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 |
|---|---|---|---|---|---|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
7,586
shares
|
$414,650
0.0% of portfolio
|
Q3 2025
Added 5.98%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
7,381
shares
|
$403,445
0.02% of portfolio
|
Q4 2024
Added 11.39%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
7,347
shares
|
$401,587
0.01% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 14, 2025 Q3 2025 |
7,129
shares
|
$389,671
0.09% of portfolio
|
Q3 2025
Reduced 11.76%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
7,083
shares
|
$387,156
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 14, 2025 Q3 2025 |
7,040
shares
|
$384,806
0.11% of portfolio
|
Q3 2025
Added 41.88%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
6,821
shares
|
$372,835
0.0% of portfolio
|
Q3 2023
Reduced 47.45%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
6,646
shares
|
$363,270
0.0% of portfolio
|
Q3 2025
Reduced 47.25%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
6,190
shares
|
$338,345
0.0% of portfolio
|
Q3 2025
Reduced 4.94%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
6,111
shares
|
$334,027
0.01% of portfolio
|
Q3 2025
Added 64.63%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
6,055
shares
|
$330,966
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
5,971
shares
|
$326,374
0.09% of portfolio
|
Q1 2025
Reduced 13.65%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
5,918
shares
|
$323,477
0.01% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
5,910
shares
|
$323,040
0.02% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
5,801
shares
|
$317,082
0.07% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Capital Management Corp
|
Nov 04, 2025 Q3 2025 |
5,417
shares
|
$296,093
0.05% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
5,407
shares
|
$295,546
0.0% of portfolio
|
Q2 2025
Added 6.37%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Oct 22, 2025 Q3 2025 |
5,400
shares
|
$295,164
0.2% of portfolio
|
Q4 2021
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
5,362
shares
|
$293,086
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Nov 06, 2025 Q3 2025 |
5,222
shares
|
$285,434
0.18% of portfolio
|
Q3 2025
Added 13.84%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
5,210
shares
|
$284,778
0.01% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
5,177
shares
|
$282,974
0.0% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
4,963
shares
|
$271,277
0.02% of portfolio
|
Q3 2025
Reduced 8.7%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Nov 13, 2025 Q3 2025 |
4,855
shares
|
$265,374
0.11% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
4,810
shares
|
$262,914
0.0% of portfolio
|
Q1 2025
Reduced 1.23%
|
|