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Disclosery

DES WISDOMTREE TR

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US SMALLCAP DIVD (fund)

331 managers (333 13F filers) reported a position in DES shares at 2024-12-31, 28,843,954 shares in all. 14 filers opened a position and 25 filers sold out during the quarter.

Managers
331
13F filers
333
New
14
Added
108
Reduced
108
Sold out
25
Shares held by filers
28,843,954

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BRADY FAMILY WEALTH, LLC10,174$349K0.11%013F-HRTimeline
OneDigital Investment Advisors LLC10,124$348K<0.01%-1,69913F-HRTimeline
Rockingstone Advisors LLC10,065$346K0.15%+2,50013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED10,090$345K0.03%new13F-HRTimeline
Bison Wealth, LLC9,969$342K0.04%13F-HRTimeline
CWM, LLCin group CWM, LLC9,914$341K<0.01%+81713F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…9,893$340K0.01%+21713F-HRTimelineGroup
Pacific Sun Financial Corp9,830$338K0.18%-24013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…9,664$332K0.06%+7213F-HRTimelineGroup
PLIMOTH TRUST CO LLC9,371$322K0.08%013F-HRTimeline
Better Money Decisions, LLC9,134$314K0.22%new13F-HRTimeline
MOLLER WEALTH PARTNERS9,086$312K0.08%-1,20213F-HRTimeline
McNamara Financial Services, Inc.9,057$311K0.07%-2,95313F-HRTimeline
MAI Capital Management8,905$306K<0.01%-1013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT8,896$306K0.02%013F-HRTimeline
Huntleigh Advisors, Inc.8,892$305K0.07%13F-HRTimeline
Invesco Ltd.in group Invesco Ltd.8,877$305K<0.01%-8813F-HRTimelineGroup
Strategic Financial Concepts, LLC8,524$293K0.06%-18613F-HR/ATimeline
Southland Equity Partners LLC8,504$292K0.07%-31813F-HRTimeline
Berger Financial Group, Inc7,874$270K0.02%013F-HRTimeline
Wedmont Private Capital8,116$269K0.01%+113F-HRTimeline
CAPE ANN SAVINGS BANK7,805$268K0.16%-12513F-HRTimeline
VANCE WEALTH, LLC7,728$265K0.1%013F-HRTimeline
Ally Invest Advisors Inc.7,723$265K0.02%-36813F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.7,382$254K0.22%13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors7,342$251K0.04%013F-HRTimelineGroup
Kiely Wealth Advisory Group, Inc.7,013$241K0.15%+2,53913F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.7,000$240K0.07%new13F-HRTimeline
Allworth Financial LP6,871$239K<0.01%013F-HRTimeline
NAPATREE CAPITAL LLC6,882$236K0.14%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC6,878$236K<0.01%013F-HRTimelineGroup
Gray Wealth Management Inc.6,796$233K0.09%013F-HRTimeline
Mirador Capital Partners LP6,767$232K0.04%new13F-HRTimeline
Fiduciary Group, LLC6,740$232K0.02%013F-HRTimeline
Axis Wealth Partners, LLC6,719$231K0.19%13F-HRTimeline
Anson Capital, Inc.6,679$229K0.2%-4413F-HRTimeline
Wambolt & Associates, LLC6,592$226K0.07%-2,47013F-HRTimeline
Geneos Wealth Management Inc.6,529$224K0.01%-28813F-HRTimeline
Wrenne Financial Planning LLC6,505$223K0.13%013F-HRTimeline
National Philanthropic Trust6,500$223K<0.01%013F-HRTimeline
Wealth Group, Ltd.6,405$220K0.14%-42213F-HRTimeline
B. Riley Wealth Advisors, Inc.6,227$214K0.01%-3,30013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC6,206$213K0.05%new13F-HRTimeline
Triton Financial Group Inc6,176$212K0.13%+4613F-HRTimeline
Legacy Private Trust Co.6,085$209K0.01%-10013F-HRTimeline
TWO SIGMA SECURITIES, LLC5,968$205K0.04%new13F-HRTimeline
Accredited Investors Inc.5,906$203K0.01%013F-HRTimeline
Monterey Private Wealth, Inc.5,852$201K0.07%new13F-HRTimeline
OPTIMUM INVESTMENT ADVISORS5,670$195K0.09%013F-HRTimeline
Caldwell Trust Co5,480$188K0.02%013F-HRTimeline
GPS Wealth Strategies Group, LLC5,221$179K0.02%+15713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,172$175K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\4,907$169K<0.01%+30013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.4,838$166K<0.01%-27913F-HRTimeline
MITCHELL SINKLER & STARR/PA4,478$154K0.04%013F-HRTimeline
CoreCap Advisors, LLC4,118$141K0.01%+19313F-HRTimeline
Continuum Advisory, LLC4,028$138K0.02%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,971$136K<0.01%013F-HRTimelineGroup
AlphaMark Advisors, LLC3,788$130K0.06%+2,68813F-HRTimeline
MCF Advisors LLC3,621$124K0.01%013F-HRTimeline
Heritage Wealth Advisors3,469$119K0.01%013F-HRTimeline
