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Disclosery

DES WISDOMTREE TR

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US SMALLCAP DIVD (fund)

338 managers (341 13F filers) reported a position in DES shares at 2025-12-31, 27,353,332 shares in all. 24 filers opened a position and 15 filers sold out during the quarter.

Managers
338
13F filers
341
New
24
Added
104
Reduced
124
Sold out
15
Shares held by filers
27,353,332

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY2,701,031$90.3M0.01%+71,78213F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,440,406$81.6M0.01%+19,23013F-HRTimelineGroup
LPL Financial LLC1,506,212$50.4M0.01%-106,21413F-HRTimeline
UBS Group AGgroup of 2 filers holding1,490,140$49.8M-139,882Timeline
Creative Planningin group Creative Planning1,362,614$45.6M0.03%-42,36413F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp1,057,047$35.4M0.11%-27,99013F-HR/ATimelineGroup
MERCER GLOBAL ADVISORS INC /ADV915,516$30.6M0.05%+69,89213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC775,701$25.9M0.01%-54,26213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA763,962$25.6M<0.01%-12,99213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN729,432$24.4M<0.01%+132,65513F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…711,178$23.8M0.09%+3,52813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP681,131$22.8M0.01%+65,65913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC408,221$13.7M<0.01%-95,73613F-HRTimelineGroup
Valmark Advisers, Inc.333,141$11.1M0.14%+4,22213F-HRTimeline
Destination Wealth Management331,812$11.1M0.29%+1,12413F-HRTimeline
Cetera Investment Advisers319,248$10.7M0.01%-77613F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC293,475$9.82M0.11%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC245,104$8.2M0.01%-88,46513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC235,073$7.86M0.03%-217,58713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC234,098$7.83M<0.01%-23,61113F-HRTimelineGroup
BIP Wealth, LLC227,281$7.6M0.27%-6,45613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC222,621$7.45M0.02%+5,45113F-HRTimelineGroup
Curi Capital, LLC214,927$7.19M0.12%+1,03413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp210,105$7.03M<0.01%+32,86713F-HRTimelineGroup
HC Advisors, LLC204,939$6.86M4.74%+1,59513F-HRTimeline
One Wealth Map LLC188,048$6.82M3.47%+14,45213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO194,217$6.5M<0.01%-10,44413F-HRTimelineGroup
Del-Sette Capital Management, LLC189,302$6.33M3.91%+10,47513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.173,163$5.79M0.01%-34,70513F-HRTimelineGroup
Prosperity Consulting Group, LLC164,684$5.51M0.25%-14,48313F-HRTimeline
Key Financial Inc161,793$5.41M0.99%-97713F-HRTimeline
Cascade Financial Partners, LLC161,532$5.4M0.55%-3,54613F-HRTimeline
Melone Private Wealth, LLC159,710$5.34M2.27%+1,00313F-HRTimeline
Lee, Kelleher & Klein Wealth Management153,825$5.15M3.07%+3,97713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.149,147$4.99M0.01%+3,67513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…142,680$4.92M0.01%-1,56913F-HRTimeline
Stonebridge Wealth Management, LLC146,631$4.9M4.63%-82,48213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…144,617$4.84M0.01%+2,15813F-HR/ATimelineGroup
Three Bearings Fiduciary Advisors, Inc.127,999$4.58M4.28%13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP136,669$4.57M<0.01%-9,45213F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding135,313$4.53M+3,142Timeline
