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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 2025-09-30, 27,630,466 shares in all. 24 filers opened a position and 18 filers sold out during the quarter.

Managers
323
13F filers
325
New
24
Added
94
Reduced
131
Sold out
18
Shares held by filers
27,630,466

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
TRUSTMARK BANK TRUST DEPARTMENT9,536$321K0.02%013F-HRTimeline
Pacific Sun Financial Corp9,470$319K0.15%-4013F-HRTimeline
INVENIO WEALTH PARTNERS LLC9,394$316K0.12%-2,88313F-HRTimeline
Pinnacle Wealth Management Advisory Gro…9,360$315K0.02%-87913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED9,253$312K0.02%-1,41713F-HRTimeline
New Insight Wealth Advisors9,229$311K0.12%-2,41513F-HRTimeline
Dynamic Advisor Solutions LLC9,197$310K0.01%-1,24613F-HRTimeline
Rockingstone Advisors LLC9,065$305K0.15%013F-HRTimeline
HARBOUR INVESTMENTS, INC.8,974$302K0.01%+3,41613F-HRTimeline
BlueStem Wealth Partners, LLC8,699$293K0.03%new13F-HRTimeline
PLIMOTH TRUST CO LLC8,590$289K0.07%-31013F-HRTimeline
FLOW TRADERS U.S. LLC8,520$287K0.01%-5,46613F-HRTimeline
MAI Capital Management8,495$286K<0.01%-1,64513F-HRTimeline
LANARK FINANCIAL, INC.8,303$280K0.02%-1,54013F-HRTimeline
MOLLER WEALTH PARTNERS8,105$273K0.06%-98113F-HRTimeline
Wick Capital Partners, LLC7,888$266K0.06%-9,72213F-HRTimeline
Berger Financial Group, Inc7,874$265K0.02%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.7,860$265K<0.01%-25213F-HRTimelineGroup
Anson Capital, Inc.7,788$262K0.2%+43113F-HRTimeline
VANCE WEALTH, LLC7,728$260K0.08%013F-HRTimeline
Trilogy Capital Inc.7,476$252K0.01%new13F-HRTimeline
TigerOak Management, L.L.C.7,324$247K0.08%-3,06813F-HRTimeline
Ally Invest Advisors Inc.7,253$244K0.02%+14713F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC7,099$239K0.01%-14813F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.7,000$236K0.06%013F-HRTimeline
Allworth Financial LP6,871$231K<0.01%013F-HRTimeline
J.W. COLE ADVISORS, INC.6,835$230K<0.01%-12413F-HRTimeline
Capital Investment Counsel, LLC6,750$227K0.03%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.6,485$218K<0.01%013F-HRTimelineGroup
Pinnacle Financial Group, LLC / IL6,431$217K0.07%new13F-HRTimeline
VISTA CAPITAL PARTNERS, INC.6,365$214K0.02%new13F-HRTimeline
Wrenne Financial Planning LLC6,346$214K0.09%-15813F-HRTimeline
Ritter Daniher Financial Advisory LLC /…6,319$213K0.04%new13F-HRTimeline
Axis Wealth Partners, LLC6,283$212K0.12%-6113F-HRTimeline
Bristlecone Advisors, LLC6,278$211K0.02%-12,85013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC6,273$211K<0.01%new13F-HRTimelineGroup
Fiduciary Group, LLC6,240$210K0.02%new13F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC6,206$209K0.04%new13F-HRTimeline
Madrona Financial Services, LLC6,192$209K0.05%new13F-HRTimeline
Arkadios Wealth Advisors6,179$208K0.01%new13F-HRTimeline
CAPE ANN SAVINGS BANK6,114$206K0.11%new13F-HRTimeline
Hilltop Partners LLC6,024$203K0.06%-4,83113F-HRTimeline
Crossmark Global Holdings, Inc.6,016$203K<0.01%-1,93513F-HRTimeline
OPTIMUM INVESTMENT ADVISORS5,670$191K0.08%013F-HRTimeline
Caldwell Trust Co5,480$185K0.02%013F-HRTimeline
Geneos Wealth Management Inc.5,471$184K<0.01%-8813F-HRTimeline
MCF Advisors LLC5,340$180K0.01%+1,71913F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.4,752$160K0.16%-37813F-HR/ATimeline
GPS Wealth Strategies Group, LLC3,997$135K0.01%-1,27913F-HRTimeline
AE Wealth Management LLC3,873$130K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,604$121K<0.01%013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,416$115K0.01%+72913F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC3,249$109K0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors3,242$109K0.01%013F-HRTimelineGroup
Viewpoint Capital Management LLC2,856$96.2K0.04%013F-HRTimeline
DHJJ Financial Advisors, Ltd.2,626$88.4K0.03%-30513F-HRTimeline
