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DES WISDOMTREE TR

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US SMALLCAP DIVD (fund)

Filings received so far for Q3 2026: 23 13F filers report a position in DES shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Lee, Kelleher & Klein Wealth Management167,110$6.33M3.26%+4,96213F-HRTimeline
Stonebridge Wealth Management, LLC146,092$5.54M4.93%-57813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…117,108$4.5M0.01%+3,88313F-HRTimeline
Dickmeyer Boyce Financial Management, I…78,200$2.96M1.52%+2,94513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…70,723$2.68M0.05%-5713F-HRTimelineGroup
Farther Finance Advisors, LLC53,896$2.04M0.01%+5,51213F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC36,599$1.39M0.16%-12613F-HRTimeline
Connecticut Wealth Management, LLC27,545$1.04M0.04%013F-HRTimeline
Apella Capital, LLC25,957$993K0.01%-50013F-HRTimeline
Investment Partners Asset Management, I…20,012$758K0.41%+57013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC19,284$731K0.05%-1,49113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC18,744$710K0.01%+1,32913F-HRTimeline
Montecito Bank & Trust10,769$408K0.06%-2,01013F-HRTimeline
Dynamic Advisor Solutions LLC8,590$326K0.01%-1813F-HRTimeline
Bison Wealth, LLC6,959$266K0.02%-13513F-HRTimeline
Signal Advisors Wealth, LLC6,408$243K0.01%-22713F-HRTimeline
CX Institutional5,316$201K0.01%+3213F-HRTimeline
Wealth Enhancement Trust Services, Inc.4,904$186K0.02%-14813F-HRTimeline
Versant Capital Management, Inc4,432$168K0.01%013F-HRTimeline
CoreCap Advisors, LLC2,657$101K<0.01%+7513F-HRTimeline
Bank of New Hampshire290$11K<0.01%013F-HRTimeline
Downshift Financial, LLC236$8.94K<0.01%new13F-HRTimeline
Rosenberg Matthew Hamilton32$1.21K<0.01%013F-HRTimeline