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 151 institutions that hold shares in the stock, with a total of 7.28 Million shares, which have been reported (via 13F filing form) to have a value of $378 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
769,014
shares
|
$39.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
726,470
shares
|
$37.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
720,106
shares
|
$37.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
510,962
shares
|
$26.5 Million
0.01% of portfolio
|
Q2 2025
Added 7.63%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
488,696
shares
|
$25.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
313,673
shares
|
$16.3 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Shore Point Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
277,857
shares
|
$14.4 Million
7.18% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
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%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
214,542
shares
|
$11.1 Million
0.06% of portfolio
|
Q2 2025
Added 4996.01%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
171,819
shares
|
$8.91 Million
0.41% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
144,551
shares
|
$7.49 Million
0.75% of portfolio
|
Q2 2025
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
134,700
shares
|
$6.98 Million
2.81% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
124,571
shares
|
$6.46 Million
0.0% of portfolio
|
Q2 2025
Added 73.19%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
113,183
shares
|
$5.87 Million
0.0% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
111,081
shares
|
$5.76 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
106,755
shares
|
$5.53 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
104,907
shares
|
$5.44 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.76%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
79,965
shares
|
$4.15 Million
0.64% of portfolio
|
Q3 2024
Reduced 7.39%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
79,765
shares
|
$4.14 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
64,768
shares
|
$3.36 Million
0.02% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
Culbertson A N & CO Inc
|
Aug 11, 2025 Q2 2025 |
62,454
shares
|
$3.24 Million
0.5% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
58,347
shares
|
$3.02 Million
0.0% of portfolio
|
Q3 2024
Reduced 66.99%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
52,239
shares
|
$2.71 Million
0.0% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
51,227
shares
|
$2.66 Million
0.01% of portfolio
|
Q2 2025
Added 53.9%
|