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Disclosery

DES WISDOMTREE TR

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US SMALLCAP DIVD (fund)

323 managers (325 13F filers) reported a position in DES shares at 2025-06-30, 27,859,398 shares in all. 22 filers opened a position and 24 filers sold out during the quarter.

Managers
323
13F filers
325
New
22
Added
105
Reduced
129
Sold out
24
Shares held by filers
27,859,398

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Savant Capital, LLCin group Savant Capital, LLC10,364$329K<0.01%new13F-HR/ATimelineGroup
PFG Investments, LLC10,302$327K0.02%+53213F-HRTimeline
Pinnacle Wealth Management Advisory Gro…10,239$325K0.03%-25013F-HRTimeline
UHLMANN PRICE SECURITIES, LLC10,190$324K0.23%-4,64513F-HRTimeline
BRADY FAMILY WEALTH, LLC10,174$323K0.1%013F-HRTimeline
MAI Capital Management10,140$322K<0.01%-32613F-HRTimeline
Dakota Wealth Management9,970$317K0.01%-1,03513F-HRTimeline
LANARK FINANCIAL, INC.9,843$312K0.03%-27413F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…9,793$311K0.01%+8013F-HRTimelineGroup
Better Money Decisions, LLC9,648$306K0.19%+6813F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT9,536$303K0.02%-16013F-HRTimeline
Pacific Sun Financial Corp9,510$302K0.16%-32013F-HRTimeline
First National Trust Co9,405$299K0.01%-1,33113F-HRTimeline
MOLLER WEALTH PARTNERS9,086$289K0.06%013F-HRTimeline
Rockingstone Advisors LLC9,065$288K0.15%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC8,995$286K<0.01%new13F-HRTimelineGroup
PLIMOTH TRUST CO LLC8,900$283K0.07%-43113F-HRTimeline
Strategic Financial Concepts, LLC8,421$267K0.04%-18613F-HRTimeline
Invesco Ltd.in group Invesco Ltd.8,112$258K<0.01%-59213F-HRTimelineGroup
Crossmark Global Holdings, Inc.7,951$253K<0.01%-2,41513F-HRTimeline
Wick Capital Partners, LLC17,610$251K0.07%+9,72213F-HRTimeline
Berger Financial Group, Inc7,874$250K0.02%013F-HRTimeline
Huntleigh Advisors, Inc.7,796$248K0.05%-1,10113F-HRTimeline
VANCE WEALTH, LLC7,728$245K0.08%013F-HRTimeline
Southland Equity Partners LLC7,684$244K0.05%-61813F-HRTimeline
Anson Capital, Inc.7,357$234K0.19%+41213F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC7,247$230K0.01%-4,73413F-HRTimeline
Navis Wealth Advisors, LLC7,175$228K0.19%-6,61313F-HRTimeline
Ally Invest Advisors Inc.7,106$226K0.02%-37813F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.7,000$222K0.06%013F-HRTimeline
J.W. COLE ADVISORS, INC.6,959$221K<0.01%new13F-HRTimeline
Allworth Financial LP6,871$218K<0.01%013F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.6,750$214K0.18%-2613F-HRTimeline
Capital Investment Counsel, LLC6,750$214K0.03%-2,63013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT6,692$213K<0.01%new13F-HRTimeline
Wrenne Financial Planning LLC6,504$207K0.1%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.6,485$206K<0.01%+78813F-HRTimelineGroup
National Philanthropic Trust6,400$203K<0.01%-10013F-HRTimeline
Axis Wealth Partners, LLC6,344$201K0.13%-33613F-HRTimeline
OPTIMUM INVESTMENT ADVISORS5,670$180K0.08%013F-HRTimeline
Geneos Wealth Management Inc.5,559$177K<0.01%-64613F-HRTimeline
HARBOUR INVESTMENTS, INC.5,558$177K<0.01%-23913F-HRTimeline
Caldwell Trust Co5,480$174K0.02%013F-HRTimeline
GPS Wealth Strategies Group, LLC5,276$168K0.02%+7213F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.5,130$163K0.2%13F-HRTimeline
AE Wealth Management LLC3,873$123K<0.01%+42813F-HRTimeline
MCF Advisors LLC3,621$115K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,604$114K<0.01%013F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors3,242$103K0.02%-1,07713F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC3,249$103K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.2,931$93.1K0.03%new13F-HRTimeline
Viewpoint Capital Management LLC2,856$90.7K0.04%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,687$85.3K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC2,608$82.8K<0.01%+29213F-HRTimeline
