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Disclosery

DES WISDOMTREE TR

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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
MORGAN STANLEYin group MORGAN STANLEY2,424,848$77.5M0.01%-31,83413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,895,525$60.6M0.01%-323,00913F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,732,807$55.4M0.01%+9,76313F-HRTimelineGroup
LPL Financial LLC1,613,277$51.6M0.02%-617,78913F-HRTimeline
Creative Planningin group Creative Planning1,445,482$46.2M0.04%-30,51113F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp1,081,350$34.6M0.13%+13,42313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC966,113$30.9M0.01%-5,29013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA958,509$30.6M0.01%+105,85013F-HR/ATimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…686,900$22M0.09%+1,49713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN638,000$20.4M<0.01%-229,15713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC628,968$20.1M0.01%-56,14713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC626,831$20M0.01%-200,36513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV593,740$19M0.04%+55,47713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC431,950$13.8M0.07%+118,14513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP371,521$11.9M0.01%+122,56413F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC346,278$11.1M0.02%+5,17913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP339,328$10.8M0.02%+8413F-HRTimelineGroup
Destination Wealth Management309,034$9.88M0.31%-3,11913F-HRTimeline
Valmark Advisers, Inc.303,136$9.69M0.15%+38,14213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP297,806$9.52M0.02%+9,54713F-HRTimelineGroup
Cetera Investment Advisers245,788$7.86M0.02%+1,47013F-HRTimeline
BIP Wealth, LLC244,536$7.82M0.51%+20,41013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP233,518$7.46M0.01%+1,05513F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC223,418$7.14M0.02%-4,37213F-HRTimelineGroup
Prosperity Consulting Group, LLC204,379$6.53M0.5%-5,90113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.203,175$6.49M0.01%+38,46013F-HRTimelineGroup
IFP Advisors, Inc198,193$6.33M0.2%-3,36913F-HRTimeline
HC Advisors, LLC193,829$6.19M4.64%+4,87513F-HRTimeline
Key Financial Inc177,768$5.68M1.24%+6,04913F-HRTimeline
Curi Capital, LLC173,017$5.53M0.14%+19,93513F-HRTimeline
Cascade Financial Partners, LLC171,585$5.48M0.69%-90813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.169,523$5.42M0.01%+6,58813F-HRTimelineGroup
Del-Sette Capital Management, LLC164,949$5.27M4.14%+20,20513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…153,237$4.9M0.01%-7,54113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO144,958$4.63M<0.01%-7313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…141,581$4.52M0.01%+10,84913F-HRTimelineGroup
Melone Private Wealth, LLC141,534$4.52M2.37%+39013F-HRTimeline
One Wealth Map LLC155,019$4.5M3%+1,26713F-HRTimeline
Lee, Kelleher & Klein Wealth Management136,739$4.37M3.22%+3,34013F-HRTimeline
Empirical Financial Services, LLC d.b.a…134,998$4.31M0.11%-4,40213F-HRTimeline
Parcion Private Wealth LLC129,375$4.13M0.34%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp122,103$3.9M<0.01%+20,25413F-HRTimelineGroup
Frazier Financial Advisors, LLC119,444$3.82M2.94%+5,11813F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding118,872$3.8M+3,289Timeline
