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 |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
50,458
shares
|
$2.76 Million
0.03% of portfolio
|
Q3 2025
Added 27.09%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
49,323
shares
|
$2.7 Million
0.0% of portfolio
|
Q3 2025
Added 6.1%
|
|
|
New Square Capital LLC
|
Nov 12, 2025 Q3 2025 |
48,840
shares
|
$2.67 Million
0.19% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
48,331
shares
|
$2.64 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
47,907
shares
|
$2.62 Million
0.01% of portfolio
|
Q3 2023
Reduced 1.96%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
46,269
shares
|
$2.53 Million
0.0% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
44,915
shares
|
$2.46 Million
0.0% of portfolio
|
Q3 2025
Reduced 14.02%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
44,741
shares
|
$2.45 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.8%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
40,241
shares
|
$2.2 Million
0.55% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
38,104
shares
|
$2.08 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
34,576
shares
|
$1.89 Million
0.01% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
25,433
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
25,088
shares
|
$1.37 Million
0.01% of portfolio
|
Q3 2025
Added 22.82%
|
|
|
Optima Capital LLC
Portland, OR |
Oct 27, 2025 Q3 2025 |
24,231
shares
|
$1.32 Million
0.66% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
23,582
shares
|
$1.29 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.26%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Oct 22, 2025 Q3 2025 |
23,366
shares
|
$1.28 Million
0.63% of portfolio
|
Q3 2025
Reduced 9.8%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
22,330
shares
|
$1.22 Million
0.2% of portfolio
|
Q3 2022
Added 0.04%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 03, 2025 Q3 2025 |
19,170
shares
|
$1.05 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
18,803
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2025
Reduced 13.96%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
18,497
shares
|
$1.01 Million
0.06% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Moller Financial Services
|
Oct 06, 2025 Q3 2025 |
18,442
shares
|
$1.01 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
18,282
shares
|
$999,294
0.0% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
18,197
shares
|
$994,648
0.16% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Nov 21, 2025 Q3 2025 |
17,919
shares
|
$979,452
0.97% of portfolio
|
Q3 2025
Reduced 12.89%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
17,832
shares
|
$974,697
0.25% of portfolio
|
Q3 2025
New holding
|
|