Latest Period
Q2 2026
Security Snapshot
WISDOMTREE TR - US SMALLCAP DIVD (DES) Institutional Ownership
CUSIP: 97717W604
13F Institutional Holders and Ownership History from Q1 2014 to Q3 2026
Institutions Reporting
371
Shares (Excl. Options)
28,738,677
Price
$40.68
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- Security type / class
- Equity / US SMALLCAP DIVD
- Symbol
- DES
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 28,738,677
- Total 13F value
- $1,168,863,291
- Portfolio coverage rank
- 0.01%
- Share change
- +392,961
- Value change
- +$16,523,834
- Number of holders
- 371
- SEC-reported price per share
- $37.90
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- DES - WISDOMTREE TR - US SMALLCAP DIVD is tracked under CUSIP 97717W604.
- 371 institutions reported positions in Q2 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 371 to 23 between Q2 2026 and Q3 2026.
- SEC-reported value moved from $1,168,863,291 to $31,599,569.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 371 institutions filings for Q2 2026.
Security key
97717W604
Latest holder period
Q2 2026
13F holders
371
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 97717W604:
As of 30 Jun 2026, 371 institutional investors reported holding 28,738,677 shares of WISDOMTREE TR - US SMALLCAP DIVD (DES).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
51
Latest
Q2 2026
Rows shown
1-25 of 51
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 831,863 | $31,599,569 | +$327,802 | $37.90 | 23 |
| 2026 Q2 | 28,738,677 | $1,168,863,291 | +$16,523,834 | $40.68 | 371 |
| 2026 Q1 | 28,409,241 | $1,021,279,631 | +$12,267,449 | $35.94 | 353 |
| 2025 Q4 | 27,990,957 | $937,497,237 | -$12,993,731 | $33.45 | 340 |
| 2025 Q3 | 28,218,549 | $950,345,744 | -$2,071,407 | $33.68 | 321 |
| 2025 Q2 | 28,312,599 | $899,874,955 | +$7,580,398 | $31.76 | 316 |
| 2025 Q1 | 27,891,956 | $890,788,767 | -$31,153,027 | $31.96 | 319 |
| 2024 Q4 | 29,337,622 | $1,007,566,972 | +$16,765,162 | $34.35 | 330 |
| 2024 Q3 | 28,214,570 | $972,893,959 | +$5,216,443 | $34.49 | 321 |
| 2024 Q2 | 28,239,525 | $879,674,507 | -$34,895,059 | $31.15 | 325 |
| 2024 Q1 | 29,019,830 | $947,623,317 | +$18,859,707 | $32.68 | 318 |
| 2023 Q4 | 28,731,230 | $923,055,110 | -$11,661,803 | $32.17 | 310 |
| 2023 Q3 | 28,554,585 | $805,110,274 | -$13,336,979 | $28.20 | 294 |
| 2023 Q2 | 29,132,136 | $839,257,037 | -$23,891,101 | $28.79 | 293 |
| 2023 Q1 | 29,884,052 | $853,177,256 | +$14,265,065 | $28.56 | 293 |
| 2022 Q4 | 29,225,474 | $831,179,970 | +$29,071,081 | $28.44 | 294 |
| 2022 Q3 | 27,912,882 | $719,641,077 | -$3,352,680 | $25.74 | 279 |
| 2022 Q2 | 27,980,175 | $790,321,507 | +$48,468,937 | $28.22 | 291 |
| 2022 Q1 | 26,499,200 | $844,154,029 | +$10,493,866 | $31.87 | 287 |
| 2021 Q4 | 26,182,901 | $860,034,829 | +$12,722,279 | $32.86 | 291 |
| 2021 Q3 | 24,870,681 | $767,573,313 | -$12,480,563 | $30.83 | 268 |
| 2021 Q2 | 25,242,072 | $804,734,470 | -$7,426,631 | $31.89 | 267 |
| 2021 Q1 | 25,537,787 | $795,459,973 | +$1,904,052 | $31.15 | 274 |
| 2020 Q4 | 25,544,795 | $680,135,936 | -$18,563,986 | $26.60 | 264 |
| 2020 Q3 | 26,224,044 | $552,990,018 | -$30,372,244 | $21.08 | 236 |