As of the latest SEC filings, WISDOMTREE US SMALLCAP DIVIDEND FUND (DES) is held by 2 institutional funds. The largest fund shareholder is GuidePath Multi-Asset Income Allocation Fund (GPMIX), holding an estimated $1,629,771.18 in market value, representing 1.49% of its portfolio.
Funds holding WISDOMTREE US SMALLCAP DIVIDEND FUND (DES)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- DES
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
GPMIX
GuidePath Multi-Asset Income Allocation Fund
|
MF | Independent / Boutique | 1.49% | $1,629,771.18 | 45,347 | Mar 31, 2026 | May 29, 2026 |
|
AVTM
Avantis Total Equity Markets ETF
|
ETF | American Century | 0.02% | $122,787.60 | 3,315 | Feb 28, 2026 | Apr 29, 2026 |
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