Who owns DES?
WisdomTree U.S. SmallCap Dividend Fund · WisdomTree
369 institutions reported holding DES, worth $1.1B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of DES
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $115.0M | 2,828,155 | +64,777 shares |
| Bank of America Corp. | Charlotte, NC | $99.4M | 2,443,644 | −14,179 shares |
| LPL Financial LLC | Fort Mill, SC | $56.9M | 1,397,957 | −27,594 shares |
| UBS Group AG | Zurich, Switzerland | $54.7M | 1,343,918 | −43,326 shares |
| Creative Planning | Overland Park, KS | $54.5M | 1,339,636 | −7,654 shares |
| M&T Bank Corp | Buffalo, NY | $42.5M | 1,045,207 | +13,412 shares |
| Mercer Global Advisors Inc. | Denver, CO | $35.4M | 870,701 | +20,381 shares |
| Jones Financial Companies LLLP | Des Peres, MO | $34.9M | 854,626 | +92,552 shares |
| Wells Fargo & Company | San Francisco, CA | $33.5M | 822,698 | +11,213 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $30.4M | 748,428 | +758 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns DES?
369 institutional managers reported holding DES in Form 13F filings for June 30, 2026, worth $1.1B in total. The largest reported position was held by Morgan Stanley, at $115.0M.
Did institutions buy or sell DES last quarter?
Reported 13F value rose 16.0% from March 31, 2026, which includes price moves as well as buying and selling. 38 firms reported a new position and 15 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is DES ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.