Skip to content
Disclosery

DES WISDOMTREE TR

Follow

US SMALLCAP DIVD (fund)

349 managers (352 13F filers) reported a position in DES shares at 2026-03-31, 27,709,983 shares in all. 27 filers opened a position and 15 filers sold out during the quarter.

Managers
349
13F filers
352
New
27
Added
114
Reduced
128
Sold out
15
Shares held by filers
27,709,983

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY2,763,378$99.3M0.01%+62,34713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,457,823$88.3M0.01%+17,41713F-HRTimelineGroup
LPL Financial LLC1,425,551$51.2M0.01%-80,66113F-HRTimeline
UBS Group AGgroup of 2 filers holding1,399,096$50.3M-91,044Timeline
Creative Planningin group Creative Planning1,347,290$48.4M0.03%-15,32413F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp1,041,447$37.4M0.12%-15,60013F-HR/ATimelineGroup
MERCER GLOBAL ADVISORS INC /ADV850,320$30.6M0.05%-65,19613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN811,485$29.2M0.01%+82,05313F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP762,074$27M0.01%+80,94313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC747,670$26.9M0.01%-28,03113F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…717,664$25.8M0.09%+6,48613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA681,578$24.5M<0.01%-82,38413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC417,602$15M<0.01%+9,38113F-HR/ATimelineGroup
Valmark Advisers, Inc.348,798$12.5M0.15%+15,65713F-HRTimeline
Destination Wealth Management329,246$11.8M0.31%-2,56613F-HRTimeline
Cetera Investment Advisers320,538$11.5M0.01%+1,29013F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC293,475$10.5M0.13%013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC274,010$9.85M0.04%+38,93713F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp251,341$9.03M<0.01%+41,23613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC240,297$8.64M0.01%-4,80713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC239,203$8.6M<0.01%+5,10513F-HRTimelineGroup
Curi Capital, LLC222,167$7.98M0.14%+7,24013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC217,761$7.83M0.02%-4,86013F-HRTimelineGroup
BIP Wealth, LLC213,769$7.68M0.31%-13,51213F-HRTimeline
Del-Sette Capital Management, LLC212,232$7.63M4.56%+22,93013F-HRTimeline
HC Advisors, LLC206,534$7.42M4.97%+1,59513F-HRTimeline
One Wealth Map LLC183,610$7.09M3.46%-4,43813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.176,855$6.36M0.01%+3,69213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO175,720$6.22M<0.01%-18,49713F-HR/ATimelineGroup
Melone Private Wealth, LLC172,167$6.19M2.53%+12,45713F-HRTimeline
Lee, Kelleher & Klein Wealth Management162,739$5.85M3.48%+8,91413F-HRTimeline
Cascade Financial Partners, LLC159,821$5.74M0.59%-1,71113F-HRTimeline
Key Financial Inc158,701$5.7M1.02%-3,09213F-HRTimeline
Prosperity Consulting Group, LLC152,818$5.49M0.24%-11,86613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.149,262$5.36M0.01%+11513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP146,727$5.27M<0.01%+10,05813F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…145,334$5.22M0.01%+71713F-HRTimelineGroup
Stonebridge Wealth Management, LLC140,617$5.05M4.84%-6,01413F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding136,760$4.92M+1,447Timeline
Empirical Financial Services, LLC d.b.a…132,137$4.75M0.08%+3,44513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP130,300$4.68M<0.01%new13F-HRTimelineGroup
Three Bearings Fiduciary Advisors, Inc.128,603$4.62M4.47%+60413F-HRTimeline
