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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
MORGAN STANLEYin group MORGAN STANLEY2,574,892$81.8M0.01%+150,04413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,299,893$73M0.01%+404,36813F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,732,436$55M0.01%-37113F-HRTimelineGroup
LPL Financial LLC1,651,760$52.5M0.02%+38,48313F-HRTimeline
Creative Planningin group Creative Planning1,439,254$45.7M0.04%-6,22813F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp1,071,307$34M0.12%-10,04313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC940,510$29.9M0.01%-25,60313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA822,035$26.1M0.01%-136,47413F-HR/ATimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…711,068$22.6M0.08%+24,16813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP664,924$21.2M0.02%+293,40313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV590,173$18.8M0.04%-3,56713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN589,206$18.7M<0.01%-48,79413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC577,142$18.4M<0.01%-49,68913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC551,706$17.5M0.01%-77,26213F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC444,967$14.1M0.07%+13,01713F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP357,391$11.4M0.02%+18,06313F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC335,967$10.7M0.01%-10,31113F-HRTimeline
Destination Wealth Management324,885$10.3M0.3%+15,85113F-HRTimeline
Valmark Advisers, Inc.322,988$10.3M0.14%+19,85213F-HRTimeline
Cetera Investment Advisers260,063$8.26M0.01%+14,27513F-HRTimeline
BIP Wealth, LLC250,797$7.97M0.49%+6,26113F-HRTimeline
Stonebridge Wealth Management, LLC228,427$7.25M6.84%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.219,593$6.98M0.01%+16,41813F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC218,860$6.95M0.02%-4,55813F-HRTimelineGroup
Curi Capital, LLC216,847$6.89M0.13%+43,83013F-HRTimeline
HC Advisors, LLC198,304$6.3M4.45%+4,47513F-HRTimeline
Prosperity Consulting Group, LLC194,328$6.17M0.45%-10,05113F-HRTimeline
One Wealth Map LLC171,838$5.57M3.06%+16,81913F-HRTimeline
Cascade Financial Partners, LLC168,108$5.34M0.64%-3,47713F-HRTimeline
Key Financial Inc167,354$5.32M1.07%-10,41413F-HRTimeline
Del-Sette Capital Management, LLC164,390$5.22M3.63%-55913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…152,742$5.07M0.01%-49513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.152,415$4.84M0.01%-17,10813F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp149,640$4.75M<0.01%+27,53713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…146,072$4.64M0.01%+115,22713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP144,488$4.59M0.01%-153,31813F-HRTimelineGroup
Lee, Kelleher & Klein Wealth Management143,503$4.56M3.03%+6,76413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP142,762$4.53M<0.01%-90,75613F-HRTimelineGroup
Melone Private Wealth, LLC141,577$4.51M2.31%+4313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO141,647$4.5M<0.01%-3,31113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…132,808$4.22M0.01%-8,77313F-HR/ATimelineGroup
Parcion Private Wealth LLC129,375$4.11M0.29%013F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding125,286$3.98M+6,414Timeline
Empirical Financial Services, LLC d.b.a…120,583$3.83M0.09%-14,41513F-HRTimeline
