Institutional Ownership Wisdomtree U.S. Smallcap Fund (EES)
This table provides information about the institutional ownership of Wisdomtree U.S. Smallcap Fund (EES). We have compiled data on the 160 institutions that hold shares in the stock, with a total of 7.09 Million shares, which have been reported (via 13F filing form) to have a value of $387 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
761,366
shares
|
$41.6 Million
0.0% of portfolio
|
Q3 2025
Added 4.8%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
731,134
shares
|
$40 Million
0.01% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
560,551
shares
|
$30.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 27.11%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
551,276
shares
|
$30.1 Million
0.01% of portfolio
|
Q3 2025
Added 7.89%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
468,058
shares
|
$25.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.22%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
366,232
shares
|
$20 Million
0.03% of portfolio
|
Q3 2025
Added 16.76%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
275,444
shares
|
$15.1 Million
2.91% of portfolio
|
Q3 2025
Added 7.8%
|
|
|
Shore Point Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
264,464
shares
|
$14.5 Million
6.91% of portfolio
|
Q3 2025
Reduced 4.82%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
200,626
shares
|
$11 Million
0.06% of portfolio
|
Q3 2025
Reduced 7.07%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
167,815
shares
|
$9.17 Million
0.0% of portfolio
|
Q3 2025
Added 57.2%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
164,543
shares
|
$8.99 Million
0.41% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
134,121
shares
|
$7.33 Million
2.92% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
125,235
shares
|
$6.85 Million
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
122,771
shares
|
$6.71 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
122,285
shares
|
$6.68 Million
0.8% of portfolio
|
Q3 2025
Reduced 15.4%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
113,421
shares
|
$6.2 Million
0.0% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
110,570
shares
|
$6.04 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
95,017
shares
|
$5.19 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.43%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
79,965
shares
|
$4.37 Million
0.64% of portfolio
|
Q3 2024
Reduced 7.39%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
79,265
shares
|
$4.33 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Culbertson A N & CO Inc
|
Oct 24, 2025 Q3 2025 |
62,461
shares
|
$3.41 Million
0.5% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
62,227
shares
|
$3.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.92%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
58,347
shares
|
$3.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 66.99%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 04, 2025 Q3 2025 |
51,807
shares
|
$2.83 Million
1.09% of portfolio
|
Q3 2025
Added 6.2%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Oct 14, 2025 Q3 2025 |
51,262
shares
|
$2.8 Million
2.36% of portfolio
|
Q3 2025
Added 32.85%
|
|