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 |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
777
shares
|
$43,449
0.0% of portfolio
|
Q2 2025
Added 432.19%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
751
shares
|
$41,995
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
739
shares
|
$41,324
0.0% of portfolio
|
Q2 2025
Reduced 15.93%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
711
shares
|
$39,759
0.02% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
669
shares
|
$37,410
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
638
shares
|
$35,676
0.0% of portfolio
|
Q2 2025
Added 16.0%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
624
shares
|
$34,894
0.0% of portfolio
|
Q1 2025
Added 8.9%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
535
shares
|
$29,917
0.0% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
500
shares
|
$27,960
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
375
shares
|
$20,970
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
300
shares
|
$16,776
0.0% of portfolio
|
Q1 2024
Reduced 40.0%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
225
shares
|
$12,582
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
199
shares
|
$11,128
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
168
shares
|
$9,394
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
133
shares
|
$7,437
0.0% of portfolio
|
Q1 2025
Added 5.56%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
133
shares
|
$7,437
0.0% of portfolio
|
Q2 2024
Reduced 55.07%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
118
shares
|
$6,598
0.0% of portfolio
|
Q2 2025
Added 81.54%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
109
shares
|
$6,095
0.0% of portfolio
|
Q2 2025
Added 15.96%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
100
shares
|
$5,592
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
95
shares
|
$5,312
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
62
shares
|
$3,467
0.0% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
60
shares
|
$3,355
0.0% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
46
shares
|
$2,572
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
20
shares
|
$1,118
0.0% of portfolio
|
Q2 2025
Added 566.67%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
7
shares
|
$391
0.0% of portfolio
|
Q4 2024
New holding
|