Empirical Financial Services, LLC d.b.a…128,692$4.3M0.08%+2,72613F-HRTimeline
Parcion Private Wealth LLC128,500$4.3M0.26%-87513F-HRTimeline
Janney Montgomery Scott LLC127,807$4.28M0.01%-15,97713F-HRTimeline
CROBAN121,964$4.08M1.97%+3,29513F-HRTimeline
Frazier Financial Advisors, LLC118,482$3.96M2.35%-1,20413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding99,487$3.33M-10,411Timeline
Evanson Asset Management, LLC98,046$3.28M0.18%+26013F-HRTimeline
HighTower Advisors, LLC93,939$3.14M<0.01%-8,39913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC93,605$3.13M<0.01%+31,54913F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…92,580$3.1M0.06%-4,11413F-HRTimelineGroup
Waverly Advisors, LLC89,075$2.98M0.02%-5,81113F-HRTimeline
AdvisorNet Financial, Inc82,183$2.75M0.15%+6,05213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP81,723$2.73M<0.01%-1,51313F-HRTimelineGroup
VAUGHAN & Co SECURITIES, INC.78,492$2.63M1.36%+28713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…77,689$2.6M<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…75,318$2.52M0.01%-16,76113F-HRTimeline
Farmers National Bank74,707$2.5M0.56%-63013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP70,471$2.36M<0.01%-286,11713F-HR/ATimelineGroup
STOCK YARDS BANK & TRUST CO67,988$2.27M0.07%+4,70513F-HRTimeline
Marathon Strategic Advisors, LLC66,599$2.23M1.7%+1,53813F-HRTimeline
BEACON FINANCIAL GROUP66,584$2.23M0.22%-1,65113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC66,177$2.21M0.06%+2,41613F-HR/ATimelineGroup
&PARTNERS64,074$2.14M0.01%-37013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC62,748$2.1M0.47%013F-HRTimeline
TopTier Wealth Management, LLC61,340$2.05M1.39%13F-HRTimeline
Merit Financial Group, LLC60,135$2.01M0.02%new13F-HRTimeline
Glen Eagle Advisors, LLC58,589$1.96M0.27%-84713F-HRTimeline
180 WEALTH ADVISORS, LLC58,099$1.94M0.22%-30113F-HRTimeline
CAHILL FINANCIAL ADVISORS INC57,995$1.94M0.21%+3,08313F-HRTimeline
Aspen Investment Management Inc57,925$1.94M0.58%-39713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…57,734$1.93M<0.01%-23713F-HR/ATimelineGroup
Midwest Trust Co57,520$1.92M0.02%+87313F-HRTimeline
MML INVESTORS SERVICES, LLC56,583$1.89M<0.01%+3,25913F-HRTimeline
Modera Wealth Management, LLC54,737$1.83M0.02%+113F-HRTimeline
Salomon & Ludwin, LLC53,578$1.83M0.16%-55413F-HRTimeline
JNBA Financial Advisors52,778$1.77M0.15%-1,34713F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC52,754$1.76M0.06%-1,64213F-HRTimelineGroup
Cambridge Investment Research Advisors,…51,824$1.73M<0.01%+3,06813F-HRTimeline
Investment Research Partners LLC50,600$1.69M0.73%-59513F-HRTimeline
FFG RETIREMENT ADVISORS LLC49,719$1.66M1.03%-14513F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC49,605$1.66M0.47%+57113F-HRTimeline
Powers Advisory Group, LLC49,056$1.64M0.62%+3813F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.23,183$1.63M0.11%+1,21013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…44,855$1.5M<0.01%+24,36613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC44,399$1.49M<0.01%+19,17813F-HR/ATimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC43,325$1.45M0.03%-3,07213F-HRTimelineGroup
Old North State Wealth Management, LLC41,207$1.38M0.65%+25713F-HRTimeline
INVESTED ADVISORS41,008$1.37M1.42%+4,98813F-HRTimeline
WESBANCO BANK INC40,913$1.37M0.04%+2,82213F-HRTimeline
Platform Technology Partners39,781$1.33M0.28%013F-HRTimeline
IAG Wealth Partners, LLC39,777$1.33M0.15%-33813F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC38,805$1.3M0.16%-5,40713F-HRTimeline
