DES

Wisdomtree US Smallcap Divid

+$78.0M

Net Activity

Institutions Holding

349

Popularity Rank

#1680

Avg Weight

0.18%

Total Value

$1.0B

Ownership Trend

349 institutions currently hold DES, with 142 net buyers and 142 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

142

Net Buying Institutions

142

Key Holders

Key Holders

Top 5 by Value

MS
Morgan Stanley
$99.3M
BO
Bank Of America CORP /de/
$88.3M
LF
LPL Financial LLC
$51.2M
UG
UBS Group AG
$49.9M
CP
Creative Planning
$48.4M

Top 5 by Conviction

HA
HC Advisors, LLC
4.97%
SW
Stonebridge Wealth Management, LLC
4.84%
DC
Del-Sette Capital Management, LLC
4.56%
LW
Lee-Kelleher Wealth Management
3.48%
OW
One Wealth Map LLC
3.33%
View all 349 holding institutions

Quarterly Activity

Recent Activity

+$559.0M

Total Buy Value

$443.2M

Total Sell Value

New buy30
Trim127
Add112
Sold out15

142

Net Buyers

142

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding WISDOMTREE US SMALLCAP DIVID (DES)?
Major stakeholders currently include Morgan Stanley ($99.3M), Bank Of America CORP /de/ ($88.3M), LPL Financial LLC ($51.2M). Based on the latest 13F filings, there are a total of 349 tracked investment funds and institutions maintaining positions in DES.
What is the overall institutional sentiment toward DES recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $78.0M, driven by 142 managers accumulating shares while 142 reduced their exposure.
Which institutions have been selling or reducing their DES positions?
In the latest period, 127 funds trimmed their holdings, and 15 managers completely exited their positions. The aggregate reported sell value was $443.2M.
Are there any notable investors adding DES to their portfolios?
Yes, buying activity remains notable. 30 institutions opened new positions in {ticker}, and 112 existing holders added to their shares. The total reported buy value for the quarter amounted to $559.0M.

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