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WisdomTree U.S. SmallCap Fund (EES) Institutional Ownership

WisdomTree U.S. SmallCap Fund logo
$53.05 +0.23 (+0.44%)
As of 07/3/2025 05:00 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for WisdomTree U.S. SmallCap Fund (NYSEARCA:EES)

Number of
Institutional Buyers
(last 12 months)
59
Total
Institutional Inflows
(last 12 months)
$89.65M
Number of
Institutional Sellers
(last 12 months)
60
Total
Institutional Outflows
(last 12 months)
$38.23M
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EES Institutional Buying and Selling by Quarter

WisdomTree U.S. SmallCap Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2025Focus Partners Wealth6,325$309K0.0%-12.9%0.055%
5/16/2025Jones Financial Companies Lllp2,128$104K0.0%+179.3%0.018%
5/15/2025Betterment LLC8,600$420K0.0%+13.8%0.074%
5/14/2025Kestra Advisory Services LLC18,884$922K0.0%-13.1%0.162%
5/14/2025Forefront Analytics LLC26,006$1.27M1.5%+1.3%0.223%
5/13/2025Raymond James Financial Inc.107,310$5.24M0.0%+11.7%0.921%
5/13/2025Tyler Stone Wealth Management18,176$888K0.2%+4.6%0.156%
5/13/2025HighTower Advisors LLC14,144$691K0.0%-32.5%0.121%
5/12/2025Linscomb Wealth Inc.175,643$8.58M0.4%-6.0%1.508%
5/12/2025Berger Financial Group Inc5,436$265K0.0%-22.0%0.047%
5/12/2025Savvy Advisors Inc.5,906$288K0.0%+12.9%0.051%
5/9/2025Blair William & Co. IL14,359$701K0.0%-25.7%0.123%
5/8/2025US Bancorp DE8,577$419K0.0%+22.4%0.074%
5/8/2025Harbour Investments Inc.3,339$163K0.0%+20.1%0.029%
5/7/2025Nemes Rush Group LLC14,791$722K0.1%-7.0%0.127%
5/7/2025LPL Financial LLC474,729$23.19M0.0%+19.9%4.075%
5/6/2025Cetera Investment Advisers318,979$15.58M0.0%-0.3%2.738%
5/6/2025Avantax Advisory Services Inc.48,550$2.37M0.0%+8.5%0.417%
5/6/2025AE Wealth Management LLC2,431$119K0.0%-21.3%0.021%
5/6/2025Kathleen S. Wright Associates Inc.137,037$6.69M2.6%-0.2%1.176%
5/5/2025Private Advisor Group LLC61,666$3.01M0.0%-8.6%0.529%
5/5/2025Transce3nd LLC716$35K0.0%-30.6%0.006%
5/2/2025Larson Financial Group LLC16,450$803K0.0%-1.5%0.141%
5/1/2025Key Financial Inc316,886$15.48M3.4%+24,541.2%2.720%
4/30/2025Principal Securities Inc.879$47K0.0%+85.4%0.008%
4/29/2025Envestnet Asset Management Inc.109,119$5.33M0.0%-1.5%0.937%
4/29/2025Concurrent Investment Advisors LLC11,294$552K0.0%N/A0.097%
4/29/2025World Investment Advisors4,181$204K0.0%-90.2%0.036%
4/24/2025Golden State Wealth Management LLC534$26K0.0%+356.4%0.004%
4/24/2025Shore Point Advisors LLC268,010$13.09M6.9%-4.6%2.243%
4/23/2025Golden State Wealth Management LLC1,068$52K0.0%+812.8%0.009%
4/22/2025Flagship Harbor Advisors LLC14,696$718K0.0%-4.6%0.123%
4/22/2025Cambridge Investment Research Advisors Inc.19,335$944K0.0%-3.2%0.162%
4/22/2025Envision Financial LLC4,632$226K0.2%-17.6%0.039%
4/22/2025World Equity Group Inc.5,876$291K0.1%-47.3%0.049%
4/21/2025Means Investment CO. Inc.12,823$626K0.1%-5.9%0.107%
4/21/2025Blue Trust Inc.2,708$132K0.0%+33,750.0%0.023%
4/21/2025PSI Advisors LLC5,971$292K0.1%-13.7%0.050%
4/17/2025Precedent Wealth Partners LLC8,007$391K0.1%-14.3%0.067%
4/17/2025Howard Bailey Securities LLC49,038$2.40M1.0%-33.4%0.410%
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4/16/2025Wealth Enhancement Advisory Services LLC7,558$369K0.0%+12.8%0.063%
4/16/2025Smithbridge Asset Management Inc. DE43,272$2.11M0.4%N/A0.362%
4/16/2025Defined Financial Planning LLC32,829$1.61M1.6%+5.1%0.275%
4/14/2025NewSquare Capital LLC43,672$2.13M0.2%+2.1%0.365%
4/11/2025Insight Advisors LLC PA38,353$1.87M0.3%+4.5%0.321%
