Wisdomtree US Smallcap FundEESETF
13F holders, Q1 2025 (March 31)147holders −13
6new positions
18sold out
1famous investor
$48.84avg. 13F price*
At the end of Q1 2025, 147 institutions reported holding Wisdomtree US Smallcap Fund (EES) in their 13F filings, down 13 from Q4 2024. 6 opened new positions and 18 sold out. The largest holders were Bank of America Corp. ($39.6M), Morgan Stanley ($36.6M) and UBS Group AG ($35.8M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $2.1M |
| Exits | 18 | $7.6M |
All 13F filers, Q4 2024 → Q1 2025: 640,585 shares bought and 921,654 shares sold, net −281,069 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 147 holders
| Bank of America Corp. | 0.00% | Reduce -4.4% | 811,479 | $39.6M |
| Morgan Stanley | 0.00% | Reduce -3.4% | 749,952 | $36.6M |
| UBS Group AG | 0.01% | Add +0.7% | 733,885 | $35.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -2.0% | 489,440 | $23.9M |
| LPL Financial LLC | 0.01% | Add +19.9% | 474,729 | $23.2M |
| Cetera Investment Advisers | 0.03% | Reduce -0.3% | 318,979 | $15.6M |
| Key Financial Inc | 3.37% | Add +24541.2% | 316,886 | $15.5M |
| Shore Point Advisors, LLC | 6.93% | Reduce -4.6% | 268,010 | $13.1M |
| Savant Capital, LLC | 0.10% | Reduce -11.2% | 229,662 | $11.2M |
| Linscomb Wealth, Inc. | 0.43% | Reduce -6.0% | 175,643 | $8.6M |
| Kathleen S. Wright Associates Inc. | 2.77% | Reduce -0.2% | 137,037 | $6.7M |
| Susquehanna International Group, LLP | 0.01% | Add +217.1% | 133,247 | $6.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.7% | 114,979 | $5.6M |
| Invenio Wealth Partners LLC | 2.31% | Add +4.3% | 112,610 | $5.5M |
| Royal Bank of Canada | 0.00% | Add +0.1% | 112,379 | $5.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.5% | 109,119 | $5.3M |
| Raymond James Financial Inc. | 0.00% | Add +11.7% | 107,310 | $5.2M |
| Two Sigma Investments, LP | 0.01% | Add +409.4% | 81,000 | $4.0M |
| Waverly Advisors, LLC | 0.05% | Reduce -0.3% | 79,765 | $3.9M |
| Wells Fargo & Company | 0.00% | Add +2.5% | 71,926 | $3.5M |
| Culbertson A N & Co. Inc. | 0.49% | Reduce -0.1% | 63,374 | $3.1M |
| Private Advisor Group, LLC | 0.02% | Reduce -8.6% | 61,666 | $3.0M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +1.7% | 61,312 | $3.0M |
| Howard Bailey Securities, LLC | 0.95% | Reduce -20.8% | 58,300 | $2.8M |
| JPMorgan Chase & Co. | 0.00% | Add +1.2% | 52,239 | $2.6M |
| Avantax Advisory Services, Inc. | 0.01% | Add +8.5% | 48,550 | $2.4M |
| NewSquare Capital LLC | 0.17% | Add +2.1% | 43,672 | $2.1M |
| Stifel Financial Corp. | 0.00% | Reduce -0.4% | 43,451 | $2.1M |
| Smithbridge Asset Management Inc. | 0.39% | — | 43,272 | $2.1M |
| Insight Advisors, LLC/ PA | 0.33% | Add +4.5% | 38,353 | $1.9M |
| &partners | 0.02% | Add +2.0% | 34,554 | $1.7M |
| Atria Investments, Inc | 0.02% | Add +7.3% | 33,562 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -10.5% | 33,285 | $1.6M |
| Defined Financial Planning LLC | 1.63% | Add +5.1% | 32,829 | $1.6M |
| New Perspectives, Inc | 0.81% | Add +0.0% | 30,948 | $1.5M |
| Herbst Group, LLC | 1.05% | Add +0.2% | 30,406 | $1.5M |
| Claris Financial LLC | 0.87% | No change | 24,547 | $1.3M |
| Creative Planning | 0.00% | Add +4.5% | 26,067 | $1.3M |
| Forefront Analytics, LLC | 1.46% | Add +1.3% | 26,006 | $1.3M |
| Optima Capital LLC | 0.75% | Add +0.0% | 24,212 | $1.2M |
| Citadel Advisors | 0.00% | Reduce -39.8% | 20,319 | $992K |
| Beacon Pointe Advisors, LLC | 0.01% | New | 20,222 | $988K |
| Prospera Financial Services Inc | 0.02% | Reduce -2.6% | 20,071 | $981K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.2% | 19,335 | $944K |
| Howard Wealth Management, LLC | 0.52% | No change | 19,255 | $940K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -13.1% | 18,884 | $922K |
