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

WisdomTree U.S. SmallCap Fund logo
$48.03 +1.16 (+2.47%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for WisdomTree U.S. SmallCap Fund (NYSEARCA:EES)

Number of
Institutional Buyers
(last 12 months)
58
Total
Institutional Inflows
(last 12 months)
$105.21M
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$36.88M
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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
5/2/2025Larson 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%
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%
2/24/2025Ameriflex Group Inc.3,110$172K0.1%N/A0.024%
2/19/2025 Columbia River Financial Group LLC10,221$551K0.4%N/A0.079%
2/17/2025Waverly 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%
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2/14/2025Susquehanna International Group LLP42,019$2.27M0.0%+117.8%0.326%
2/14/2025Transce3nd LLC1,032$56K0.0%N/A0.008%
2/13/2025 Defined 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%
2/13/2025 Envestnet 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%
2/12/2025 World 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%
2/6/2025 NewSquare 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%
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%
2/4/2025 World 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%
1/30/2025 Allworth Financial LP491$27K0.0%N/A0.004%
1/29/2025 Howard Bailey Securities LLC73,642$3.97M1.5%-1.3%0.571%
1/29/2025Savant 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%
1/27/2025Kathleen S. Wright Associates Inc.137,283$7.41M2.9%-1.8%1.064%
1/24/2025 S.A. Mason LLC9,450$510K0.3%-9.6%0.073%
1/24/2025 U.S. Capital Wealth Advisors LLC4,277$231K0.0%+12.3%0.033%
1/24/2025 DAVENPORT & Co LLC4,642$250K0.0%-15.7%0.036%
1/23/2025Oxler Private Wealth LLC14,418$778K0.3%-7.0%0.112%
1/23/2025FSA Advisors Inc.6,469$349K0.4%-13.4%0.050%
1/22/2025 New Perspectives Inc30,940$1.67M0.9%-1.6%0.240%
1/22/2025 Cathy Pareto & Associates Inc.3,811$206K0.2%N/A0.030%
1/21/2025 Precedent Wealth Partners LLC9,347$504K0.2%-18.2%0.072%
1/21/2025 RFG Advisory LLC6,543$353K0.0%-14.4%0.051%
1/21/2025 Team Financial Group LLC3,883$209K0.1%-6.0%0.030%
1/16/2025Culbertson A N & Co. Inc.63,414$3.42M0.5%-0.3%0.492%
1/16/2025 Shore Point Advisors LLC280,874$15.15M8.1%+0.6%2.177%
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1/15/2025 Herbst Group LLC30,356$1.64M1.0%-5.1%0.235%
1/13/2025 PSI Advisors LLC6,915$373K0.1%-5.9%0.054%
1/13/2025 Envision Financial LLC5,623$303K0.2%N/A0.044%
11/25/2024 World Investment Advisors LLC41,698$2.20M0.1%N/A0.323%
11/25/2024Pine Valley Investments Ltd Liability Co6,626$350K0.0%+5.2%0.051%
11/15/2024Stifel Financial Corp43,792$2.31M0.0%+5.9%0.339%
11/15/2024HighTower Advisors LLC24,332$1.28M0.0%-3.4%0.189%
11/14/2024Captrust Financial Advisors4,870$257K0.0%-3.8%0.038%
11/14/2024Rockefeller Capital Management L.P.11,330$598K0.0%-3.4%0.088%
11/13/2024Freedom Investment Management Inc.5,054$267K0.0%-97.4%0.039%
(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 ($21.35M), Cetera Investment Advisers ($17.26M), 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 89 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), Freedom Investment Management Inc. ($197.85K), Raymond James Financial Inc. ($192.22K), Global Retirement Partners LLC ($145.16K), and Flow Traders U.S. LLC ($112.61K).

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

Institutional investors have bought a total of 3,037,877 shares in the last 24 months. This purchase volume represents approximately $151.74M in transactions.

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

Of the 79 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: LPL Financial LLC ($629.96K), Raymond James Financial Services Advisors Inc. ($260.61K), Freedom Investment Management Inc. ($188.50K), JPMorgan Chase & Co. ($107.68K), Savant Capital LLC ($97.76K), Cetera Investment Advisers ($71.88K), and Kathleen S. Wright Associates Inc. ($50.56K).

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

Institutional investors have sold a total of 1,971,586 shares in the last 24 months. This volume of shares sold represents approximately $94.21M in transactions.


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This page (NYSEARCA:EES) was last updated on 5/2/2025 by MarketBeat.com Staff
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