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 |
|---|---|---|---|---|---|
|
Lvm Capital Management LTD
|
Jul 02, 2025 Q2 2025 |
4,326
shares
|
$241,909
0.02% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
4,290
shares
|
$239,896
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
4,230
shares
|
$236,541
0.02% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
4,200
shares
|
$234,864
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
4,000
shares
|
$223,680
0.02% of portfolio
|
Q4 2020
Reduced 16.67%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
3,945
shares
|
$220,604
0.0% of portfolio
|
Q2 2025
Reduced 23.1%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
3,712
shares
|
$207,575
0.01% of portfolio
|
Q2 2025
Added 11.17%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
3,417
shares
|
$191,078
0.0% of portfolio
|
Q2 2025
Added 125.1%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
3,162
shares
|
$176,819
0.01% of portfolio
|
Q1 2021
Reduced 33.59%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
2,905
shares
|
$162,447
0.0% of portfolio
|
Q2 2025
Reduced 20.13%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
2,769
shares
|
$154,842
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
2,708
shares
|
$151,431
0.0% of portfolio
|
Q1 2025
Added 33750.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,625
shares
|
$146,790
0.0% of portfolio
|
Q1 2020
Reduced 61.9%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
2,434
shares
|
$136,109
0.01% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
2,309
shares
|
$129,119
0.0% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
2,143
shares
|
$119,836
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
1,839
shares
|
$102,836
0.0% of portfolio
|
Q2 2025
Added 9.14%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
1,813
shares
|
$101,382
0.01% of portfolio
|
Q2 2022
Reduced 26.84%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,605
shares
|
$89,751
0.0% of portfolio
|
Q4 2024
Reduced 56.21%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,400
shares
|
$78,288
0.0% of portfolio
|
Q1 2024
Reduced 17.65%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
1,350
shares
|
$75,492
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
1,200
shares
|
$67,104
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
1,144
shares
|
$63,972
0.0% of portfolio
|
Q2 2025
Added 12.27%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
832
shares
|
$46,525
0.03% of portfolio
|
Q4 2023
Reduced 16.97%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
821
shares
|
$45,910
0.0% of portfolio
|
Q2 2025
Added 22.9%
|