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 |
|---|---|---|---|---|---|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
16,342
shares
|
$893,253
0.7% of portfolio
|
Q2 2025
Reduced 33.43%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
15,401
shares
|
$841,818
0.03% of portfolio
|
Q3 2025
Reduced 6.7%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
15,278
shares
|
$835,095
0.02% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
15,029
shares
|
$821,485
0.0% of portfolio
|
Q2 2023
Reduced 67.38%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
14,768
shares
|
$807,218
0.04% of portfolio
|
Q2 2024
Reduced 3.8%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
12,645
shares
|
$691,175
0.23% of portfolio
|
Q3 2025
Reduced 3.94%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
12,504
shares
|
$683,468
0.0% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
12,000
shares
|
$655,920
0.14% of portfolio
|
Q4 2023
Added 9.09%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
11,389
shares
|
$622,522
0.05% of portfolio
|
Q3 2025
Added 12.48%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
11,246
shares
|
$614,706
0.01% of portfolio
|
Q3 2025
Reduced 22.32%
|
|
|
Means Investment Co., Inc.
|
Nov 06, 2025 Q3 2025 |
10,879
shares
|
$594,646
0.05% of portfolio
|
Q3 2025
Reduced 15.25%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
10,740
shares
|
$587,048
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
10,740
shares
|
$587,048
0.0% of portfolio
|
Q1 2023
Added 0.74%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
10,671
shares
|
$583,276
0.0% of portfolio
|
Q3 2025
Reduced 61.84%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
10,563
shares
|
$577,373
0.04% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
9,613
shares
|
$525,446
0.0% of portfolio
|
Q3 2025
Reduced 15.49%
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
9,450
shares
|
$516,536
0.24% of portfolio
|
Q4 2024
Reduced 9.57%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
9,284
shares
|
$507,463
0.0% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
9,183
shares
|
$501,942
0.05% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Nov 13, 2025 Q3 2025 |
9,175
shares
|
$501,505
0.31% of portfolio
|
Q3 2025
Reduced 8.98%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
8,577
shares
|
$468,818
0.0% of portfolio
|
Q1 2025
Added 22.35%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
8,214
shares
|
$448,977
0.07% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
7,874
shares
|
$430,392
0.0% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Oct 28, 2025 Q3 2025 |
7,804
shares
|
$426,566
0.15% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
7,728
shares
|
$422,412
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|