Wisdomtree US Smallcap FundEESETF
13F holders, Q4 2024 (December 31)160holders +12
7new positions
7sold out
2famous investors
$54.00avg. 13F price*
At the end of Q4 2024, 160 institutions reported holding Wisdomtree US Smallcap Fund (EES) in their 13F filings, up 12 from Q3 2024. 7 opened new positions and 7 sold out. The largest holders were Bank of America Corp. ($45.8M), Morgan Stanley ($41.9M) and UBS Group AG ($39.3M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Wisdomtree US Smallcap Fund
- CUSIP
- 97717W562
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $8.4M |
| Exits | 7 | $2.4M |
All 13F filers, Q3 2024 → Q4 2024: 829,051 shares bought and 309,171 shares sold, net +519,880 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 160 holders
| Bank of America Corp. | 0.00% | Reduce -4.6% | 849,166 | $45.8M |
| Morgan Stanley | 0.00% | Add +0.3% | 775,993 | $41.9M |
| UBS Group AG | 0.01% | Reduce -2.1% | 729,030 | $39.3M |
| Essential Planning, LLC. | 0.19% | Add +5923.1% | 536,780 | $29.4M |
| Ameriprise Financial Inc. | 0.01% | Reduce -0.7% | 499,389 | $26.9M |
| LPL Financial LLC | 0.01% | Add +8.3% | 395,828 | $21.4M |
| Cetera Investment Advisers | 0.04% | Reduce -18.4% | 319,934 | $17.3M |
| Shore Point Advisors, LLC | 8.15% | Add +0.6% | 280,874 | $15.2M |
| Global Retirement Partners, LLC | 0.42% | Add +10.6% | 272,463 | $14.7M |
| Savant Capital, LLC | 0.11% | Reduce -13.4% | 258,633 | $14.0M |
| Linscomb Wealth, Inc. | 0.50% | Reduce -4.3% | 186,785 | $10.1M |
| Kathleen S. Wright Associates Inc. | 3.08% | Reduce -1.8% | 137,283 | $7.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -5.1% | 119,428 | $6.4M |
| Royal Bank of Canada | 0.00% | Add +1.1% | 112,206 | $6.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.4% | 110,786 | $6.0M |
| Invenio Wealth Partners LLC | 2.44% | Reduce -8.3% | 107,964 | $5.8M |
| Raymond James Financial Inc. | 0.00% | — | 96,108 | $5.2M |
| Waverly Advisors, LLC | 0.07% | New | 79,965 | $4.3M |
| Howard Bailey Securities, LLC | 1.47% | Reduce -1.4% | 73,642 | $4.0M |
| Wells Fargo & Company | 0.00% | Reduce -0.8% | 70,149 | $3.8M |
| First Western Trust Bank | 0.17% | No change | 69,790 | $3.8M |
| Private Advisor Group, LLC | 0.02% | Reduce -2.8% | 67,470 | $3.6M |
| Culbertson A N & Co. Inc. | 0.54% | Reduce -0.3% | 63,414 | $3.4M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -9.5% | 60,291 | $3.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -12.9% | 51,620 | $2.8M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -2.9% | 44,758 | $2.4M |
| Stifel Financial Corp. | 0.00% | Reduce -0.4% | 43,632 | $2.4M |
| NewSquare Capital LLC | 0.18% | Add +108.2% | 42,778 | $2.3M |
| World Investment Advisors | 0.06% | Add +2.3% | 42,656 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Add +117.8% | 42,019 | $2.3M |
| Osaic Holdings, Inc. | 0.00% | Add +12.3% | 37,180 | $2.0M |
| Insight Advisors, LLC/ PA | 0.34% | Add +1.5% | 36,692 | $2.0M |
| &partners | 0.02% | Reduce -2.4% | 33,873 | $1.8M |
| Citadel Advisors | 0.00% | New | 33,770 | $1.8M |
| Atria Investments, Inc | 0.02% | Add +0.8% | 31,286 | $1.7M |
| Defined Financial Planning LLC | 1.80% | — | 31,229 | $1.7M |
| New Perspectives, Inc | 0.89% | Reduce -1.6% | 30,940 | $1.7M |
| Herbst Group, LLC | 1.02% | Reduce -5.1% | 30,356 | $1.6M |
| Forefront Analytics, LLC | 0.64% | Reduce -1.5% | 25,665 | $1.4M |
| Creative Planning | 0.00% | No change | 24,939 | $1.3M |
| Claris Financial LLC | 0.87% | — | 24,547 | $1.3M |
| Optima Capital LLC | 0.90% | — | 24,203 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +20.1% | 21,738 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -13.9% | 20,954 | $1.1M |
| Prospera Financial Services Inc | 0.03% | Reduce -0.6% | 20,616 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +27.4% | 19,972 | $1.1M |
