Investment Management, LLC | Other | 293.5K | $10.5M | 0.1% | Held |
| Kestra Advisory Services, LLC | Wealth advisor | 274.0K | $9.8M | 0.0% | +16.6% |
| Bank of New York Mellon Corp | Diversified mechanical | 251.3K | $9.0M | 0.0% | +19.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 240.3K | $8.6M | 0.0% | -2.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 239.2K | $8.6M | 0.0% | +2.2% |
| Curi Capital, LLC | Other | 222.2K | $8.0M | 0.1% | +3.4% |
| ASSETMARK, INC | Wealth advisor | 217.8K | $7.8M | 0.0% | -2.2% |
| BIP Wealth, LLC | Wealth advisor | 213.8K | $7.7M | 0.3% | -5.9% |
| Del-Sette Capital Management, LLC | Wealth advisor | 212.2K | $7.6M | 4.6% | +12.1% |
| HC Advisors, LLC | Wealth advisor | 206.5K | $7.4M | 5.0% | +0.8% |
| One Wealth Map LLC | Wealth advisor | 183.6K | $7.1M | 3.5% | -2.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 176.9K | $6.4M | 0.0% | +2.1% |
| JPMORGAN CHASE & CO | Bank broker | 175.7K | $6.2M | 0.0% | -9.5% |
| Melone Private Wealth, LLC | Wealth advisor | 172.2K | $6.2M | 2.5% | +7.8% |
| Lee-Kelleher Wealth Management | Wealth advisor | 162.7K | $5.8M | 3.5% | +5.8% |
| Cascade Financial Partners, LLC | Wealth advisor | 159.8K | $5.7M | 0.6% | -1.1% |
| Key Financial Inc | Wealth advisor | 158.7K | $5.7M | 1.0% | -1.9% |
| Prosperity Consulting Group, LLC | Wealth advisor | 152.8K | $5.5M | 0.2% | -7.2% |
| Baird Financial Group, Inc. | Diversified mechanical | 149.3K | $5.4M | 0.0% | +0.1% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 146.7K | $5.3M | 0.0% | +7.4% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 145.3K | $5.2M | 0.0% | +0.5% |
| Stonebridge Wealth Management, LLC | Wealth advisor | 140.6K | $5.1M | 4.8% | -4.1% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Wealth advisor | 132.1K | $4.7M | 0.1% | +2.7% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 130.3K | $4.7M | 0.0% | New |
| Three Bearings Fiduciary Advisors, Inc. | Wealth advisor | 128.6K | $4.6M | 4.5% | +0.5% |
| Parcion Private Wealth LLC | Wealth advisor | 128.5K | $4.6M | 0.3% | Held |
| CROBAN | Wealth advisor | 127.0K | $4.6M | 2.1% | +4.1% |
| Janney Montgomery Scott LLC | Diversified mechanical | 124.8K | $4.5M | 0.0% | -2.3% |
| Frazier Financial Advisors, LLC | Wealth advisor | 118.7K | $4.3M | 2.4% | +0.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 114.5K | $4.2M | 0.0% | -19.7% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 100.2K | $3.6M | 0.1% | -2.7% |
| AdvisorNet Financial, Inc | Wealth advisor | 95.6K | $3.4M | 0.2% | +16.4% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 92.4K | $3.3M | 0.0% | +22.6% |
| Evanson Asset Management, LLC | Wealth advisor | 90.6K | $3.3M | 0.2% | -7.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.