Wisdomtree US Smallcap FundEESETF
13F holders, Q2 2024 (June 30)143holders
9new positions
7sold out
1famous investor
$47.15avg. 13F price*
At the end of Q2 2024, 143 institutions reported holding Wisdomtree US Smallcap Fund (EES) in their 13F filings, unchanged from Q1 2024. 9 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($38.4M), Bank of America Corp. ($37.8M) and UBS Group AG ($32.4M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $3.8M |
| Exits | 7 | $4.3M |
All 13F filers, Q1 2024 → Q2 2024: 275,850 shares bought and 647,205 shares sold, net −371,355 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 143 holders
| Morgan Stanley | 0.00% | Reduce -10.2% | 815,101 | $38.4M |
| Bank of America Corp. | 0.00% | Add +0.7% | 802,153 | $37.8M |
| UBS Group AG | 0.01% | Reduce -15.8% | 688,220 | $32.4M |
| Ameriprise Financial Inc. | 0.01% | Reduce -6.9% | 487,441 | $23.0M |
| Cetera Investment Advisers | 0.04% | Add +1.3% | 388,602 | $18.3M |
| LPL Financial LLC | 0.01% | Reduce -31.7% | 355,339 | $16.7M |
| Savant Capital, LLC | 0.16% | Reduce -2.8% | 333,740 | $15.7M |
| Shore Point Advisors, LLC | 7.46% | Reduce -0.3% | 278,617 | $13.1M |
| Linscomb Wealth, Inc. | 0.51% | Reduce -5.3% | 209,660 | $9.9M |
| Global Retirement Partners, LLC | 0.30% | Add +52.3% | 204,355 | $9.6M |
| Freedom Investment Management, Inc. | 0.75% | Add +1.0% | 193,550 | $9.1M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -2.9% | 176,735 | $8.3M |
| Kathleen S. Wright Associates Inc. | 3.05% | Add +0.6% | 140,921 | $6.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.9% | 132,713 | $6.3M |
| Royal Bank of Canada | 0.00% | Add +26.3% | 131,615 | $6.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -7.9% | 126,513 | $6.0M |
| Invenio Wealth Partners LLC | 2.84% | Add +5.3% | 121,422 | $5.7M |
| 9258 Wealth Management, LLC | 0.63% | No change | 86,347 | $4.1M |
| Wells Fargo & Company | 0.00% | Reduce -5.5% | 75,443 | $3.6M |
| Private Advisor Group, LLC | 0.02% | Add +8.6% | 74,927 | $3.5M |
| First Western Trust Bank | 0.16% | No change | 69,790 | $3.3M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -20.3% | 68,624 | $3.2M |
| Culbertson A N & Co. Inc. | 0.52% | Add +1.5% | 63,704 | $3.0M |
| Smithbridge Asset Management Inc. | 0.56% | Add +0.2% | 57,190 | $2.7M |
| Jane Street Group, LLC | 0.00% | New | 48,013 | $2.3M |
| Avantax Advisory Services, Inc. | 0.02% | Add +10.1% | 46,865 | $2.2M |
| JPMorgan Chase & Co. | 0.00% | Add +41.9% | 44,488 | $2.1M |
| Raymond James & Associates | 0.00% | Add +2.1% | 44,390 | $2.1M |
| Stifel Financial Corp. | 0.00% | Add +5.5% | 41,366 | $1.9M |
| Insight Advisors, LLC/ PA | 0.32% | Add +21.1% | 37,689 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Reduce -9.0% | 36,424 | $1.7M |
| Citadel Advisors | 0.00% | Reduce -31.0% | 35,056 | $1.7M |
| Herbst Group, LLC | 0.96% | Reduce -2.8% | 33,334 | $1.6M |
| New Perspectives, Inc | 0.81% | Reduce -0.9% | 32,087 | $1.5M |
| Forefront Analytics, LLC | 0.69% | Add +13.8% | 30,424 | $1.4M |
| &partners | 0.06% | Add +191.0% | 29,970 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Add +37.3% | 27,874 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -9.4% | 25,195 | $1.2M |
| Creative Planning | 0.00% | No change | 24,939 | $1.2M |
| Smartleaf Asset Management LLC | 0.17% | Add +5.4% | 21,728 | $1.0M |
| Prospera Financial Services Inc | 0.03% | Add +0.3% | 20,828 | $982K |
