Wisdomtree US Smallcap FundEESETF
13F holders, Q3 2025 (September 30)148holders +5
15new positions
7sold out
2famous investors
$55.87avg. 13F price*
At the end of Q3 2025, 148 institutions reported holding Wisdomtree US Smallcap Fund (EES) in their 13F filings, up 5 from Q2 2025. 15 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($42.5M), UBS Group AG ($40.8M) and Bank of America Corp. ($31.3M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $11.7M |
| Exits | 7 | $2.8M |
All 13F filers, Q2 2025 → Q3 2025: 515,425 shares bought and 451,566 shares sold, net +63,859 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 148 holders
| Morgan Stanley | 0.00% | Add +4.8% | 761,366 | $42.5M |
| UBS Group AG | 0.01% | Add +1.5% | 731,134 | $40.8M |
| Bank of America Corp. | 0.00% | Reduce -27.1% | 560,551 | $31.3M |
| LPL Financial LLC | 0.01% | Add +7.9% | 551,276 | $30.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -4.2% | 468,058 | $26.1M |
| Cetera Investment Advisers | 0.02% | Add +16.8% | 366,232 | $20.5M |
| Key Financial Inc | 2.85% | Add +7.8% | 275,444 | $15.4M |
| Shore Point Advisors, LLC | 6.53% | Reduce -4.8% | 264,464 | $14.8M |
| Savant Capital, LLC | 0.07% | Reduce -7.1% | 197,678 | $11.0M |
| Raymond James Financial Inc. | 0.00% | Add +57.2% | 167,815 | $9.4M |
| Linscomb Wealth, Inc. | 0.40% | Reduce -4.2% | 164,543 | $9.2M |
| Kathleen S. Wright Associates Inc. | 2.78% | Reduce -0.4% | 134,121 | $7.5M |
| Arkadios Wealth Advisors | 0.17% | New | 125,235 | $7.0M |
| Wells Fargo & Company | 0.00% | Reduce -1.4% | 122,771 | $6.9M |
| Amplius Wealth Advisors, LLC | 0.59% | Reduce -15.4% | 122,285 | $6.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.2% | 113,421 | $6.3M |
| Royal Bank of Canada | 0.00% | Reduce -0.5% | 110,570 | $6.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -9.4% | 95,017 | $5.3M |
| Waverly Advisors, LLC | 0.04% | Reduce -0.6% | 79,265 | $4.4M |
| Howard Bailey Securities, LLC | 1.11% | Add +14.3% | 70,007 | $3.9M |
| Culbertson A N & Co. Inc. | 0.49% | Add +0.0% | 62,461 | $3.5M |
| Private Advisor Group, LLC | 0.02% | Reduce -3.9% | 62,227 | $3.5M |
| Defined Financial Planning LLC | 2.36% | Add +32.9% | 51,262 | $2.8M |
| Atria Investments, Inc | 0.03% | Add +27.1% | 50,458 | $2.8M |
| Stifel Financial Corp. | 0.00% | Add +6.1% | 49,323 | $2.8M |
| NewSquare Capital LLC | 0.18% | Add +3.1% | 48,840 | $2.7M |
| Claris Financial LLC | 1.55% | Add +198.6% | 48,804 | $2.7M |
| JPMorgan Chase & Co. | 0.00% | Add +1.9% | 44,915 | $2.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.8% | 44,741 | $2.5M |
| Insight Advisors, LLC/ PA | 0.34% | Add +0.3% | 40,241 | $2.2M |
| Citadel Advisors | 0.00% | New | 38,104 | $2.1M |
| &partners | 0.01% | Add +0.1% | 34,576 | $1.9M |
| Creative Planning | 0.00% | Reduce -2.8% | 25,433 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +22.8% | 25,088 | $1.4M |
| Optima Capital LLC | 0.66% | Add +0.0% | 24,231 | $1.4M |
| Global Retirement Partners, LLC | 0.03% | Reduce -5.3% | 23,582 | $1.3M |
| New Perspectives, Inc | 0.58% | Reduce -9.8% | 23,366 | $1.3M |
| Howard Wealth Management, LLC | 0.49% | Reduce -0.4% | 19,170 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -14.0% | 18,803 | $1.1M |
| Smartleaf Asset Management LLC | 0.06% | Add +3.0% | 18,497 | $1.0M |
| Moller Wealth Partners | 0.21% | No change | 18,442 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.5% | 18,282 | $1.0M |
| Forefront Analytics, LLC | 0.96% | Reduce -12.9% | 17,919 | $1.0M |