WEBSTER BANK, N. A.2,604$82.7K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,574$81.8K<0.01%-2,51813F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.2,524$80K0.03%+2113F-HRTimeline
Painted Porch Advisors LLC2,381$75.6K0.03%013F-HRTimeline
Capital Investment Advisory Services, L…2,168$68.9K0.01%-4713F-HRTimeline
Global Retirement Partners, LLC2,096$66.6K<0.01%13F-HRTimeline
Versant Capital Management, Inc1,944$61.7K0.01%013F-HRTimeline
Heritage Wealth Advisors1,769$56.2K<0.01%-1,70013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,597$50.7K0.01%013F-HRTimeline
TRUST CO OF VERMONT1,580$50.2K<0.01%013F-HRTimeline
Bank of New Hampshire1,540$48.9K0.01%-1,30013F-HRTimeline
Fairman Group, LLC1,518$48.2K0.04%013F-HRTimeline
ORG Partners LLC1,475$48K0.01%013F-HRTimeline
Main Street Group, LTD1,510$48K0.02%+1113F-HRTimeline
SBI Securities Co., Ltd.1,422$45.2K<0.01%+1313F-HRTimeline
VESTOR CAPITAL, LLC1,243$42K<0.01%-67,67213F-HRTimeline
PRIVATE TRUST CO NA1,296$41.2K<0.01%-86313F-HRTimeline
C M BIDWELL & ASSOCIATES LTD1,278$40.6K0.02%013F-HRTimeline
Medallion Wealth Advisors, LLC1,210$39.4K0.02%013F-HRTimeline
Aspect Partners, LLC1,230$39.1K0.02%+1013F-HRTimeline
Asset Planning,Inc1,050$33.3K0.03%013F-HRTimeline
BLAIR WILLIAM & CO/IL1,034$32.8K<0.01%013F-HRTimeline
Kennebec Savings Bank1,030$32.7K0.03%new13F-HRTimeline
Missouri Trust & Investment Co975$31K0.01%013F-HRTimeline
Holos Integrated Wealth LLC810$25.9K0.02%013F-HRTimeline
Tidemark, LLC793$25.2K0.01%-16113F-HRTimeline
Creekmur Asset Management LLC745$23.7K<0.01%+47013F-HRTimeline
Pinnacle Bancorp, Inc.735$23.3K0.01%013F-HRTimeline
United Community Bankin group United Community Bank662$21K0.01%013F-HRTimelineGroup
Larson Financial Group LLC652$20.7K<0.01%-24313F-HRTimeline
Asset Dedication, LLC561$17.8K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.548$17.4K0.02%13F-HRTimeline
AlphaCore Capital LLC525$16.7K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC519$16.5K<0.01%+313F-HRTimeline
Cornerstone Planning Group LLC499$15.9K<0.01%+413F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…469$14.9K<0.01%+113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…306$9.72K<0.01%new13F-HRTimelineGroup
Piscataqua Savings Bank258$8.19K0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT254$8.07K<0.01%013F-HRTimeline
Eukles Asset Management234$7.43K<0.01%013F-HRTimeline
Hemington Wealth Management250$7K<0.01%new13F-HRTimeline
Glenmede Investment Management, LP210$6.67K<0.01%13F-HRTimeline
SIGNATUREFD, LLC200$6.35K<0.01%-1,16113F-HRTimeline
Capital Advisors, Ltd. LLC186$6K<0.01%013F-HRTimeline
Bellwether Advisors, LLC170$5.4K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …166$5.27K<0.01%13F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC150$4.77K<0.01%+113F-HRTimeline
Inlight Wealth Management, LLC150$4.76K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV145$4.61K<0.01%-5413F-HRTimeline
Nalls Sherbakoff Group, LLC134$4.26K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC131$4.17K<0.01%+113F-HRTimeline
Ridgewood Investments LLC114$3.62K<0.01%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC112$3.56K<0.01%new13F-HRTimeline
Beaird Harris Wealth Management, LLC107$3.4K<0.01%new13F-HRTimeline
Costello Asset Management, INC103$3.26K<0.01%-1313F-HRTimeline
GHP Investment Advisors, Inc.100$3.18K<0.01%-33013F-HRTimeline
REAP Financial Group, LLC92$2.92K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…81$2.57K<0.01%new13F-HRTimelineGroup
Christopher J. Hasenberg, Inc58$1.84K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC56$1.78K<0.01%+513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC44$1.4K<0.01%013F-HRTimeline
Park Square Financial Group, LLC41$1.3K<0.01%+413F-HRTimeline
IMG Wealth Management, Inc.30$965<0.01%013F-HRTimeline
Clearstead Trust, LLC21$667<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO20$635<0.01%-11513F-HRTimelineGroup
REDMONT WEALTH ADVISORS LLC17$540<0.01%013F-HRTimeline
Semmax Financial Advisors Inc.2$64<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC30$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.