Skip to content
Disclosery

DES WISDOMTREE TR

Follow

US SMALLCAP DIVD (fund)

324 managers (326 13F filers) reported a position in DES shares at 2025-03-31, 27,425,489 shares in all. 22 filers opened a position and 22 filers sold out during the quarter.

Managers
324
13F filers
326
New
22
Added
117
Reduced
112
Sold out
22
Shares held by filers
27,425,489

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
TigerOak Management, L.L.C.10,392$332K0.13%013F-HRTimeline
Cherry Tree Wealth Management, LLC10,379$332K0.08%-19713F-HRTimeline
Crossmark Global Holdings, Inc.10,366$331K0.01%new13F-HRTimeline
Cyndeo Wealth Partners, LLC10,254$328K0.02%013F-HRTimeline
BRADY FAMILY WEALTH, LLC10,174$325K0.1%013F-HRTimeline
LANARK FINANCIAL, INC.10,117$323K0.03%+10,10713F-HRTimeline
Advisory Services Network, LLC9,874$316K0.01%-53213F-HRTimeline
Pacific Sun Financial Corp9,830$314K0.18%013F-HRTimeline
PFG Investments, LLC9,770$312K0.02%-79913F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…9,713$310K0.01%+4913F-HRTimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT9,696$310K0.02%+80013F-HRTimeline
Better Money Decisions, LLC9,580$306K0.2%+44613F-HRTimeline
Capital Investment Counsel, LLC9,380$300K0.05%-1,36213F-HRTimeline
PLIMOTH TRUST CO LLC9,331$298K0.08%-4013F-HRTimeline
MOLLER WEALTH PARTNERS9,086$290K0.07%013F-HRTimeline
Rockingstone Advisors LLC9,065$290K0.13%-1,00013F-HRTimeline
Huntleigh Advisors, Inc.8,897$284K0.07%+513F-HR/ATimeline
Invesco Ltd.in group Invesco Ltd.8,704$278K<0.01%-17313F-HRTimelineGroup
Strategic Financial Concepts, LLC8,607$275K0.05%+8313F-HRTimeline
Southland Equity Partners LLC8,302$265K0.06%-20213F-HRTimeline
Wick Capital Partners, LLC7,888$252K0.08%new13F-HRTimeline
Berger Financial Group, Inc7,874$252K0.02%013F-HRTimeline
VANCE WEALTH, LLC7,728$247K0.09%013F-HRTimeline
Ally Invest Advisors Inc.7,484$239K0.02%-23913F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.7,000$224K0.07%013F-HRTimeline
Anson Capital, Inc.6,945$222K0.19%+26613F-HRTimeline
CAPE ANN SAVINGS BANK6,905$221K0.14%-90013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC6,878$220K<0.01%013F-HRTimelineGroup
HICKORY ASSET MANAGEMENT, INC.6,776$217K0.19%-60613F-HRTimeline
Fiduciary Group, LLC6,740$215K0.02%013F-HRTimeline
Mirador Capital Partners LP6,726$215K0.04%-4113F-HRTimeline
NAPATREE CAPITAL LLC6,692$214K0.12%-19013F-HRTimeline
Axis Wealth Partners, LLC6,680$214K0.16%-3913F-HRTimeline
FLOW TRADERS U.S. LLC6,602$211K0.01%new13F-HRTimeline
Allworth Financial LP6,871$208K<0.01%013F-HRTimeline
Wrenne Financial Planning LLC6,504$208K0.11%-113F-HRTimeline
National Philanthropic Trust6,500$208K<0.01%013F-HRTimeline
SYNOVUS FINANCIAL CORP6,496$208K<0.01%new13F-HRTimeline
Wealth Group, Ltd.6,405$205K0.13%013F-HRTimeline
Geneos Wealth Management Inc.6,205$198K<0.01%-32413F-HRTimeline
HARBOUR INVESTMENTS, INC.5,797$185K0.01%+95913F-HRTimeline
OPTIMUM INVESTMENT ADVISORS5,670$181K0.09%013F-HRTimeline
Caldwell Trust Co5,480$175K0.02%013F-HRTimeline
GPS Wealth Strategies Group, LLC5,204$166K0.02%-1713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,092$163K<0.01%+18513F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,697$160K<0.01%+52513F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors4,319$138K0.02%-3,02313F-HRTimelineGroup
Continuum Advisory, LLC4,099$131K0.02%+7113F-HRTimeline
MCF Advisors LLC3,621$116K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,604$115K<0.01%-36713F-HRTimelineGroup
NorthRock Partners, LLC3,550$113K<0.01%+2,45313F-HRTimeline
Heritage Wealth Advisors3,469$111K0.01%013F-HRTimeline
AE Wealth Management LLC3,445$110K<0.01%+9713F-HRTimeline
Moisand Fitzgerald Tamayo, LLC3,249$104K0.01%013F-HRTimeline
Viewpoint Capital Management LLC2,856$91.3K0.05%013F-HRTimeline
Bank of New Hampshire2,840$90.8K0.02%013F-HRTimeline
WEBSTER BANK, N. A.2,604$83.2K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,503$80K0.04%+2813F-HRTimeline
Painted Porch Advisors LLC2,381$76.1K0.03%013F-HRTimeline