| Forefront Wealth Partners, LLC | 0.25% | New | 17,832 | $996K |
| Larson Financial Group LLC | 0.03% | Reduce -6.7% | 15,401 | $860K |
| Prospera Financial Services Inc | 0.01% | Reduce -2.4% | 15,278 | $854K |
| Goldman Sachs Group Inc. | 0.00% | No change | 15,029 | $840K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -1.3% | 14,768 | $825K |
| Oxler Private Wealth LLC | 0.21% | Reduce -3.9% | 12,645 | $706K |
| Cwm, LLC | 0.00% | Add +0.0% | 12,504 | $699K |
| Lanark Financial, Inc. | 0.05% | Add +12.5% | 11,389 | $636K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -22.3% | 11,246 | $628K |
| Means Investment Co., Inc. | 0.05% | Reduce -15.3% | 10,879 | $608K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 10,740 | $600K |
| Susquehanna International Group, LLP | 0.00% | Reduce -61.8% | 10,671 | $596K |
| KMG Fiduciary Partners, LLC | 0.04% | Add +2.2% | 10,563 | $590K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -15.5% | 9,613 | $537K |
| S.A. Mason LLC | 0.23% | No change | 9,450 | $528K |
| Betterment LLC | 0.00% | Reduce -1.7% | 9,284 | $519K |
| Nemes Rush Group LLC | 0.05% | Reduce -0.3% | 9,183 | $513K |
| Columbia River Financial Group, LLC | 0.31% | Reduce -9.0% | 9,175 | $507K |
| US Bancorp \de | 0.00% | No change | 8,577 | $479K |
| Claro Advisors Inc. | 0.07% | Add +0.2% | 8,214 | $459K |
| MML Investors Services, LLC | 0.00% | Add +1.8% | 7,874 | $440K |
| Essential Planning, LLC. | 0.15% | Add +0.0% | 7,804 | $436K |
| Cresset Asset Management, LLC | 0.00% | No change | 7,728 | $432K |
| DAVENPORT & Co LLC | 0.00% | Add +6.0% | 7,586 | $424K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.2% | 7,347 | $411K |
| Precedent Wealth Partners, LLC | 0.09% | Reduce -11.8% | 7,129 | $398K |
| Empowered Funds, LLC | 0.00% | New | 7,083 | $396K |
| Freedom Investment Management, Inc. | 0.10% | Add +41.9% | 7,040 | $393K |
| Modera Wealth Management, LLC | 0.00% | No change | 6,821 | $381K |
| Blair William & Co. | 0.00% | Reduce -47.3% | 6,646 | $371K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +6.5% | 6,460 | $361K |
| FMR LLC | 0.00% | Reduce -2.1% | 6,280 | $351K |
| Harbour Investments, Inc. | 0.01% | Add +64.6% | 6,111 | $341K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -4.9% | 6,190 | $341K |
| PSI Advisors, LLC | 0.09% | No change | 5,971 | $334K |
| RFG Advisory, LLC | 0.01% | Add +0.1% | 5,918 | $331K |
| Savvy Advisors, Inc. | 0.02% | Add +0.0% | 5,910 | $330K |
| World Equity Group, Inc. | 0.07% | Add +0.9% | 5,801 | $324K |
| Capital Management Corp. | 0.05% | Reduce -0.2% | 5,417 | $303K |
| Mariner, LLC | 0.00% | No change | 5,407 | $302K |
| Wilson & Boucher Capital Management, LLC | 0.20% | No change | 5,400 | $302K |
| IHT Wealth Management, LLC | 0.01% | New | 5,362 | $300K |
| Uhlmann Price Securities, LLC | 0.18% | Add +13.8% | 5,222 | $292K |
| Kingsview Wealth Management, LLC | 0.00% | No change | 5,210 | $291K |
| Advisory Services Network, LLC | 0.00% | Add +0.2% | 5,177 | $289K |
| Berger Financial Group, Inc | 0.02% | Reduce -8.7% | 4,963 | $277K |
| Crux Wealth Advisors | 0.11% | Reduce -2.7% | 4,855 | $271K |
| Janney Montgomery Scott LLC | 0.00% | No change | 4,810 | $269K |
| Equitable Holdings, Inc. | 0.00% | Add +0.1% | 4,798 | $268K |
| Smithbridge Asset Management Inc. | 0.04% | Reduce -32.5% | 4,449 | $249K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 4,290 | $240K |
| Two Sigma Investments, LP | 0.00% | Reduce -90.8% | 4,200 | $235K |
