Wisdomtree US Smallcap FundEESETF
13F holders, Q3 2024 (September 30)148holders +5
13new positions
10sold out
$52.73avg. 13F price*
At the end of Q3 2024, 148 institutions reported holding Wisdomtree US Smallcap Fund (EES) in their 13F filings, up 5 from Q2 2024. 13 opened new positions and 10 sold out. The largest holders were Bank of America Corp. ($46.9M), Morgan Stanley ($40.8M) and UBS Group AG ($39.3M).
- Company
- Wisdomtree US Smallcap Fund
- CUSIP
- 97717W562
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $5.2M |
| Exits | 10 | $5.7M |
All 13F filers, Q2 2024 → Q3 2024: 366,722 shares bought and 650,149 shares sold, net −283,427 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 148 holders
| Bank of America Corp. | 0.00% | Add +10.9% | 889,851 | $46.9M |
| Morgan Stanley | 0.00% | Reduce -5.0% | 774,080 | $40.8M |
| UBS Group AG | 0.01% | Add +8.2% | 744,648 | $39.3M |
| Ameriprise Financial Inc. | 0.01% | Add +3.1% | 502,650 | $26.5M |
| Cetera Investment Advisers | 0.05% | Add +0.8% | 391,812 | $20.7M |
| LPL Financial LLC | 0.01% | Add +2.8% | 365,436 | $19.3M |
| Savant Capital, LLC | 0.13% | Reduce -10.5% | 298,825 | $15.8M |
| Shore Point Advisors, LLC | 7.89% | Add +0.2% | 279,281 | $14.7M |
| Global Retirement Partners, LLC | 0.39% | Add +20.6% | 246,407 | $13.0M |
| Linscomb Wealth, Inc. | 0.51% | Reduce -6.9% | 195,203 | $10.3M |
| Kathleen S. Wright Associates Inc. | 3.04% | Reduce -0.8% | 139,842 | $7.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.6% | 125,791 | $6.6M |
| Invenio Wealth Partners LLC | 2.69% | Reduce -3.1% | 117,686 | $6.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -14.5% | 113,501 | $6.0M |
| Royal Bank of Canada | 0.00% | Reduce -15.6% | 111,038 | $5.9M |
| 9258 Wealth Management, LLC | 0.62% | Reduce -7.4% | 79,965 | $4.2M |
| Howard Bailey Securities, LLC | 1.49% | — | 74,646 | $3.9M |
| Wells Fargo & Company | 0.00% | Reduce -6.3% | 70,726 | $3.7M |
| First Western Trust Bank | 0.17% | No change | 69,790 | $3.7M |
| Private Advisor Group, LLC | 0.02% | Reduce -7.3% | 69,440 | $3.7M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -2.9% | 66,639 | $3.5M |
| Culbertson A N & Co. Inc. | 0.54% | Reduce -0.2% | 63,604 | $3.4M |
| JPMorgan Chase & Co. | 0.00% | Add +33.3% | 59,300 | $3.1M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -67.0% | 58,347 | $3.1M |
| Smithbridge Asset Management Inc. | 0.48% | Reduce -7.3% | 53,017 | $2.8M |
| Raymond James & Associates | 0.00% | Add +4.2% | 46,269 | $2.4M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -1.6% | 46,115 | $2.4M |
| Stifel Financial Corp. | 0.00% | Add +5.9% | 43,792 | $2.3M |
| World Investment Advisors | 0.07% | New | 41,698 | $2.2M |
| Insight Advisors, LLC/ PA | 0.33% | Reduce -4.1% | 36,154 | $1.9M |
| &partners | 0.04% | Add +15.8% | 34,720 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Reduce -9.1% | 33,120 | $1.7M |
| Herbst Group, LLC | 1.05% | Reduce -4.0% | 31,996 | $1.7M |
| New Perspectives, Inc | 0.88% | Reduce -2.0% | 31,446 | $1.7M |
| Atria Investments, Inc | 0.02% | Add +65.7% | 31,024 | $1.6M |
| Forefront Analytics, LLC | 0.65% | Reduce -14.4% | 26,052 | $1.4M |
| Creative Planning | 0.00% | No change | 24,939 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -3.4% | 24,332 | $1.3M |
| Prospera Financial Services Inc | 0.03% | Reduce -0.5% | 20,732 | $1.1M |
| NewSquare Capital LLC | 0.09% | Reduce -0.7% | 20,550 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.01% | New | 20,222 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -30.8% | 19,294 | $1.0M |
| Howard Wealth Management, LLC | 0.59% | Reduce -2.0% | 19,255 | $1.0M |
| Moller Wealth Partners | 0.24% | Reduce -0.3% | 18,442 | $973K |
| Kestra Advisory Services, LLC | 0.01% | Reduce -13.1% | 18,096 | $955K |
