Purchases and Sales Made in Q4 2025 in Wisdomtree U.S. Smallcap Fund (EES)
This table provides information about the institutional ownership of Wisdomtree U.S. Smallcap Fund (EES) during Q4 2025. The information is specifically focused on institutions that hold shares of WISDOMTREE U.S. SMALLCAP FUND .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
9KNew |
$479K - $507K
|
9K
$492K
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
500+ 7.33% |
$26.6K - $28.2K
|
7.32K
$400K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
302+ 5.11% |
$16.1K - $17K
|
6.21K
$340K
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
36+ 0.34% |
$1.92K - $2.03K
|
10.6K
$579K
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
25+ 0.43% |
$1.33K - $1.41K
|
5.83K
$318K
|
|
|
Jan 12, 2026
Q4 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
17+ 0.33% |
$905 - $958
|
5.24K
$286K
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
9+ 0.33% |
$479 - $507
|
2.74K
$150K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5+ 0.08% |
$266 - $282
|
6.2K
$339K
|
|
|
Jan 21, 2026
Q4 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.07% |
$53.3 - $56.4
|
1.51K
$82.4K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-21- 28.77% |
$1.12K - $1.18K
|
52
$2.84K
|
|
|
Jan 08, 2026
Q4 2025
|
Moller Financial Services
|
SELL
|
- |
-45- 0.24% |
$2.4K - $2.54K
|
18.4K
$1.01M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-82- 49.4% |
$4.37K - $4.62K
|
84
$4.59K
|
|
|
Jan 21, 2026
Q4 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-111- 2.29% |
$5.91K - $6.26K
|
4.74K
$259K
|
|
|
Jan 12, 2026
Q4 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-240- 5.77% |
$12.8K - $13.5K
|
3.92K
$214K
|
|
|
Jan 15, 2026
Q4 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-266- 3.41% |
$14.2K - $15K
|
7.54K
$412K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-275- 1.86% |
$14.6K - $15.5K
|
14.5K
$792K
|
|
|
Jan 21, 2026
Q4 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-650- 1.04% |
$34.6K - $36.6K
|
61.8K
$3.38M
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-711- 9.97% |
$37.9K - $40.1K
|
6.42K
$351K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-845- 11.14% |
$45K - $47.6K
|
6.74K
$368K
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-2.9K- 2.37% |
$154K - $163K
|
119K
$6.53M
|
|