WisdomTree U.S. SmallCap Fund (EES) Institutional Ownership $49.52 -0.98 (-1.94%) As of 06/13/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for WisdomTree U.S. SmallCap Fund (NYSEARCA:EES)Number ofInstitutional Buyers(last 12 months)59TotalInstitutional Inflows(last 12 months)$89.65MNumber ofInstitutional Sellers(last 12 months)60TotalInstitutional Outflows(last 12 months)$38.23M Get EES Insider Trade Alerts Want to know when executives and insiders are buying or selling WisdomTree U.S. SmallCap Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data EES Institutional Buying and Selling by Quarter WisdomTree U.S. SmallCap Fund Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/20/2025 Focus Partners Wealth6,325$309K0.0%-12.9%0.055% 5/16/2025 Jones Financial Companies Lllp2,128$104K0.0%+179.3%0.018% 5/15/2025 Betterment LLC8,600$420K0.0%+13.8%0.074% 5/14/2025 Kestra Advisory Services LLC18,884$922K0.0%-13.1%0.162% 5/14/2025 Forefront Analytics LLC26,006$1.27M1.5%+1.3%0.223% 5/13/2025 Raymond James Financial Inc.107,310$5.24M0.0%+11.7%0.921% 5/13/2025 Tyler Stone Wealth Management18,176$888K0.2%+4.6%0.156% 5/13/2025 HighTower Advisors LLC14,144$691K0.0%-32.5%0.121% 5/12/2025 Linscomb Wealth Inc.175,643$8.58M0.4%-6.0%1.508% 5/12/2025 Berger Financial Group Inc5,436$265K0.0%-22.0%0.047% Get the Latest News and Ratings for EES and Related StocksEnter your email address below to receive the latest news and analysts' ratings for WisdomTree U.S. SmallCap Fund and its competitors with MarketBeat's FREE daily newsletter. 5/12/2025 Savvy Advisors Inc.5,906$288K0.0%+12.9%0.051% 5/9/2025 Blair William & Co. IL14,359$701K0.0%-25.7%0.123% 5/8/2025 US Bancorp DE8,577$419K0.0%+22.4%0.074% 5/8/2025 Harbour Investments Inc.3,339$163K0.0%+20.1%0.029% 5/7/2025 Nemes Rush Group LLC14,791$722K0.1%-7.0%0.127% 5/7/2025 LPL Financial LLC474,729$23.19M0.0%+19.9%4.075% 5/6/2025 Cetera Investment Advisers318,979$15.58M0.0%-0.3%2.738% 5/6/2025 Avantax Advisory Services Inc.48,550$2.37M0.0%+8.5%0.417% 5/6/2025 AE Wealth Management LLC2,431$119K0.0%-21.3%0.021% 5/6/2025 Kathleen S. Wright Associates Inc.137,037$6.69M2.6%-0.2%1.176% 5/5/2025 Private Advisor Group LLC61,666$3.01M0.0%-8.6%0.529% 5/5/2025 Transce3nd LLC716$35K0.0%-30.6%0.006% 5/2/2025 Larson Financial Group LLC16,450$803K0.0%-1.5%0.141% 5/1/2025 Key Financial Inc316,886$15.48M3.4%+24,541.2%2.720% 4/30/2025 Principal Securities Inc.879$47K0.0%+85.4%0.008% 4/29/2025 Envestnet Asset Management Inc.109,119$5.33M0.0%-1.5%0.937% 4/29/2025 Concurrent Investment Advisors LLC11,294$552K0.0%N/A0.097% 4/29/2025 World Investment Advisors4,181$204K0.0%-90.2%0.036% 4/24/2025 Golden State Wealth Management LLC534$26K0.0%+356.4%0.004% 4/24/2025 Shore Point Advisors LLC268,010$13.09M6.9%-4.6%2.243% 4/23/2025 Golden State Wealth Management LLC1,068$52K0.0%+812.8%0.009% 4/22/2025 Flagship Harbor Advisors LLC14,696$718K0.0%-4.6%0.123% 4/22/2025 Cambridge Investment Research Advisors Inc.19,335$944K0.0%-3.2%0.162% 4/22/2025 Envision Financial LLC4,632$226K0.2%-17.6%0.039% 4/22/2025 World Equity Group Inc.5,876$291K0.1%-47.3%0.049% 4/21/2025 Means Investment CO. Inc.12,823$626K0.1%-5.9%0.107% 4/21/2025 Blue Trust Inc.2,708$132K0.0%+33,750.0%0.023% 4/21/2025 PSI Advisors LLC5,971$292K0.1%-13.7%0.050% 4/17/2025 Precedent Wealth Partners LLC8,007$391K0.1%-14.3%0.067% 