DES institutional holders

WISDOMTREE TR · 13F, 2026Q2

Managers holding369
Shares held28,074,235
Reported value$1.1bn
Quarter flows37 new, 123 added, 130 trimmed, 20 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY2,828,155$115.0m0.0%
BANK OF AMERICA CORP /DE/2,443,644$99.4m0.0%
LPL Financial LLC1,397,957$56.9m0.0%
UBS Group AG1,343,918$54.7m0.0%
Creative Planning1,339,636$54.5m0.0%
M&T Bank Corp1,045,207$42.5m0.1%
MERCER GLOBAL ADVISORS INC /ADV870,701$35.4m0.0%
JONES FINANCIAL COMPANIES LLLP854,626$34.9m0.0%
WELLS FARGO & COMPANY/MN822,698$33.5m0.0%
RAYMOND JAMES FINANCIAL INC748,428$30.4m0.0%
KEYBANK NATIONAL ASSOCIATION/OH741,283$30.2m0.1%
HUNTINGTON NATIONAL BANK712,899$29.0m0.1%
ROYAL BANK OF CANADA686,604$27.9m0.0%
AMERIPRISE FINANCIAL INC419,458$17.1m0.0%
Valmark Advisers, Inc.334,790$13.6m0.1%
Cetera Investment Advisers327,587$13.3m0.0%
Destination Wealth Management324,017$13.2m0.3%
Allen Investment Management, LLC293,475$11.9m0.1%
ASSETMARK, INC286,502$11.7m0.0%
Bank of New York Mellon Corp281,370$11.4m0.0%
Kestra Advisory Services, LLC268,651$10.9m0.0%
ENVESTNET ASSET MANAGEMENT INC249,762$10.2m0.0%
COMMONWEALTH EQUITY SERVICES, LLC234,957$9.6m0.0%
Curi Capital, LLC224,123$9.1m0.1%
BIP Wealth, LLC212,265$8.6m0.2%

Every holder, line by line, and the full history since 2013: yf.Client().holders("DES"). DES price history · All 13F data

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