AE Wealth Management LLC3,348$115K<0.01%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC3,249$112K0.02%013F-HRTimeline
Viewpoint Capital Management LLC2,856$98.1K0.05%013F-HRTimeline
Bank of New Hampshire2,840$97.6K0.03%-25013F-HRTimeline
WEBSTER BANK, N. A.2,604$89.4K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…2,481$85.2K0.01%-1413F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,475$85K0.04%+1813F-HRTimeline
Painted Porch Advisors LLC2,381$81.8K0.04%013F-HRTimeline
PRIVATE TRUST CO NA2,159$74.2K0.01%013F-HRTimeline
Versant Capital Management, Inc1,944$66.8K0.01%013F-HRTimeline
TRUST CO OF VERMONT1,825$62.7K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,597$54.9K0.01%013F-HRTimeline
Fairman Group, LLC1,518$52.2K0.04%013F-HRTimeline
Main Street Group, LTD1,492$51.2K0.02%+813F-HRTimeline
ORG Partners LLC1,475$50.7K0.01%013F-HRTimeline
OARSMAN CAPITAL, INC.1,465$50.3K0.01%+8513F-HRTimeline
SBI Securities Co., Ltd.1,387$47.6K<0.01%13F-HRTimeline
SIGNATUREFD, LLC1,361$46.8K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,343$46.1K<0.01%-8713F-HRTimeline
Tidemark, LLC1,337$45.9K0.02%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,335$45.9K<0.01%new13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD1,278$43.9K0.03%013F-HRTimeline
Medallion Wealth Advisors, LLC1,224$42K0.02%13F-HRTimeline
Aspect Partners, LLC1,213$41.7K0.02%+913F-HRTimeline
NorthRock Partners, LLC1,097$37.7K<0.01%+413F-HR/ATimeline
PSI Advisors, LLC1,081$37.1K0.01%+313F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,058$36.7K<0.01%-2113F-HRTimeline
Asset Planning,Inc1,050$36.1K0.03%13F-HRTimeline
BLAIR WILLIAM & CO/IL1,034$35.5K<0.01%013F-HRTimeline
Missouri Trust & Investment Co975$33.5K0.01%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC953$32.7K<0.01%new13F-HRTimeline
Larson Financial Group LLC895$30.7K<0.01%-24213F-HRTimeline
Global Retirement Partners, LLC882$30.3K<0.01%-18713F-HRTimeline
Holos Integrated Wealth LLC810$27.8K0.02%13F-HRTimeline
Pinnacle Bancorp, Inc.735$25.2K0.01%013F-HRTimeline
Stonebridge Financial Group, LLC727$25K<0.01%13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…691$23.7K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management680$23.4K<0.01%013F-HRTimelineGroup
United Community Bankin group United Community Bank662$22.7K0.01%013F-HRTimelineGroup
Cornerstone Planning Group LLC567$19.8K<0.01%+513F-HRTimeline
Asset Dedication, LLC561$19.3K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC505$17.3K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT504$17.3K<0.01%013F-HRTimeline
Accredited Wealth Management, LLC500$17.2K0.02%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…456$15.7K<0.01%013F-HRTimelineGroup
GHP Investment Advisors, Inc.430$14.8K<0.01%013F-HRTimeline
Piscataqua Savings Bank258$8.86K0.01%013F-HRTimeline
Noble Wealth Management PBC236$8.11K0.01%13F-HRTimeline
Eukles Asset Management234$8.04K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV183$6.29K<0.01%+3513F-HRTimeline
Capital Advisors, Ltd. LLC186$6K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC170$5.84K<0.01%013F-HRTimeline
Bellwether Advisors, LLC170$5.84K<0.01%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …166$5.7K<0.01%new13F-HRTimelineGroup
Element Wealth, LLC138$4.74K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO135$4.64K<0.01%-1,13013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC130$4.45K<0.01%+113F-HRTimeline
Costello Asset Management, INC116$3.97K<0.01%+113F-HRTimeline
Ridgewood Investments LLC114$3.92K<0.01%013F-HRTimeline
REAP Financial Group, LLC95$3.26K<0.01%-313F-HRTimeline
ROTHSCHILD INVESTMENT LLC74$2.53K<0.01%+113F-HRTimeline
Coppell Advisory Solutions LLC55$1.88K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC49$1.67K<0.01%+213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC44$1.51K<0.01%013F-HRTimeline
Park Square Financial Group, LLC37$1.27K<0.01%13F-HRTimeline
IMG Wealth Management, Inc.30$1.03K<0.01%13F-HRTimeline
Clearstead Trust, LLC21$721<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.10$3550.03%-10,29113F-HRTimeline
Golden State Wealth Management, LLC9$340<0.01%13F-HRTimeline
Darwin Wealth Management, LLC6$206<0.01%013F-HR/ATimeline