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

WISDOMTREE US SMALLCAP DIVID

380 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·380 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 3.8%
vs prior quarter
13F value held
$644M
50.0% inst. owned
of float
Holders
380
+2 QoQ
filers reporting
Activity
+77 / −72
+805 added · −765 reduced
this quarter
Concentration
15.43%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

380 institutions reported DES in Q1 2026. MORGAN STANLEY leads at 15.4% of the visible book. +2 net new institutions vs prior quarter — accumulation reading.

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
$51M1.4M0.01%Q1 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
$37M1.0M0.13%Q1 202607
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$31M850K0.05%Q1 202608
WELLS FARGO & COMPANY/MN
CIK 0000072971
$29M811K0.01%Q1 202609
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$27M762K0.01%Q1 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$27M748K0.01%Q1 202611
KEYBANK NATIONAL ASSOCIATION/OH
CIK 0001089877
$26M718K0.09%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
$13M349K0.15%Q1 202616
Destination Wealth Management
CIK 0001278573
$12M329K0.31%Q1 202617
Cetera Investment Advisers
CIK 0001666741
$12M321K0.01%Q1 202618
Allen Investment Management, LLC
CIK 0001326234
$11M293K0.13%Q1 202619
Kestra Advisory Services, LLC
CIK 0001830819
$10M274K0.04%Q1 202620
Bank of New York Mellon Corp
CIK 0001390777
$9M251K0.00%Q1 2026
Page 1 of 19
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