CROBAN118,839$3.8M3.5%-38113F-HRTimeline
HighTower Advisors, LLC112,903$3.61M<0.01%+26,85013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.107,665$3.44M0.02%+10,16713F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP102,800$3.29M0.01%+4,70013F-HRTimelineGroup
Waverly Advisors, LLC101,947$3.26M0.04%+81,33113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…96,836$3.09M0.08%+3,84313F-HRTimelineGroup
Evanson Asset Management, LLC92,446$2.95M0.21%+16013F-HRTimeline
BEACON FINANCIAL GROUP80,612$2.58M0.28%-10,98513F-HRTimeline
VAUGHAN & Co SECURITIES, INC.79,606$2.54M1.58%013F-HRTimeline
GWN SECURITIES INC.79,659$2.51M0.14%new13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding77,694$2.48M+13,514Timeline
Farmers National Bank70,895$2.27M0.64%+8,55613F-HRTimeline
FINANCIAL COUNSELORS INC70,659$2.26M0.03%+72813F-HRTimeline
Glen Eagle Advisors, LLC70,177$2.24M0.37%-30,40713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC69,751$2.23M<0.01%-15,30213F-HRTimelineGroup
VESTOR CAPITAL, LLC68,915$2.2M0.18%+3,08013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC68,130$2.18M0.61%-10013F-HRTimeline
Steward Partners Investment Advisory, L…63,720$2.04M0.02%+12,57013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC61,406$1.96M0.08%-1,45413F-HRTimelineGroup
STOCK YARDS BANK & TRUST CO60,349$1.93M0.07%-22,15713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…59,854$1.91M<0.01%+4,61713F-HRTimelineGroup
Marathon Strategic Advisors, LLC59,434$1.9M2.04%+8113F-HRTimeline
Aspen Investment Management Inc58,867$1.88M0.87%+27613F-HRTimeline
Salomon & Ludwin, LLC58,693$1.88M0.2%-37013F-HRTimeline
180 WEALTH ADVISORS, LLC58,150$1.86M0.3%+13513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC55,739$1.78M0.07%+38613F-HRTimelineGroup
Modera Wealth Management, LLC55,382$1.77M0.02%-68113F-HRTimeline
JNBA Financial Advisors54,414$1.74M0.18%-2,75813F-HRTimeline
CAHILL FINANCIAL ADVISORS INC53,419$1.71M0.23%+18713F-HRTimeline
MML INVESTORS SERVICES, LLC52,788$1.69M0.01%+2,32713F-HRTimeline
&PARTNERS51,904$1.67M0.02%+28,50713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC50,724$1.62M0.04%-2,65013F-HRTimelineGroup
F&V Capital Management, LLC49,840$1.59M0.41%-2,33013F-HRTimeline
Cambridge Investment Research Advisors,…48,901$1.56M0.01%-18213F-HRTimeline
Three Magnolias Financial Advisors, LLC48,593$1.55M1.32%-1,66313F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.48,285$1.54M0.11%-92513F-HRTimelineGroup
Powers Advisory Group, LLC47,939$1.53M0.73%-1,06213F-HRTimeline
FFG RETIREMENT ADVISORS LLC47,920$1.53M1.04%-1,11513F-HRTimeline
TFG Advisers LLC46,185$1.48M0.54%+41913F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC43,761$1.4M0.19%+4113F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC43,095$1.38M0.46%-3,45813F-HRTimeline
IAG Wealth Partners, LLC42,646$1.36M0.21%-1,74213F-HRTimeline
Old North State Wealth Management, LLC41,890$1.34M0.75%-27713F-HRTimeline
SC&H Financial Advisors, Inc.41,016$1.31M0.26%+7813F-HRTimeline
Montecito Bank & Trust40,645$1.3M0.23%+1,02113F-HRTimeline
Platform Technology Partners39,781$1.27M0.37%013F-HRTimeline
Independence Bank of Kentucky37,875$1.21M0.19%-1,24513F-HRTimeline
Mariner, LLCin group Mariner, LLC37,816$1.21M<0.01%+7,13813F-HRTimelineGroup
United Advisor Group, LLC36,561$1.17M0.24%-5713F-HRTimeline
WESBANCO BANK INC36,543$1.17M0.04%+35313F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC36,235$1.16M0.07%013F-HRTimeline
