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

WisdomTree U.S. SmallCap Fund logo
$55.92 -0.88 (-1.55%)
Closing price 09/12/2025 04:10 PM Eastern
Extended Trading
$56.00 +0.09 (+0.15%)
As of 09/12/2025 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.
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Institutional Ownership Changes (13F Filings) for WisdomTree U.S. SmallCap Fund (NYSEARCA:EES)

Number of
Institutional Buyers
(last 12 months)
61
Total
Institutional Inflows
(last 12 months)
$109.44M
Number of
Institutional Sellers
(last 12 months)
64
Total
Institutional Outflows
(last 12 months)
$49.47M
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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
9/4/2025 Osaic Holdings Inc.48,005$2.45M0.0%+44.2%0.421%
8/26/2025 Claris Financial LLC16,342$833K0.6%-33.4%0.143%
8/15/2025 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%
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%
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%
5/20/2025Focus 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%
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%
(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, 132 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 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), 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 2,102,579 shares in the last 24 months. This purchase volume represents approximately $109.44M in transactions.

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

Of the 64 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 948,451 shares in the last 24 months. This volume of shares sold represents approximately $49.47M in transactions.


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This page (NYSEARCA:EES) was last updated on 9/14/2025 by MarketBeat.com Staff
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