| Smartleaf Asset Management LLC | 0.12% | Reduce -16.2% | 18,203 | $953K |
| Wellington Shields Capital Management, LLC | 0.16% | Reduce -2.2% | 17,760 | $937K |
| Tyler-Stone Wealth Management | 0.17% | Add +92.5% | 17,127 | $903K |
| Larson Financial Group LLC | 0.05% | Reduce -0.1% | 16,747 | $883K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.9% | 15,674 | $827K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +9.2% | 15,508 | $818K |
| Oxler Private Wealth LLC | 0.28% | Reduce -3.3% | 15,507 | $818K |
| Cresset Asset Management, LLC | 0.00% | No change | 15,456 | $815K |
| Two Sigma Investments, LP | 0.00% | Add +2.0% | 15,100 | $797K |
| Goldman Sachs Group Inc. | 0.00% | No change | 15,029 | $793K |
| Nemes Rush Group LLC | 0.11% | Reduce -1.6% | 14,597 | $732K |
| Means Investment Co., Inc. | 0.08% | Reduce -3.3% | 13,677 | $721K |
| Sweet Financial Partners, LLC | 0.14% | No change | 12,000 | $633K |
| Precedent Wealth Partners, LLC | 0.20% | Reduce -17.0% | 11,427 | $603K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -3.4% | 11,330 | $598K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 10,740 | $567K |
| S.A. Mason LLC | 0.29% | No change | 10,450 | $551K |
| Mariner, LLC | 0.00% | Add +16.1% | 9,496 | $501K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -26.9% | 9,529 | $494K |
| KMG Fiduciary Partners, LLC | 0.04% | Add +0.3% | 9,039 | $477K |
| NewEdge Wealth, LLC | 0.01% | New | 9,017 | $476K |
| Essential Planning, LLC. | 0.19% | Reduce -1.2% | 8,912 | $470K |
| MML Investors Services, LLC | 0.00% | Reduce -1.4% | 8,822 | $465K |
| Claro Advisors Inc. | 0.06% | Reduce -2.7% | 8,239 | $435K |
| Betterment LLC | 0.00% | Reduce -1.3% | 7,912 | $417K |
| Lanark Financial, Inc. | 0.03% | Reduce -2.2% | 7,871 | $415K |
| RFG Advisory, LLC | 0.01% | Reduce -12.7% | 7,640 | $403K |
| PSI Advisors, LLC | 0.11% | Add +0.6% | 7,351 | $388K |
| Focus Partners Wealth | 0.00% | Add +12.7% | 7,265 | $383K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.2% | 7,279 | $380K |
| US Bancorp \de | 0.00% | Add +6.6% | 7,010 | $370K |
| Berger Financial Group, Inc | 0.03% | No change | 6,966 | $367K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +0.1% | 6,878 | $363K |
| Modera Wealth Management, LLC | 0.00% | No change | 6,821 | $360K |
| FSA Advisors, Inc. | 0.35% | Reduce -3.0% | 7,473 | $352K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +5.2% | 6,626 | $350K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.8% | 6,411 | $338K |
| Citigroup Inc. | 0.00% | Add +4.9% | 5,998 | $316K |
| Intrua Financial, LLC | 0.05% | Reduce -68.8% | 5,923 | $312K |
| DAVENPORT & Co LLC | 0.00% | Add +5.6% | 5,507 | $290K |
| AE Wealth Management LLC | 0.00% | New | 5,409 | $285K |
| Wilson & Boucher Capital Management, LLC | 0.20% | No change | 5,400 | $285K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -0.8% | 5,353 | $282K |
| Capital Management Corp. | 0.05% | No change | 5,247 | $277K |
| Savvy Advisors, Inc. | 0.06% | No change | 5,232 | $276K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -97.4% | 5,054 | $267K |
| Blair William & Co. | 0.00% | Reduce -53.1% | 4,986 | $263K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.5% | 4,954 | $261K |
| Captrust Financial Advisors | 0.00% | Reduce -3.9% | 4,870 | $257K |
| Equitable Holdings, Inc. | 0.00% | Reduce -12.3% | 4,858 | $256K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -36.8% | 4,668 | $246K |
| World Equity Group, Inc. | 0.08% | New | 4,451 | $235K |
| FMR LLC | 0.00% | Add +37.5% | 4,436 | $234K |
| Clearwater Capital Advisors, LLC | 0.02% | No change | 4,400 | $232K |
| Leicht Financial Planning & Wealth Management, Inc. | 0.12% | No change | 4,337 | $229K |
"% of holder's portfolio" is EES's weight in each manager's 13F, not the share of Wisdomtree US Smallcap Fund the manager owns.