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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
MORGAN STANLEYin group MORGAN STANLEY2,456,682$84.4M0.01%+213,40913F-HR/ATimelineGroup
LPL Financial LLC2,231,066$76.6M0.03%+35,99513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,218,534$76.2M0.01%+248,21113F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,723,044$59.2M0.01%+1,53513F-HRTimelineGroup
Creative Planningin group Creative Planning1,475,993$50.7M0.05%-16,66813F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp1,067,927$36.7M0.12%-139,61413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC971,403$33.4M0.01%13F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN867,157$29.8M0.01%+14,35813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA852,659$29.3M0.01%-4,93713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC827,196$28.4M0.01%+65,16213F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…685,403$23.5M0.09%+16,43413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC685,115$23.5M0.01%+8,16913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV538,263$18.5M0.05%+160,58513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC341,099$11.7M0.02%-13,60413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP339,244$11.7M0.02%-2,35713F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC313,805$10.8M0.06%-3,86413F-HRTimelineGroup
Destination Wealth Management312,153$10.7M0.34%-7,19513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP288,259$9.9M0.02%-2,72413F-HRTimelineGroup
Valmark Advisers, Inc.264,994$9.1M0.14%+54,18713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP248,957$8.55M0.01%+61,57013F-HRTimelineGroup
Cetera Investment Advisers244,318$8.39M0.02%+9,56013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP232,463$7.98M0.01%-243,86613F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC227,790$7.82M0.02%-1,63713F-HRTimelineGroup
BIP Wealth, LLC224,126$7.7M0.52%+5,17213F-HRTimeline
Prosperity Consulting Group, LLC210,280$7.22M0.54%-24,05113F-HRTimeline
IFP Advisors, Inc201,562$6.92M0.23%+11,22713F-HRTimeline
Private Portfolio Partners LLC196,422$6.75M1.24%-44813F-HRTimeline
HC Advisors, LLC188,954$6.49M5.21%+1,99413F-HRTimeline
Cascade Financial Partners, LLC172,493$5.93M0.77%+5,00513F-HRTimeline
Key Financial Inc171,719$5.9M1.34%+84313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.164,715$5.66M0.01%+13,08013F-HR/ATimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.162,935$5.6M0.01%-4,28713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…160,778$5.52M0.01%+8,66913F-HR/ATimeline
Kades & Cheifetz LLC158,726$5.45M2.79%+49,22813F-HRTimeline
Curi Capital, LLC153,082$5.26M0.12%-3513F-HRTimeline
One Wealth Map LLC153,752$5.19M3.15%+49313F-HRTimeline
Janney Montgomery Scott LLC151,005$5.19M0.01%-77513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO145,031$4.98M<0.01%+6,81913F-HRTimelineGroup
Del-Sette Capital Management, LLC144,744$4.97M4.04%+2,76013F-HRTimeline
Melone Private Wealth, LLC141,144$4.85M2.51%+2,92413F-HRTimeline
Empirical Financial Services, LLC d.b.a…139,400$4.79M0.13%+7,40413F-HRTimeline
Lee, Kelleher & Klein Wealth Management133,399$4.58M3.26%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…130,732$4.49M0.01%+5,88113F-HRTimelineGroup
Parcion Private Wealth LLC129,375$4.44M0.34%013F-HRTimeline
