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 |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1,400
shares
|
$76,524
0.0% of portfolio
|
Q1 2024
Reduced 17.65%
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
1,350
shares
|
$73,791
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,314
shares
|
$71,823
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
1,275
shares
|
$69,691
0.0% of portfolio
|
Q3 2025
Added 11.45%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
1,200
shares
|
$65,592
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
1,032
shares
|
$56,409
0.04% of portfolio
|
Q3 2025
Added 675.94%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 03, 2025 Q3 2025 |
832
shares
|
$45,477
0.03% of portfolio
|
Q4 2023
Reduced 16.97%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
751
shares
|
$41,049
0.0% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
739
shares
|
$40,393
0.0% of portfolio
|
Q2 2025
Reduced 15.93%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
624
shares
|
$34,107
0.0% of portfolio
|
Q1 2025
Added 8.9%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
567
shares
|
$30,992
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
537
shares
|
$29,352
0.0% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
513
shares
|
$28,040
0.0% of portfolio
|
Q3 2025
Reduced 19.59%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
500
shares
|
$27,330
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
375
shares
|
$20,497
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
300
shares
|
$16,398
0.0% of portfolio
|
Q1 2024
Reduced 40.0%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
225
shares
|
$12,298
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
199
shares
|
$10,877
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
168
shares
|
$9,182
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
166
shares
|
$9,073
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
160
shares
|
$8,745
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
133
shares
|
$7,269
0.0% of portfolio
|
Q2 2024
Reduced 55.07%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
130
shares
|
$7,105
0.0% of portfolio
|
Q3 2025
Added 19.27%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
106
shares
|
$5,793
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
100
shares
|
$5,466
0.0% of portfolio
|
Q2 2022
New holding
|
|