4/9/2025RFG Advisory LLC6,312$308K0.0%-3.5%0.053%
4/9/2025NBC Securities Inc.9,901$483K0.0%+123,662.5%0.083%
3/17/2025Wealth Enhancement Advisory Services LLC6,703$362K0.0%+4.6%0.055%
2/24/2025Ameriflex Group Inc.3,110$172K0.1%N/A0.024%
2/19/2025Columbia River Financial Group LLC10,221$551K0.4%N/A0.079%
2/17/2025Waverly Advisors LLC79,965$4.31M0.1%N/A0.620%
2/17/2025Two Sigma Investments LP15,900$858K0.0%+5.3%0.123%
2/17/2025Forefront Analytics LLC25,665$1.38M0.6%-1.5%0.199%
2/17/2025D. E. Shaw & Co. Inc.3,755$203K0.0%N/A0.029%
2/17/2025CoreCap Advisors LLC2,211$119K0.0%-16.8%0.017%
2/17/2025Cresset Asset Management LLC7,728$417K0.0%-50.0%0.060%
2/17/2025Cetera Investment Advisers319,934$17.26M0.0%-18.3%2.480%
2/17/2025Blue Capital Inc.14,813$799K0.6%N/A0.115%
2/17/2025Bank of America Corp DE849,166$45.80M0.0%-4.6%6.583%
2/17/2025Ameriprise Financial Inc.499,389$26.94M0.0%-0.6%3.871%
2/14/2025Jane Street Group LLC17,745$957K0.0%N/A0.138%
2/14/2025Betterment LLC7,555$408K0.0%-4.5%0.059%
2/14/2025Susquehanna International Group LLP42,019$2.27M0.0%+117.8%0.326%
2/14/2025Transce3nd LLC1,032$56K0.0%N/A0.008%
2/13/2025Defined Financial Planning LLC31,229$1.68M1.8%N/A0.242%
2/13/2025Mariner LLC9,062$489K0.0%-4.6%0.070%
2/13/2025Crux Wealth Advisors14,757$796K0.4%N/A0.114%
2/13/2025Raymond James Financial Inc.96,108$5.18M0.0%N/A0.745%
2/13/2025Envestnet Asset Management Inc.110,786$5.98M0.0%-2.4%0.859%
2/13/2025Wells Fargo & Company MN70,149$3.78M0.0%-0.8%0.544%
2/12/2025World Investment Advisors42,656$2.30M0.1%+2.3%0.331%
2/12/2025Invenio Wealth Partners LLC107,964$5.82M2.4%-8.3%0.837%
2/12/2025Nemes Rush Group LLC15,904$858K0.1%+9.0%0.123%
2/12/2025Blair William & Co. IL19,317$1.04M0.0%+287.4%0.150%
2/12/2025JPMorgan Chase & Co.51,620$2.78M0.0%-67.6%0.400%
2/12/2025Tyler Stone Wealth Management17,377$937K0.2%+1.5%0.135%
2/11/2025LPL Financial LLC395,828$21.35M0.0%+8.3%3.068%
2/10/2025Harbour Investments Inc.2,781$150K0.0%-7.7%0.022%
2/10/2025Wellington Shields Capital Management LLC11,360$613K0.1%-36.0%0.088%
2/10/2025Commonwealth Equity Services LLC119,428$6.44M0.0%-5.1%0.926%
2/10/2025Avantax Advisory Services Inc.44,758$2.41M0.0%-2.9%0.347%
2/10/2025Essential Planning LLC.536,780$29.44M0.2%+5,923.1%4.161%
2/7/2025HighTower Advisors LLC20,954$1.13M0.0%-13.9%0.162%
2/7/2025PNC Financial Services Group Inc.1,605$87K0.0%-56.2%0.012%
2/6/2025Raymond James Financial Inc.96,108$5.18M0.0%N/A0.745%
2/6/2025Atria Investments Inc31,286$1.69M0.0%+0.8%0.243%
2/6/2025NewSquare Capital LLC42,778$2.31M0.2%+108.2%0.332%
2/6/2025Steward Partners Investment Advisory LLC60,291$3.25M0.0%-9.5%0.467%
2/5/2025Smartleaf Asset Management LLC17,426$937K0.1%-4.3%0.135%
2/5/2025Parkside Financial Bank & Trust6,993$377K0.0%N/A0.054%
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2/5/2025Linscomb Wealth Inc.186,785$10.08M0.5%-4.3%1.448%
2/4/2025Pine Valley Investments Ltd Liability Co7,381$398K0.0%+11.4%0.057%
2/4/2025World Equity Group Inc.11,152$602K0.1%+150.6%0.086%
2/3/2025Private Advisor Group LLC67,470$3.64M0.0%-2.8%0.523%
1/31/2025Global Retirement Partners LLC272,463$14.70M0.4%+10.6%2.112%
1/30/2025Allworth Financial LP491$27K0.0%N/A0.004%
1/29/2025Howard Bailey Securities LLC73,642$3.97M1.5%-1.3%0.571%
1/29/2025Savant Capital LLC258,633$13.95M0.1%-13.5%2.005%
1/27/2025Insight Advisors LLC PA36,692$1.97M0.3%+1.5%0.284%
1/27/2025Kathleen S. Wright Associates Inc.137,283$7.41M2.9%-1.8%1.064%
(Data available from 1/1/2016 forward)

