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

WisdomTree U.S. SmallCap Fund logo
$64.15 +0.81 (+1.28%)
Closing price 04:10 PM Eastern
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$64.24 +0.08 (+0.13%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for WisdomTree U.S. SmallCap Fund (NYSEARCA:EES)

Number of
Institutional Buyers
(last 12 months)
69
Total
Institutional Inflows
(last 12 months)
$74.77M
Number of
Institutional Sellers
(last 12 months)
63
Total
Institutional Outflows
(last 12 months)
$48.19M
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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
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%
3/17/2026Rockefeller 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%
2/18/2026 Claro Advisors Inc.7,049$401K0.1%-14.2%0.063%
2/17/2026AQR Capital Management LLC3,550$202K0.0%N/A0.032%
2/17/2026Cetera 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%
2/17/2026 Private 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%
2/16/2026Mariner LLC51,193$2.91M0.0%+846.8%0.455%
2/13/2026 Kestra Advisory Services LLC21,983$1.25M0.0%-12.4%0.195%
2/13/2026Stifel 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%
2/12/2026 Laurel Oak Wealth Management LLC3,887$221K0.0%N/A0.035%
2/12/2026Jane Street Group LLC23,842$1.36M0.0%N/A0.212%
2/12/2026TopTier 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%
2/12/2026Steward 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%
2/11/2026 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%
2/11/2026Insight 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%
2/11/2026LPL Financial LLC580,190$33.03M0.0%+5.2%5.157%
2/11/2026 Nemes 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%
2/9/2026 Key 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%
2/3/2026 RFG 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%
1/29/2026 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%
1/28/2026Geneos 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%
1/21/2026Culbertson 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%
1/21/2026 Flagship Harbor Advisors LLC14,493$825K0.0%-1.9%0.131%
1/20/2026Savvy Advisors Inc.6,212$354K0.0%+5.1%0.056%
1/15/2026 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%
1/1/2026JPMorgan 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%
11/17/2025Bank of America Corp DE560,551$31.32M0.0%-27.1%4.983%
11/17/2025Ameriprise Financial Inc.468,058$26.15M0.0%-4.2%4.161%
11/14/2025Creative Planning25,433$1.42M0.0%-2.8%0.226%
11/14/2025Raymond James Financial Inc.167,815$9.38M0.0%+57.2%1.492%
11/14/2025Two Sigma Investments LP4,200$235K0.0%-90.8%0.037%
11/14/2025Columbia River Financial Group LLC9,175$507K0.3%-9.0%0.082%
11/13/2025UBS Group AG731,134$40.85M0.0%+1.5%6.499%
11/13/2025 Private Advisor Group LLC62,227$3.48M0.0%-3.9%0.553%
11/13/2025Blair William & Co. IL6,646$371K0.0%-47.2%0.059%
11/12/2025NewSquare Capital LLC48,840$2.73M0.2%+3.1%0.434%
11/7/2025JPMorgan Chase & Co.44,915$2.51M0.0%+1.9%0.399%
11/7/2025 Uhlmann Price Securities LLC5,222$292K0.2%+13.8%0.046%
11/6/2025Atria Investments Inc50,458$2.82M0.0%+27.1%0.449%
11/6/2025 Means Investment CO. Inc.10,879$608K0.1%-15.2%0.097%
11/6/2025 Prospera Financial Services Inc15,278$854K0.0%-2.4%0.136%
11/5/2025 Key Financial Inc275,444$15.41M2.8%+7.8%2.448%


EES Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EES shares?

During the previous two years, 144 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 ($31.32M), Ameriprise Financial Inc. ($26.15M), Cetera Investment Advisers ($21.46M), Key Financial Inc ($16.72M), and Shore Point Advisors LLC ($15.01M).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 104 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 ($399.37K), Key Financial Inc ($348.13K), Raymond James Financial Inc. ($264.48K), Laurel Wealth Advisors LLC ($214.51K), Arkadios Wealth Advisors ($158.40K), and Amplius Wealth Advisors LLC ($144.55K).

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

Institutional investors have bought a total of 1,380,050 shares in the last 24 months. This purchase volume represents approximately $74.77M in transactions.

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

Of the 62 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 ($250.93K), Commonwealth Equity Services LLC ($101.04K), Key Financial Inc ($61.38K), Savant Capital LLC ($51.80K), Howard Bailey Securities LLC ($46.11K), Smithbridge Asset Management Inc. DE ($42.99K), and Two Sigma Investments LP ($41.50K).

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

Institutional investors have sold a total of 885,166 shares in the last 24 months. This volume of shares sold represents approximately $48.19M in transactions.


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