Wisdomtree US Smallcap FundEESETF
13F holders, Q1 2024 (March 31)143holders
1famous investor
$50.11avg. 13F price*
At the end of Q1 2024, 143 institutions reported holding Wisdomtree US Smallcap Fund (EES) in their 13F filings. The largest holders were Morgan Stanley ($45.5M), UBS Group AG ($41.0M) and Bank of America Corp. ($39.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wisdomtree US Smallcap Fund
- CUSIP
- 97717W562
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $24.4M |
| Exits | 4 | $6.3M |
Ownership 143 holders
| Morgan Stanley | 0.00% | Add +1.1% | 907,717 | $45.5M |
| UBS Group AG | 0.01% | Reduce -8.5% | 817,536 | $41.0M |
| Bank of America Corp. | 0.00% | Add +3.3% | 796,564 | $39.9M |
| Ameriprise Financial Inc. | 0.01% | Add +3.3% | 523,437 | $26.2M |
| LPL Financial LLC | 0.01% | Add +8.7% | 520,503 | $26.1M |
| Cetera Investment Advisers | 0.05% | New | 383,791 | $19.2M |
| Savant Capital, LLC | 0.20% | Reduce -1.4% | 343,254 | $17.2M |
| Shore Point Advisors, LLC | 7.99% | Reduce -1.3% | 279,448 | $14.0M |
| Linscomb Wealth, Inc. | 0.57% | Reduce -2.9% | 221,330 | $11.1M |
| Freedom Investment Management, Inc. | 0.77% | Reduce -3.1% | 191,675 | $9.6M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -57.9% | 182,047 | $9.1M |
| Kathleen S. Wright Associates Inc. | 3.31% | Reduce -2.6% | 140,116 | $7.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.1% | 137,398 | $6.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.8% | 135,218 | $6.8M |
| Global Retirement Partners, LLC | 0.25% | Add +28.4% | 134,191 | $6.7M |
| Invenio Wealth Partners LLC | 3.12% | Add +170.2% | 115,338 | $5.8M |
| Royal Bank of Canada | 0.00% | Add +43.4% | 104,246 | $5.2M |
| 9258 Wealth Management, LLC | 0.67% | No change | 86,347 | $4.3M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +120.6% | 86,064 | $4.3M |
| Wells Fargo & Company | 0.00% | Reduce -5.2% | 79,855 | $4.0M |
| First Western Trust Bank | 0.16% | No change | 69,790 | $3.5M |
| Private Advisor Group, LLC | 0.02% | Reduce -14.8% | 68,970 | $3.5M |
| Culbertson A N & Co. Inc. | 0.54% | Reduce -0.8% | 62,787 | $3.1M |
| Smithbridge Asset Management Inc. | 0.59% | Reduce -0.5% | 57,094 | $2.9M |
| Citadel Advisors | 0.00% | Add +276.6% | 50,822 | $2.5M |
| Raymond James & Associates | 0.00% | Add +2.9% | 43,456 | $2.2M |
| Avantax Advisory Services, Inc. | 0.02% | Add +2.8% | 42,559 | $2.1M |
| Atria Investments, Inc | 0.03% | Add +5.8% | 41,056 | $2.1M |
| GTS Securities LLC | 0.06% | New | 41,012 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.2% | 40,043 | $2.0M |
| Bank of Nova Scotia | 0.00% | New | 39,760 | $2.0M |
| Stifel Financial Corp. | 0.00% | Reduce -18.9% | 39,197 | $2.0M |
| Herbst Group, LLC | 1.06% | Reduce -0.3% | 34,294 | $1.7M |
| New Perspectives, Inc | 0.90% | — | 32,371 | $1.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -48.0% | 31,349 | $1.6M |
| Insight Advisors, LLC/ PA | 0.30% | Reduce -2.1% | 31,126 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Add +0.5% | 27,819 | $1.4M |
| Forefront Analytics, LLC | 0.65% | Reduce -19.6% | 26,730 | $1.3M |
| Creative Planning | 0.00% | No change | 24,939 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +9.4% | 21,202 | $1.1M |
| Prospera Financial Services Inc | 0.03% | Add +3.5% | 20,768 | $1.0M |
| Smartleaf Asset Management LLC | 0.20% | Add +6.3% | 20,609 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -33.4% | 20,307 | $1.0M |
| NewSquare Capital LLC | 0.09% | Add +31.4% | 20,100 | $1.0M |
| Howard Wealth Management, LLC | 0.80% | No change | 19,655 | $985K |
| Intrua Financial, LLC | 0.15% | Reduce -1.2% | 19,566 | $981K |
| True Wealth Design, LLC | 0.24% | Reduce -0.7% | 19,339 | $969K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -22.5% | 19,208 | $963K |
