WisdomTree Trust - DES

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$971.5M

QoQ value delta ($000)

+$51.48M (+5.6%)

Implied price effect (QoQ)

+3.43%

Total shares

27,870,601

QoQ shares delta

+572,518 (+2.1%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
MORGAN STANLEY	90,349	2,701,031	0.01%
BANK OF AMERICA CORP /DE/	81,631	2,440,406	0.01%
LPL Financial LLC	50,382	1,506,212	0.01%
UBS Group AG	49,788	1,488,438	0.01%
Creative Planning	45,579	1,362,614	0.03%
Align Financial, LLC	38,913	38,913	0.02%
M&T BANK CORP	35,357	1,057,047	0.11%
MERCER GLOBAL ADVISORS INC /ADV	30,624	915,516	0.05%
RAYMOND JAMES FINANCIAL INC	25,947	775,701	0.01%
ROYAL BANK OF CANADA	25,555	763,962	0.0%
WELLS FARGO & COMPANY/MN	24,399	729,432	0.0%
KEYBANK NATIONAL ASSOCIATION/OH	23,788	711,178	0.09%
HUNTINGTON NATIONAL BANK	23,174	692,824	0.14%
JONES FINANCIAL COMPANIES LLLP	22,783	681,131	0.01%
AMERIPRISE FINANCIAL INC	13,655	408,221	0.0%
Valmark Advisers, Inc.	11,143	333,141	0.14%
Destination Wealth Management	11,099	331,812	0.29%
Cetera Investment Advisers	10,678	319,248	0.01%
Allen Investment Management, LLC	9,816	293,475	0.11%
COMMONWEALTH EQUITY SERVICES, LLC	8,198	245,104	0.01%
Kestra Advisory Services, LLC	7,863	235,073	0.03%
ENVESTNET ASSET MANAGEMENT INC	7,830	234,098	0.0%
BIP Wealth, LLC	7,602	227,281	0.27%
ASSETMARK, INC	7,446	222,621	0.02%
Curi Capital, LLC	7,189	214,927	0.12%