WisdomTree U.S. SmallCap Dividend Fund (DES) Ownership & Trading Activity
Institutional holders, insider transactions, and congressional trades for DES. 13F holdings as of 2026-06-30.
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.
Top Institutional Holders
| Institution | Shares | Value | Change |
|---|---|---|---|
| Morgan Stanley | 2,828,155 | $115M | INCREASED |
| Bank of America | 2,443,644 | $99M | DECREASED |
| Lpl Financial | 1,397,957 | $57M | DECREASED |
| UBS Group | 1,355,650 | $55M | DECREASED |
| Creative Planning | 1,339,636 | $54M | DECREASED |
Full institutional holdings, insider history, and congressional trades for WisdomTree U.S. SmallCap Dividend Fund on SentiSense.