Who Owns WisdomTree U.S. SmallCap Dividend Fund (DES)?Hedge Fund & Institutional Holders

$35.15-0.03 (-0.09%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.4654999000056002e+215T

% of Float Held

—

QoQ Change in Holders

+15 / -1

Price History

$28.02$30.44$32.85$35.27$37.69Sep 24Jun 25Mar 26

DES — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Align Financial, LLCNew Position+39K+$38.9M
KEYBANK NATIONAL ASSOCIATION/OHNew Position+711K+$23.8M
JONES FINANCIAL COMPANIES LLLPNew Position+681K+$22.0M
Valmark Advisers, Inc.New Position+333K+$11.1M
Allen Investment Management, LLCNew Position+293K+$9.8M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+245K+$8.0M
BIP Wealth, LLCNew Position+227K+$7.6M
ENVESTNET ASSET MANAGEMENT INCNew Position+234K+$7.0M
Bank of New York Mellon CorpNew Position+210K+$6.0M
Key FInancial IncNew Position+162K+$5.4M
Cascade Financial Partners, LLCNew Position+162K+$5.4M
Melone Private Wealth, LLCNew Position+160K+$5.3M
Lee-Kelleher Wealth ManagementNew Position+154K+$5.1M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+143K+$4.9M
Stonebridge Wealth Management, LLCNew Position+147K+$4.9M

DES — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
UBS Group AGDecreased-142K-$54.8B
LPL Financial LLCDecreased-106K-$54.3B
Creative PlanningDecreased-42K-$47.3B
RAYMOND JAMES FINANCIAL INCDecreased-54K-$27.9B
ROYAL BANK OF CANADADecreased-13K-$26.1B
AMERIPRISE FINANCIAL INCDecreased-96K-$17.0B
Kestra Advisory Services, LLCDecreased-218K-$15.2B
Corient Private Wealth LLCDecreased-286K-$12.0B
Cetera Investment AdvisersDecreased-776-$10.8B
OSAIC HOLDINGS, INC.Decreased-35K-$7.0B
JPMORGAN CHASE & CODecreased-10K-$6.9B
Prosperity Consulting Group, LLCDecreased-14K-$6.0B
STIFEL FINANCIAL CORPDecreased-9K-$4.9B
TWO SIGMA INVESTMENTS, LPClosed Position-133K-$4.5B
Parcion Private Wealth LLCDecreased-875-$4.4B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Farmers National Bank73,707$2.5B0.55%Share
2MORGAN STANLEY2,694,764$90.0M0.01%Share
3BANK OF AMERICA CORP /DE/1,694,181$56.0M0.00%Share
4LPL Financial LLC1,506,212$50.0M0.01%Share
5UBS Group AG1,486,622$49.7M0.01%Share
6Creative Planning1,326,941$44.0M0.03%Share
7Align Financial, LLC38,913$38.9M0.02%Share
8Farmers National Bank1,000$33.5M0.01%Share
9MERCER GLOBAL ADVISORS INC /ADV915,516$30.0M0.05%Share
10KEYBANK NATIONAL ASSOCIATION/OH711,178$23.8M0.09%Share
11BANK OF AMERICA CORP /DE/711,166$23.0M0.00%Share
12HUNTINGTON NATIONAL BANK672,241$22.0M0.13%Share
13JONES FINANCIAL COMPANIES LLLP657,937$22.0M0.01%Share
14WELLS FARGO & COMPANY/MN562,408$18.0M0.00%Share
15M&T BANK CORP496,817$16.6M0.05%Share
16ROYAL BANK OF CANADA449,765$15.0M0.00%Share
17RAYMOND JAMES FINANCIAL INC446,703$14.0M0.00%Share
18AMERIPRISE FINANCIAL INC404,171$13.0M0.00%Share
19Valmark Advisers, Inc.333,141$11.1M0.14%Share
20Destination Wealth Management331,812$11.1M0.29%Share
21M&T BANK CORP301,148$10.1M0.03%Share
22Cetera Investment Advisers319,248$10.0M0.01%Share
23RAYMOND JAMES FINANCIAL INC322,790$10.0M0.00%Share
24Allen Investment Management, LLC293,475$9.8M0.11%Share
25ROYAL BANK OF CANADA288,393$9.0M0.00%Share
26COMMONWEALTH EQUITY SERVICES, LLC245,104$8.0M0.01%Share
27BIP Wealth, LLC227,281$7.6M0.27%Share
28ASSETMARK, INC222,621$7.4M0.02%Share
29Kestra Advisory Services, LLC235,073$7.0M0.03%Share
30ENVESTNET ASSET MANAGEMENT INC234,098$7.0M0.00%Share
31HC Advisors, LLC204,939$6.9M4.74%Share
32One Wealth Map LLC188,048$6.8M3.47%Share
33M&T BANK CORP194,487$6.5M0.02%Share
34Del-Sette Capital Management, LLC189,302$6.3M3.91%Share
35Bank of New York Mellon Corp207,622$6.0M0.00%Share
36Prosperity Consulting Group, LLC164,684$5.5M0.25%Share
37Key FInancial Inc161,793$5.4M0.99%Share
38Cascade Financial Partners, LLC161,532$5.4M0.55%Share
39Melone Private Wealth, LLC159,710$5.3M2.27%Share
40Lee-Kelleher Wealth Management153,825$5.1M3.07%Share
41WELLS FARGO & COMPANY/MN165,857$5.0M0.00%Share
42Curi Capital, LLC165,025$5.0M0.09%Share
43WEALTH ENHANCEMENT ADVISORY SERVICES, LLC142,680$4.9M0.01%Share
44Stonebridge Wealth Management, LLC146,631$4.9M4.63%Share
45Empirical Financial Services, LLC d.b.a. Empirical Wealth Management128,692$4.3M0.08%Share
46Parcion Private Wealth LLC128,500$4.3M0.26%Share
47CROBAN121,964$4.1M1.97%Share
48Rockefeller Capital Management L.P.144,617$4.0M0.01%Share
49Baird Financial Group, Inc.147,996$4.0M0.01%Share
50Janney Montgomery Scott LLC127,807$4.0M0.01%Share

DES Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025332$3.4B+143
Q3 2025189$733.7B-106
Q2 2025295$742.6B-18
Q1 2025313$869.3B+47
Q4 2024266$45.4T+57
Q3 2024209$507.8T-5
Q2 2024214$454.8T+11
Q1 2024203$478.4T—

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As of Q4 2025, 50 institutional investors hold DES (WisdomTree U.S. SmallCap Dividend Fund). The largest holder is Farmers National Bank with $2.5B in shares. This quarter, 15 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own DES?

As of Q4 2025, 50 institutional investors report holding DES (WisdomTree U.S. SmallCap Dividend Fund) in their 13F filings.

Who is the largest institutional holder of DES?

The largest institutional holder of DES is Farmers National Bank with $2.5B in shares.

Is institutional ownership of DES increasing or decreasing?

This quarter, 15 institutions opened new positions in DES and 1 closed their positions.