# WISDOMTREE TR (DES)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/DES/

- Reporting holders: 13
- Reported value: $20.9M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Lee, Kelleher & Klein Wealth Management](https://holderbook.com/funds/2063827-lee-kelleher-klein-wealth-management/) | $6.3M | 167,110 | 3.3% | 8 |
| [Stonebridge Wealth Management, LLC](https://holderbook.com/funds/2082460-stonebridge-wealth-management-llc/) | $5.5M | 146,092 | 4.9% | 6 |
| [Dickmeyer Boyce Financial Management, Inc.](https://holderbook.com/funds/2038325-dickmeyer-boyce-financial-management-inc/) | $3.0M | 78,200 | 1.5% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.0M | 53,896 | 0.0% | 12 |
| [INSPIRION WEALTH ADVISORS, LLC](https://holderbook.com/funds/1633448-inspirion-wealth-advisors-llc/) | $1.4M | 36,599 | 0.2% | 32 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $992.6K | 25,957 | 0.0% | 8 |
| [Investment Partners Asset Management, Inc.](https://holderbook.com/funds/1384416-investment-partners-asset-management-inc/) | $758.5K | 20,012 | 0.4% | 12 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $408.1K | 10,769 | 0.1% | 31 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $185.9K | 4,904 | 0.0% | 4 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $168.0K | 4,432 | 0.0% | 32 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $100.7K | 2,657 | 0.0% | 11 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $11.0K | 290 | 0.0% | 19 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $1.2K | 32 | 0.0% | 3 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $201 | 5,316 | 0.0% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 13 | $20.9M |
| Q2 2026 | 371 | $1.2B |
| Q1 2026 | 351 | $1.1B |
| Q4 2025 | 340 | $936.7M |
| Q3 2025 | 326 | $960.9M |
| Q2 2025 | 324 | $932.7M |
| Q1 2025 | 326 | $894.9M |
| Q4 2024 | 334 | $1.0B |
| Q3 2024 | 323 | $978.4M |
| Q2 2024 | 327 | $884.3M |
| Q1 2024 | 321 | $1.1B |
| Q4 2023 | 313 | $996.5M |