4/17/2025 Howard Bailey Securities LLC49,038$2.40M1.0%-33.4%0.410% Trump wipes out trillions overnight… (Ad)Is there anybody more powerful than Donald Trump right now? In a single tariff announcement, he wiped out nearly $5 trillion in wealth from the S&P 500 and $6.4 trillion from the Dow Jones… Not to mention the countless trillions of dollars lost in every market around the world… leaving the major political powers scrambling in fear of Trump’s next move.Whether you take some of that wealth for yourself depends on if you watch this controversial exposé 4/16/2025 Wealth Enhancement Advisory Services LLC7,558$369K0.0%+12.8%0.063% 4/16/2025 Smithbridge Asset Management Inc. DE43,272$2.11M0.4%N/A0.362% 4/16/2025 Defined Financial Planning LLC32,829$1.61M1.6%+5.1%0.275% 4/14/2025 NewSquare Capital LLC43,672$2.13M0.2%+2.1%0.365% 4/11/2025 Insight Advisors LLC PA38,353$1.87M0.3%+4.5%0.321% 4/9/2025 RFG Advisory LLC6,312$308K0.0%-3.5%0.053% 4/9/2025 NBC Securities Inc.9,901$483K0.0%+123,662.5%0.083% 3/17/2025 Wealth Enhancement Advisory Services LLC6,703$362K0.0%+4.6%0.055% 2/24/2025 Ameriflex Group Inc.3,110$172K0.1%N/A0.024% 2/19/2025 Columbia River Financial Group LLC10,221$551K0.4%N/A0.079% 2/17/2025 Waverly Advisors LLC79,965$4.31M0.1%N/A0.620% 2/17/2025 Two Sigma Investments LP15,900$858K0.0%+5.3%0.123% 2/17/2025 Forefront Analytics LLC25,665$1.38M0.6%-1.5%0.199% 2/17/2025 D. E. Shaw & Co. Inc.3,755$203K0.0%N/A0.029% 2/17/2025 CoreCap Advisors LLC2,211$119K0.0%-16.8%0.017% 2/17/2025 Cresset Asset Management LLC7,728$417K0.0%-50.0%0.060% 2/17/2025 Cetera Investment Advisers319,934$17.26M0.0%-18.3%2.480% 2/17/2025Blue Capital Inc.14,813$799K0.6%N/A0.115% 2/17/2025 Bank of America Corp DE849,166$45.80M0.0%-4.6%6.583% 2/17/2025 Ameriprise Financial Inc.499,389$26.94M0.0%-0.6%3.871% 2/14/2025 Jane Street Group LLC17,745$957K0.0%N/A0.138% 2/14/2025 Betterment LLC7,555$408K0.0%-4.5%0.059% 2/14/2025 Susquehanna International Group LLP42,019$2.27M0.0%+117.8%0.326% 2/14/2025 Transce3nd LLC1,032$56K0.0%N/A0.008% 2/13/2025 Defined Financial Planning LLC31,229$1.68M1.8%N/A0.242% 2/13/2025 Mariner LLC9,062$489K0.0%-4.6%0.070% 2/13/2025 Crux Wealth Advisors14,757$796K0.4%N/A0.114% 2/13/2025 Raymond James Financial Inc.96,108$5.18M0.0%N/A0.745% 2/13/2025 Envestnet Asset Management Inc.110,786$5.98M0.0%-2.4%0.859% 2/13/2025 Wells Fargo & Company MN70,149$3.78M0.0%-0.8%0.544% 2/12/2025 World Investment Advisors42,656$2.30M0.1%+2.3%0.331% 2/12/2025 Invenio Wealth Partners LLC107,964$5.82M2.4%-8.3%0.837% 2/12/2025 Nemes Rush Group LLC15,904$858K0.1%+9.0%0.123% 2/12/2025 Blair William & Co. IL19,317$1.04M0.0%+287.4%0.150% 2/12/2025 JPMorgan Chase & Co.51,620$2.78M0.0%-67.6%0.400% 2/12/2025 Tyler Stone Wealth Management17,377$937K0.2%+1.5%0.135% 2/11/2025 LPL Financial LLC395,828$21.35M0.0%+8.3%3.068% 2/10/2025 Harbour Investments Inc.2,781$150K0.0%-7.7%0.022% 2/10/2025 Wellington Shields Capital Management LLC11,360$613K0.1%-36.0%0.088% 2/10/2025 Commonwealth Equity Services LLC119,428$6.44M0.0%-5.1%0.926% 2/10/2025 Avantax Advisory Services Inc.44,758$2.41M0.0%-2.9%0.347% 2/10/2025 Essential Planning LLC.536,780$29.44M0.2%+5,923.1%4.161% 2/7/2025 HighTower Advisors LLC20,954$1.13M0.0%-13.9%0.162% 2/7/2025 PNC Financial Services Group Inc.1,605$87K0.0%-56.2%0.012% 2/6/2025 Raymond James