| Moller Wealth Partners | 0.25% | No change | 18,491 | $927K |
| Wellington Shields Capital Management, LLC | 0.17% | No change | 18,160 | $910K |
| Oxler Private Wealth LLC | 0.33% | Reduce -2.1% | 16,782 | $841K |
| DAVENPORT & Co LLC | 0.01% | Reduce -8.6% | 16,069 | $805K |
| Flagship Harbor Advisors, LLC | 0.05% | Add +4.4% | 15,274 | $766K |
| Goldman Sachs Group Inc. | 0.00% | No change | 15,029 | $753K |
| Two Sigma Investments, LP | 0.00% | Add +2.8% | 14,900 | $747K |
| Nemes Rush Group LLC | 0.10% | Add +4.5% | 14,597 | $732K |
| Means Investment Co., Inc. | 0.09% | Reduce -12.9% | 14,254 | $714K |
| Precedent Wealth Partners, LLC | 0.31% | Add +8.7% | 14,247 | $714K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -5.5% | 13,095 | $656K |
| Sweet Financial Partners, LLC | 0.14% | No change | 12,000 | $601K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -2.7% | 11,725 | $588K |
| Blair William & Co. | 0.00% | Add +5.3% | 10,695 | $536K |
| Essential Planning, LLC. | 0.27% | No change | 10,726 | $534K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 10,740 | $533K |
| S.A. Mason LLC | 0.31% | Reduce -2.3% | 10,425 | $523K |
| &partners | 0.07% | Add +22.6% | 10,300 | $516K |
| Tyler-Stone Wealth Management | 0.21% | Reduce -3.3% | 9,543 | $478K |
| KMG Fiduciary Partners, LLC | 0.05% | Add +0.3% | 8,974 | $450K |
| MML Investors Services, LLC | 0.00% | Add +34.3% | 8,799 | $441K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -22.3% | 8,467 | $424K |
| Claro Advisors Inc. | 0.07% | Reduce -20.3% | 8,259 | $414K |
| Mariner, LLC | 0.00% | Reduce -34.7% | 8,176 | $410K |
| RFG Advisory, LLC | 0.01% | Add +5.1% | 8,011 | $402K |
| Cresset Asset Management, LLC | 0.00% | No change | 7,728 | $387K |
| FSA Advisors, Inc. | 0.41% | Add +69.8% | 7,707 | $386K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | Reduce -4.1% | 7,604 | $381K |
| Betterment LLC | 0.00% | Reduce -0.1% | 7,473 | $375K |
| PSI Advisors, LLC | 0.13% | Reduce -3.9% | 7,311 | $366K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -5.8% | 7,267 | $364K |
| Lanark Financial, Inc. | 0.03% | Add +54.6% | 7,141 | $357K |
| Team Financial Group, LLC | 0.24% | Reduce -2.3% | 7,082 | $355K |
| Berger Financial Group, Inc | 0.03% | No change | 6,966 | $349K |
| Chicago Partners Investment Group LLC | 0.01% | Add +6.2% | 7,242 | $346K |
| Modera Wealth Management, LLC | 0.01% | No change | 6,821 | $342K |
| US Bancorp \de | 0.00% | Reduce -2.7% | 6,577 | $330K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Reduce -6.9% | 6,182 | $310K |
| InterOcean Capital Group, LLC | 0.01% | New | 6,055 | $303K |
| Clearwater Capital Advisors, LLC | 0.03% | Reduce -2.4% | 5,803 | $291K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -7.7% | 5,749 | $288K |
| Essex Financial Services, Inc. | 0.03% | No change | 5,640 | $283K |
| Citigroup Inc. | 0.00% | Add +2.8% | 5,492 | $275K |
| Wilson & Boucher Capital Management, LLC | 0.21% | No change | 5,400 | $271K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.2% | 5,250 | $263K |
| Savvy Advisors, Inc. | 0.15% | New | 5,232 | $262K |
| Capital Management Corp. | 0.05% | Reduce -0.4% | 5,230 | $262K |
| Equitable Holdings, Inc. | 0.00% | New | 5,209 | $261K |
| Captrust Financial Advisors | 0.00% | Reduce -14.6% | 5,065 | $254K |
| Comerica Bank | 0.00% | Reduce -21.5% | 4,852 | $243K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +9.0% | 4,406 | $221K |
| Leicht Financial Planning & Wealth Management, Inc. | 0.12% | Reduce -43.0% | 4,390 | $220K |
"% of holder's portfolio" is EES's weight in each manager's 13F, not the share of Wisdomtree US Smallcap Fund the manager owns.