EES Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EES shares?

During the previous two years, 131 institutional investors and hedge funds held shares of WisdomTree U.S. SmallCap Fund. The most heavily invested institutionals were Bank of America Corp DE ($45.80M), UBS Group AG ($44.51M), Essential Planning LLC. ($29.44M), Ameriprise Financial Inc. ($26.94M), LPL Financial LLC ($23.19M), Cetera Investment Advisers ($15.58M), and Key Financial Inc ($15.48M).Learn more on WisdomTree U.S. SmallCap Fund's institutional investors.

Which institutional investors have been buying WisdomTree U.S. SmallCap Fund's stock?

Of the 91 institutional investors that purchased WisdomTree U.S. SmallCap Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Essential Planning LLC. ($527.87K), Cetera Investment Advisers ($388.60K), Key Financial Inc ($315.60K), Raymond James Financial Inc. ($203.42K), Freedom Investment Management Inc. ($197.85K), LPL Financial LLC ($135.39K), and Global Retirement Partners LLC ($132.80K).

How much institutional buying is happening at WisdomTree U.S. SmallCap Fund?

Institutional investors have bought a total of 1,718,856 shares in the last 24 months. This purchase volume represents approximately $89.65M in transactions.

Which of WisdomTree U.S. SmallCap Fund's major shareholders have been selling company stock?

Of the 60 institutional investors that sold WisdomTree U.S. SmallCap Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Freedom Investment Management Inc. ($188.50K), JPMorgan Chase & Co. ($107.68K), Cetera Investment Advisers ($72.83K), Savant Capital LLC ($49.71K), Linscomb Wealth Inc. ($45.69K), Bank of America Corp DE ($40.69K), and World Investment Advisors ($38.48K).

How much institutional selling is happening at WisdomTree U.S. SmallCap Fund?

Institutional investors have sold a total of 731,050 shares in the last 24 months. This volume of shares sold represents approximately $38.23M in transactions.


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This page (NYSEARCA:EES) was last updated on 7/4/2025 by MarketBeat.com Staff
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