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 7.27 Million shares, which have been reported (via 13F filing form) to have a value of $407 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
48,331
shares
|
$2.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
48,005
shares
|
$2.68 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.29%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
47,907
shares
|
$2.68 Million
0.01% of portfolio
|
Q3 2023
Reduced 1.96%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
47,387
shares
|
$2.65 Million
0.18% of portfolio
|
Q2 2025
Added 8.51%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
46,487
shares
|
$2.6 Million
0.0% of portfolio
|
Q2 2025
Added 6.99%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
46,269
shares
|
$2.59 Million
0.0% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
45,700
shares
|
$2.56 Million
0.0% of portfolio
|
Q2 2025
Reduced 43.58%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
40,118
shares
|
$2.24 Million
0.53% of portfolio
|
Q2 2025
Added 4.6%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
39,702
shares
|
$2.22 Million
0.03% of portfolio
|
Q2 2025
Added 18.29%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Jul 22, 2025 Q2 2025 |
38,586
shares
|
$2.16 Million
1.77% of portfolio
|
Q2 2025
Added 17.54%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
34,555
shares
|
$1.93 Million
0.01% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Herbst Group, LLC
Westport, CT |
Jul 15, 2025 Q2 2025 |
29,806
shares
|
$1.67 Million
1.01% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
27,966
shares
|
$1.56 Million
0.0% of portfolio
|
Q2 2025
Reduced 79.01%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
26,177
shares
|
$1.46 Million
0.0% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Jul 17, 2025 Q2 2025 |
25,905
shares
|
$1.45 Million
0.66% of portfolio
|
Q2 2025
Reduced 16.3%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
24,890
shares
|
$1.39 Million
0.03% of portfolio
|
Q2 2025
Reduced 90.86%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
24,222
shares
|
$1.35 Million
0.66% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
22,330
shares
|
$1.25 Million
0.2% of portfolio
|
Q3 2022
Added 0.04%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
21,854
shares
|
$1.22 Million
0.01% of portfolio
|
Q2 2025
Reduced 64.36%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
20,571
shares
|
$1.15 Million
1.17% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
20,427
shares
|
$1.14 Million
0.01% of portfolio
|
Q2 2025
Added 8.17%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Aug 11, 2025 Q2 2025 |
19,255
shares
|
$1.08 Million
0.5% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
18,553
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.04%
|
|
|
Moller Financial Services
|
Jul 10, 2025 Q2 2025 |
18,442
shares
|
$1.03 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
18,197
shares
|
$1.02 Million
0.16% of portfolio
|
Q2 2025
Added 0.12%
|