F&V Capital Management, LLC38,395$1.28M0.27%+3,35013F-HR/ATimeline
NewEdge Advisors, LLC38,328$1.28M<0.01%+1,38313F-HRTimeline
Waterfront Wealth Inc.34,180$1.22M0.23%-15413F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC36,235$1.21M0.06%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC35,799$1.2M0.01%new13F-HRTimeline
Independence Bank of Kentucky35,776$1.2M0.15%-1,41113F-HRTimeline
Total Clarity Wealth Management, Inc.34,846$1.17M0.28%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …34,744$1.16M0.02%+2,94313F-HRTimelineGroup
SC&H Financial Advisors, Inc.34,675$1.16M0.18%-11,72013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC34,088$1.14M0.09%-63413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC33,356$1.12M<0.01%+6,30513F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC31,796$1.06M0.01%+2,66813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC31,642$1.06M0.02%-61213F-HRTimelineGroup
World Investment Advisors30,668$1.03M0.02%+1,86413F-HR/ATimeline
Mariner, LLCin group Mariner, LLC30,653$1.03M<0.01%-7,30413F-HRTimelineGroup
HBK Sorce Advisory LLC26,966$1.02M0.02%-1,48413F-HRTimeline
WealthShield Partners, LLC28,373$949K0.1%-7113F-HRTimeline
Paragon Private Wealth Management, LLC28,314$947K0.29%-27413F-HRTimeline
IFG Advisory, LLC28,155$942K0.04%013F-HRTimeline
COWA, LLC28,098$940K0.29%+1,52313F-HRTimeline
Private Advisor Group, LLC27,794$930K<0.01%+56513F-HRTimeline
Connecticut Wealth Management, LLC27,545$921K0.04%013F-HRTimeline
Advisory Services Network, LLC26,672$892K0.01%+2,23213F-HRTimeline
SPINNAKER TRUST26,411$883K0.05%013F-HRTimeline
PETRA FINANCIAL ADVISORS INC26,276$879K0.52%+14113F-HRTimeline
Montecito Bank & Trust26,050$871K0.14%-18,66713F-HRTimeline
Apella Capital, LLC25,742$861K0.02%-46513F-HRTimeline
SMITH, MOORE & CO.25,610$857K0.06%+513F-HRTimeline
BOKF, NAin group BOKF, NA25,546$855K0.01%-1,87713F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers24,409$816K<0.01%+1,78613F-HRTimelineGroup
Kondo Wealth Advisors, Inc.23,894$799K0.31%-97413F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC23,817$797K0.07%-17413F-HRTimeline
BOK Financial Private Wealth, Inc.23,659$791K0.05%+3,01813F-HRTimeline
Pasadena Private Wealth, LLC23,126$774K0.11%+6713F-HRTimeline
Clearwater Capital Advisors, LLC23,002$769K0.06%-4813F-HRTimeline
MATHER GROUP, LLC.22,305$746K0.01%+42613F-HRTimeline
Farther Finance Advisors, LLC22,110$740K0.01%+1,94513F-HRTimeline
IHT Wealth Management, LLC21,494$719K0.02%+6413F-HRTimeline
Sharper & Granite LLC21,460$718K0.25%013F-HRTimeline
Clearstead Advisors, LLC21,242$711K0.01%+11813F-HRTimeline
IFP Advisors, Inc20,989$702K0.02%-1,47113F-HRTimeline
Orion Porfolio Solutions, LLC20,736$694K0.01%-6,04813F-HRTimeline
NewSquare Capital LLC20,718$693K0.06%+2,08613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC20,261$678K<0.01%+3713F-HRTimelineGroup
Columbia River Financial Group, LLC20,187$675K0.41%-11813F-HRTimeline
Aptus Capital Advisors, LLC20,168$675K0.01%+19,64613F-HRTimeline
Composition Wealth, LLC19,634$657K0.01%+1,95713F-HRTimeline
COMERICA BANK19,410$649K<0.01%-2,59513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…19,359$648K0.01%-57813F-HRTimelineGroup
Investment Partners Asset Management, I…19,354$647K0.4%+51913F-HRTimeline
Beacon Pointe Advisors, LLC18,843$630K<0.01%+19213F-HRTimeline
Gladstone Institutional Advisory LLC18,227$610K0.02%-2,35113F-HRTimeline
