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

WisdomTree U.S. SmallCap Fund logo
$68.42 0.00 (0.00%)
As of 09/4/2026 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)
67
Total
Institutional Inflows
(last 12 months)
$55.32M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$39.05M
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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
9/2/2026 Citadel Advisors LLC32,589$2.21M0.0%+212.0%0.307%
8/20/2026 Susquehanna International Group LLP74,292$5.04M0.0%+57.6%0.701%
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%
6/18/2026 Western 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%
5/19/2026 Western Wealth Management LLC5,339$310K0.0%N/A0.049%
5/19/2026 Bank of America Corp DE526,995$30.59M0.0%-3.5%4.857%
5/19/2026 Wilson & Boucher Capital Management LLC3,900$226K0.1%-27.8%0.036%
5/19/2026 Centaurus 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%
5/18/2026 Royal Bank of Canada129,174$7.50M0.0%+27.0%1.191%
5/15/2026 Waverly 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%
2/18/2026 Ameriflex Group Inc.1,355$77K0.0%N/A0.012%
2/18/2026 Mercer Global Advisors Inc. ADV5,668$323K0.0%N/A0.050%
2/18/2026 Empowered Funds LLC6,722$383K0.0%-5.1%0.060%
2/18/2026 IHT Wealth Management LLC5,064$288K0.0%-5.6%0.045%
2/18/2026 Claro Advisors Inc.7,049$401K0.1%-14.2%0.063%
2/17/2026 AQR Capital Management LLC3,550$202K0.0%N/A0.032%
2/17/2026 Cetera Investment Advisers376,996$21.46M0.0%+2.9%3.351%
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2/17/2026 Equitable Holdings Inc.4,498$256K0.0%-6.3%0.040%
2/17/2026 Osaic 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%
2/17/2026 Blair William & Co. IL6,419$365K0.0%-3.4%0.057%
2/17/2026 Royal 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%
2/13/2026 Wells 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%
2/12/2026 Jane 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%
2/12/2026 Betterment LLC8,757$499K0.0%-5.7%0.078%
2/12/2026 Bank of Montreal Can475$26K0.0%N/A0.004%
2/11/2026 Empowered 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%
2/11/2026 Nemes 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%
2/6/2026 Larson 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%
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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%
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%


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 962,431 shares in the last 24 months. This purchase volume represents approximately $55.32M 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 691,108 shares in the last 24 months. This volume of shares sold represents approximately $39.05M in transactions.


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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 9/2/2026. New 13F filings are added each quarter as they're published.
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