| Blair William & Co. | 0.00% | Add +287.4% | 19,317 | $1.0M |
| Howard Wealth Management, LLC | 0.56% | No change | 19,255 | $1.0M |
| Moller Wealth Partners | 0.26% | No change | 18,442 | $995K |
| Jane Street Group, LLC | 0.00% | New | 17,745 | $957K |
| Tyler-Stone Wealth Management | 0.17% | Add +1.5% | 17,377 | $937K |
| Smartleaf Asset Management LLC | 0.10% | Reduce -4.3% | 17,426 | $937K |
| Larson Financial Group LLC | 0.05% | Reduce -0.2% | 16,707 | $901K |
| Nemes Rush Group LLC | 0.11% | Add +8.9% | 15,904 | $858K |
| Two Sigma Investments, LP | 0.00% | Add +5.3% | 15,900 | $858K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -0.7% | 15,399 | $831K |
| Goldman Sachs Group Inc. | 0.00% | No change | 15,029 | $811K |
| Blue Capital, Inc. | 0.56% | — | 14,813 | $799K |
| Crux Wealth Advisors | 0.44% | — | 14,757 | $796K |
| Oxler Private Wealth LLC | 0.26% | Reduce -7.0% | 14,418 | $778K |
| Means Investment Co., Inc. | 0.08% | Reduce -0.4% | 13,621 | $735K |
| Cwm, LLC | 0.00% | New | 12,351 | $666K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.4% | 11,371 | $613K |
| Wellington Shields Capital Management, LLC | 0.11% | Reduce -36.0% | 11,360 | $613K |
| World Equity Group, Inc. | 0.13% | Add +150.6% | 11,152 | $602K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 10,740 | $575K |
| Columbia River Financial Group, LLC | 0.38% | — | 10,221 | $551K |
| S.A. Mason LLC | 0.27% | Reduce -9.6% | 9,450 | $510K |
| Precedent Wealth Partners, LLC | 0.16% | Reduce -18.2% | 9,347 | $504K |
| KMG Fiduciary Partners, LLC | 0.04% | Add +1.3% | 9,154 | $494K |
| NewEdge Wealth, LLC | 0.01% | Add +1.4% | 9,142 | $493K |
| Mariner, LLC | 0.00% | Reduce -4.6% | 9,062 | $489K |
| MML Investors Services, LLC | 0.00% | Add +1.2% | 8,931 | $482K |
| Claro Advisors Inc. | 0.06% | No change | 8,239 | $444K |
| Cresset Asset Management, LLC | 0.00% | Reduce -50.0% | 7,728 | $417K |
| Betterment LLC | 0.00% | Reduce -4.5% | 7,555 | $408K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +11.4% | 7,381 | $398K |
| Focus Partners Wealth | 0.00% | No change | 7,265 | $392K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.3% | 7,298 | $391K |
| US Bancorp \de | 0.00% | No change | 7,010 | $378K |
| Parkside Financial Bank & Trust | 0.05% | New | 6,993 | $377K |
| Berger Financial Group, Inc | 0.03% | No change | 6,966 | $376K |
| PSI Advisors, LLC | 0.11% | Reduce -5.9% | 6,915 | $373K |
| Modera Wealth Management, LLC | 0.00% | No change | 6,821 | $368K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +4.5% | 6,703 | $362K |
| RFG Advisory, LLC | 0.01% | Reduce -14.4% | 6,543 | $353K |
| FSA Advisors, Inc. | 0.43% | Reduce -13.4% | 6,469 | $349K |
| Envision Financial LLC | 0.24% | — | 5,623 | $303K |
| Wilson & Boucher Capital Management, LLC | 0.21% | No change | 5,400 | $291K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -0.4% | 5,333 | $288K |
| FMR LLC | 0.00% | Add +18.3% | 5,249 | $283K |
| Capital Management Corp. | 0.05% | Add +0.0% | 5,248 | $283K |
| Savvy Advisors, Inc. | 0.03% | No change | 5,232 | $282K |
| Freedom Investment Management, Inc. | 0.02% | Add +0.4% | 5,074 | $274K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.7% | 4,870 | $263K |
| Captrust Financial Advisors | 0.00% | No change | 4,870 | $263K |
| Intrua Financial, LLC | 0.04% | Reduce -20.6% | 4,706 | $254K |
| DAVENPORT & Co LLC | 0.00% | Reduce -15.7% | 4,642 | $250K |
| Equitable Holdings, Inc. | 0.00% | Reduce -10.3% | 4,360 | $235K |
| Clearwater Capital Advisors, LLC | 0.02% | Reduce -2.1% | 4,306 | $232K |
"% of holder's portfolio" is EES's weight in each manager's 13F, not the share of Wisdomtree US Smallcap Fund the manager owns.