FMR LLCin group FMR LLC17,923$600K<0.01%+3,05313F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.17,866$598K0.02%+10413F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp17,532$586K0.03%-15013F-HRTimelineGroup
Rehmann Capital Advisory Group17,378$581K0.03%013F-HRTimeline
Insight Advisors, LLC/ PA17,275$578K0.09%+25013F-HRTimeline
Seek First Inc.17,149$574K0.4%-413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC16,884$565K0.01%+29913F-HRTimeline
Csenge Advisory Group16,587$555K0.03%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…16,219$543K0.16%+2113F-HRTimeline
Empirical Asset Management, LLC16,115$539K0.15%-3013F-HRTimeline
Collar Capital Management, LLC15,738$526K0.35%-53013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC15,284$511K<0.01%+85613F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC15,231$509K0.08%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS15,219$509K<0.01%-5,29313F-HRTimeline
UHLMANN PRICE SECURITIES, LLC15,126$506K0.3%-9013F-HRTimeline
Atria Investments, Inc15,020$502K0.01%-1,91213F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC14,951$500K0.09%+2413F-HRTimeline
United Advisor Group, LLC14,856$497K0.06%-21,97713F-HRTimeline
Chicago Partners Investment Group LLC13,970$497K0.01%-10613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC14,850$497K0.03%+2,97513F-HRTimeline
M Holdings Securities, Inc.14,746$493K0.04%new13F-HRTimeline
Sunbelt Securities, Inc.14,629$489K0.03%-4013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC14,598$488K<0.01%-1,72313F-HRTimelineGroup
Abundance Wealth Counselors14,552$487K0.08%-813F-HRTimeline
Round Rock Advisors LLC14,374$481K0.07%-15713F-HR/ATimeline
EP Wealth Advisors, LLC14,371$481K<0.01%13F-HRTimeline
Sigma Planning Corp14,073$471K0.01%+513F-HRTimeline
Arkos Global Advisors13,957$467K0.06%-13613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.13,889$465K<0.01%-1713F-HRTimelineGroup
CWM, LLCin group CWM, LLC13,597$455K<0.01%-2,93113F-HRTimelineGroup
Integrated Advisors Network LLC13,450$450K0.02%-80013F-HRTimeline
Infinity Wealth Counsel, LLC13,290$445K0.4%+40013F-HRTimeline
Causey Wealth LLC13,231$443K0.2%-1,92413F-HRTimeline
McNamara Financial Services, Inc.13,180$441K0.08%-86013F-HRTimeline
Focus Financial Network, Inc.13,092$438K0.02%-26313F-HRTimeline
Arax Advisory Partners13,070$437K0.01%013F-HRTimeline
New Hampshire Trust12,874$431K0.08%013F-HRTimeline
Sanctuary Advisors, LLC12,402$415K<0.01%-83513F-HRTimeline
PINNACLE ASSOCIATES LTD12,335$413K0.01%-68513F-HRTimeline
Diversified Enterprises, LLC12,076$404K0.02%-24213F-HRTimeline
Three Magnolias Financial Advisors, LLC12,039$403K0.25%-2,21013F-HRTimeline
JT Stratford LLC12,017$402K0.05%+33913F-HRTimeline
Prepared Retirement Institute LLC11,872$397K0.2%-22313F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.11,580$387K0.1%013F-HRTimeline
HANCOCK WHITNEY CORP11,543$386K0.01%-11413F-HRTimeline
Founders Financial Alliance, LLC11,147$373K0.07%-71613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…11,085$371K<0.01%-1,13913F-HRTimelineGroup
LOM Asset Management Ltd11,000$368K0.11%013F-HRTimeline
Anson Capital, Inc.10,998$368K0.27%+3,21013F-HRTimeline
BlueStem Wealth Partners, LLC10,725$359K0.04%+2,02613F-HRTimeline
Sterling Investment Counsel, LLC10,398$357K0.1%new13F-HRTimeline
Navis Wealth Advisors, LLC10,618$355K0.15%+92713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/10,584$354K<0.01%-39513F-HRTimelineGroup
Verdence Capital Advisors LLC10,556$353K0.02%+613F-HRTimeline
First National Trust Co10,520$352K0.01%013F-HRTimeline