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

WisdomTree U.S. SmallCap Fund logo
$67.47 0.00 (0.00%)
Closing price 07/2/2026 04:10 PM Eastern
Extended Trading
$67.54 +0.06 (+0.10%)
As of 07/2/2026 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 Massive. 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)
71
Total
Institutional Inflows
(last 12 months)
$73.03M
Number of
Institutional Sellers
(last 12 months)
64
Total
Institutional Outflows
(last 12 months)
$52.29M
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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
6/18/2026Western Wealth Management LLC5,339$310K0.0%N/A0.049%
6/8/2026Pine Valley Investments Ltd Liability Co7,760$450K0.0%+16.4%0.072%
6/1/2026Dala Group LLC8,008$464K0.4%N/A0.074%
5/19/2026Western Wealth Management LLC5,339$310K0.0%N/A0.049%
5/19/2026Bank of America Corp DE526,995$30.59M0.0%-3.5%4.857%
5/19/2026Wilson & Boucher Capital Management LLC3,900$226K0.1%-27.8%0.036%
5/19/2026Centaurus Financial Inc.1,737$101K0.0%N/A0.016%
5/19/2026Arkadios Wealth Advisors156,634$9.09M0.1%-1.1%1.444%
5/19/2026Claris Financial LLC24,219$1.41M0.8%-0.9%0.223%
5/18/2026Royal Bank of Canada129,174$7.50M0.0%+27.0%1.191%
5/15/2026Waverly Advisors LLC78,904$4.58M0.0%-0.3%0.727%
5/14/2026Forefront Analytics LLC8,232$478K0.4%-53.6%0.076%
5/13/2026Cetera Investment Advisers361,609$20.99M0.0%-4.1%3.333%
5/13/2026NewEdge Wealth LLC4,380$254K0.0%N/A0.040%
5/12/2026Insight Advisors LLC PA5,146$299K0.1%-90.5%0.047%
5/8/2026PNC Financial Services Group Inc.2,642$153K0.0%+64.6%0.024%
5/1/2026Fifth Third Bancorp1,946$113K0.0%N/A0.018%
4/30/2026Kestra Advisory Services LLC22,328$1.30M0.0%+1.6%0.206%
4/28/2026Berger Financial Group Inc3,835$223K0.0%-22.7%0.035%
4/27/2026Private Advisor Group LLC79,828$4.63M0.0%+9.1%0.736%
4/25/2026Smithbridge Asset Management Inc. DE3,888$226K0.0%-51.7%0.036%
4/24/2026Key Financial Inc288,039$16.72M3.0%+1.4%2.655%
4/22/2026Janney Montgomery Scott LLC4,064$236K0.0%-6.6%0.037%
4/21/2026Laurel Oak Wealth Management LLC3,537$205K0.0%-9.0%0.033%
4/21/2026New Perspectives Inc20,913$1.21M0.4%-4.6%0.193%
4/20/2026Kestra Private Wealth Services LLC3,572$207K0.0%N/A0.033%
3/17/2026Rockefeller Capital Management L.P.46,139$2.63M0.0%+380.0%0.410%
2/19/2026Claris Financial LLC24,437$1.39M0.7%N/A0.217%
2/18/2026Ameriflex Group Inc.1,355$77K0.0%N/A0.012%
2/18/2026Mercer Global Advisors Inc. ADV5,668$323K0.0%N/A0.050%
2/18/2026Empowered Funds LLC6,722$383K0.0%-5.1%0.060%
2/18/2026IHT Wealth Management LLC5,064$288K0.0%-5.6%0.045%
2/18/2026Claro Advisors Inc.7,049$401K0.1%-14.2%0.063%
2/17/2026AQR Capital Management LLC3,550$202K0.0%N/A0.032%
2/17/2026Cetera Investment Advisers376,996$21.46M0.0%+2.9%3.351%
2/17/2026Equitable Holdings Inc.4,498$256K0.0%-6.3%0.040%
2/17/2026Osaic Holdings Inc.42,569$2.42M0.0%-4.9%0.378%
2/17/2026Private Advisor Group LLC73,194$4.17M0.0%+17.6%0.651%
2/17/2026Blair William & Co. IL6,419$365K0.0%-3.4%0.057%
2/17/2026Royal Bank of Canada101,675$5.79M0.0%-8.0%0.904%
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2/16/2026Mariner LLC51,193$2.91M0.0%+846.8%0.455%
2/13/2026Kestra Advisory Services LLC21,983$1.25M0.0%-12.4%0.195%
2/13/2026Stifel Financial Corp49,133$2.80M0.0%-0.4%0.437%
2/13/2026Smartleaf Asset Management LLC25,109$1.44M0.1%+35.7%0.223%
2/13/2026Arkadios Wealth Advisors158,396$9.02M0.2%+26.5%1.408%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC882$50K0.0%N/A0.008%
2/13/2026Wells Fargo & Company MN141,392$8.05M0.0%+15.2%1.257%
2/12/2026Laurel Oak Wealth Management LLC3,887$221K0.0%N/A0.035%
2/12/2026Jane Street Group LLC23,842$1.36M0.0%N/A0.212%
2/12/2026TopTier Wealth Management LLC95,044$5.41M3.7%N/A0.845%
2/12/2026Commonwealth Equity Services LLC3,871$220K0.0%-95.9%0.034%
2/12/2026Titleist Asset Management LLC13,501$769K0.1%N/A0.120%
2/12/2026Steward Partners Investment Advisory LLC18,129$1.03M0.0%-3.6%0.161%
2/12/2026Betterment LLC8,757$499K0.0%-5.7%0.078%
2/12/2026Bank of Montreal Can475$26K0.0%N/A0.004%
2/11/2026Empowered Funds LLC6,722$383K0.0%-5.1%0.060%
2/11/2026Smithbridge Asset Management Inc. DE8,058$459K0.0%+81.1%0.072%
2/11/2026Janney Montgomery Scott LLC4,349$248K0.0%-9.6%0.039%
2/11/2026Insight Advisors LLC PA54,192$3.09M0.5%+34.7%0.482%
2/11/2026Howard Bailey Securities LLC5,702$325K0.1%-89.0%0.051%
2/11/2026LPL Financial LLC580,190$33.03M0.0%+5.2%5.157%
2/11/2026Nemes Rush Group LLC8,956$510K0.0%-2.5%0.080%
2/10/2026Linscomb Wealth Inc.158,502$9.02M0.4%-3.7%1.409%
2/10/2026Rothschild Investment LLC900$51K0.0%-35.7%0.008%
2/10/2026Northwestern Mutual Wealth Management Co.4,046$230K0.0%+31.4%0.036%
2/10/2026Savant Capital LLC182,618$10.40M0.1%-9.0%1.623%
2/9/2026Key Financial Inc284,006$16.17M2.9%+3.1%2.524%
2/9/2026Harbour Investments Inc.6,854$390K0.0%+12.2%0.061%
2/6/2026Global Retirement Partners LLC22,397$1.28M0.0%-5.0%0.199%
2/6/2026Larson Financial Group LLC15,121$861K0.0%-1.8%0.134%
2/3/2026RFG Advisory LLC8,363$476K0.0%+41.3%0.076%
1/30/2026Laurel Wealth Advisors LLC4,180$238K0.0%N/A0.038%
1/29/2026Comerica Bank1,969$112K0.0%-31.1%0.018%
1/29/2026UBS Group AG720,592$41.02M0.0%-1.4%6.521%
1/29/2026Sanctuary Advisors LLC6,523$371K0.0%N/A0.059%
1/29/2026Concurrent Investment Advisors LLC18,469$1.05M0.0%+64.2%0.167%
1/29/2026NBC Securities Inc.17,762$1.01M0.1%+56.0%0.161%
1/28/2026Geneos Wealth Management Inc.1,900$108K0.0%N/A0.017%
1/28/2026New Perspectives Inc21,928$1.25M0.4%-6.2%0.198%
1/26/2026Merit Financial Group LLC64,594$3.68M0.0%N/A0.585%
1/26/2026CWM LLC15,506$883K0.0%+24.0%0.140%
1/23/2026Shore Point Advisors LLC263,725$15.01M5.2%-0.3%2.387%
1/23/2026Oxler Private Wealth LLC11,862$675K0.2%-6.2%0.107%
1/21/2026Culbertson A N & Co. Inc.61,811$3.52M0.5%-1.0%0.559%
1/21/2026Modera Wealth Management LLC7,321$417K0.0%+7.3%0.066%
1/21/2026Flagship Harbor Advisors LLC14,493$825K0.0%-1.9%0.131%
1/20/2026Savvy Advisors Inc.6,212$354K0.0%+5.1%0.056%
1/15/2026Essential Planning LLC.7,538$429K0.1%-3.4%0.068%
1/12/2026LVM Capital Management Ltd. MI3,916$223K0.0%-5.8%0.035%
1/12/2026DAVENPORT & Co LLC6,741$384K0.0%-11.1%0.061%
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1/12/2026Amplius Wealth Advisors LLC119,390$6.80M0.6%-2.4%1.080%
1/7/2026Precedent Wealth Partners LLC6,418$365K0.1%-10.0%0.058%
1/1/2026JPMorgan Chase & Co.44,915$2.51M0.0%+1.9%0.399%
11/21/2025CIBC Bancorp USA Inc.10,740$600K0.0%N/A0.095%
11/21/2025Forefront Analytics LLC17,919$1.00M1.0%-12.9%0.159%
11/17/2025Susquehanna International Group LLP10,671$596K0.0%-61.8%0.095%
11/17/2025Northwestern Mutual Wealth Management Co.3,080$172K0.0%+275.2%0.027%
11/17/2025Larson Financial Group LLC15,401$860K0.0%-6.7%0.137%
11/17/2025Focus Partners Wealth3,775$211K0.0%-5.0%0.034%
11/17/2025Citadel Advisors LLC38,104$2.13M0.0%N/A0.339%


EES Institutional Ownership - Frequently Asked Questions

During the previous two years, 146 institutional investors and hedge funds held shares of WisdomTree U.S. SmallCap Fund. The most heavily invested institutionals were UBS Group AG ($41.02M), LPL Financial LLC ($33.03M), Bank of America Corp DE ($30.59M), Ameriprise Financial Inc. ($26.15M), Cetera Investment Advisers ($20.99M), Key Financial Inc ($16.72M), and Shore Point Advisors LLC ($15.01M).Learn more on WisdomTree U.S. SmallCap Fund's institutional investors.

Of the 107 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), Key Financial Inc ($348.13K), Raymond James Financial Inc. ($264.48K), Laurel Wealth Advisors LLC ($214.51K), Arkadios Wealth Advisors ($158.40K), Amplius Wealth Advisors LLC ($144.55K), and LPL Financial LLC ($138.21K).

Institutional investors have bought a total of 1,334,238 shares in the last 24 months. This purchase volume represents approximately $73.03M in transactions.

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: Bank of America Corp DE ($270.27K), Commonwealth Equity Services LLC ($101.04K), Key Financial Inc ($61.38K), Savant Capital LLC ($51.80K), Insight Advisors LLC PA ($49.05K), Howard Bailey Securities LLC ($46.11K), and Smithbridge Asset Management Inc. DE ($42.99K).

Institutional investors have sold a total of 950,947 shares in the last 24 months. This volume of shares sold represents approximately $52.29M in transactions.


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This page (NYSEARCA:EES) was last updated on 7/5/2026 by MarketBeat.com Staff.
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