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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
MORGAN STANLEYin group MORGAN STANLEY2,629,249$88.6M0.01%+54,35713F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,421,176$81.5M0.01%+121,28313F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG1,630,022$54.9M0.01%-102,41413F-HRTimelineGroup
LPL Financial LLC1,612,426$54.3M0.02%-39,33413F-HRTimeline
Creative Planningin group Creative Planning1,404,978$47.3M0.04%-34,27613F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp1,085,037$36.5M0.12%+13,73013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV845,624$28.5M0.05%+255,45113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC829,963$28M0.01%-110,54713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA776,954$26.2M<0.01%-45,08113F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…707,650$23.8M0.08%-3,41813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP615,472$20.8M0.01%-49,45213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN596,777$20.1M<0.01%+7,57113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC503,957$17M<0.01%-73,18513F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC452,660$15.2M0.07%+7,69313F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP356,588$12M0.02%-80313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC333,569$11.2M0.01%-2,39813F-HRTimeline
Destination Wealth Management330,688$11.1M0.31%+5,80313F-HRTimeline
Valmark Advisers, Inc.328,919$11.1M0.14%+5,93113F-HRTimeline
Cetera Investment Advisers320,024$10.8M0.01%+59,96113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC257,709$8.68M<0.01%-293,99713F-HRTimelineGroup
BIP Wealth, LLC233,737$7.87M0.39%-17,06013F-HRTimeline
Stonebridge Wealth Management, LLC229,113$7.72M6.62%+68613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC217,170$7.31M0.02%-1,69013F-HRTimelineGroup
Curi Capital, LLC213,893$7.2M0.13%-2,95413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.207,868$7.04M0.01%-11,72513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO204,661$6.89M<0.01%+63,01413F-HR/ATimelineGroup
HC Advisors, LLC203,344$6.85M4.81%+5,04013F-HRTimeline
Prosperity Consulting Group, LLC179,167$6.03M0.3%-15,16113F-HRTimeline
Del-Sette Capital Management, LLC178,827$6.02M3.74%+14,43713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp177,238$5.97M<0.01%+27,59813F-HRTimelineGroup
One Wealth Map LLC173,596$5.74M3.05%+1,75813F-HRTimeline
Cascade Financial Partners, LLC165,078$5.56M0.64%-3,03013F-HRTimeline
Key Financial Inc162,770$5.49M1.01%-4,58413F-HRTimeline
Melone Private Wealth, LLC158,707$5.35M2.42%+17,13013F-HRTimeline
Lee, Kelleher & Klein Wealth Management149,848$5.05M3.11%+6,34513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP146,121$4.92M<0.01%+3,35913F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.145,472$4.9M0.01%-6,94313F-HRTimelineGroup
Janney Montgomery Scott LLC143,784$4.84M0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…144,249$4.83M0.01%-8,49313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…142,459$4.8M0.01%+9,65113F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP133,100$4.48M0.01%+99,60013F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding132,171$4.45M+6,885Timeline
Parcion Private Wealth LLC129,375$4.36M0.27%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…125,966$4.24M0.09%+5,38313F-HRTimeline