Orion Porfolio Solutions, LLC35,483$1.13M0.01%-5,72613F-HRTimeline
Orion Portfolio Solutions, LLC35,483$1.13M0.01%-5,72613F-HR/ATimeline
Waterfront Wealth Inc.34,744$1.11M0.27%+113F-HRTimeline
INTEGRITY ALLIANCE, LLC.34,006$1.09M0.04%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC33,542$1.07M0.1%-13513F-HRTimeline
HBK Sorce Advisory LLC33,228$1.06M0.03%+33513F-HRTimeline
IHT Wealth Management, LLC33,149$1.06M0.03%-6213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC30,732$1.06M0.02%+76613F-HRTimelineGroup
NewEdge Advisors, LLC32,904$1.05M0.01%-11,98813F-HRTimeline
Gladstone Institutional Advisory LLC32,726$1.05M0.05%-8,09113F-HRTimeline
Beacon Pointe Advisors, LLC32,484$1.04M0.01%+13,60713F-HRTimeline
AdvisorNet Financial, Inc32,346$1.03M0.08%+12,06413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …30,947$989K0.01%-53513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…30,845$986K<0.01%new13F-HRTimelineGroup
Private Advisor Group, LLC29,641$947K0.01%-7,33213F-HRTimeline
WealthShield Partners, LLC29,199$933K0.12%+1,61213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS28,644$915K<0.01%+20813F-HRTimeline
BOKF, NAin group BOKF, NA28,490$911K0.02%+84513F-HRTimelineGroup
Connecticut Wealth Management, LLC27,921$892K0.05%new13F-HRTimeline
IFG Advisory, LLC27,846$890K0.05%013F-HRTimeline
SPINNAKER TRUST26,411$844K0.06%013F-HRTimeline
PETRA FINANCIAL ADVISORS INC26,335$842K0.69%+1,03013F-HRTimeline
Apella Capital, LLC27,782$832K0.03%-71213F-HRTimeline
COMERICA BANK25,605$818K<0.01%-63413F-HRTimeline
SMITH, MOORE & CO.25,596$818K0.08%+213F-HRTimeline
World Investment Advisors25,234$806K0.02%-1,27613F-HRTimeline
Kondo Wealth Advisors, Inc.24,515$784K0.39%-69413F-HRTimeline
INVENIO WEALTH PARTNERS LLC24,287$776K0.33%-3,05913F-HRTimeline
MATHER GROUP, LLC.24,137$771K0.01%-98713F-HRTimeline
Bristlecone Advisors, LLC23,379$747K0.06%+13213F-HRTimeline
Prepared Retirement Institute LLC23,375$747K0.48%-20,58413F-HRTimeline
Clearwater Capital Advisors, LLC23,179$741K0.07%-1013F-HRTimeline
Sharper & Granite LLC23,080$738K0.3%-2513F-HRTimeline
Columbia River Financial Group, LLC22,872$731K0.49%-39713F-HRTimeline
Clearstead Advisors, LLC22,418$716K0.01%+1,26013F-HRTimeline
COWA, LLC21,232$679K0.29%+5,35513F-HRTimeline
BOK Financial Private Wealth, Inc.20,641$660K0.05%013F-HRTimeline
Causey Wealth LLC20,594$658K0.37%-16,28013F-HRTimeline
Atria Wealth Solutions, Inc.20,266$648K0.01%-7,01313F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC20,061$641K0.14%+1813F-HRTimeline
Sunbelt Securities, Inc.20,049$641K0.06%-2,51313F-HRTimeline
VICUS CAPITAL19,448$622K0.06%+14713F-HRTimeline
Paragon Private Wealth Management, LLC18,175$581K0.27%new13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers17,958$574K<0.01%+2,81613F-HRTimelineGroup
Sanctuary Advisors, LLC17,939$573K<0.01%-1,61613F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp17,682$565K0.03%-8413F-HRTimelineGroup
Rehmann Capital Advisory Group17,378$555K0.03%013F-HRTimeline
Round Rock Advisors LLC17,376$555K0.1%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…17,121$547K0.01%+7,22813F-HRTimelineGroup
Investment Partners Asset Management, I…17,098$546K0.43%+1,08113F-HRTimeline
Insight Advisors, LLC/ PA17,034$544K0.1%-4,19413F-HRTimeline
Collar Capital Management, LLC16,983$543K0.49%-1,84013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC16,861$539K0.02%new13F-HRTimeline
