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 154 institutions that hold shares in the stock, with a total of 7.64 Million shares, which have been reported (via 13F filing form) to have a value of $395 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
811,479
shares
|
$42 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
749,952
shares
|
$38.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
733,885
shares
|
$38 Million
0.01% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
489,440
shares
|
$25.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
474,729
shares
|
$24.6 Million
0.01% of portfolio
|
Q1 2025
Added 19.93%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
318,979
shares
|
$16.5 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Shore Point Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
277,857
shares
|
$14.4 Million
7.18% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
272,463
shares
|
$14.1 Million
0.43% of portfolio
|
Q4 2024
Added 10.57%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
255,510
shares
|
$13.2 Million
2.67% of portfolio
|
Q2 2025
Reduced 19.37%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
215,894
shares
|
$11.2 Million
0.07% of portfolio
|
Q2 2025
Reduced 7.9%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
171,819
shares
|
$8.89 Million
0.41% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
144,551
shares
|
$7.48 Million
0.75% of portfolio
|
Q2 2025
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
134,700
shares
|
$6.97 Million
2.81% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
133,247
shares
|
$6.9 Million
0.0% of portfolio
|
Q1 2025
Added 217.11%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
113,183
shares
|
$5.86 Million
0.0% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 13, 2025 Q1 2025 |
112,610
shares
|
$5.83 Million
2.31% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
112,379
shares
|
$5.82 Million
0.0% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
107,310
shares
|
$5.55 Million
0.0% of portfolio
|
Q1 2025
Added 11.66%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
104,907
shares
|
$5.43 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.76%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
81,000
shares
|
$4.19 Million
0.01% of portfolio
|
Q1 2025
Added 409.43%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
79,965
shares
|
$4.14 Million
0.64% of portfolio
|
Q3 2024
Reduced 7.39%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
79,765
shares
|
$4.13 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
71,926
shares
|
$3.72 Million
0.0% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Culbertson A N & CO Inc
|
May 15, 2025 Q1 2025 |
63,374
shares
|
$3.28 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
61,666
shares
|
$3.19 Million
0.02% of portfolio
|
Q1 2025
Reduced 8.6%
|