Frazier Financial Advisors, LLC119,686$4.03M2.47%-5813F-HRTimeline
CROBAN118,669$4M2.66%-2113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding109,898$3.68M+32,542Timeline
HighTower Advisors, LLC102,338$3.45M<0.01%-12,32313F-HRTimeline
Evanson Asset Management, LLC97,786$3.29M0.19%+2,69913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…96,694$3.26M0.07%-2,71313F-HRTimelineGroup
Waverly Advisors, LLC94,886$3.2M0.03%-1,78713F-HRTimeline
Steward Partners Investment Advisory, L…92,079$3.1M0.02%+5,91013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP83,236$2.8M<0.01%-61,25213F-HRTimelineGroup
VAUGHAN & Co SECURITIES, INC.78,205$2.63M1.4%013F-HRTimeline
AdvisorNet Financial, Inc76,131$2.56M0.15%+2,28813F-HRTimeline
Farmers National Bank75,337$2.54M0.6%+1,07113F-HRTimeline
VESTOR CAPITAL, LLC71,736$2.42M0.15%+70,49313F-HRTimeline
BEACON FINANCIAL GROUP68,235$2.3M0.23%-6,77813F-HRTimeline
Marathon Strategic Advisors, LLC65,061$2.19M1.75%+3,26813F-HRTimeline
&PARTNERS64,444$2.17M0.01%+4,44613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC63,761$2.15M0.06%+2,42613F-HRTimelineGroup
STOCK YARDS BANK & TRUST CO63,283$2.13M0.07%-6,50413F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC62,748$2.11M0.5%-1,75313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC62,056$2.09M<0.01%-2,01613F-HRTimelineGroup
Glen Eagle Advisors, LLC59,436$2M0.28%-2,32113F-HRTimeline
180 WEALTH ADVISORS, LLC58,400$1.97M0.24%+78613F-HRTimeline
Aspen Investment Management Inc58,322$1.96M0.76%-24813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…57,971$1.95M<0.01%-53513F-HRTimelineGroup
Midwest Trust Co56,647$1.91M0.02%-11,81313F-HRTimeline
CAHILL FINANCIAL ADVISORS INC54,912$1.85M0.21%+62413F-HRTimeline
Modera Wealth Management, LLC54,736$1.84M0.02%-47113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC54,396$1.83M0.06%-4,57013F-HRTimelineGroup
Salomon & Ludwin, LLC54,132$1.83M0.16%-3,78413F-HRTimeline
JNBA Financial Advisors54,125$1.82M0.17%-28913F-HRTimeline
MML INVESTORS SERVICES, LLC53,324$1.8M<0.01%-1,33213F-HRTimeline
Investment Research Partners LLC51,195$1.68M0.76%13F-HRTimeline
FFG RETIREMENT ADVISORS LLC49,864$1.68M1.04%-6213F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC49,034$1.65M0.48%+1,19713F-HRTimeline
Powers Advisory Group, LLC49,018$1.65M0.66%+2013F-HRTimeline
Cambridge Investment Research Advisors,…48,756$1.64M<0.01%+93013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.21,973$1.6M0.11%-26,83413F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC46,397$1.56M0.03%-3,06113F-HRTimelineGroup
SC&H Financial Advisors, Inc.46,395$1.56M0.25%+11413F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC44,212$1.52M0.21%+2,96213F-HRTimeline
Montecito Bank & Trust44,717$1.51M0.23%13F-HRTimeline
Old North State Wealth Management, LLC40,950$1.38M0.65%-86113F-HRTimeline
IAG Wealth Partners, LLC40,115$1.35M0.16%-19913F-HRTimeline
Platform Technology Partners39,781$1.34M0.32%013F-HRTimeline
WESBANCO BANK INC38,091$1.28M0.04%-86713F-HRTimeline
Mariner, LLCin group Mariner, LLC37,957$1.28M<0.01%+11,02413F-HRTimelineGroup
Independence Bank of Kentucky37,187$1.25M0.16%-9313F-HRTimeline
NewEdge Advisors, LLC36,945$1.24M0.01%+2,27713F-HRTimeline
United Advisor Group, LLC36,833$1.24M0.17%-7313F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC36,235$1.22M0.06%013F-HRTimeline
INVESTED ADVISORS36,020$1.22M1.77%13F-HRTimeline
