Who Owns DES?
WisdomTree U.S. SmallCap Dividend Fund — Institutional Ownership & 13F Holdings
$38.67
+0.07 (+0.18%)
Market Cap
$2.0B
Shares Outstanding
50,458,432
Institutional Holders
310
Total Inst. Value
$663.6M
% of Float Held
—
QoQ Holder Change
+109
Institutional data as of Q1 2025
New Positions
73
Closed Positions
29
Increased
93
Decreased
95
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $77.5M | 2,424,848 |
| 2 | BANK OF AMERICA CORP /DE/ | $60.6M | 1,895,525 |
| 3 | UBS Group AG | $55.4M | 1,732,807 |
| 4 | RAYMOND JAMES FINANCIAL INC | $30.9M | 966,113 |
| 5 | ROYAL BANK OF CANADA | $30.6M | 958,509 |
| 6 | KEYBANK NATIONAL ASSOCIATION/OH | $22.0M | 686,900 |
| 7 | WELLS FARGO & COMPANY/MN | $20.4M | 638,000 |
| 8 | AMERIPRISE FINANCIAL INC | $20.0M | 626,831 |
| 9 | MERCER GLOBAL ADVISORS INC /ADV | $19.0M | 593,740 |
| 10 | HUNTINGTON NATIONAL BANK | $17.4M | 545,591 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| UBS Group AG | +10K | $55.4M |
| ROYAL BANK OF CANADA | +106K | $30.6M |
| KEYBANK NATIONAL ASSOCIATION/OH | +1K | $22.0M |
| MERCER GLOBAL ADVISORS INC /ADV | +55K | $19.0M |
| Valmark Advisers, Inc. | +38K | $9.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| LPL Financial LLC | -618K | $52K |
| BANK OF AMERICA CORP /DE/ | -323K | $60.6M |
| Strategic Financial Concepts, LLC | -284K | $275K |
| WELLS FARGO & COMPANY/MN | -229K | $20.4M |
| AMERIPRISE FINANCIAL INC | -200K | $20.0M |
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Frequently Asked Questions
How many institutional investors hold DES?
As of Q1 2025, 310 institutional investors report holding DES (WisdomTree U.S. SmallCap Dividend Fund) in their 13F filings.
Which hedge fund owns the most DES?
The largest institutional holder of DES is MORGAN STANLEY with $77.5M in shares.
Are institutions buying or selling DES?
This quarter, 73 institutions opened new positions in DES and 29 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.