Financial Inc.96,108$5.18M0.0%N/A0.745% 2/6/2025 Atria Investments Inc31,286$1.69M0.0%+0.8%0.243% 2/6/2025 NewSquare Capital LLC42,778$2.31M0.2%+108.2%0.332% 2/6/2025 Steward Partners Investment Advisory LLC60,291$3.25M0.0%-9.5%0.467% 2/5/2025 Smartleaf Asset Management LLC17,426$937K0.1%-4.3%0.135% 2/5/2025 Parkside Financial Bank & Trust6,993$377K0.0%N/A0.054% Trump wipes out trillions overnight… (Ad)Is there anybody more powerful than Donald Trump right now? In a single tariff announcement, he wiped out nearly $5 trillion in wealth from the S&P 500 and $6.4 trillion from the Dow Jones… Not to mention the countless trillions of dollars lost in every market around the world… leaving the major political powers scrambling in fear of Trump’s next move.Whether you take some of that wealth for yourself depends on if you watch this controversial exposé 2/5/2025 Linscomb 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% 2/4/2025 World Equity Group Inc.11,152$602K0.1%+150.6%0.086% 2/3/2025 Private 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% 1/30/2025 Allworth Financial LP491$27K0.0%N/A0.004% 1/29/2025 Howard Bailey Securities LLC73,642$3.97M1.5%-1.3%0.571% 1/29/2025 Savant Capital LLC258,633$13.95M0.1%-13.5%2.005% 1/27/2025 Insight Advisors LLC PA36,692$1.97M0.3%+1.5%0.284% 1/27/2025 Kathleen 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 EES's institutional investors. Which institutional investors have been buying WisdomTree U.S. SmallCap Fund stock? Of the 91 institutional investors that purchased WisdomTree U.S. SmallCap Fund 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 2,790,536 shares in the last 24 months. This purchase volume represents approximately $141.61M in transactions. Which WisdomTree U.S. SmallCap Fund major shareholders have been selling company stock? Of the 81 institutional investors that sold WisdomTree U.S. SmallCap Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James Financial Services Advisors Inc. ($260.61K), Freedom Investment Management Inc. ($188.50K), JPMorgan Chase & Co. ($107.68K), Savant Capital LLC ($89.33K), Cetera Investment Advisers ($72.83K), Linscomb Wealth Inc. ($52.36K), and Kathleen S. Wright Associates Inc. ($50.80K). How much institutional selling is happening at WisdomTree U.S. SmallCap Fund? Institutional investors have sold a total of 1,322,343 shares in the last 24 months. This volume of shares sold represents approximately $66.36M in transactions. Related Companies Invesco S&P SmallCap Value with Momentum ETF Institutional Ownership JPMorgan BetaBuilders U.S. Small Cap Equity ETF Institutional Ownership Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF Institutional Ownership John Hancock Multifactor Small Cap ETF Institutional Ownership Invesco Dorsey Wright SmallCap Momentum ETF Institutional Ownership Small/Mid Cap Growth Alpha ETF Institutional Ownership iShares Morningstar Small-Cap Growth ETF Institutional Ownership SPDR S&P Emerging Markets SmallCap ETF Institutional Ownership SPDR S&P International Small Cap ETF Institutional Ownership JPMorgan Diversified Return U.S. Small Cap Equity ETF Institutional Ownership This page (NYSEARCA:EES) was last updated on 6/14/2025 by MarketBeat.com Staff From Our PartnersWhen This Happens, You Don’t Wait. 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