F&V Capital Management, LLC35,045$1.18M0.26%-14513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC34,722$1.17M0.1%+70013F-HRTimeline
Waterfront Wealth Inc.34,334$1.15M0.24%-35413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC32,254$1.09M0.02%+17213F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …31,801$1.07M0.01%-2113F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC29,128$981K0.01%+12,36613F-HRTimeline
World Investment Advisors28,804$970K0.02%+2,22013F-HRTimeline
Paragon Private Wealth Management, LLC28,588$963K0.32%+3,35513F-HRTimeline
WealthShield Partners, LLC28,444$958K0.11%+38113F-HRTimeline
HBK Sorce Advisory LLC28,450$953K0.02%-1,42113F-HR/ATimeline
IFG Advisory, LLC28,155$948K0.04%-26513F-HRTimeline
Connecticut Wealth Management, LLC27,545$928K0.04%013F-HRTimeline
BOKF, NAin group BOKF, NA27,423$924K0.01%-31213F-HRTimelineGroup
Private Advisor Group, LLC27,229$917K<0.01%-2,23813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC27,051$911K<0.01%-63,16413F-HRTimelineGroup
Orion Porfolio Solutions, LLC26,784$902K0.01%-4,83513F-HRTimeline
COWA, LLC26,575$895K0.3%+3,90213F-HRTimeline
SPINNAKER TRUST26,411$890K0.05%013F-HRTimeline
PETRA FINANCIAL ADVISORS INC26,135$880K0.51%-9413F-HRTimeline
Apella Capital, LLC26,207$863K0.02%+46513F-HRTimeline
SMITH, MOORE & CO.25,605$862K0.07%+413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC25,221$849K<0.01%+5,56813F-HRTimelineGroup
Kondo Wealth Advisors, Inc.24,868$838K0.34%-13313F-HRTimeline
Advisory Services Network, LLC24,440$823K0.01%+11,14813F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC23,991$808K0.07%013F-HRTimeline
Integrated Wealth Concepts LLC23,515$792K0.01%new13F-HRTimeline
Pasadena Private Wealth, LLC23,059$777K0.11%+70613F-HRTimeline
Clearwater Capital Advisors, LLC23,050$776K0.07%-9413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers22,623$762K<0.01%+5,12213F-HRTimelineGroup
IFP Advisors, Inc22,460$756K0.02%-2,87013F-HR/ATimeline
COMERICA BANK22,005$741K<0.01%-2,89313F-HRTimeline
MATHER GROUP, LLC.21,879$737K0.01%-50813F-HRTimeline
Sharper & Granite LLC21,460$723K0.26%-1,30013F-HRTimeline
IHT Wealth Management, LLC21,430$722K0.02%-48313F-HRTimeline
Clearstead Advisors, LLC21,124$711K0.01%+11913F-HRTimeline
BOK Financial Private Wealth, Inc.20,641$695K0.04%-15613F-HRTimeline
Gladstone Institutional Advisory LLC20,578$693K0.03%-14,00813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS20,512$691K<0.01%-8,89813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,489$690K<0.01%-125,58313F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC20,224$681K<0.01%+4,07313F-HRTimelineGroup
Farther Finance Advisors, LLC20,165$679K0.01%+8,06513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…19,937$672K0.01%-1,86713F-HRTimelineGroup
Columbia River Financial Group, LLC20,305$671K0.41%+24313F-HRTimeline
Investment Partners Asset Management, I…18,835$634K0.42%+1,62213F-HRTimeline
Beacon Pointe Advisors, LLC18,651$628K0.01%+1213F-HRTimeline
NewSquare Capital LLC18,632$628K0.04%+81513F-HRTimeline
INTEGRITY ALLIANCE, LLC.17,762$598K0.03%+75913F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp17,682$596K0.03%013F-HRTimelineGroup
Composition Wealth, LLC17,677$595K0.01%-72813F-HRTimeline
Rehmann Capital Advisory Group17,378$585K0.03%013F-HRTimeline
Seek First Inc.17,153$578K0.42%+12513F-HRTimeline
Insight Advisors, LLC/ PA17,025$573K0.09%+63813F-HRTimeline
Atria Investments, Inc16,932$570K0.01%-18913F-HRTimeline
