WisdomTree US Smallcap Divid ETF (DES): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
1 concentrated manager holds it with a median weight of 0.3%.
Quarter flow (concentrated managers)
Change in managers (1 → 1): 0 opened · 0 exited = 0
Net flow in the quarter: $0K (0 shares) · bought $0 and sold $0Shares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.
Concentrated managers holding it
- F&V Capital Management$1.6M0.3%
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Largest holders of DES (all 13F filers)
- Morgan Stanley2.8 MBank or trading desk+65 K
- Bank of America2.4 MBank or trading desk−14 K
- LPL Financial1.4 MWealth adviser−28 K
- UBS Group1.3 MBank or trading desk−43 K
- Creative Planning1.3 MWealth adviser−7,654
- M&T Bank1.0 MBank or trading desk+3,760
- Mercer Global Advisors871 KWealth adviser+20 K
- Jones Financial Companies Lllp855 KWealth adviser+93 K
- Wells Fargo823 KBank or trading desk+11 K
- Raymond James Financial748 KWealth adviser+758
- Shares
- 2.8 M
- Change
- +65 K
See more
- Type
- Bank or trading desk
- Value
- $115M
- Shares
- 2.4 M
- Change
- −14 K
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- Type
- Bank or trading desk
- Value
- $99.4M
- Shares
- 1.4 M
- Change
- −28 K
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- Type
- Wealth adviser
- Value
- $56.9M
- Shares
- 1.3 M
- Change
- −43 K
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- Type
- Bank or trading desk
- Value
- $54.7M
- Shares
- 1.3 M
- Change
- −7,654
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- Type
- Wealth adviser
- Value
- $54.5M
- Shares
- 1.0 M
- Change
- +3,760
See more
- Type
- Bank or trading desk
- Value
- $42.5M
- Shares
- 871 K
- Change
- +20 K
See more
- Type
- Wealth adviser
- Value
- $35.4M
- Shares
- 855 K
- Change
- +93 K
See more
- Type
- Wealth adviser
- Value
- $34.9M
- Shares
- 823 K
- Change
- +11 K
See more
- Type
- Bank or trading desk
- Value
- $33.5M
- Shares
- 748 K
- Change
- +758
See more
- Type
- Wealth adviser
- Value
- $30.4M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