Parcion Private Wealth LLC128,500$4.62M0.29%013F-HRTimeline
CROBAN126,974$4.56M2.15%+5,01013F-HRTimeline
Janney Montgomery Scott LLC124,839$4.49M0.01%-2,96813F-HRTimeline
Frazier Financial Advisors, LLC118,711$4.27M2.36%+22913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…114,540$4.15M0.01%-28,14013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding100,252$3.6M+765Timeline
AdvisorNet Financial, Inc95,624$3.44M0.18%+13,44113F-HRTimeline
Steward Partners Investment Advisory, L…92,361$3.32M0.02%+17,04313F-HRTimeline
Evanson Asset Management, LLC90,554$3.25M0.17%-7,49213F-HRTimeline
Waverly Advisors, LLC89,290$3.21M0.02%+21513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…80,810$2.9M0.06%-11,77013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…79,726$2.87M0.01%+2,03713F-HRTimelineGroup
Farmers National Bank78,628$2.83M0.62%+3,92113F-HRTimeline
VAUGHAN & Co SECURITIES, INC.78,492$2.82M1.47%013F-HRTimeline
HighTower Advisors, LLC78,059$2.81M<0.01%-15,88013F-HRTimeline
Merit Financial Group, LLC77,634$2.79M0.02%+17,49913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP75,646$2.72M<0.01%-6,07713F-HRTimelineGroup
VESTOR CAPITAL, LLC75,321$2.71M0.2%new13F-HRTimeline
Dickmeyer Boyce Financial Management, I…74,016$2.66M1.57%13F-HRTimeline
Total Clarity Wealth Management, Inc.71,231$2.56M0.6%+36,38513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC70,613$2.54M<0.01%-22,99213F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP70,141$2.49M<0.01%-33013F-HRTimelineGroup
STOCK YARDS BANK & TRUST CO69,212$2.49M0.08%+1,22413F-HRTimeline
Marathon Strategic Advisors, LLC68,287$2.45M1.77%+1,68813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC66,189$2.38M0.06%+1213F-HRTimelineGroup
BEACON FINANCIAL GROUP64,234$2.31M0.23%-2,35013F-HRTimeline
&PARTNERS63,551$2.28M0.01%-52313F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC60,029$2.16M0.49%-2,71913F-HRTimeline
TopTier Wealth Management, LLC59,059$2.12M1.3%-2,28113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC59,029$2.12M<0.01%+14,63013F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC58,067$2.09M0.23%+7213F-HRTimeline
Aspen Investment Management Inc57,776$2.08M0.64%-14913F-HRTimeline
180 WEALTH ADVISORS, LLC57,080$2.05M0.23%-1,01913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…56,715$2.04M<0.01%-1,01913F-HRTimelineGroup
Glen Eagle Advisors, LLC56,532$2.03M0.28%-2,05713F-HRTimeline
Midwest Trust Co56,261$2.02M0.03%-1,25913F-HRTimeline
Modera Wealth Management, LLC55,901$2.01M0.02%+1,16413F-HRTimeline
Cambridge Investment Research Advisors,…53,943$1.94M<0.01%+2,11913F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC53,193$1.91M0.54%+3,58813F-HRTimeline
Salomon & Ludwin, LLC52,401$1.9M0.17%-1,17713F-HRTimeline
FFG RETIREMENT ADVISORS LLC52,157$1.87M1.09%+2,43813F-HRTimeline
Investment Research Partners LLC50,916$1.83M0.74%+31613F-HRTimeline
JNBA Financial Advisors50,701$1.82M0.15%-2,07713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.50,116$1.8M0.12%+26,93313F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC49,877$1.79M0.06%-2,87713F-HRTimelineGroup
Powers Advisory Group, LLC48,861$1.76M0.62%-19513F-HRTimeline
MML INVESTORS SERVICES, LLC47,000$1.69M<0.01%-9,58313F-HRTimeline
Arkadios Wealth Advisors43,230$1.55M0.03%+36,60213F-HRTimeline
Old North State Wealth Management, LLC41,321$1.49M0.69%+11413F-HRTimeline
INVESTED ADVISORS41,300$1.48M1.5%+29213F-HRTimeline
WESBANCO BANK INC40,819$1.47M0.04%-9413F-HRTimeline
F&V Capital Management, LLC40,245$1.45M0.31%+1,85013F-HRTimeline
