Wisdomtree US Smallcap FundEESETF
13F holders, Q2 2025 (June 30)143holders −4
9new positions
14sold out
$50.97avg. 13F price*
At the end of Q2 2025, 143 institutions reported holding Wisdomtree US Smallcap Fund (EES) in their 13F filings, down 4 from Q1 2025. 9 opened new positions and 14 sold out. The largest holders were Bank of America Corp. ($39.2M), Morgan Stanley ($37.0M) and UBS Group AG ($36.7M).
- Company
- Wisdomtree US Smallcap Fund
- CUSIP
- 97717W562
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $8.4M |
| Exits | 14 | $9.3M |
All 13F filers, Q1 2025 → Q2 2025: 325,745 shares bought and 649,860 shares sold, net −324,115 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 143 holders
| Bank of America Corp. | 0.00% | Reduce -5.2% | 769,014 | $39.2M |
| Morgan Stanley | 0.00% | Reduce -3.1% | 726,470 | $37.0M |
| UBS Group AG | 0.01% | Reduce -1.9% | 720,106 | $36.7M |
| LPL Financial LLC | 0.01% | Add +7.6% | 510,962 | $26.0M |
| Ameriprise Financial Inc. | 0.01% | Reduce -0.1% | 488,696 | $24.9M |
| Cetera Investment Advisers | 0.03% | Reduce -1.7% | 313,673 | $16.0M |
| Shore Point Advisors, LLC | 6.80% | Add +3.7% | 277,857 | $14.2M |
| Key Financial Inc | 2.62% | Reduce -19.4% | 255,510 | $13.0M |
| Savant Capital, LLC | 0.08% | Reduce -7.4% | 212,691 | $10.8M |
| Linscomb Wealth, Inc. | 0.40% | Reduce -2.2% | 171,819 | $8.8M |
| Amplius Wealth Advisors, LLC | 0.69% | New | 144,551 | $7.4M |
| Kathleen S. Wright Associates Inc. | 2.68% | Reduce -1.7% | 134,700 | $6.9M |
| Wells Fargo & Company | 0.00% | Add +73.2% | 124,571 | $6.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.7% | 113,183 | $5.8M |
| Royal Bank of Canada | 0.00% | Reduce -1.2% | 111,081 | $5.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.5% | 106,755 | $5.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -8.8% | 104,907 | $5.3M |
| Waverly Advisors, LLC | 0.04% | No change | 79,765 | $4.1M |
| Private Advisor Group, LLC | 0.02% | Add +5.0% | 64,768 | $3.3M |
| Culbertson A N & Co. Inc. | 0.49% | Reduce -1.4% | 62,454 | $3.2M |
| Howard Bailey Securities, LLC | 0.96% | Add +5.0% | 61,235 | $3.1M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -0.5% | 48,331 | $2.5M |
| Osaic Holdings, Inc. | 0.00% | Add +44.2% | 48,005 | $2.4M |
| NewSquare Capital LLC | 0.18% | Add +8.5% | 47,387 | $2.4M |
| Stifel Financial Corp. | 0.00% | Add +7.0% | 46,487 | $2.4M |
| Two Sigma Investments, LP | 0.00% | Reduce -43.6% | 45,700 | $2.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -15.6% | 44,080 | $2.2M |
| Insight Advisors, LLC/ PA | 0.33% | Add +4.6% | 40,118 | $2.0M |
| Atria Investments, Inc | 0.02% | Add +18.3% | 39,702 | $2.0M |
| Defined Financial Planning LLC | 1.77% | Add +17.5% | 38,586 | $2.0M |
| &partners | 0.01% | Add +0.0% | 34,555 | $1.8M |
| Herbst Group, LLC | 0.91% | Reduce -2.0% | 29,806 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -79.0% | 27,966 | $1.4M |
| Creative Planning | 0.00% | Add +0.4% | 26,177 | $1.3M |
| New Perspectives, Inc | 0.65% | Reduce -16.3% | 25,905 | $1.3M |
| Global Retirement Partners, LLC | 0.03% | — | 24,890 | $1.3M |
| Optima Capital LLC | 0.66% | Add +0.0% | 24,222 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -64.4% | 21,854 | $1.1M |
| Forefront Analytics, LLC | 1.17% | Reduce -20.9% | 20,571 | $1.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +8.2% | 20,427 | $1.0M |
| Howard Wealth Management, LLC | 0.50% | No change | 19,255 | $981K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.0% | 18,553 | $945K |
| Moller Wealth Partners | 0.21% | No change | 18,442 | $940K |
| Tyler-Stone Wealth Management | 0.15% | Add +0.1% | 18,197 | $927K |
| Smartleaf Asset Management LLC | 0.08% | Add +3.6% | 17,957 | $916K |
