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 155 institutions that hold shares in the stock, with a total of 7.25 Million shares, which have been reported (via 13F filing form) to have a value of $401 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Horizons Wealth Management
Asheville, NC |
Oct 03, 2025 Q3 2025 |
832
shares
|
$46,017
0.03% of portfolio
|
Q4 2023
Reduced 16.97%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
821
shares
|
$45,409
0.0% of portfolio
|
Q2 2025
Added 22.9%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
777
shares
|
$42,975
0.0% of portfolio
|
Q2 2025
Added 432.19%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
751
shares
|
$41,537
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
739
shares
|
$40,874
0.0% of portfolio
|
Q2 2025
Reduced 15.93%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
711
shares
|
$39,325
0.02% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
638
shares
|
$35,287
0.0% of portfolio
|
Q2 2025
Added 16.0%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
624
shares
|
$34,513
0.0% of portfolio
|
Q1 2025
Added 8.9%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
535
shares
|
$29,590
0.0% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
500
shares
|
$27,655
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
375
shares
|
$20,741
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
300
shares
|
$16,593
0.0% of portfolio
|
Q1 2024
Reduced 40.0%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
225
shares
|
$12,444
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
199
shares
|
$11,006
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
168
shares
|
$9,292
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
166
shares
|
$9,181
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
133
shares
|
$7,356
0.0% of portfolio
|
Q2 2024
Reduced 55.07%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
133
shares
|
$7,356
0.0% of portfolio
|
Q1 2025
Added 5.56%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
109
shares
|
$6,028
0.0% of portfolio
|
Q2 2025
Added 15.96%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
106
shares
|
$5,862
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
100
shares
|
$5,531
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
95
shares
|
$5,254
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
73
shares
|
$4,037
0.0% of portfolio
|
Q3 2025
Reduced 89.09%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
67
shares
|
$3,705
0.0% of portfolio
|
Q3 2025
Added 45.65%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
62
shares
|
$3,429
0.0% of portfolio
|
Q3 2024
Added 1.64%
|