CoreCap Advisors, LLC2,316$74K<0.01%-1,80213F-HRTimeline
Capital Investment Advisory Services, L…2,215$70.8K0.01%-26613F-HRTimeline
PRIVATE TRUST CO NA2,159$69K0.01%013F-HRTimeline
Versant Capital Management, Inc1,944$62.1K0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,753$56.2K<0.01%+41013F-HRTimeline
Fairman Group, LLC1,518$52.2K0.05%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC1,610$51.5K<0.01%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,597$51K0.01%013F-HRTimeline
TRUST CO OF VERMONT1,580$50.5K<0.01%-24513F-HRTimeline
Main Street Group, LTD1,499$47.9K0.02%+713F-HRTimeline
ORG Partners LLC1,475$47.3K0.01%013F-HRTimeline
SBI Securities Co., Ltd.1,409$45K<0.01%+2213F-HRTimeline
SIGNATUREFD, LLC1,361$43.5K<0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD1,278$40.8K0.02%013F-HRTimeline
Aspect Partners, LLC1,220$39K0.02%+713F-HRTimeline
Medallion Wealth Advisors, LLC1,210$38.8K0.02%-1413F-HRTimeline
Asset Planning,Inc1,050$33.6K0.03%013F-HRTimeline
BLAIR WILLIAM & CO/IL1,034$33K<0.01%013F-HRTimeline
Missouri Trust & Investment Co975$31.2K0.01%013F-HRTimeline
Tidemark, LLC954$30.5K0.01%-38313F-HRTimeline
Larson Financial Group LLC895$28.6K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC810$25.9K0.02%013F-HRTimeline
PSI Advisors, LLC750$24K0.01%-33113F-HRTimeline
Pinnacle Bancorp, Inc.735$23.5K0.01%013F-HRTimeline
Stonebridge Financial Group, LLC730$23.3K<0.01%+313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management680$21.7K<0.01%013F-HRTimelineGroup
United Community Bankin group United Community Bank662$21.2K0.01%013F-HRTimelineGroup
Asset Dedication, LLC561$17.9K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC516$16.5K<0.01%+34613F-HRTimeline
Founders Financial Alliance, LLC505$16.1K<0.01%013F-HRTimeline
Accredited Wealth Management, LLC500$16K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…468$15K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC495$14.8K<0.01%-7213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…456$14.6K<0.01%013F-HRTimelineGroup
GHP Investment Advisors, Inc.430$13.7K<0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA318$10.2K<0.01%new13F-HRTimelineGroup
Marshall & Sterling Wealth Advisors Inc.310$9.91K0.01%new13F-HRTimeline
Creekmur Asset Management LLC275$8.79K<0.01%new13F-HRTimeline
Piscataqua Savings Bank258$8.24K0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT254$8.12K<0.01%-25013F-HRTimeline
Noble Wealth Management PBC236$7.54K0.01%013F-HRTimeline
Eukles Asset Management234$7.48K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV199$6.36K<0.01%+1613F-HRTimeline
Capital Advisors, Ltd. LLC186$6K<0.01%013F-HRTimeline
Bellwether Advisors, LLC170$5.43K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …166$5.3K<0.01%13F-HRTimelineGroup
Inlight Wealth Management, LLC150$4.79K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC149$4.77K<0.01%+7513F-HRTimeline
DAGCO, INC.142$4.54K<0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO135$4.32K<0.01%013F-HRTimelineGroup
Nalls Sherbakoff Group, LLC134$4.28K<0.01%13F-HRTimeline
JFS WEALTH ADVISORS, LLC130$4.16K<0.01%013F-HRTimeline
Costello Asset Management, INC116$3.71K<0.01%013F-HRTimeline
Ridgewood Investments LLC114$3.64K<0.01%013F-HRTimeline
REAP Financial Group, LLC92$2.94K<0.01%-313F-HRTimeline
Smartleaf Asset Management LLC51$1.63K<0.01%+213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC44$1.41K<0.01%013F-HRTimeline
Park Square Financial Group, LLC37$1.18K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.30$963<0.01%013F-HRTimeline
Clearstead Trust, LLC21$671<0.01%013F-HRTimeline
REDMONT WEALTH ADVISORS LLC17$543<0.01%new13F-HRTimeline
Iron Horse Wealth Management, LLC11$352<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC6$206<0.01%013F-HRTimeline
Semmax Financial Advisors Inc.2$62<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,05813F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.