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 |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
4,798
shares
|
$262,258
0.0% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Smithbridge Asset Management Inc
|
Oct 29, 2025 Q3 2025 |
4,449
shares
|
$243,182
0.04% of portfolio
|
Q3 2025
Reduced 32.5%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
4,290
shares
|
$234,491
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
4,200
shares
|
$229,572
0.0% of portfolio
|
Q3 2025
Reduced 90.81%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
4,200
shares
|
$229,572
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Lvm Capital Management LTD
|
Oct 09, 2025 Q3 2025 |
4,156
shares
|
$227,166
0.02% of portfolio
|
Q3 2025
Reduced 3.93%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
4,000
shares
|
$218,640
0.02% of portfolio
|
Q4 2020
Reduced 16.67%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
3,945
shares
|
$215,633
0.0% of portfolio
|
Q2 2025
Reduced 23.1%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Oct 06, 2025 Q3 2025 |
3,900
shares
|
$213,174
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
3,807
shares
|
$208,090
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
3,755
shares
|
$205,248
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
3,417
shares
|
$186,773
0.0% of portfolio
|
Q2 2025
Added 125.1%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
3,162
shares
|
$172,834
0.01% of portfolio
|
Q1 2021
Reduced 33.59%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
3,080
shares
|
$168,352
0.0% of portfolio
|
Q3 2025
Added 275.15%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
2,857
shares
|
$156,163
0.0% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
2,731
shares
|
$149,276
0.07% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
2,708
shares
|
$148,019
0.0% of portfolio
|
Q1 2025
Added 33750.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,625
shares
|
$143,482
0.0% of portfolio
|
Q1 2020
Reduced 61.9%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
2,610
shares
|
$142,662
0.0% of portfolio
|
Q3 2025
Added 13.04%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
2,377
shares
|
$129,926
0.01% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
2,143
shares
|
$117,136
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
1,840
shares
|
$100,574
0.0% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,813
shares
|
$99,098
0.01% of portfolio
|
Q2 2022
Reduced 26.84%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,605
shares
|
$87,729
0.0% of portfolio
|
Q4 2024
Reduced 56.21%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
1,506
shares
|
$82,317
0.03% of portfolio
|
Q3 2025
New holding
|
|