| Kestra Advisory Services, LLC | 0.01% | Reduce -1.8% | 20,824 | $981K |
| NewSquare Capital LLC | 0.08% | Add +3.0% | 20,695 | $975K |
| Howard Wealth Management, LLC | 0.73% | No change | 19,655 | $926K |
| True Wealth Design, LLC | 0.22% | Reduce -1.6% | 19,027 | $897K |
| Intrua Financial, LLC | 0.15% | Reduce -3.0% | 18,984 | $895K |
| Atria Investments, Inc | 0.01% | Reduce -54.4% | 18,718 | $882K |
| Moller Wealth Partners | 0.23% | No change | 18,491 | $871K |
| Wellington Shields Capital Management, LLC | 0.16% | No change | 18,160 | $856K |
| Larson Financial Group LLC | 0.05% | New | 16,772 | $790K |
| Oxler Private Wealth LLC | 0.28% | Reduce -4.4% | 16,037 | $756K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -16.9% | 15,971 | $753K |
| Cresset Asset Management, LLC | 0.00% | Add +100.0% | 15,456 | $728K |
| Goldman Sachs Group Inc. | 0.00% | No change | 15,029 | $708K |
| Nemes Rush Group LLC | 0.10% | Add +1.7% | 14,840 | $699K |
| Two Sigma Investments, LP | 0.00% | Reduce -0.7% | 14,800 | $698K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -7.0% | 14,207 | $670K |
| Means Investment Co., Inc. | 0.08% | Reduce -0.8% | 14,146 | $667K |
| Precedent Wealth Partners, LLC | 0.26% | Reduce -3.4% | 13,766 | $649K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.4% | 13,044 | $615K |
| Sweet Financial Partners, LLC | 0.13% | No change | 12,000 | $566K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.0% | 11,727 | $553K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 10,740 | $503K |
| Blair William & Co. | 0.00% | Reduce -0.6% | 10,636 | $501K |
| S.A. Mason LLC | 0.28% | Add +0.2% | 10,450 | $493K |
| Essential Planning, LLC. | 0.19% | Reduce -15.9% | 9,017 | $425K |
| KMG Fiduciary Partners, LLC | 0.04% | Add +0.4% | 9,010 | $425K |
| MML Investors Services, LLC | 0.00% | Add +1.7% | 8,951 | $422K |
| Tyler-Stone Wealth Management | 0.17% | Reduce -6.8% | 8,899 | $419K |
| RFG Advisory, LLC | 0.01% | Add +9.3% | 8,755 | $413K |
| Claro Advisors Inc. | 0.06% | Add +2.5% | 8,464 | $399K |
| FSA Advisors, Inc. | 0.40% | No change | 7,707 | $386K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.3% | 7,263 | $386K |
| Mariner, LLC | 0.00% | Add +0.0% | 8,178 | $385K |
| Lanark Financial, Inc. | 0.03% | Add +12.7% | 8,045 | $379K |
| Betterment LLC | 0.00% | Add +7.3% | 8,015 | $378K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Reduce -2.8% | 7,390 | $348K |
| PSI Advisors, LLC | 0.11% | No change | 7,311 | $345K |
| Berger Financial Group, Inc | 0.03% | No change | 6,966 | $328K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -5.4% | 6,874 | $324K |
| Modera Wealth Management, LLC | 0.00% | No change | 6,821 | $321K |
| US Bancorp \de | 0.00% | No change | 6,577 | $310K |
| Flow Traders U.S. LLC | 0.01% | New | 6,441 | $304K |
| Focus Partners Wealth | 0.00% | New | 6,445 | $304K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -25.6% | 6,301 | $297K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +1.8% | 6,296 | $297K |
| Essex Financial Services, Inc. | 0.02% | No change | 5,640 | $277K |
| Citigroup Inc. | 0.00% | Add +4.1% | 5,719 | $270K |
| Team Financial Group, LLC | 0.17% | Reduce -19.8% | 5,679 | $268K |
| Equitable Holdings, Inc. | 0.00% | Add +6.3% | 5,537 | $261K |
| Wilson & Boucher Capital Management, LLC | 0.20% | No change | 5,400 | $255K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -6.1% | 5,399 | $254K |
