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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
7,734
shares
|
$432,485
0.0% of portfolio
|
Q2 2025
Reduced 11.04%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
7,728
shares
|
$432,149
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
7,381
shares
|
$412,745
0.02% of portfolio
|
Q4 2024
Added 11.39%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
7,330
shares
|
$409,893
0.01% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
7,158
shares
|
$400,275
0.0% of portfolio
|
Q2 2025
Added 57.39%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
6,821
shares
|
$381,430
0.0% of portfolio
|
Q3 2023
Reduced 47.45%
|
|
|
Smithbridge Asset Management Inc
|
Jul 29, 2025 Q2 2025 |
6,591
shares
|
$368,568
0.06% of portfolio
|
Q2 2025
Reduced 84.77%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
6,512
shares
|
$364,151
0.0% of portfolio
|
Q2 2025
Reduced 13.84%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
6,055
shares
|
$338,595
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Psi Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
5,971
shares
|
$333,898
0.15% of portfolio
|
Q1 2025
Reduced 13.65%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
5,912
shares
|
$330,599
0.01% of portfolio
|
Q2 2025
Reduced 6.34%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
5,908
shares
|
$330,375
0.02% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
5,751
shares
|
$321,595
0.08% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
5,436
shares
|
$303,981
0.02% of portfolio
|
Q1 2025
Reduced 21.96%
|
|
|
Capital Management Corp
|
Jul 28, 2025 Q2 2025 |
5,427
shares
|
$303,477
0.05% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
5,407
shares
|
$302,359
0.0% of portfolio
|
Q2 2025
Added 6.37%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
5,400
shares
|
$301,968
0.19% of portfolio
|
Q4 2021
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
5,210
shares
|
$291,343
0.01% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
5,167
shares
|
$288,938
0.0% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Jul 29, 2025 Q2 2025 |
4,988
shares
|
$278,928
0.11% of portfolio
|
Q2 2025
Reduced 65.58%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
4,962
shares
|
$277,475
0.02% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
4,810
shares
|
$268,975
0.0% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
4,795
shares
|
$268,136
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Envision Financial LLC
Brookfield, WI |
Jul 10, 2025 Q2 2025 |
4,632
shares
|
$259,021
0.16% of portfolio
|
Q1 2025
Reduced 17.62%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jul 29, 2025 Q2 2025 |
4,587
shares
|
$256,505
0.17% of portfolio
|
Q2 2025
Reduced 5.03%
|