Csenge Advisory Group16,587$559K0.03%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC16,585$559K0.01%+3,50013F-HRTimeline
CWM, LLCin group CWM, LLC16,528$557K<0.01%-1,31213F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC16,321$550K<0.01%+5,95713F-HR/ATimelineGroup
Collar Capital Management, LLC16,268$548K0.39%+27513F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…16,198$546K0.17%-94413F-HRTimeline
Empirical Asset Management, LLC16,145$544K0.15%-1213F-HRTimeline
CX Institutional15,480$521K0.02%new13F-HRTimeline
UHLMANN PRICE SECURITIES, LLC15,216$512K0.31%+5,02613F-HRTimeline
Causey Wealth LLC15,155$510K0.25%-2,56613F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC14,927$503K0.09%+2613F-HRTimeline
FMR LLCin group FMR LLC14,870$501K<0.01%+3,15213F-HRTimelineGroup
Sunbelt Securities, Inc.14,669$494K0.03%-7,89313F-HRTimeline
Abundance Wealth Counselors14,560$490K0.08%013F-HRTimeline
Round Rock Advisors LLC14,531$489K0.08%-30513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC14,428$486K<0.01%+5,43313F-HRTimelineGroup
Integrated Advisors Network LLC14,250$480K0.02%013F-HRTimeline
Three Magnolias Financial Advisors, LLC14,249$480K0.3%-8,55513F-HRTimeline
Arkos Global Advisors14,093$475K0.06%-2613F-HRTimeline
Sigma Planning Corp14,068$474K0.01%-2,18713F-HRTimeline
McNamara Financial Services, Inc.14,040$473K0.09%+28313F-HRTimeline
Chicago Partners Investment Group LLC14,076$471K0.01%-25513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.13,906$468K<0.01%+1,10213F-HRTimelineGroup
Focus Financial Network, Inc.13,355$450K0.02%+34913F-HRTimeline
Sanctuary Advisors, LLC13,237$446K<0.01%-3,37513F-HR/ATimeline
Arax Advisory Partners13,070$440K0.01%013F-HRTimeline
PINNACLE ASSOCIATES LTD13,020$439K0.01%-81913F-HRTimeline
Infinity Wealth Counsel, LLC12,890$434K0.42%+23013F-HRTimeline
New Hampshire Trust12,874$434K0.08%-1,40813F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC12,520$422K0.3%-1,74613F-HRTimeline
VICUS CAPITAL12,416$418K0.03%-7,45313F-HRTimeline
Diversified Enterprises, LLC12,318$415K0.03%-13913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…12,224$412K<0.01%-44813F-HRTimelineGroup
Prepared Retirement Institute LLC12,095$407K0.21%-3,40113F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC11,875$400K0.03%-3,33213F-HRTimeline
Founders Financial Alliance, LLC11,863$400K0.08%-63313F-HRTimeline
Collaborative Wealth Managment Inc.11,785$397K0.16%+16813F-HRTimeline
JT Stratford LLC11,678$393K0.05%-29413F-HRTimeline
HANCOCK WHITNEY CORP11,657$393K0.01%-55013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.11,580$390K0.11%013F-HRTimeline
LOM Asset Management Ltd11,000$370K0.11%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/10,979$370K<0.01%013F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC10,866$366K0.01%-13913F-HRTimeline
Verdence Capital Advisors LLC10,550$356K0.02%-45013F-HRTimeline
First National Trust Co10,520$354K0.01%+1,11513F-HRTimeline
PFG Investments, LLC10,432$351K0.02%+13013F-HRTimeline
Cherry Tree Wealth Management, LLC10,379$350K0.08%013F-HRTimeline
BRADY FAMILY WEALTH, LLC10,174$343K0.11%013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…9,866$332K0.01%+7313F-HRTimelineGroup
Navis Wealth Advisors, LLC9,691$326K0.25%+2,51613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC9,675$326K<0.01%-94613F-HRTimelineGroup
Dakota Wealth Management9,593$323K0.01%-37713F-HR/ATimeline