| Larson Financial Group LLC | 0.03% | Add +0.3% | 16,507 | $841K |
| Claris Financial LLC | 0.63% | Reduce -33.4% | 16,342 | $833K |
| Prospera Financial Services Inc | 0.01% | Reduce -22.0% | 15,653 | $799K |
| Goldman Sachs Group Inc. | 0.00% | No change | 15,029 | $766K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +1.8% | 14,957 | $762K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +28.2% | 14,478 | $738K |
| Oxler Private Wealth LLC | 0.21% | Reduce -9.0% | 13,164 | $671K |
| Means Investment Co., Inc. | 0.06% | Add +0.1% | 12,836 | $654K |
| Blair William & Co. | 0.00% | Reduce -12.3% | 12,599 | $642K |
| Cwm, LLC | 0.00% | Add +1.2% | 12,502 | $637K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.0% | 11,375 | $580K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 10,740 | $547K |
| KMG Fiduciary Partners, LLC | 0.04% | Add +11.4% | 10,334 | $527K |
| Columbia River Financial Group, LLC | 0.34% | Add +0.2% | 10,080 | $519K |
| Lanark Financial, Inc. | 0.04% | Add +2.3% | 10,125 | $516K |
| Jane Street Group, LLC | 0.00% | New | 9,970 | $508K |
| S.A. Mason LLC | 0.23% | No change | 9,450 | $482K |
| Betterment LLC | 0.00% | Add +9.8% | 9,443 | $481K |
| Nemes Rush Group LLC | 0.05% | Reduce -37.7% | 9,215 | $470K |
| US Bancorp \de | 0.00% | No change | 8,577 | $437K |
| Claro Advisors Inc. | 0.07% | Add +3.1% | 8,199 | $418K |
| Precedent Wealth Partners, LLC | 0.10% | Add +0.9% | 8,079 | $412K |
| Essential Planning, LLC. | 0.15% | Add +0.0% | 7,803 | $398K |
| MML Investors Services, LLC | 0.00% | Reduce -11.0% | 7,734 | $394K |
| Cresset Asset Management, LLC | 0.00% | No change | 7,728 | $394K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.3% | 7,330 | $394K |
| DAVENPORT & Co LLC | 0.00% | Add +57.4% | 7,158 | $365K |
| Modera Wealth Management, LLC | 0.00% | No change | 6,821 | $348K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -13.8% | 6,512 | $345K |
| Smithbridge Asset Management Inc. | 0.06% | Reduce -84.8% | 6,591 | $336K |
| FMR LLC | 0.00% | Add +22.2% | 6,412 | $327K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Reduce -19.7% | 6,067 | $309K |
| PSI Advisors, LLC | 0.15% | No change | 5,971 | $304K |
| RFG Advisory, LLC | 0.01% | Reduce -6.3% | 5,912 | $301K |
| Savvy Advisors, Inc. | 0.02% | Add +0.0% | 5,908 | $301K |
| World Equity Group, Inc. | 0.08% | Reduce -2.1% | 5,751 | $293K |
| Berger Financial Group, Inc | 0.02% | No change | 5,436 | $277K |
| Capital Management Corp. | 0.05% | Add +3.4% | 5,427 | $277K |
| Mariner, LLC | 0.00% | Add +6.4% | 5,407 | $276K |
| Wilson & Boucher Capital Management, LLC | 0.19% | No change | 5,400 | $275K |
| Advisory Services Network, LLC | 0.00% | Reduce -2.2% | 5,167 | $266K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -1.1% | 5,210 | $266K |
| Crux Wealth Advisors | 0.11% | Reduce -65.6% | 4,988 | $254K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -1.7% | 4,962 | $253K |
| Janney Montgomery Scott LLC | 0.00% | No change | 4,810 | $245K |
| Equitable Holdings, Inc. | 0.00% | New | 4,795 | $244K |
| Envision Financial LLC | 0.16% | No change | 4,632 | $236K |
| Uhlmann Price Securities, LLC | 0.17% | Reduce -5.0% | 4,587 | $234K |
| LVM Capital Management Ltd. | 0.02% | Reduce -0.7% | 4,326 | $220K |
| Institute for Wealth Management, LLC. | 0.02% | No change | 4,290 | $219K |
| Clearwater Capital Advisors, LLC | 0.02% | Reduce -1.8% | 4,230 | $216K |
| Laurel Wealth Advisors LLC | 0.03% | No change | 4,210 | $215K |
| Essex Bank | 0.05% | No change | 4,200 | $214K |
| Focus Partners Wealth | 0.00% | Reduce -37.1% | 3,975 | $203K |
| Captrust Financial Advisors | 0.00% | Reduce -23.1% | 3,945 | $201K |
"% of holder's portfolio" is EES's weight in each manager's 13F, not the share of Wisdomtree US Smallcap Fund the manager owns.