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 |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
17,957
shares
|
$1 Million
0.08% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
16,507
shares
|
$923,071
0.03% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
16,342
shares
|
$913,844
0.7% of portfolio
|
Q2 2025
Reduced 33.43%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
15,653
shares
|
$875,315
0.02% of portfolio
|
Q2 2025
Reduced 22.01%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
15,029
shares
|
$840,421
0.0% of portfolio
|
Q2 2023
Reduced 67.38%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
14,957
shares
|
$836,395
0.04% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
14,478
shares
|
$809,609
0.01% of portfolio
|
Q2 2025
Added 28.19%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
13,164
shares
|
$736,130
0.24% of portfolio
|
Q2 2025
Reduced 8.96%
|
|
|
Means Investment Co., Inc.
|
Jul 25, 2025 Q2 2025 |
12,836
shares
|
$717,789
0.06% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
12,599
shares
|
$704,536
0.0% of portfolio
|
Q2 2025
Reduced 12.26%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
12,502
shares
|
$699,111
0.0% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
12,000
shares
|
$671,040
0.14% of portfolio
|
Q4 2023
Added 9.09%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
11,375
shares
|
$636,090
0.0% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
10,740
shares
|
$600,580
0.0% of portfolio
|
Q1 2023
Added 0.74%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
10,334
shares
|
$577,877
0.04% of portfolio
|
Q2 2025
Added 11.43%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
10,125
shares
|
$566,190
0.04% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Aug 05, 2025 Q2 2025 |
10,080
shares
|
$563,673
0.34% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
9,970
shares
|
$557,522
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
9,450
shares
|
$528,444
0.24% of portfolio
|
Q4 2024
Reduced 9.57%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
9,443
shares
|
$528,052
0.0% of portfolio
|
Q2 2025
Added 9.8%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
9,215
shares
|
$515,302
0.05% of portfolio
|
Q2 2025
Reduced 37.7%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
8,577
shares
|
$479,625
0.0% of portfolio
|
Q1 2025
Added 22.35%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
8,199
shares
|
$458,488
0.07% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
8,079
shares
|
$451,777
0.1% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Aug 14, 2025 Q2 2025 |
7,803
shares
|
$436,343
0.15% of portfolio
|
Q2 2025
Added 0.01%
|