Composition Wealth, LLC16,838$538K0.01%-10,54213F-HRTimeline
Seek First Inc.16,812$537K0.48%13F-HRTimeline
Sigma Planning Corp16,720$534K0.02%+12113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC16,562$529K<0.01%new13F-HR/ATimelineGroup
Atria Investments, Inc16,460$526K0.01%+38813F-HRTimeline
NewSquare Capital LLC16,194$518K0.04%+41213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC16,151$516K<0.01%-40813F-HRTimelineGroup
Empirical Asset Management, LLC16,057$513K0.17%+4,40413F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…15,886$508K0.19%+66413F-HRTimeline
Principle Wealth Partners LLC15,820$506K0.04%013F-HRTimeline
New Insight Wealth Advisors15,701$502K0.23%+97513F-HRTimeline
SGL Investment Advisors, Inc.16,108$498K0.26%+3,21313F-HRTimeline
AssuredPartners Investment Advisors, LLC15,564$497K0.1%-1,31013F-HRTimeline
Csenge Advisory Group16,587$490K0.03%-58313F-HRTimeline
FMR LLCin group FMR LLC15,244$487K<0.01%+1,58613F-HRTimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC15,059$481K0.05%-42613F-HRTimeline
CWM, LLCin group CWM, LLC14,926$477K<0.01%+5,01213F-HRTimelineGroup
UHLMANN PRICE SECURITIES, LLC14,835$474K0.35%+50813F-HRTimeline
Abundance Wealth Counselors14,584$466K0.1%+60413F-HRTimeline
Chicago Partners Investment Group LLC15,348$465K0.02%-41513F-HRTimeline
Integrated Advisors Network LLC14,513$464K0.02%-63,69713F-HRTimeline
New Hampshire Trust14,282$456K0.1%+62013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC14,266$456K0.38%-2,07513F-HR/ATimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…14,123$451K<0.01%-1,97413F-HRTimelineGroup
PINNACLE ASSOCIATES LTD14,089$450K0.01%-96113F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC14,812$448K0.04%+2,39813F-HRTimeline
Arkos Global Advisors14,023$448K0.07%-29013F-HRTimeline
Navis Wealth Advisors, LLC13,788$441K0.43%+1,79213F-HRTimeline
Diversified Enterprises, LLC13,200$422K0.04%+5113F-HRTimeline
Schechter Investment Advisors, LLC13,070$418K0.03%013F-HRTimeline
EP Wealth Advisors, LLC12,965$414K<0.01%+11813F-HRTimeline
Focus Financial Network, Inc.12,694$406K0.02%-34713F-HRTimeline
Collaborative Wealth Managment Inc.12,384$396K0.19%-1,04913F-HRTimeline
HANCOCK WHITNEY CORP12,382$396K0.01%-9413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/12,224$391K<0.01%-91813F-HRTimelineGroup
MIDLAND WEALTH ADVISORS, LLC11,981$383K0.02%013F-HRTimeline
JT Stratford LLC11,836$378K0.07%-1,75113F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.11,580$370K0.12%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC11,464$366K<0.01%+28713F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC11,316$362K0.01%-29813F-HRTimeline
Infinity Wealth Counsel, LLC11,130$356K0.38%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.11,117$355K<0.01%-1,16813F-HRTimelineGroup
McNamara Financial Services, Inc.11,032$353K0.08%+1,97513F-HRTimeline
Dakota Wealth Management11,005$352K0.01%-31813F-HRTimeline
Verdence Capital Advisors LLC10,994$351K0.03%+413F-HRTimeline
Hilltop Partners LLC10,855$347K0.12%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED10,850$346K0.03%+76013F-HR/ATimeline
First National Trust Co10,736$343K0.01%+13413F-HRTimeline
Pinnacle Wealth Management Advisory Gro…10,489$335K0.03%-96113F-HRTimeline
MAI Capital Management10,466$334K<0.01%+1,56113F-HRTimeline
Dynamic Advisor Solutions LLC10,430$333K0.01%new13F-HRTimeline
Sterling Investment Counsel, LLC10,398$332K0.11%013F-HRTimeline