WISDOMTREE TR
Institutional coverage
346 13F filers hold $DES.
13F holders
346
Insider buys · 90d
0
Congress · 90d
0
Smart Money · top-200 alpha cohort
2 holders · Q1 2026Fewer than 3 top-performer holders hold this ticker — not enough signal for a Smart-Money commentary this week. The institutional holders table below shows the full picture.
01
Principal Securities, Inc.
0.02% held
α +21.3pts
02
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Institutional holders
Top 10 of 346 · Source: 13F-HR01
Crestline Management, LP
0.03% of portfolio
2,646,062 sh
02
Holos Integrated Wealth LLC
0.13% of portfolio
2,109,723 sh
03
State Farm Mutual Automobile Insurance Co.
0.01% of portfolio
1,788,579 sh
04
Taconic Capital Advisors LP
0.01% of portfolio
1,425,551 sh
05
Legal & General Group Plc
0.05% of portfolio
850,320 sh
06
First Foundation Advisors
0.09% of portfolio
717,664 sh
07
Sheaff Brock Investment Advisors, LLC
0.01% of portfolio
421,007 sh
08
Valmark Advisers, Inc.
0.14% of portfolio
333,141 sh
09
Algert Global LLC
0.31% of portfolio
329,246 sh
10
Pinnacle Investment Management Ltd
3.48% of portfolio
325,478 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $DES in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $DES in the recent window.
Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 13:18 UTC.