CoreCap Advisors, LLC2,608$87.8K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,574$86.7K<0.01%013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.2,543$86K0.03%+1913F-HRTimeline
Capital Investment Advisory Services, L…2,153$72.5K0.01%-1513F-HRTimeline
WEBSTER BANK, N. A.2,070$69.7K0.01%-53413F-HRTimeline
Global Retirement Partners, LLC1,967$66.3K<0.01%-12913F-HRTimeline
Versant Capital Management, Inc1,944$65.5K0.01%013F-HRTimeline
JPL Wealth Management, LLC1,785$60.1K0.01%new13F-HRTimeline
Heritage Wealth Advisors1,769$59.6K<0.01%013F-HRTimeline
Wealthspire Advisors, LLC1,626$54.8K<0.01%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,597$53.8K0.01%013F-HRTimeline
TRUST CO OF VERMONT1,580$53.2K<0.01%013F-HRTimeline
Bank of New Hampshire1,540$51.9K0.01%013F-HRTimeline
Main Street Group, LTD1,523$51.3K0.02%+1313F-HRTimeline
Fairman Group, LLC1,518$51.1K0.04%013F-HRTimeline
ORG Partners LLC1,475$49.7K0.01%013F-HRTimeline
SBI Securities Co., Ltd.1,422$47.9K<0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD1,278$43K0.02%013F-HRTimeline
Aspect Partners, LLC1,239$41.7K0.02%+913F-HRTimeline
Medallion Wealth Advisors, LLC1,210$40.8K0.01%013F-HRTimeline
Asset Planning,Inc1,050$35.4K0.03%013F-HRTimeline
BLAIR WILLIAM & CO/IL1,034$34.8K<0.01%013F-HRTimeline
Kennebec Savings Bank1,030$34.7K0.03%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.1,000$33.7K<0.01%new13F-HRTimeline
Missouri Trust & Investment Co975$32.8K0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC870$29.4K<0.01%new13F-HRTimeline
Tidemark, LLC793$26.7K0.01%013F-HRTimeline
Holos Integrated Wealth LLC810$26.2K0.02%013F-HRTimeline
Pinnacle Bancorp, Inc.735$24.8K0.01%013F-HRTimeline
United Community Bankin group United Community Bank662$22.3K0.01%013F-HRTimelineGroup
Larson Financial Group LLC603$20.3K<0.01%-4913F-HRTimeline
Asset Dedication, LLC561$18.9K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.548$18.5K0.02%013F-HRTimeline
Creekmur Asset Management LLC541$18.2K<0.01%-20413F-HRTimeline
AlphaCore Capital LLC525$17.7K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC522$17.6K<0.01%+313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC468$16K<0.01%new13F-HRTimelineGroup
Sound Income Strategies, LLC476$15.8K<0.01%new13F-HRTimeline
Piscataqua Savings Bank258$8.69K0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT254$8.55K<0.01%013F-HRTimeline
Hemington Wealth Management250$8K<0.01%013F-HRTimeline
Eukles Asset Management234$7.88K<0.01%013F-HRTimeline
Glenmede Investment Management, LP210$7.07K<0.01%013F-HRTimeline
SIGNATUREFD, LLC200$6.74K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC186$6K<0.01%013F-HRTimeline
Dunhill Financial, LLC158$5.32K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC151$5.09K<0.01%+113F-HRTimeline
Inlight Wealth Management, LLC150$5.05K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC160$5K<0.01%+13013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV145$4.88K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC134$4.51K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC132$4.46K<0.01%+113F-HRTimeline
Beaird Harris Wealth Management, LLC107$3.6K<0.01%013F-HRTimeline
REAP Financial Group, LLC103$3.47K<0.01%+1113F-HRTimeline
Cornerstone Planning Group LLC39$3.45K<0.01%-46013F-HRTimeline
GHP Investment Advisors, Inc.100$3.37K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…81$2.73K<0.01%013F-HRTimelineGroup
Abound Wealth Management61$2.06K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC50$1.68K<0.01%-613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC44$1.48K<0.01%013F-HRTimeline
Kozak & Associates, Inc.41$1.31K<0.01%new13F-HRTimeline
IMG Wealth Management, Inc.31$1.03K<0.01%+113F-HRTimeline
Clearstead Trust, LLC21$707<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO20$674<0.01%013F-HRTimelineGroup
REDMONT WEALTH ADVISORS LLC17$573<0.01%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC12$404<0.01%-10013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS4$135<0.01%new13F-HRTimelineGroup