Frazier Financial Advisors, LLC119,744$3.8M2.68%+30013F-HRTimeline
CROBAN118,690$3.77M3.22%-14913F-HRTimeline
HighTower Advisors, LLC114,661$3.64M<0.01%+1,75813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.100,168$3.18M0.02%-7,49713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…99,407$3.16M0.07%+2,57113F-HRTimelineGroup
Waverly Advisors, LLC96,673$3.07M0.03%-5,27413F-HRTimeline
Evanson Asset Management, LLC95,087$3.02M0.19%+2,64113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC90,215$2.87M<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…86,169$2.74M0.02%+22,44913F-HRTimeline
VAUGHAN & Co SECURITIES, INC.78,205$2.48M1.42%-1,40113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding77,356$2.46M-338Timeline
BEACON FINANCIAL GROUP75,013$2.38M0.25%-5,59913F-HRTimeline
Farmers National Bank74,266$2.36M0.62%+3,37113F-HRTimeline
AdvisorNet Financial, Inc73,843$2.35M0.15%+41,49713F-HRTimeline
STOCK YARDS BANK & TRUST CO69,787$2.22M0.07%+9,43813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…68,484$2.17M<0.01%new13F-HR/ATimelineGroup
Midwest Trust Co68,460$2.17M0.03%13F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC64,501$2.05M0.51%-3,62913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC64,072$2.03M<0.01%-5,67913F-HRTimelineGroup
Marathon Strategic Advisors, LLC61,793$1.96M1.82%+2,35913F-HRTimeline
Glen Eagle Advisors, LLC61,757$1.96M0.3%-8,42013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC61,335$1.95M0.06%+5,59613F-HRTimelineGroup
Salomon & Ludwin, LLC57,916$1.91M0.19%-77713F-HRTimeline
&PARTNERS59,998$1.91M0.01%+8,09413F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC58,966$1.87M0.07%-2,44013F-HRTimelineGroup
Aspen Investment Management Inc58,570$1.86M0.78%-29713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…58,506$1.86M<0.01%-1,34813F-HRTimelineGroup
180 WEALTH ADVISORS, LLC57,614$1.83M0.26%-53613F-HRTimeline
Modera Wealth Management, LLC55,207$1.75M0.02%-17513F-HRTimeline
MML INVESTORS SERVICES, LLC54,656$1.74M0.01%+1,86813F-HRTimeline
JNBA Financial Advisors54,414$1.73M0.17%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC54,288$1.72M0.21%+86913F-HRTimeline
FFG RETIREMENT ADVISORS LLC49,926$1.59M0.99%+2,00613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC49,458$1.57M0.03%-1,26613F-HRTimelineGroup
Powers Advisory Group, LLC48,998$1.56M0.68%+1,05913F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.48,807$1.55M0.11%+52213F-HRTimelineGroup
FINANCIAL ADVISORY PARTNERS, LLC47,837$1.52M0.48%+4,74213F-HRTimeline
Cambridge Investment Research Advisors,…47,826$1.52M<0.01%-1,07513F-HRTimeline
SC&H Financial Advisors, Inc.46,281$1.47M0.25%+5,26513F-HRTimeline
TFG Advisers LLC44,931$1.43M0.49%-1,25413F-HRTimeline
Old North State Wealth Management, LLC41,811$1.33M0.69%-7913F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC41,250$1.31M0.17%-2,51113F-HRTimeline
IAG Wealth Partners, LLC40,314$1.28M0.17%-2,33213F-HRTimeline
Platform Technology Partners39,781$1.26M0.33%013F-HRTimeline
WESBANCO BANK INC38,958$1.24M0.04%+2,41513F-HRTimeline
Independence Bank of Kentucky37,280$1.18M0.17%-59513F-HRTimeline
United Advisor Group, LLC36,906$1.17M0.2%+34513F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC36,235$1.15M0.06%013F-HRTimeline
F&V Capital Management, LLC35,190$1.12M0.29%-14,65013F-HRTimeline
Waterfront Wealth Inc.34,688$1.1M0.25%-5613F-HRTimeline
NewEdge Advisors, LLC34,668$1.1M0.01%+1,76413F-HRTimeline