| Essex Bank | 0.05% | No change | 4,200 | $235K |
| LVM Capital Management Ltd. | 0.02% | Reduce -3.9% | 4,156 | $232K |
| Captrust Financial Advisors | 0.00% | No change | 3,945 | $220K |
| Graves Light Lenhart Wealth, Inc. | 0.02% | New | 3,900 | $218K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 3,807 | $213K |
| Focus Partners Wealth | 0.00% | Reduce -5.0% | 3,775 | $211K |
| D. E. Shaw & Co. | 0.00% | New | 3,755 | $210K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 3,417 | $191K |
| Asset Dedication, LLC | 0.01% | No change | 3,162 | $177K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +275.1% | 3,080 | $172K |
| Comerica Bank | 0.00% | Reduce -1.6% | 2,857 | $160K |
| Team Financial Group, LLC | 0.07% | Reduce -1.4% | 2,731 | $153K |
| Blue Trust, Inc. | 0.00% | No change | 2,708 | $151K |
| AE Wealth Management LLC | 0.00% | Add +13.0% | 2,610 | $146K |
| CoreCap Advisors, LLC | 0.00% | Reduce -2.3% | 2,377 | $133K |
| Indiana Trust & Investment Management Co | 0.04% | No change | 2,143 | $120K |
| Citigroup Inc. | 0.00% | Add +0.1% | 1,840 | $103K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 1,813 | $101K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,605 | $90K |
| Register Financial Advisors LLC | 0.03% | New | 1,506 | $84K |
| Rothschild Investment LLC | 0.00% | No change | 1,400 | $78K |
| Financial Connections Group, Inc. | 0.03% | No change | 1,350 | $75K |
| Wealthspire Advisors, LLC | 0.00% | New | 1,314 | $73K |
| Jones Financial Companies LLLP | 0.00% | Add +11.4% | 1,275 | $71K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 1,200 | $67K |
| Frazier Financial Advisors, LLC | 0.04% | Add +675.9% | 1,032 | $58K |
| Horizons Wealth Management | 0.03% | No change | 832 | $46K |
| Assetmark, Inc. | 0.00% | Reduce -3.4% | 751 | $42K |
| Principal Securities, Inc. | 0.00% | No change | 739 | $41K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 665 | $37K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | Add +0.3% | 657 | $37K |
| IFP Advisors, Inc | 0.00% | No change | 624 | $35K |
| Root Financial Partners, LLC | 0.00% | New | 567 | $32K |
| Golden State Wealth Management, LLC | 0.00% | Add +0.4% | 537 | $30K |
| Allworth Financial LP | 0.00% | Reduce -19.6% | 513 | $29K |
| Arlington Trust Co LLC | 0.01% | No change | 500 | $28K |
| NFSG Corp | 0.00% | No change | 375 | $21K |
| Addison Advisors LLC | 0.00% | No change | 225 | $13K |
| Cheviot Value Management, LLC | 0.00% | No change | 199 | $11K |
| Abound Wealth Management | 0.00% | New | 166 | $9K |
| Johnson Financial Group, Inc. | 0.00% | New | 160 | $9K |
| Qube Research & Technologies Ltd | 0.00% | No change | 133 | $7K |
| Covestor Ltd | 0.00% | Add +19.3% | 130 | $7K |
| GAMMA Investing LLC | 0.00% | New | 106 | $6K |
| Ancora Advisors LLC | 0.00% | No change | 95 | $5K |
| Coston, McIsaac & Partners | 0.00% | No change | 100 | $5K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -89.1% | 73 | $4K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Add +45.6% | 67 | $4K |
| Dunhill Financial, LLC | 0.00% | No change | 62 | $3K |
| Nova Wealth Management, Inc. | 0.00% | Reduce -55.1% | 53 | $3K |
| Sunbelt Securities, Inc. | 0.00% | New | 39 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -5.0% | 19 | $1K |
| Luminist Capital LLC | 0.00% | No change | 7 | $392 |
"% of holder's portfolio" is EES's weight in each manager's 13F, not the share of Wisdomtree US Smallcap Fund the manager owns.