World Investment Advisors39,959$1.44M0.02%+9,29113F-HRTimeline
Platform Technology Partners39,781$1.43M0.28%013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC38,398$1.38M0.17%-40713F-HRTimeline
Arax Advisory Partners36,645$1.32M0.04%+23,57513F-HRTimeline
IAG Wealth Partners, LLC36,088$1.3M0.14%-3,68913F-HRTimeline
Mariner, LLCin group Mariner, LLC35,842$1.29M<0.01%+5,18913F-HRTimelineGroup
Independence Bank of Kentucky35,651$1.28M0.16%-12513F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC35,099$1.26M0.06%-1,13613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC35,081$1.26M0.01%-71813F-HRTimeline
Paragon Private Wealth Management, LLC34,821$1.25M0.39%+6,50713F-HRTimeline
SC&H Financial Advisors, Inc.34,199$1.23M0.19%-47613F-HRTimeline
NewEdge Advisors, LLC34,134$1.23M<0.01%-4,19413F-HR/ATimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …33,961$1.22M0.01%-78313F-HRTimelineGroup
Waterfront Wealth Inc.33,791$1.21M0.22%-38913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC33,186$1.19M0.02%-10,13913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC33,052$1.19M<0.01%-30413F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC32,352$1.16M0.01%+55613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC31,348$1.13M0.02%-29413F-HRTimelineGroup
Advisory Services Network, LLC31,121$1.12M0.01%+4,44913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…29,191$1.05M<0.01%-15,66413F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers28,398$1.02M<0.01%+3,98913F-HRTimelineGroup
Apella Capital, LLC26,457$1.01M0.02%+71513F-HRTimeline
WealthShield Partners, LLC28,099$1.01M0.11%-27413F-HRTimeline
Connecticut Wealth Management, LLC27,545$990K0.04%013F-HRTimeline
COWA, LLC27,220$978K0.26%-87813F-HRTimeline
HBK Sorce Advisory LLC25,264$977K0.02%-1,70213F-HRTimeline
Pasadena Private Wealth, LLC26,925$968K0.13%+3,79913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC26,822$964K0.08%-7,26613F-HRTimeline
SPINNAKER TRUST26,411$949K0.05%013F-HRTimeline
Private Advisor Group, LLC26,363$947K<0.01%-1,43113F-HRTimeline
PETRA FINANCIAL ADVISORS INC26,318$946K0.59%+4213F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC25,722$924K0.08%+1,90513F-HRTimeline
BOKF, NAin group BOKF, NA25,460$915K0.01%-8613F-HRTimelineGroup
Farther Finance Advisors, LLC24,632$889K0.01%+2,52213F-HRTimeline
BOK Financial Private Wealth, Inc.23,659$850K0.05%013F-HRTimeline
Integrated Wealth Concepts LLC23,411$841K0.01%new13F-HRTimeline
Clearwater Capital Advisors, LLC22,957$825K0.07%-4513F-HRTimeline
SMITH, MOORE & CO.22,868$822K0.06%-2,74213F-HRTimeline
Kondo Wealth Advisors, Inc.22,674$815K0.31%-1,22013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…22,116$795K<0.01%new13F-HRTimelineGroup
Columbia River Financial Group, LLC22,067$793K0.46%+1,88013F-HRTimeline
NewSquare Capital LLC21,629$777K0.07%+91113F-HRTimeline
IFP Advisors, Inc21,302$766K0.02%+31313F-HRTimeline
Composition Wealth, LLC21,299$765K0.01%+1,66513F-HRTimeline
Orion Porfolio Solutions, LLC20,736$745K0.01%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC20,540$738K<0.01%+5,25613F-HRTimelineGroup
MATHER GROUP, LLC.20,520$737K0.01%-1,78513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC20,272$729K<0.01%+1113F-HRTimelineGroup
Aptus Capital Advisors, LLC20,185$725K0.01%+1713F-HRTimeline
IHT Wealth Management, LLC19,841$713K0.02%-1,65313F-HRTimeline
Investment Partners Asset Management, I…19,571$703K0.43%+21713F-HRTimeline
Clearstead Advisors, LLC19,362$696K0.01%-1,88013F-HRTimeline