Gladstone Institutional Advisory LLC34,586$1.1M0.05%+1,86013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC34,022$1.08M0.1%+48013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP33,500$1.06M<0.01%-69,30013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC32,082$1.02M0.02%+1,35013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …31,822$1.01M0.01%+87513F-HRTimelineGroup
Orion Porfolio Solutions, LLC31,619$1M0.01%-3,86413F-HR/ATimeline
HBK Sorce Advisory LLC29,871$949K0.03%-3,35713F-HRTimeline
Private Advisor Group, LLC29,467$936K0.01%-17413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS29,410$934K<0.01%+76613F-HRTimeline
IFG Advisory, LLC28,420$903K0.05%+57413F-HRTimeline
WealthShield Partners, LLC28,063$891K0.11%-1,13613F-HRTimeline
BOKF, NAin group BOKF, NA27,735$881K0.01%-75513F-HRTimelineGroup
Connecticut Wealth Management, LLC27,545$875K0.04%-37613F-HRTimeline
Mariner, LLCin group Mariner, LLC26,933$855K<0.01%-10,88313F-HRTimelineGroup
World Investment Advisors26,584$844K0.02%+1,35013F-HRTimeline
Apella Capital, LLC25,742$841K0.02%-2,04013F-HRTimeline
SPINNAKER TRUST26,411$839K0.05%013F-HRTimeline
PETRA FINANCIAL ADVISORS INC26,229$833K0.53%-10613F-HRTimeline
Kondo Wealth Advisors, Inc.25,001$813K0.36%+48613F-HRTimeline
SMITH, MOORE & CO.25,601$813K0.07%+513F-HRTimeline
IFP Advisors, Inc25,330$804K0.02%-172,86313F-HRTimeline
Paragon Private Wealth Management, LLC25,233$801K0.32%+7,05813F-HRTimeline
COMERICA BANK24,898$791K<0.01%-70713F-HRTimeline
Sunbelt Securities, Inc.22,562$775K0.07%+2,51313F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC23,991$762K0.07%+8,93213F-HRTimeline
Sharper & Granite LLC22,760$751K0.29%-32013F-HRTimeline
Clearwater Capital Advisors, LLC23,144$735K0.07%-3513F-HRTimeline
Three Magnolias Financial Advisors, LLC22,804$724K0.5%-25,78913F-HRTimeline
COWA, LLC22,673$720K0.27%+1,44113F-HRTimeline
MATHER GROUP, LLC.22,387$711K0.01%-1,75013F-HRTimeline
Pasadena Private Wealth, LLC22,353$710K0.12%new13F-HRTimeline
IHT Wealth Management, LLC21,913$696K0.02%-11,23613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…21,804$692K0.02%+4,68313F-HRTimelineGroup
Clearstead Advisors, LLC21,005$667K0.01%-1,41313F-HRTimeline
BOK Financial Private Wealth, Inc.20,797$661K0.04%+15613F-HRTimeline
Columbia River Financial Group, LLC20,062$636K0.41%-2,81013F-HRTimeline
VICUS CAPITAL19,869$631K0.05%+42113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC19,653$624K<0.01%+3,09113F-HRTimelineGroup
Bristlecone Advisors, LLC19,128$608K0.05%-4,25113F-HRTimeline
Beacon Pointe Advisors, LLC18,639$592K0.01%-13,84513F-HRTimeline
SGL Investment Advisors, Inc.17,967$591K0.28%+1,85913F-HRTimeline
Composition Wealth, LLC18,405$585K0.01%+1,56713F-HRTimeline
CWM, LLCin group CWM, LLC17,840$567K<0.01%+2,91413F-HRTimelineGroup
NewSquare Capital LLC17,817$566K0.04%+1,62313F-HRTimeline
Causey Wealth LLC17,721$563K0.29%-2,87313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp17,682$562K0.02%013F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers17,501$556K<0.01%-45713F-HRTimelineGroup
Rehmann Capital Advisory Group17,378$552K0.03%013F-HRTimeline
Investment Partners Asset Management, I…17,213$547K0.38%+11513F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…17,142$544K0.18%+1,25613F-HRTimeline
Atria Investments, Inc17,121$544K0.01%+66113F-HRTimeline
Seek First Inc.17,028$541K0.44%+21613F-HR/ATimeline
