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

WisdomTree U.S. SmallCap Fund logo
$50.48 -1.07 (-2.08%)
Closing price 08/1/2025 04:10 PM Eastern
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$50.55 +0.07 (+0.14%)
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Institutional Ownership Changes (13F Filings) for WisdomTree U.S. SmallCap Fund (NYSEARCA:EES)

Number of
Institutional Buyers
(last 12 months)
56
Total
Institutional Inflows
(last 12 months)
$88.89M
Number of
Institutional Sellers
(last 12 months)
61
Total
Institutional Outflows
(last 12 months)
$40.42M
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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
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%
5/14/2025 Forefront 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%
5/12/2025 Berger Financial Group Inc5,436$265K0.0%-22.0%0.047%
5/12/2025Savvy Advisors Inc.5,906$288K0.0%+12.9%0.051%
5/9/2025 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%
5/7/2025Nemes 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%
5/6/2025 Kathleen 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%
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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%
4/29/2025 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%
4/29/2025World Investment Advisors4,181$204K0.0%-90.2%0.036%
4/24/2025Golden State Wealth Management LLC534$26K0.0%+356.4%0.004%
4/24/2025 Shore 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%
4/22/2025 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%
4/21/2025PSI Advisors LLC5,971$292K0.1%-13.7%0.050%
4/17/2025 Precedent Wealth Partners LLC8,007$391K0.1%-14.3%0.067%
4/17/2025Howard 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%
4/14/2025NewSquare 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%
2/19/2025Columbia 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%
2/17/2025 Forefront 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%
2/13/2025 Defined Financial Planning LLC31,229$1.68M1.8%N/A0.242%
2/13/2025Mariner LLC9,062$489K0.0%-4.6%0.070%
2/13/2025 Crux 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%
2/12/2025World 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%
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2/12/2025 Blair 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%
2/10/2025 Harbour 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%
(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 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 87 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), Global Retirement Partners LLC ($132.80K), and LPL Financial LLC ($123.17K).

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

Institutional investors have bought a total of 1,700,357 shares in the last 24 months. This purchase volume represents approximately $88.89M in transactions.

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

Of the 61 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), Smithbridge Asset Management Inc. DE ($40.85K), and Bank of America Corp DE ($40.69K).

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

Institutional investors have sold a total of 772,719 shares in the last 24 months. This volume of shares sold represents approximately $40.42M in transactions.


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This page (NYSEARCA:EES) was last updated on 8/4/2025 by MarketBeat.com Staff
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