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 156 institutions that hold shares in the stock, with a total of 7.65 Million shares, which have been reported (via 13F filing form) to have a value of $390 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Howard Wealth Management, LLC
Madison, CT |
May 13, 2025 Q1 2025 |
19,255
shares
|
$981,812
0.53% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
18,884
shares
|
$962,895
0.0% of portfolio
|
Q1 2025
Reduced 13.13%
|
|
|
Moller Financial Services
|
Jul 10, 2025 Q2 2025 |
18,442
shares
|
$940,357
0.21% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
18,176
shares
|
$926,794
0.17% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
17,331
shares
|
$883,707
0.08% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
16,450
shares
|
$838,785
0.04% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
15,029
shares
|
$766,328
0.0% of portfolio
|
Q2 2023
Reduced 67.38%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Feb 14, 2025 Q4 2024 |
14,813
shares
|
$755,314
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
14,791
shares
|
$754,193
0.09% of portfolio
|
Q1 2025
Reduced 7.0%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
14,696
shares
|
$749,349
0.04% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
May 13, 2025 Q1 2025 |
14,490
shares
|
$738,845
0.37% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Oxler Private Wealth LLC
New York, NY |
May 07, 2025 Q1 2025 |
14,460
shares
|
$737,315
0.27% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
14,359
shares
|
$732,165
0.0% of portfolio
|
Q1 2025
Reduced 25.67%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
14,144
shares
|
$721,202
0.0% of portfolio
|
Q1 2025
Reduced 32.5%
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
12,823
shares
|
$653,844
0.07% of portfolio
|
Q1 2025
Reduced 5.86%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
12,351
shares
|
$629,777
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
12,000
shares
|
$611,880
0.14% of portfolio
|
Q4 2023
Added 9.09%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
11,373
shares
|
$579,909
0.0% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
11,294
shares
|
$575,881
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
10,740
shares
|
$547,632
0.0% of portfolio
|
Q1 2023
Added 0.74%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
10,334
shares
|
$526,930
0.04% of portfolio
|
Q2 2025
Added 11.43%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
10,125
shares
|
$516,273
0.04% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Apr 29, 2025 Q1 2025 |
10,056
shares
|
$512,755
0.33% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
S.A. Mason LLC
|
Apr 23, 2025 Q1 2025 |
9,450
shares
|
$481,855
0.25% of portfolio
|
Q4 2024
Reduced 9.57%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
8,694
shares
|
$443,307
0.0% of portfolio
|
Q1 2025
Reduced 2.65%
|