INTEGRITY ALLIANCE, LLC.17,003$540K0.03%-17,00313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC16,762$532K<0.01%+5,29813F-HRTimeline
Sanctuary Advisors, LLC16,612$528K<0.01%-1,32713F-HRTimeline
Insight Advisors, LLC/ PA16,387$520K0.08%-64713F-HRTimeline
Sigma Planning Corp16,255$516K0.02%-46513F-HRTimeline
Csenge Advisory Group16,587$516K0.03%013F-HRTimeline
Empirical Asset Management, LLC16,157$513K0.16%+10013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC16,151$513K<0.01%013F-HRTimelineGroup
Collar Capital Management, LLC15,993$508K0.43%-99013F-HRTimeline
Prepared Retirement Institute LLC15,496$492K0.29%-7,87913F-HRTimeline
M Holdings Securities, Inc.15,200$484K0.08%new13F-HRTimeline
EP Wealth Advisors, LLC15,215$483K<0.01%+2,25013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC15,207$483K0.04%+39513F-HRTimeline
Chicago Partners Investment Group LLC14,331$477K0.01%-1,01713F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC14,901$473K0.1%-5,16013F-HRTimeline
Round Rock Advisors LLC14,836$471K0.08%-2,54013F-HRTimeline
Abundance Wealth Counselors14,560$462K0.09%-2413F-HRTimeline
New Hampshire Trust14,282$454K0.09%013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC14,266$453K0.36%013F-HRTimeline
Integrated Advisors Network LLC14,250$453K0.02%-26313F-HRTimeline
Arkos Global Advisors14,119$448K0.06%+9613F-HRTimeline
FLOW TRADERS U.S. LLC13,986$444K0.02%+7,38413F-HRTimeline
PINNACLE ASSOCIATES LTD13,839$440K0.01%-25013F-HRTimeline
McNamara Financial Services, Inc.13,757$437K0.09%+2,72513F-HRTimeline
Advisory Services Network, LLC13,292$424K0.01%+3,41813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC13,085$416K0.01%-3,77613F-HRTimeline
Arax Advisory Partners13,070$415K0.02%new13F-HRTimeline
Focus Financial Network, Inc.13,006$413K0.02%+31213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.12,804$407K<0.01%+1,68713F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…12,672$402K<0.01%-1,45113F-HRTimelineGroup
Infinity Wealth Counsel, LLC12,660$402K0.41%+1,53013F-HRTimeline
Founders Financial Alliance, LLC12,496$397K0.09%+11,99113F-HRTimeline
Diversified Enterprises, LLC12,457$396K0.03%-74313F-HRTimeline
INVENIO WEALTH PARTNERS LLC12,277$390K0.16%-12,01013F-HRTimeline
HANCOCK WHITNEY CORP12,207$388K0.01%-17513F-HRTimeline
Farther Finance Advisors, LLC12,100$384K0.01%+10,34713F-HRTimeline
JT Stratford LLC11,972$380K0.06%+13613F-HRTimeline
FMR LLCin group FMR LLC11,718$372K<0.01%-3,52613F-HRTimelineGroup
New Insight Wealth Advisors11,644$370K0.15%-4,05713F-HRTimeline
Collaborative Wealth Managment Inc.11,617$369K0.16%-76713F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.11,580$368K0.1%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,249$357K<0.01%new13F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC11,005$350K0.01%-31113F-HRTimeline
Verdence Capital Advisors LLC11,000$349K0.02%+613F-HRTimeline
LOM Asset Management Ltd11,000$349K0.12%13F-HR/ATimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/10,979$349K<0.01%-1,24513F-HRTimelineGroup
Hilltop Partners LLC10,855$345K0.1%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED10,670$339K0.03%-18013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC10,621$337K<0.01%new13F-HRTimelineGroup
Dynamic Advisor Solutions LLC10,443$332K0.01%+1313F-HRTimeline
Sterling Investment Counsel, LLC10,398$330K0.19%013F-HRTimeline
TigerOak Management, L.L.C.10,392$330K0.11%013F-HRTimeline
Cherry Tree Wealth Management, LLC10,379$330K0.08%013F-HRTimeline