13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
DES

WISDOMTREE US SMALLCAP DIVID

391 institutions still hold WISDOMTREE US SMALLCAP DIVID as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 97717W604·Exchange Traded Fund·391 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$666M
visible holders
Holders
391
filers reporting
Concentration
14.92%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

391 institutions reported DES in Q1 2026. MORGAN STANLEY leads at 14.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$99M2.8M0.01%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$88M2.5M0.01%Q1 202603
LPL Financial LLC
CIK 0001403438
$57M1.4M0.01%Q2 202604
UBS Group AG
CIK 0001610520
$50M1.4M0.01%Q1 202605
Creative Planning
CIK 0001540235
$48M1.3M0.03%Q1 202606
M&T BANK CORP
CIK 0000036270
$43M1.0M0.12%Q2 202607
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$31M850K0.05%Q1 202608
KEYBANK NATIONAL ASSOCIATION/OH
CIK 0001089877
$30M741K0.10%Q2 202609
WELLS FARGO & COMPANY/MN
CIK 0000072971
$29M811K0.01%Q1 202610
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$27M762K0.01%Q1 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$27M748K0.01%Q1 202612
HUNTINGTON NATIONAL BANK
CIK 0000049205
$25M699K0.14%Q1 202613
ROYAL BANK OF CANADA
CIK 0001000275
$24M682K0.00%Q1 202614
AMERIPRISE FINANCIAL INC
CIK 0000820027
$15M418K0.00%Q1 202615
Valmark Advisers, Inc.
CIK 0001380443
$14M335K0.14%Q2 202616
Allen Investment Management, LLC
CIK 0001326234
$12M293K0.14%Q2 202617
Destination Wealth Management
CIK 0001278573
$12M329K0.31%Q1 202618
ASSETMARK, INC
CIK 0001344551
$12M287K0.02%Q2 202619
Cetera Investment Advisers
CIK 0001666741
$12M321K0.01%Q1 202620
Bank of New York Mellon Corp
CIK 0001390777
$11M281K0.00%Q2 2026
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