WISDOMTREE US SMALLCAP DIVID

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DES·97717W604·US·ETF·Unknown - Unknown

DES (WISDOMTREE US SMALLCAP DIVID) is held by 80 institutional investors as of Q2 2026. Largest holders: MORGAN STANLEY ($115M), BANK OF AMERICA CORP /DE/ ($99.4M), LPL Financial LLC ($56.9M). Net institutional sentiment: Mixed.

80

Holders

(15 Elite)

$845.6M

Total Value

59% (76)

Consensus

45 buying - 31 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)49

Insider (Form 4)73

Activist (13D/13G)68

Congressional (STOCK Act)60

Holder Quality

23

★★★★★

Elite

71

★★★★

Strong

31

★★★

Solid

69

★★

Below

24

★

Weak

Held by 80 funds

15 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for DES.

Top Holders

Top Holders (80)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	2.8M(+2.3%)	$115M	0.0%	+33.41%	31
BANK OF AMERICA CORP /DE/	Decreased	2.4M(-0.6%)	$99.4M	0.0%	+24.16%	0
LPL Financial LLC	Decreased	1.4M(-1.9%)	$56.9M	0.0%	+57.76%	0
UBS Group AG	Decreased	1.3M(-3.1%)	$54.7M	0.0%	+71.84%	0
Creative Planning	Decreased	1.3M(-0.6%)	$54.5M	0.0%	+94.23%	0
M&T BANK CORP	Increased	1M(+1.3%)	$42.5M	0.1%	+92.70%	35
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	867,123(+2.0%)	$35.3M	0.0%	+33.79%	29
JONES FINANCIAL COMPANIES LLLP	Increased	854,626(+12.1%)	$34.9M	0.0%	+25.25%	32
WELLS FARGO & COMPANY/MN	Increased	822,698(+1.4%)	$33.5M	0.0%	+38.52%	29
RAYMOND JAMES FINANCIAL INC	Increased	748,428(+0.1%)	$30.4M	0.0%	+22.90%	29
KEYBANK NATIONAL ASSOCIATION/OH	Increased	741,283(+3.3%)	$30.2M	0.1%	+51.49%	30
HUNTINGTON NATIONAL BANK	Increased	712,899(+1.9%)	$29M	0.1%	+48.70%	35
ROYAL BANK OF CANADA	Increased	686,604(+0.7%)	$27.9M	0.0%	+26.59%	29
AMERIPRISE FINANCIAL INC	Increased	419,458(+0.4%)	$17.1M	0.0%	+60.17%	28
Cetera Investment Advisers	Increased	327,587(+2.2%)	$13.3M	0.0%	+36.32%	29
AIAllen Investment Management, LLC	Unchanged	293,475	$11.9M	0.1%	+22.62%	0
ASSETMARK, INC	Increased	286,502(+31.6%)	$11.7M	0.0%	+48.41%	35
Bank of New York Mellon Corp	Increased	281,370(+11.9%)	$11.4M	0.0%	+21.96%	31
Kestra Advisory Services, LLC	Decreased	268,651(-2.0%)	$10.9M	0.0%	+59.91%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	249,762(+4.4%)	$10.2M	0.0%	+56.74%	29

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer