Go Pro
→ Your $29.97 book is free today (From Profits Run) (Ad)tc pixel Free EES Stock Alerts

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

WisdomTree U.S. SmallCap Fund logo
$69.67 +0.26 (+0.37%)
Closing price 08/14/2026 04:10 PM Eastern
Extended Trading
$69.66 -0.02 (-0.02%)
As of 08/14/2026 07:34 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.
Compare

Institutional Ownership Changes (13F Filings) for WisdomTree U.S. SmallCap Fund (NYSEARCA:EES)

Number of
Institutional Buyers
(last 12 months)
67
Total
Institutional Inflows
(last 12 months)
$52.73M
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$39.47M
Get EES Insider Trade Alerts

Want to know when executives and insiders are buying or selling WisdomTree U.S. SmallCap Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/12/2026 C M Bidwell & Associates Ltd.1,278$52K0.0%N/A0.012%
8/6/2026 Global Retirement Partners LLC20,207$1.37M0.0%N/A0.191%
7/9/2026 Wealthcare Capital Partners LLC3,008$204K0.1%N/A0.028%
6/18/2026Western Wealth Management LLC5,339$310K0.0%N/A0.049%
6/8/2026 Pine Valley Investments Ltd Liability Co7,760$450K0.0%+16.4%0.072%
6/1/2026 Dala 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%
5/19/2026 Arkadios 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%
5/14/2026 Forefront Analytics LLC8,232$478K0.4%-53.6%0.076%
5/13/2026 Cetera Investment Advisers361,609$20.99M0.0%-4.1%3.333%
5/13/2026 NewEdge Wealth LLC4,380$254K0.0%N/A0.040%
5/12/2026 Insight Advisors LLC PA5,146$299K0.1%-90.5%0.047%
5/8/2026 PNC Financial Services Group Inc.2,642$153K0.0%+64.6%0.024%
5/1/2026 Fifth Third Bancorp1,946$113K0.0%N/A0.018%
4/30/2026 Kestra Advisory Services LLC22,328$1.30M0.0%+1.6%0.206%
4/28/2026 Berger Financial Group Inc3,835$223K0.0%-22.7%0.035%
4/27/2026 Private Advisor Group LLC79,828$4.63M0.0%+9.1%0.736%
4/25/2026 Smithbridge Asset Management Inc. DE3,888$226K0.0%-51.7%0.036%
4/24/2026 Key Financial Inc288,039$16.72M3.0%+1.4%2.655%
4/22/2026 Janney Montgomery Scott LLC4,064$236K0.0%-6.6%0.037%
4/21/2026 Laurel Oak Wealth Management LLC3,537$205K0.0%-9.0%0.033%
4/21/2026 New Perspectives Inc20,913$1.21M0.4%-4.6%0.193%
4/20/2026 Kestra Private Wealth Services LLC3,572$207K0.0%N/A0.033%
3/17/2026 Rockefeller 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%
2/18/2026 Mercer 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%
2/18/2026 Claro Advisors Inc.7,049$401K0.1%-14.2%0.063%
2/17/2026AQR Capital Management LLC3,550$202K0.0%N/A0.032%
2/17/2026 Cetera 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%
Iran War Shock: What I Was Told In That Private Meeting (Ad)

You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially the reasons why we’re bombing the country.tc pixel

Because THIS is the real reason.
2/17/2026 Private Advisor Group LLC73,194$4.17M0.0%+17.6%0.651%
2/17/2026 Blair William & Co. IL6,419$365K0.0%-3.4%0.057%
2/17/2026Royal Bank of Canada101,675$5.79M0.0%-8.0%0.904%
2/16/2026 Mariner LLC51,193$2.91M0.0%+846.8%0.455%
2/13/2026 Kestra Advisory Services LLC21,983$1.25M0.0%-12.4%0.195%
2/13/2026 Stifel Financial Corp49,133$2.80M0.0%-0.4%0.437%
2/13/2026 Smartleaf Asset Management LLC25,109$1.44M0.1%+35.7%0.223%
2/13/2026 Arkadios Wealth Advisors158,396$9.02M0.2%+26.5%1.408%
2/13/2026 UBS 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%
2/12/2026 Laurel Oak Wealth Management LLC3,887$221K0.0%N/A0.035%
2/12/2026Jane Street Group LLC23,842$1.36M0.0%N/A0.212%
2/12/2026 TopTier Wealth Management LLC95,044$5.41M3.7%N/A0.845%
2/12/2026 Commonwealth Equity Services LLC3,871$220K0.0%-95.9%0.034%
2/12/2026 Titleist Asset Management LLC13,501$769K0.1%N/A0.120%
2/12/2026 Steward Partners Investment Advisory LLC18,129$1.03M0.0%-3.6%0.161%
2/12/2026Betterment LLC8,757$499K0.0%-5.7%0.078%
2/12/2026 Bank of Montreal Can475$26K0.0%N/A0.004%
2/11/2026Empowered Funds LLC6,722$383K0.0%-5.1%0.060%
2/11/2026 Smithbridge Asset Management Inc. DE8,058$459K0.0%+81.1%0.072%
2/11/2026 Janney Montgomery Scott LLC4,349$248K0.0%-9.6%0.039%
2/11/2026 Insight Advisors LLC PA54,192$3.09M0.5%+34.7%0.482%
2/11/2026 Howard Bailey Securities LLC5,702$325K0.1%-89.0%0.051%
2/11/2026 LPL Financial LLC580,190$33.03M0.0%+5.2%5.157%
2/11/2026Nemes Rush Group LLC8,956$510K0.0%-2.5%0.080%
2/10/2026 Linscomb Wealth Inc.158,502$9.02M0.4%-3.7%1.409%
2/10/2026 Rothschild Investment LLC900$51K0.0%-35.7%0.008%
2/10/2026 Northwestern Mutual Wealth Management Co.4,046$230K0.0%+31.4%0.036%
2/10/2026 Savant Capital LLC182,618$10.40M0.1%-9.0%1.623%
2/9/2026 Key Financial Inc284,006$16.17M2.9%+3.1%2.524%
2/9/2026 Harbour Investments Inc.6,854$390K0.0%+12.2%0.061%
2/6/2026 Global Retirement Partners LLC22,397$1.28M0.0%-5.0%0.199%
2/6/2026Larson Financial Group LLC15,121$861K0.0%-1.8%0.134%
2/3/2026 RFG Advisory LLC8,363$476K0.0%+41.3%0.076%
1/30/2026 Laurel Wealth Advisors LLC4,180$238K0.0%N/A0.038%
1/29/2026Comerica Bank1,969$112K0.0%-31.1%0.018%
1/29/2026 UBS Group AG720,592$41.02M0.0%-1.4%6.521%
1/29/2026 Sanctuary Advisors LLC6,523$371K0.0%N/A0.059%
1/29/2026 Concurrent Investment Advisors LLC18,469$1.05M0.0%+64.2%0.167%
1/29/2026 NBC Securities Inc.17,762$1.01M0.1%+56.0%0.161%
1/28/2026 Geneos Wealth Management Inc.1,900$108K0.0%N/A0.017%
1/28/2026 New Perspectives Inc21,928$1.25M0.4%-6.2%0.198%
1/26/2026 Merit Financial Group LLC64,594$3.68M0.0%N/A0.585%
1/26/2026CWM LLC15,506$883K0.0%+24.0%0.140%
1/23/2026 Shore Point Advisors LLC263,725$15.01M5.2%-0.3%2.387%
1/23/2026 Oxler Private Wealth LLC11,862$675K0.2%-6.2%0.107%
1/21/2026 Culbertson A N & Co. Inc.61,811$3.52M0.5%-1.0%0.559%
1/21/2026 Modera Wealth Management LLC7,321$417K0.0%+7.3%0.066%
1/21/2026 Flagship Harbor Advisors LLC14,493$825K0.0%-1.9%0.131%
1/20/2026 Savvy Advisors Inc.6,212$354K0.0%+5.1%0.056%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
1/15/2026 Essential Planning LLC.7,538$429K0.1%-3.4%0.068%
1/12/2026 LVM Capital Management Ltd. MI3,916$223K0.0%-5.8%0.035%
1/12/2026 DAVENPORT & Co LLC6,741$384K0.0%-11.1%0.061%
1/12/2026 Amplius Wealth Advisors LLC119,390$6.80M0.6%-2.4%1.080%
1/7/2026 Precedent Wealth Partners LLC6,418$365K0.1%-10.0%0.058%
1/1/2026 JPMorgan Chase & Co.44,915$2.51M0.0%+1.9%0.399%
11/21/2025 CIBC Bancorp USA Inc.10,740$600K0.0%N/A0.095%
11/21/2025 Forefront Analytics LLC17,919$1.00M1.0%-12.9%0.159%
11/17/2025Susquehanna International Group LLP10,671$596K0.0%-61.8%0.095%
11/17/2025 Northwestern Mutual Wealth Management Co.3,080$172K0.0%+275.2%0.027%


EES Institutional Ownership - Frequently Asked Questions

During the previous two years, 145 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 105 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 927,864 shares in the last 24 months. This purchase volume represents approximately $52.73M in transactions.

Of the 55 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 ($227.81K), Commonwealth Equity Services LLC ($101.04K), Insight Advisors LLC PA ($49.05K), Howard Bailey Securities LLC ($46.11K), Two Sigma Investments LP ($41.50K), Savant Capital LLC ($33.28K), and Amplius Wealth Advisors LLC ($25.16K).

Institutional investors have sold a total of 699,313 shares in the last 24 months. This volume of shares sold represents approximately $39.47M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:EES is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/12/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
Buy this stock today
Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to mo...
Chaikin Analytics | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel