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Disclosery

DES WISDOMTREE TR

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US SMALLCAP DIVD (fund)

349 managers (352 13F filers) reported a position in DES shares at 2026-03-31, 27,709,983 shares in all. 27 filers opened a position and 15 filers sold out during the quarter.

Managers
349
13F filers
352
New
27
Added
114
Reduced
128
Sold out
15
Shares held by filers
27,709,983

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
LOM Asset Management Ltd11,000$395K0.11%013F-HRTimeline
Prepared Retirement Institute LLC10,911$392K0.19%-96113F-HR/ATimeline
Triton Financial Group Inc11,066$384K0.67%new13F-HRTimeline
First National Trust Co10,520$378K0.01%013F-HRTimeline
PINNACLE ASSOCIATES LTD10,181$366K<0.01%-2,15413F-HRTimeline
BRADY FAMILY WEALTH, LLC10,174$366K0.11%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…10,159$365K0.01%-7913F-HRTimelineGroup
Phillip James Consulting Co.10,069$361K0.27%new13F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…9,984$359K0.01%+2813F-HRTimelineGroup
Collaborative Wealth Managment Inc.9,886$355K0.16%-21613F-HRTimeline
Cherry Tree Wealth Management, LLC9,829$353K0.07%013F-HRTimeline
Ally Invest Advisors Inc.9,761$351K0.02%+38313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/9,719$349K<0.01%-86513F-HRTimelineGroup
VestGen Advisors, LLC9,099$347K0.01%+13513F-HRTimeline
HARBOUR INVESTMENTS, INC.9,597$345K0.01%+1,62513F-HRTimeline
Three Magnolias Financial Advisors, LLC8,957$322K0.2%-3,08213F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC8,937$321K0.01%-75113F-HRTimeline
Pacific Sun Financial Corp8,920$321K0.16%-15013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC8,855$318K0.22%-1,25513F-HRTimeline
Dynamic Advisor Solutions LLC8,777$315K0.01%-43613F-HRTimeline
New Insight Wealth Advisors8,758$315K0.11%-14013F-HRTimeline
Dakota Wealth Management8,655$311K0.01%-93813F-HR/ATimeline
J.W. COLE ADVISORS, INC.8,621$310K0.01%+45813F-HRTimeline
Verdence Capital Advisors LLC8,618$310K0.02%-1,93813F-HRTimeline
MAI Capital Management8,488$305K<0.01%013F-HRTimeline
Sterling Investment Counsel, LLC8,434$303K0.08%-1,96413F-HRTimeline
VICUS CAPITAL8,400$302K0.02%-1,76113F-HRTimeline
PFG Investments, LLC8,373$301K0.01%-1,59313F-HRTimeline
Pinnacle Financial Group, LLC / IL8,263$297K0.08%+93013F-HRTimeline
TigerOak Management, L.L.C.8,224$296K0.09%+90013F-HRTimeline
MOLLER WEALTH PARTNERS8,105$291K0.06%013F-HRTimeline
PLIMOTH TRUST CO LLC7,980$287K0.06%-36013F-HRTimeline
Wick Capital Partners, LLC7,888$283K0.05%013F-HRTimeline
Berger Financial Group, Inc7,874$283K0.02%013F-HRTimeline
VANCE WEALTH, LLC7,728$278K0.08%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.7,714$277K<0.01%+23113F-HRTimelineGroup
FLOW TRADERS U.S. LLC7,701$277K0.01%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED7,658$275K0.02%-45013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC7,647$275K<0.01%-1,07313F-HRTimelineGroup
Trilogy Capital Inc.7,476$269K0.01%013F-HRTimeline
Bison Wealth, LLC7,012$266K0.03%+313F-HRTimeline
CX Institutional7,269$261K0.01%-63513F-HRTimeline
Pinnacle Wealth Management Advisory Gro…7,236$260K0.02%-1,62413F-HRTimeline
INVENIO WEALTH PARTNERS LLC7,234$260K0.1%-2,16013F-HRTimeline
Kovack Advisors, Inc.7,104$256K0.01%new13F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC7,099$255K0.01%013F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.7,000$252K0.06%013F-HRTimeline
CAPE ANN SAVINGS BANK6,721$242K0.12%+60713F-HRTimeline
Rockingstone Advisors LLC6,565$236K0.11%013F-HRTimeline
Causey Wealth LLC6,562$236K0.1%-6,66913F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.6,485$233K<0.01%13F-HRTimelineGroup
MCF Advisors LLC6,430$231K0.01%+7713F-HRTimeline
Axis Wealth Partners, LLC6,355$228K0.12%+6513F-HRTimeline
Wrenne Financial Planning LLC6,347$228K0.09%+113F-HRTimeline
Wealthspire Advisors, LLC6,338$228K<0.01%new13F-HRTimeline
Sun Financial Inc5,904$226K0.11%new13F-HRTimeline
Fiduciary Group, LLC6,240$224K0.02%013F-HRTimeline
Clark Asset Management, LLC6,183$222K0.02%013F-HRTimeline
Summit Financial, LLC6,167$222K<0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC6,159$221K0.01%013F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST6,138$221K0.08%13F-HRTimeline
Hilltop Partners LLC6,024$217K0.06%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC6,013$216K<0.01%-99813F-HRTimelineGroup
Accredited Investors Inc.5,906$212K0.01%new13F-HRTimeline
Aviance Capital Partners, LLC5,756$207K0.02%new13F-HRTimeline
National Philanthropic Trust5,670$204K<0.01%new13F-HRTimeline
Signal Advisors Wealth, LLC5,624$202K0.01%new13F-HRTimeline
Caldwell Trust Co5,480$197K0.02%013F-HRTimeline
Geneos Wealth Management Inc.5,448$196K<0.01%-2313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,424$195K<0.01%+2,85013F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…5,184$186K0.03%+1413F-HRTimeline
