WisdomTree U.S. SmallCap Fund (EES) Institutional Ownership $56.07 +2.14 (+3.97%) Closing price 08/22/2025 04:10 PM EasternExtended Trading$56.02 -0.05 (-0.10%) As of 08/22/2025 04:10 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. 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)60TotalInstitutional Inflows(last 12 months)$108.69MNumber ofInstitutional Sellers(last 12 months)63TotalInstitutional Outflows(last 12 months)$49.06M Get EES Insider Trade Alerts Want to know when executives and insiders are buying or selling WisdomTree U.S. SmallCap Fund stock? 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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 CompanyDetails8/15/2025 Captrust Financial Advisors3,945$201K0.0%-23.1%0.035% 8/15/2025 Smartleaf Asset Management LLC17,957$916K0.1%+3.6%0.158% 8/15/2025 Bank of America Corp DE769,014$39.19M0.0%-5.2%6.746% 8/15/2025 Ameriprise Financial Inc.488,696$24.91M0.0%-0.2%4.287% 8/14/2025 Jane Street Group LLC9,970$508K0.0%N/A0.087% 8/14/2025 Raymond James Financial Inc.106,755$5.44M0.0%-0.5%0.936% 8/14/2025 Betterment LLC9,443$481K0.0%+9.8%0.083% 8/13/2025 Oxler Private Wealth LLC13,164$671K0.2%-9.0%0.115% 8/12/2025 Laurel Wealth Advisors LLC214,542$10.93M0.0%+4,996.0%1.882% 8/12/2025 Steward Partners Investment Advisory LLC21,854$1.11M0.0%-64.4%0.192% 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. 8/12/2025 Global Retirement Partners LLC24,890$1.27M0.0%N/A0.218% 8/12/2025 Nemes Rush Group LLC9,215$470K0.1%-37.7%0.081% 8/12/2025 JPMorgan Chase & Co.44,080$2.25M0.0%-15.6%0.387% 8/11/2025 Culbertson A N & Co. Inc.62,454$3.18M0.5%-1.5%0.545% 8/8/2025 Avantax Advisory Services Inc.48,331$2.46M0.0%-0.5%0.422% 8/8/2025 Cetera Investment Advisers313,673$15.99M0.0%-1.7%2.740% 8/6/2025 Prospera Financial Services Inc15,653$799K0.0%-22.0%0.137% 8/6/2025 Savant Capital LLC215,894$11.00M0.1%-7.9%1.886% 8/5/2025 Claro Advisors LLC8,199$418K0.1%+3.1%0.072% 8/5/2025 NewSquare Capital LLC47,387$2.42M0.2%+8.5%0.414% 8/5/2025 Key Financial Inc255,510$13.02M2.6%-19.4%2.232% 8/4/2025 Linscomb Wealth Inc.171,819$8.76M0.4%-2.2%1.501% 8/4/2025 Amplius Wealth Advisors LLC144,551$7.37M0.7%N/A1.262% 8/4/2025 Atria Investments Inc39,702$2.02M0.0%+18.3%0.347% 8/4/2025 Assetmark Inc.777$40K0.0%+432.2%0.007% 8/4/2025 Flagship Harbor Advisors LLC14,957$762K0.0%+1.8%0.131% 8/1/2025 Envestnet Asset Management Inc.113,183$5.77M0.0%+3.7%0.988% 7/31/2025 Kathleen S. Wright Associates Inc.134,700$6.86M2.7%-1.7%1.176% 7/30/2025 Insight Advisors LLC PA40,118$2.04M0.3%+4.6%0.350% 7/29/2025 Uhlmann Price Securities LLC4,587$234K0.2%-5.0%0.040% 7/29/2025 Crux Wealth Advisors4,988$254K0.1%-65.6%0.044% 7/29/2025 Smithbridge Asset Management Inc. DE6,591$336K0.1%-84.8%0.058% 7/28/2025 Harbour Investments Inc.3,712$189K0.0%+11.2%0.032% 7/28/2025 RFG Advisory LLC5,912$301K0.0%-6.3%0.052% 7/25/2025 Concurrent Investment Advisors LLC14,478$738K0.0%+28.2%0.126% 7/24/2025 Blair William & Co. IL12,599$642K0.0%-12.3%0.110% 7/23/2025 Defined Financial Planning LLC38,586$1.99M1.8%+17.5%0.337% 7/22/2025 DAVENPORT & Co LLC7,158$365K0.0%+57.4%0.063% 7/17/2025 New Perspectives Inc25,905$1.32M0.7%-16.3%0.226% 7/15/2025 Herbst Group LLC29,806$1.52M0.9%-2.0%0.260% Washington Thinks They Own Your Bank Account (Ad)What If Washington Declared That: YOUR Money ISN'T Actually Yours? 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It means Washington thinks they can seize, freeze, or drain your accounts—whenever they want.Get your free guide now by clicking here >>7/10/2025 Wealth Enhancement Advisory Services LLC6,512$345K0.0%-13.8%0.057% 7/10/2025 KMG Fiduciary Partners LLC10,334$527K0.0%+11.4%0.090% 7/9/2025 Shore Point Advisors LLC277,857$14.16M6.8%+3.7%2.427% 5/20/2025 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% 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% 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% GENIUS Act: Cancel Your Money? (Ad)They said digital dollars were off the table. But with the GENIUS Act now federal law, private corporations—not the government—have been handed control of a new class of programmable money. It’s not called a CBDC, but it acts just like one. Your spending could be tracked, limited, or even frozen—whether you opt in or not. Once this system becomes the default, escape won’t be easy.Get the free info kit with 3 ways to protect your money before control kicks in.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% (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, 130 institutional investors and hedge funds held shares of WisdomTree U.S. SmallCap Fund. The most heavily invested institutionals were UBS Group AG ($44.51M), Bank of America Corp DE ($39.19M), Essential Planning LLC. ($29.44M), Ameriprise Financial Inc. ($24.91M), LPL Financial LLC ($23.19M), Cetera Investment Advisers ($15.99M), and Shore Point Advisors LLC ($14.16M).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 90 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), Laurel Wealth Advisors LLC ($211.05K), Raymond James Financial Inc. ($203.42K), Freedom Investment Management Inc. ($197.85K), and Global Retirement Partners LLC ($157.69K). How much institutional buying is happening at WisdomTree U.S. SmallCap Fund? Institutional investors have bought a total of 2,087,859 shares in the last 24 months. This purchase volume represents approximately $108.69M in transactions. Which of WisdomTree U.S. SmallCap Fund's major shareholders have been selling company stock? Of the 63 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. ($115.84K), Bank of America Corp DE ($83.15K), Cetera Investment Advisers ($78.14K), Key Financial Inc ($61.38K), Savant Capital LLC ($58.71K), and Steward Partners Investment Advisory LLC ($45.81K). How much institutional selling is happening at WisdomTree U.S. SmallCap Fund? Institutional investors have sold a total of 940,246 shares in the last 24 months. This volume of shares sold represents approximately $49.06M in transactions. 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