CROBAN119,220$4.09M4.02%13F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding115,583$3.97M+11,478Timeline
Frazier Financial Advisors, LLC114,326$3.91M3.1%-3,49913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp101,849$3.5M<0.01%+29,62513F-HRTimelineGroup
Glen Eagle Advisors, LLC100,584$3.46M0.57%-15,96313F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP98,100$3.37M0.01%-15,40013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.97,498$3.35M0.02%-1,11713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…92,993$3.19M0.08%+6,53713F-HRTimelineGroup
Evanson Asset Management, LLC92,286$3.17M0.22%+9213F-HRTimeline
BEACON FINANCIAL GROUP91,597$3.15M0.34%-6,11713F-HRTimeline
HighTower Advisors, LLC86,053$2.96M<0.01%+24213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC85,053$2.92M0.01%+8,14513F-HRTimelineGroup
Buckingham Capital Management, Inc.83,495$2.87M0.33%-3,54313F-HRTimeline
STOCK YARDS BANK & TRUST CO82,506$2.83M0.1%-12,72313F-HRTimeline
VAUGHAN & Co SECURITIES, INC.79,606$2.73M1.65%-1,83813F-HRTimeline
Integrated Advisors Network LLC78,210$2.69M0.13%+63,96013F-HRTimeline
FINANCIAL COUNSELORS INC69,931$2.4M0.04%+1,85213F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC68,230$2.34M0.68%13F-HRTimeline
VESTOR CAPITAL, LLC65,835$2.26M0.17%+69913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding64,180$2.2M+33,750Timeline
Ascent Group, LLCin group Ascent Group, LLC62,860$2.16M0.16%-1,01813F-HRTimelineGroup
Farmers National Bank62,339$2.14M0.62%13F-HRTimeline
Marathon Strategic Advisors, LLC59,353$2.04M2.21%+50613F-HRTimeline
Salomon & Ludwin, LLC59,063$2.03M0.21%-2,38013F-HRTimeline
Aspen Investment Management Inc58,591$2.01M0.93%+37813F-HRTimeline
180 WEALTH ADVISORS, LLC58,015$1.99M0.31%+1,59613F-HRTimeline
JNBA Financial Advisors57,172$1.96M0.2%-1,14513F-HRTimeline
Modera Wealth Management, LLC56,063$1.93M0.02%-64513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC55,353$1.9M0.08%-1,58313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…55,237$1.9M<0.01%+1,52013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…54,712$1.88M<0.01%-12,45713F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC53,374$1.83M0.04%+17313F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC53,232$1.83M0.25%+32513F-HRTimeline
F&V Capital Management, LLC52,170$1.79M0.47%+20,98013F-HRTimeline
Steward Partners Investment Advisory, L…51,150$1.76M0.02%+4,69613F-HRTimeline
MML INVESTORS SERVICES, LLC50,461$1.73M0.01%-76313F-HRTimeline
Three Magnolias Financial Advisors, LLC50,256$1.73M1.81%13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.49,210$1.69M0.12%-12713F-HRTimelineGroup
Cambridge Investment Research Advisors,…49,083$1.69M0.01%-35513F-HRTimeline
FFG RETIREMENT ADVISORS LLC49,035$1.68M1.1%-48713F-HRTimeline
Powers Advisory Group, LLC49,001$1.68M0.84%+21513F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC46,553$1.6M0.53%+2,25813F-HRTimeline
TFG Advisers LLC45,766$1.57M0.57%+3413F-HRTimeline
NewEdge Advisors, LLC44,892$1.54M0.01%-57313F-HRTimeline
IAG Wealth Partners, LLC44,388$1.52M0.27%-81913F-HRTimeline
Prepared Retirement Institute LLC43,959$1.51M0.86%+15313F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC43,720$1.48M0.21%-49213F-HRTimeline
Old North State Wealth Management, LLC42,167$1.45M0.81%-1,17013F-HRTimeline
Orion Porfolio Solutions, LLC41,209$1.42M0.01%-1,68013F-HRTimeline
Orion Portfolio Solutions, LLC41,209$1.42M0.01%-1,68013F-HRTimeline
