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

WisdomTree U.S. SmallCap Fund logo
$66.58 +0.40 (+0.60%)
Closing price 04:10 PM Eastern
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$66.64 +0.06 (+0.08%)
As of 04:15 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)
62
Total
Institutional Inflows
(last 12 months)
$47.44M
Number of
Institutional Sellers
(last 12 months)
60
Total
Institutional Outflows
(last 12 months)
$118.12M
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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
11/11/2026 Private Advisor Group LLC82,602$5.33M0.0%+72.1%0.794%
11/10/2026 Global Retirement Partners LLC19,784$1.28M0.0%-2.1%0.190%
11/10/2026 Western Wealth Management LLC15,033$971K0.0%-10.3%0.145%
11/9/2026 Harbour Investments Inc.11,604$749K0.0%+7.3%0.112%
11/3/2026 Uhlmann Price Securities LLC5,259$340K0.0%-99.3%0.051%
11/2/2026 Kestra Advisory Services LLC23,541$1.52M0.0%+13.0%0.226%
11/2/2026 Commonwealth Equity Services LLC3,426$221K0.0%-11.2%0.033%
10/31/2026 Team Financial Group LLC2,563$166K0.1%N/A0.025%
10/30/2026 Capital Management Corp VA4,556$294K0.0%-98.2%0.044%
10/29/2026 Dala Group LLC3,182$206K0.2%-49.1%0.031%
10/29/2026 Modera Wealth Management LLC3,621$234K0.0%-98.5%0.035%
10/22/2026 Culbertson A N & Co. Inc.60,520$3.91M0.4%-61.4%0.582%
10/22/2026 Root Financial Partners LLC567$37K0.0%N/A0.005%
10/22/2026 Precedent Wealth Partners LLC6,501$420K0.1%-3.4%0.063%
10/22/2026 Essential Planning LLC.5,659$365K0.1%-24.9%0.054%
10/21/2026 Pinnacle Associates Ltd.3,849$249K0.0%+17.7%0.037%
10/17/2026 IFP Advisors Inc615$40K0.0%-35.7%0.006%
10/16/2026 TopTier Wealth Management LLC92,942$6.00M3.6%-0.4%0.894%
10/15/2026 Ashurst Perkins Coie Trust Co3,245$210K0.0%N/A0.031%
10/14/2026 Shore Point Advisors LLC92,887$6.00M1.6%-1.1%0.893%
10/8/2026 Titleist Asset Management LLC13,542$875K0.1%-2.3%0.130%
10/8/2026 Avidian Wealth Enterprises LLC16,666$1.08M0.0%-1.4%0.160%
10/5/2026 Horizons Wealth Management832$54K0.0%N/A0.008%
9/23/2026Envestnet Asset Management Inc.76,582$5.19M0.0%-2.4%0.729%
9/9/2026 Pinnacle Wealth Management Advisory Group LLC3,270$222K0.0%N/A0.031%
9/9/2026Integrated Wealth Concepts LLC3,336$226K0.0%N/A0.031%
9/9/2026 IFP Advisors Inc957$65K0.0%+55.6%0.009%
9/8/2026 Allworth Financial LP1,230$83K0.0%+118.5%0.012%
9/2/2026Citadel Advisors LLC32,589$2.21M0.0%+212.0%0.307%
8/20/2026Susquehanna International Group LLP74,292$5.04M0.0%+57.6%0.701%
8/12/2026C 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%
5/19/2026Bank 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%
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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%
5/12/2026 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%
4/22/2026Janney 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%
2/17/2026 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%
2/16/2026Mariner 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%
2/13/2026 Smartleaf 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%
2/12/2026 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%
2/12/2026Steward Partners Investment Advisory LLC18,129$1.03M0.0%-3.6%0.161%
2/12/2026Betterment LLC8,757$499K0.0%-5.7%0.078%
2/12/2026 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%
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2/11/2026Janney 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%
2/10/2026Northwestern 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%


EES Institutional Ownership - Frequently Asked Questions

During the previous two years, 149 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 Savant Capital LLC ($10.40M).Learn more on WisdomTree U.S. SmallCap Fund's institutional investors.

Of the 109 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 812,596 shares in the last 24 months. This purchase volume represents approximately $47.44M in transactions.

Of the 60 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: Uhlmann Price Securities LLC ($713.10K), Capital Management Corp VA ($243.15K), Modera Wealth Management LLC ($231.41K), Bank of America Corp DE ($227.81K), Culbertson A N & Co. Inc. ($96.76K), Commonwealth Equity Services LLC ($91.58K), and Insight Advisors LLC PA ($49.05K).

Institutional investors have sold a total of 1,904,111 shares in the last 24 months. This volume of shares sold represents approximately $118.12M 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 11/11/2026. New 13F filings are added each quarter as they're published.
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