WisdomTree U.S. SmallCap Fund (EES) Institutional Ownership $63.58 0.00 (0.00%) Closing price 05/22/2026 04:10 PM EasternExtended Trading$63.67 +0.09 (+0.14%) As of 05/22/2026 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. Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipRatingsSEC FilingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for WisdomTree U.S. SmallCap Fund (NYSEARCA:EES)Number ofInstitutional Buyers(last 12 months)69TotalInstitutional Inflows(last 12 months)$72.19MNumber ofInstitutional Sellers(last 12 months)64TotalInstitutional Outflows(last 12 months)$52.29M Get EES Insider Trade Alerts Want to know when executives and insiders are buying or selling WisdomTree U.S. SmallCap Fund stock? 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Skip Chart & View Institutional Buying and Selling Data EES Institutional Buying and Selling by Quarter WisdomTree U.S. SmallCap Fund Major Shareholders & Ownership History ExportReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/19/2026 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% 5/19/2026 Claris 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% Get the Latest News and Ratings for EES and Related StocksEnter your email address below to receive the latest news and analysts' ratings for WisdomTree U.S. SmallCap Fund and its competitors with MarketBeat's FREE daily newsletter. 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% 2/19/2026 Claris 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% 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% Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.Get the name and ticker of Louis Navellier's #1 AI stock free2/13/2026 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% 2/6/2026Global 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% 1/26/2026 CWM 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% 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% Your book is inside (Ad)The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. They don't know the rules. They don't know what to avoid. And they hand their account to Wall Street on a silver platter. Normally $29.97. Free today.Download your copy now.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% 11/17/2025 Susquehanna 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% 11/17/2025 Larson Financial Group LLC15,401$860K0.0%-6.7%0.137% 11/17/2025 Focus Partners Wealth3,775$211K0.0%-5.0%0.034% 11/17/2025 Citadel Advisors LLC38,104$2.13M0.0%N/A0.339% 11/17/2025 Bank of America Corp DE560,551$31.32M0.0%-27.1%4.983% 11/17/2025 Ameriprise Financial Inc.468,058$26.15M0.0%-4.2%4.161% 11/14/2025 Creative Planning25,433$1.42M0.0%-2.8%0.226% EES Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of EES shares? 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. Which institutional investors have been buying WisdomTree U.S. SmallCap Fund's stock? Of the 106 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). How much institutional buying is happening at WisdomTree U.S. SmallCap Fund? Institutional investors have bought a total of 1,319,797 shares in the last 24 months. This purchase volume represents approximately $72.19M in transactions. Which of WisdomTree U.S. SmallCap Fund's major shareholders have been selling company stock? 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). How much institutional selling is happening at WisdomTree U.S. SmallCap Fund? 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. Related Companies John Hancock Multifactor Small Cap ETF Institutional Ownership JPMorgan BetaBuilders U.S. Small Cap Equity ETF Institutional Ownership iShares MSCI World Small-Cap ETF Institutional Ownership iShares Morningstar Small-Cap Value ETF Institutional Ownership iShares International Small Cap Equity Factor ETF Institutional Ownership SPDR S&P Emerging Markets SmallCap ETF Institutional Ownership Invesco S&P SmallCap Value with Momentum ETF Institutional Ownership JPMorgan Diversified Return U.S. Small Cap Equity ETF Institutional Ownership SEI Select Small Cap ETF Institutional Ownership iShares MSCI Emerging Markets Small-Cap ETF Institutional Ownership This page (NYSEARCA:EES) was last updated on 5/25/2026 by MarketBeat.com Staff. 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