SC&H Financial Advisors, Inc.40,938$1.41M0.29%-4,73713F-HRTimeline
Gladstone Institutional Advisory LLC40,817$1.4M0.07%-6,99113F-HRTimeline
Platform Technology Partners39,781$1.37M0.41%013F-HRTimeline
Montecito Bank & Trust39,624$1.36M0.24%+1,48013F-HRTimeline
Independence Bank of Kentucky39,120$1.34M0.21%+10,03913F-HRTimeline
Private Advisor Group, LLC36,973$1.27M0.01%-5,29813F-HRTimeline
Causey Wealth LLC36,874$1.27M0.74%13F-HRTimeline
United Advisor Group, LLC36,618$1.26M0.25%-2,38313F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC36,235$1.24M0.07%+3013F-HR/ATimeline
WESBANCO BANK INC36,190$1.24M0.04%+4113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC35,333$1.21M<0.01%+8,89213F-HRTimelineGroup
Waterfront Wealth Inc.34,743$1.19M0.29%-2013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC33,677$1.16M0.11%-1,81113F-HRTimeline
IHT Wealth Management, LLC33,211$1.14M0.04%+3,38113F-HRTimeline
HBK Sorce Advisory LLC32,893$1.13M0.03%-2,52713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …31,482$1.08M0.02%+2,06913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC30,678$1.05M<0.01%-1,83113F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC29,966$1.03M0.02%+2,82813F-HRTimelineGroup
Apella Capital, LLC28,494$979K0.04%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS28,436$977K<0.01%-76413F-HRTimeline
IFG Advisory, LLC27,846$957K0.05%013F-HRTimeline
WealthShield Partners, LLC27,587$948K0.13%+113F-HRTimeline
Composition Wealth, LLC27,380$941K0.02%+31313F-HRTimeline
INVENIO WEALTH PARTNERS LLC27,346$939K0.39%-3,57913F-HRTimeline
Atria Wealth Solutions, Inc.27,279$937K0.01%+6,16313F-HRTimeline
BOKF, NAin group BOKF, NA27,645$915K0.02%-2,09813F-HRTimelineGroup
World Investment Advisors26,510$911K0.02%+1,44413F-HRTimeline
SPINNAKER TRUST26,411$907K0.06%013F-HRTimeline
COMERICA BANK26,239$901K<0.01%-12713F-HR/ATimeline
SMITH, MOORE & CO.25,594$879K0.08%+413F-HRTimeline
PETRA FINANCIAL ADVISORS INC25,305$869K0.59%013F-HRTimeline
Kondo Wealth Advisors, Inc.25,209$866K0.44%13F-HRTimeline
MATHER GROUP, LLC.25,124$863K0.01%-45213F-HRTimeline
Blue Capital, Inc.24,388$838K0.59%13F-HRTimeline
&PARTNERS23,397$818K0.01%+7,02913F-HRTimeline
Columbia River Financial Group, LLC23,269$799K0.55%13F-HRTimeline
Bristlecone Advisors, LLC23,247$799K0.06%-45313F-HRTimeline
Clearwater Capital Advisors, LLC23,189$797K0.08%-3313F-HRTimeline
Sharper & Granite LLC23,105$794K0.35%013F-HRTimeline
Sunbelt Securities, Inc.22,562$771K0.07%013F-HRTimeline
Clearstead Advisors, LLC21,158$727K0.01%-19713F-HRTimeline
Insight Advisors, LLC/ PA21,228$725K0.12%-51713F-HRTimeline
BOK Financial Private Wealth, Inc.20,641$710K0.05%-1,10113F-HRTimeline
Waverly Advisors, LLC20,616$708K0.01%+6,56313F-HRTimeline
AdvisorNet Financial, Inc20,282$697K0.06%+5,19913F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC20,043$688K0.15%-12813F-HRTimeline
Sanctuary Advisors, LLC19,555$684K<0.01%-2,41413F-HRTimeline
VICUS CAPITAL19,301$663K0.06%-4,37513F-HRTimeline
Beacon Pointe Advisors, LLC18,877$648K0.01%-15,28113F-HRTimeline
Collar Capital Management, LLC18,823$647K0.54%13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp17,766$610K0.04%013F-HRTimelineGroup
Rehmann Capital Advisory Group17,378$597K0.04%013F-HRTimeline
Round Rock Advisors LLC17,376$597K0.12%013F-HRTimeline
Csenge Advisory Group17,170$590K0.03%+3,82813F-HRTimeline
AssuredPartners Investment Advisors, LLC16,874$580K0.11%13F-HRTimeline
Sigma Planning Corp16,599$570K0.02%+27713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC16,559$569K<0.01%+18313F-HRTimelineGroup
ROBINSON SMITH WEALTH ADVISORS LLC16,341$561K0.48%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…16,097$553K<0.01%-75213F-HRTimelineGroup
Atria Investments, Inc16,072$552K0.01%+4,87513F-HRTimeline
Investment Partners Asset Management, I…16,017$550K0.43%+7013F-HRTimeline
COWA, LLC15,877$545K0.25%+2,35613F-HRTimeline
Principle Wealth Partners LLC15,820$543K0.04%-1,35013F-HRTimeline
NewSquare Capital LLC15,782$542K0.04%+38013F-HRTimeline
Chicago Partners Investment Group LLC15,763$533K0.02%-1,10913F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC15,485$532K0.05%-69913F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…15,222$523K0.21%-87913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers15,142$520K<0.01%+1,79913F-HRTimelineGroup
PINNACLE ASSOCIATES LTD15,050$517K0.01%-4,36413F-HRTimeline
New Insight Wealth Advisors14,726$506K0.25%+7,49213F-HRTimeline
UHLMANN PRICE SECURITIES, LLC14,327$492K0.37%+40013F-HRTimeline
Arkos Global Advisors14,313$492K0.07%-31413F-HRTimeline
Abundance Wealth Counselors13,980$480K0.1%-4513F-HRTimeline
New Hampshire Trust13,662$469K0.1%013F-HRTimeline
FMR LLCin group FMR LLC13,658$469K<0.01%+1,96713F-HRTimelineGroup
JT Stratford LLC13,587$467K0.08%-71913F-HRTimeline
Collaborative Wealth Managment Inc.13,433$461K0.21%+5313F-HRTimeline
Diversified Enterprises, LLC13,149$452K0.04%+2,49013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/13,142$451K<0.01%-71013F-HRTimelineGroup
Schechter Investment Advisors, LLC13,070$449K0.03%013F-HRTimeline
Focus Financial Network, Inc.13,041$448K0.02%+28613F-HRTimeline
EP Wealth Advisors, LLC12,847$441K<0.01%+2,97313F-HRTimeline
SGL Investment Advisors, Inc.12,895$439K0.22%-28613F-HRTimeline
HANCOCK WHITNEY CORP12,476$429K0.01%-1313F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC12,414$426K0.04%-89013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC12,304$423K<0.01%+613F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.12,285$422K<0.01%-66813F-HRTimelineGroup
Navis Wealth Advisors, LLC11,996$412K0.45%+2,02313F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC11,981$412K0.02%-1,50013F-HRTimeline
Empirical Asset Management, LLC11,653$400K0.13%+12613F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC11,614$399K0.01%-2,37513F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.11,580$398K0.13%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…11,450$393K0.04%-32813F-HRTimeline
Dakota Wealth Management11,323$389K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC11,177$384K<0.01%+1,79213F-HRTimeline
Infinity Wealth Counsel, LLC11,130$382K0.41%13F-HRTimeline
Verdence Capital Advisors LLC10,990$377K0.03%+713F-HRTimeline
Hilltop Partners LLC10,855$373K0.13%013F-HRTimeline
Capital Investment Counsel, LLC10,742$369K0.06%-77013F-HRTimeline
First National Trust Co10,602$364K0.01%+2,83813F-HRTimeline
Cherry Tree Wealth Management, LLC10,576$363K0.09%013F-HRTimeline
PFG Investments, LLC10,569$363K0.02%+6613F-HRTimeline
Advisory Services Network, LLC10,406$357K0.01%-55313F-HRTimeline
Sterling Investment Counsel, LLC10,398$357K0.24%013F-HRTimeline
TigerOak Management, L.L.C.10,392$357K0.13%13F-HRTimeline
Cyndeo Wealth Partners, LLC10,254$352K0.02%new13F-HRTimeline