FMR LLCin group FMR LLC19,295$693K<0.01%+1,37213F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.17,762$638K0.02%-10413F-HRTimeline
Beacon Pointe Advisors, LLC17,648$634K<0.01%-1,19513F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…17,638$634K0.19%+1,41913F-HRTimeline
Rehmann Capital Advisory Group17,378$625K0.03%013F-HRTimeline
Seek First Inc.17,196$618K0.44%+4713F-HRTimeline
Gladstone Institutional Advisory LLC17,148$616K0.02%-1,07913F-HRTimeline
Insight Advisors, LLC/ PA17,129$616K0.12%-14613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC16,613$597K0.01%-27113F-HR/ATimeline
Csenge Advisory Group16,587$596K0.03%013F-HRTimeline
Empirical Asset Management, LLC16,216$583K0.15%+10113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…15,893$571K0.01%-3,46613F-HRTimelineGroup
Sunbelt Securities, Inc.15,776$567K0.04%+1,14713F-HRTimeline
LANARK FINANCIAL, INC.15,715$565K0.04%+7,74713F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT15,647$562K0.04%+6,87613F-HRTimeline
AssuredPartners Investment Advisors, LLC15,102$550K0.06%-12913F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …15,295$550K<0.01%new13F-HRTimelineGroup
UHLMANN PRICE SECURITIES, LLC15,161$545K0.04%+3513F-HRTimeline
M Holdings Securities, Inc.15,049$542K0.04%+30313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS14,973$538K<0.01%-24613F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC14,957$538K0.1%+613F-HRTimeline
United Advisor Group, LLC14,668$527K0.07%-18813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC14,605$525K<0.01%+713F-HRTimelineGroup
Abundance Wealth Counselors14,483$521K0.07%-6913F-HRTimeline
Infinity Wealth Counsel, LLC14,390$517K0.48%+1,10013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.15,213$515K<0.01%+1,32413F-HRTimelineGroup
Sigma Planning Corp14,140$508K0.01%+6713F-HRTimeline
Round Rock Advisors LLC13,949$501K0.08%-42513F-HRTimeline
Arkos Global Advisors13,947$501K0.06%-1013F-HRTimeline
Avail Investment Partners, LLC13,896$499K0.53%13F-HRTimeline
Integrated Advisors Network LLC13,450$483K0.03%013F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC13,249$476K0.06%new13F-HRTimeline
Focus Financial Network, Inc.13,142$472K0.02%+5013F-HRTimeline
McNamara Financial Services, Inc.13,117$471K0.09%-6313F-HRTimeline
Sanctuary Advisors, LLC13,113$471K<0.01%+71113F-HRTimeline
New Hampshire Trust12,874$463K0.09%013F-HRTimeline
Sharper & Granite LLC12,860$462K0.16%-8,60013F-HRTimeline
Montecito Bank & Trust12,785$459K0.08%-13,26513F-HRTimeline
EP Wealth Advisors, LLC12,719$457K<0.01%-1,65213F-HRTimeline
Chicago Partners Investment Group LLC11,954$457K0.01%-2,01613F-HRTimeline
HANCOCK WHITNEY CORP11,599$448K0.01%+5613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC11,792$444K0.03%-3,05813F-HR/ATimeline
BlueStem Wealth Partners, LLC12,337$443K0.05%+1,61213F-HRTimeline
Diversified Enterprises, LLC12,063$434K0.02%-1313F-HRTimeline
CWM, LLCin group CWM, LLC12,059$433K<0.01%-1,53813F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.12,027$432K<0.01%+10,46013F-HRTimelineGroup
Navis Wealth Advisors, LLC11,917$428K0.22%+1,29913F-HRTimeline
JT Stratford LLC11,670$419K0.05%-34713F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.11,580$416K0.1%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…11,584$416K<0.01%+49913F-HRTimelineGroup
Anson Capital, Inc.11,318$407K0.28%+32013F-HRTimeline
Atria Investments, Inc11,309$406K<0.01%-3,71113F-HRTimeline
Collar Capital Management, LLC11,193$402K0.26%-4,54513F-HRTimeline
Founders Financial Alliance, LLC11,147$401K0.07%013F-HRTimeline