WisdomTree U.S. SmallCap Dividend Fund (DES)
WisdomTree U.S. SmallCap Dividend Fund (DES) is listed on NYSE Arca, where it has traded since June 16, 2006.
- Listed On
- NYSE Arca
- Listed Since
- June 16, 2006
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 368 institutions reported holding DES, with 28.7 million shares worth $1.2 billion in aggregate. The largest reported holder was Morgan Stanley, with 2.8 million shares worth $115.0 million. Of the 5 largest holders listed below, 1 added shares and 4 reduced their positions during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Morgan Stanley | 2,828,155 | $115M | Added 2.34% |
| Bank of America | 2,443,644 | $99M | Reduced 0.58% |
| Lpl Financial | 1,397,957 | $57M | Reduced 1.94% |
| UBS Group | 1,355,650 | $55M | Reduced 3.11% |
| Creative Planning | 1,339,636 | $54M | Reduced 0.57% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is DES?
WisdomTree U.S. SmallCap Dividend Fund (DES) is listed on NYSE Arca, where it has traded since June 16, 2006.
Who are the largest institutional holders of DES?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of DES were Morgan Stanley, Bank of America and Lpl Financial.
How many institutions own DES?
368 institutions reported a position in DES for the quarter ended June 30, 2026, worth $1.2 billion in total.
Did institutions buy or sell DES last quarter?
Of the 5 largest reported holders, 1 added shares and 4 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for DES.
Every reported institutional holder, plus insider and congressional trades in DES, on SentiSense.