| Moller Wealth Partners | 0.22% | No change | 18,442 | $901K |
| Tyler-Stone Wealth Management | 0.16% | Add +4.6% | 18,176 | $888K |
| Smartleaf Asset Management LLC | 0.08% | Reduce -0.6% | 17,331 | $848K |
| Larson Financial Group LLC | 0.04% | Reduce -1.5% | 16,450 | $803K |
| Goldman Sachs Group Inc. | 0.00% | No change | 15,029 | $734K |
| Nemes Rush Group LLC | 0.09% | Reduce -7.0% | 14,791 | $722K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -4.6% | 14,696 | $718K |
| Crux Wealth Advisors | 0.37% | Reduce -1.8% | 14,490 | $708K |
| Oxler Private Wealth LLC | 0.25% | Add +0.3% | 14,460 | $706K |
| Blair William & Co. | 0.00% | Reduce -25.7% | 14,359 | $701K |
| HighTower Advisors, LLC | 0.00% | Reduce -32.5% | 14,144 | $691K |
| Means Investment Co., Inc. | 0.07% | Reduce -5.9% | 12,823 | $626K |
| Cwm, LLC | 0.00% | No change | 12,351 | $603K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.0% | 11,373 | $555K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 11,294 | $552K |
| Columbia River Financial Group, LLC | 0.33% | Reduce -1.6% | 10,056 | $491K |
| Lanark Financial, Inc. | 0.04% | — | 9,901 | $483K |
| S.A. Mason LLC | 0.24% | No change | 9,450 | $462K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 10,740 | $457K |
| KMG Fiduciary Partners, LLC | 0.04% | Add +1.3% | 9,274 | $453K |
| MML Investors Services, LLC | 0.00% | Reduce -2.6% | 8,694 | $425K |
| Betterment LLC | 0.00% | Add +13.8% | 8,600 | $420K |
| US Bancorp \de | 0.00% | Add +22.4% | 8,577 | $419K |
| Precedent Wealth Partners, LLC | 0.11% | Reduce -14.3% | 8,007 | $391K |
| Claro Advisors Inc. | 0.05% | Reduce -3.5% | 7,951 | $388K |
| Essential Planning, LLC. | 0.15% | Reduce -98.5% | 7,802 | $381K |
| Cresset Asset Management, LLC | 0.00% | No change | 7,728 | $377K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +12.8% | 7,558 | $369K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +2.3% | 7,553 | $369K |
| NewEdge Wealth, LLC | 0.01% | Reduce -19.2% | 7,384 | $361K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.2% | 7,311 | $348K |
| Parkside Financial Bank & Trust | 0.04% | No change | 6,993 | $342K |
| Modera Wealth Management, LLC | 0.00% | No change | 6,821 | $333K |
| Focus Partners Wealth | 0.00% | Reduce -12.9% | 6,325 | $309K |
| RFG Advisory, LLC | 0.01% | Reduce -3.5% | 6,312 | $308K |
| PSI Advisors, LLC | 0.09% | Reduce -13.7% | 5,971 | $292K |
| World Equity Group, Inc. | 0.08% | Reduce -47.3% | 5,876 | $291K |
| Savvy Advisors, Inc. | 0.03% | Add +12.9% | 5,906 | $288K |
| Berger Financial Group, Inc | 0.02% | Reduce -22.0% | 5,436 | $265K |
| Wilson & Boucher Capital Management, LLC | 0.20% | No change | 5,400 | $264K |
| Advisory Services Network, LLC | 0.01% | New | 5,282 | $258K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -1.2% | 5,270 | $257K |
| Capital Management Corp. | 0.04% | Add +0.0% | 5,250 | $256K |
| FMR LLC | 0.00% | Reduce -0.1% | 5,246 | $256K |
| Captrust Financial Advisors | 0.00% | Add +5.3% | 5,130 | $251K |
| Mariner, LLC | 0.00% | Reduce -43.9% | 5,083 | $248K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -0.5% | 5,048 | $247K |
| Uhlmann Price Securities, LLC | 0.17% | New | 4,830 | $236K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.2% | 4,810 | $235K |
| Envision Financial LLC | 0.17% | Reduce -17.6% | 4,632 | $226K |
| DAVENPORT & Co LLC | 0.00% | Reduce -2.0% | 4,548 | $222K |
| LVM Capital Management Ltd. | 0.02% | Add +2.7% | 4,356 | $213K |
| Clearwater Capital Advisors, LLC | 0.02% | No change | 4,306 | $210K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 4,290 | $210K |
"% of holder's portfolio" is EES's weight in each manager's 13F, not the share of Wisdomtree US Smallcap Fund the manager owns.