Wealth Enhancement Trust Services, Inc.5,052$182K0.02%013F-HRTimeline
Allworth Financial LP4,604$165K<0.01%-2,26713F-HRTimeline
AE Wealth Management LLC3,586$129K<0.01%-113F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.3,550$128K0.09%+16413F-HRTimeline
Moisand Fitzgerald Tamayo, LLC3,249$117K0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors3,157$112K0.02%-8513F-HRTimelineGroup
Viewpoint Capital Management LLC2,856$103K0.05%013F-HRTimeline
CoreCap Advisors, LLC2,632$94.6K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,560$92K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…2,367$85.1K0.01%+17713F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,044$73K0.02%-52113F-HRTimeline
DHJJ Financial Advisors, Ltd.2,008$72.2K0.02%-30913F-HRTimeline
Versant Capital Management, Inc1,944$69.9K0.01%013F-HRTimeline
JPL Wealth Management, LLC1,785$64.2K0.01%new13F-HR/ATimeline
EVERMAY WEALTH MANAGEMENT LLC1,597$57.4K0.01%013F-HRTimeline
Main Street Group, LTD1,541$55.4K0.02%new13F-HRTimeline
Fairman Group, LLC1,518$54.6K0.05%013F-HRTimeline
Rossby Financial, LCC1,474$53.2K0.01%+64013F-HRTimeline
WEBSTER BANK, N. A.1,375$49.4K<0.01%-69513F-HRTimeline
C M BIDWELL & ASSOCIATES LTD1,278$45.9K0.02%013F-HRTimeline
Aspect Partners, LLC1,254$45.1K0.02%+413F-HRTimeline
SBI Securities Co., Ltd.1,238$44.5K<0.01%-18713F-HRTimeline
Medallion Wealth Advisors, LLC1,222$43.9K0.01%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…1,175$42.2K<0.01%new13F-HRTimelineGroup
Align Financial, LLC1,167$41.9K0.02%-37,74613F-HRTimeline
PlanVest Financial, Inc1,113$40K0.03%13F-HRTimeline
Cassaday & Co Wealth Management LLC1,091$39.2K<0.01%new13F-HRTimeline
FIRST HORIZON CORP1,070$38.5K<0.01%new13F-HRTimeline
Asset Planning,Inc1,050$37.7K0.03%013F-HRTimeline
BLAIR WILLIAM & CO/IL1,034$37.2K<0.01%013F-HRTimeline
Kennebec Savings Bank1,030$37K0.03%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.1,000$35.9K<0.01%013F-HRTimeline
Bank of New Hampshire990$35.6K0.01%-55013F-HRTimeline
Missouri Trust & Investment Co975$35K0.01%013F-HRTimeline
SFAM, LLC934$33.6K0.03%013F-HRTimeline
Holos Integrated Wealth LLC810$29.6K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.735$26.4K0.01%013F-HRTimeline
United Community Bankin group United Community Bank662$23.8K0.01%013F-HRTimelineGroup
VANGUARD ADVISERS INCin group VANGUARD GROUP INC630$22.6K<0.01%13F-HRTimelineGroup
Larson Financial Group LLC574$20.6K<0.01%+113F-HRTimeline
Asset Dedication, LLC561$20.2K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.548$19.7K0.02%013F-HRTimeline
Destiny Wealth Partners, LLC510$18.3K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management500$18K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC481$17.4K<0.01%+113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…482$17.3K<0.01%+30013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC468$17K<0.01%013F-HRTimelineGroup
North Star Investment Management Corp.460$16.5K<0.01%013F-HRTimeline
Triumph Capital Management358$12.9K<0.01%-1113F-HRTimeline
POM Investment Strategies, LLC354$12.7K0.02%new13F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.339$12.2K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp329$11.8K<0.01%-17,20313F-HRTimelineGroup
Cornerstone Planning Group LLC268$10.3K<0.01%-13613F-HRTimeline
Piscataqua Savings Bank258$9.27K0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT254$9.13K<0.01%013F-HRTimeline
BAYBAN235$8.45K0.01%013F-HRTimeline
Eukles Asset Management234$8.41K<0.01%013F-HRTimeline
Strive Financial Group ,LLC220$8K<0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA210$7.55K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC200$7.19K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC186$7K<0.01%013F-HRTimeline
Dunhill Financial, LLC158$5.68K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC153$5.49K<0.01%+113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV145$5.21K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC134$4.82K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC134$4.81K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC107$3.85K<0.01%013F-HRTimeline
REAP Financial Group, LLC103$3.7K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.100$3.59K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.88$3.16K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC44$1.68K<0.01%013F-HRTimeline
Kozak & Associates, Inc.41$1.55K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC34$1.2K<0.01%-1713F-HRTimeline
Rosenberg Matthew Hamilton32$1.15K<0.01%new13F-HRTimeline
IMG Wealth Management, Inc.31$1.11K<0.01%013F-HRTimeline
Clearstead Trust, LLC21$755<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO20$719<0.01%013F-HRTimelineGroup
Bell Investment Advisors, Inc13$468<0.01%new13F-HRTimeline