| Capital Management Corp. | 0.05% | Add +0.3% | 5,247 | $247K |
| Savvy Advisors, Inc. | 0.08% | No change | 5,232 | $247K |
| DAVENPORT & Co LLC | 0.00% | Reduce -67.5% | 5,216 | $246K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.2% | 5,133 | $242K |
| Captrust Financial Advisors | 0.00% | No change | 5,065 | $239K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +6.3% | 4,682 | $221K |
| Clearwater Capital Advisors, LLC | 0.02% | Reduce -24.2% | 4,400 | $207K |
| Leicht Financial Planning & Wealth Management, Inc. | 0.11% | Reduce -1.2% | 4,337 | $204K |
| LVM Capital Management Ltd. | 0.02% | Reduce -1.2% | 4,310 | $203K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 4,290 | $202K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 3,665 | $173K |
| Laurel Wealth Advisors LLC | 0.03% | Add +1.3% | 3,510 | $165K |
| FMR LLC | 0.00% | Add +0.1% | 3,225 | $152K |
| Asset Dedication, LLC | 0.01% | No change | 3,162 | $149K |
| Comerica Bank | 0.00% | Reduce -40.6% | 2,880 | $136K |
| CoreCap Advisors, LLC | 0.01% | Reduce -12.9% | 2,686 | $127K |
| Harbour Investments, Inc. | 0.00% | Add +21.9% | 2,667 | $126K |
| Indiana Trust & Investment Management Co | 0.04% | No change | 2,143 | $101K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 2,039 | $96K |
| Motco | 0.01% | New | 1,991 | $94K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.1% | 1,947 | $92K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 1,813 | $85K |
| Register Financial Advisors LLC | 0.04% | Reduce -11.1% | 1,660 | $78K |
| Global Financial Private Client, LLC | 0.03% | No change | 1,500 | $71K |
| Rothschild Investment LLC | 0.00% | No change | 1,400 | $66K |
| Financial Connections Group, Inc. | 0.03% | No change | 1,350 | $63K |
| Key Financial Inc | 0.01% | No change | 1,286 | $61K |
| Horizons Wealth Management | 0.03% | No change | 832 | $42K |
| IFP Advisors, Inc | 0.00% | No change | 573 | $27K |
| Principal Securities, Inc. | 0.00% | Add +24.0% | 470 | $22K |
| Simplex Trading, LLC | 0.00% | No change | 453 | $21K |
| NFSG Corp | 0.01% | No change | 375 | $18K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 300 | $14K |
| Geneos Wealth Management Inc. | 0.00% | New | 275 | $13K |
| Addison Advisors LLC | 0.00% | No change | 225 | $11K |
| Assetmark, Inc. | 0.00% | New | 179 | $8K |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 163 | $8K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 135 | $6K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -55.1% | 133 | $6K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 126 | $6K |
| Ancora Advisors LLC | 0.00% | No change | 95 | $4K |
| Coston, McIsaac & Partners | 0.00% | No change | 100 | $4K |
| Gradient Investments LLC | 0.00% | No change | 75 | $4K |
| Covestor Ltd | 0.00% | Add +23.9% | 57 | $3K |
| Dunhill Financial, LLC | 0.00% | No change | 61 | $3K |
| Tucker Asset Management LLC | 0.00% | No change | 59 | $3K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | New | 48 | $2K |
| Continuum Advisory, LLC | 0.00% | No change | 25 | $1K |
| Archer Investment Corp | 0.00% | No change | 21 | $973 |
| Blue Trust, Inc. | 0.00% | No change | 8 | $401 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 6 | $283 |
"% of holder's portfolio" is EES's weight in each manager's 13F, not the share of Wisdomtree US Smallcap Fund the manager owns.