Free Trial
→ DOGE Social Security bombshell? (From Altimetry) (Ad) Buy EES Stock  Free EES Stock Alerts

WisdomTree U.S. SmallCap Fund (EES) Institutional Ownership

WisdomTree U.S. SmallCap Fund logo
$44.92 +0.35 (+0.79%)
As of 04/17/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for WisdomTree U.S. SmallCap Fund (NYSEARCA:EES)

Number of
Institutional Buyers
(last 12 months)
55
Total
Institutional Inflows
(last 12 months)
$92.19M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$47.39M
Get EES Insider Trade Alerts

Want to know when executives and insiders are buying or selling WisdomTree U.S. SmallCap Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

EES Institutional Buying and Selling by Quarter

WisdomTree U.S. SmallCap Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2025 Precedent Wealth Partners LLC8,007$391K0.1%-14.3%0.067%
4/17/2025 Howard Bailey Securities LLC49,038$2.40M1.0%-33.4%0.410%
4/16/2025 Wealth Enhancement Advisory Services LLC7,558$369K0.0%+12.8%0.063%
4/16/2025 Smithbridge Asset Management Inc. DE43,272$2.11M0.4%N/A0.362%
4/16/2025 Defined Financial Planning LLC32,829$1.61M1.6%+5.1%0.275%
4/14/2025 NewSquare Capital LLC43,672$2.13M0.2%+2.1%0.365%
4/11/2025 Insight Advisors LLC PA38,353$1.87M0.3%+4.5%0.321%
4/9/2025 RFG Advisory LLC6,312$308K0.0%-3.5%0.053%
4/9/2025 NBC Securities Inc.9,901$483K0.0%+123,662.5%0.083%
3/17/2025 Wealth Enhancement Advisory Services LLC6,703$362K0.0%+4.6%0.055%
2/24/2025Ameriflex Group Inc.3,110$172K0.1%N/A0.024%
2/19/2025Columbia River Financial Group LLC10,221$551K0.4%N/A0.079%
2/17/2025Waverly Advisors LLC79,965$4.31M0.1%N/A0.620%
2/17/2025Two Sigma Investments LP15,900$858K0.0%+5.3%0.123%
2/17/2025Forefront Analytics LLC25,665$1.38M0.6%-1.5%0.199%
2/17/2025D. E. Shaw & Co. Inc.3,755$203K0.0%N/A0.029%
2/17/2025CoreCap Advisors LLC2,211$119K0.0%-16.8%0.017%
2/17/2025Cresset Asset Management LLC7,728$417K0.0%-50.0%0.060%
2/17/2025Cetera Investment Advisers319,934$17.26M0.0%-18.3%2.480%
2/17/2025Blue Capital Inc.14,813$799K0.6%N/A0.115%
2/17/2025Bank of America Corp DE849,166$45.80M0.0%-4.6%6.583%
2/17/2025Ameriprise Financial Inc.499,389$26.94M0.0%-0.6%3.871%
2/14/2025Jane Street Group LLC17,745$957K0.0%N/A0.138%
2/14/2025Betterment LLC7,555$408K0.0%-4.5%0.059%
2/14/2025Susquehanna International Group LLP42,019$2.27M0.0%+117.8%0.326%
2/14/2025Transce3nd LLC1,032$56K0.0%N/A0.008%
2/13/2025 Defined Financial Planning LLC31,229$1.68M1.8%N/A0.242%
2/13/2025Mariner LLC9,062$489K0.0%-4.6%0.070%
2/13/2025Crux Wealth Advisors14,757$796K0.4%N/A0.114%
2/13/2025Raymond James Financial Inc.96,108$5.18M0.0%N/A0.745%
2/13/2025Envestnet Asset Management Inc.110,786$5.98M0.0%-2.4%0.859%
2/13/2025Wells Fargo & Company MN70,149$3.78M0.0%-0.8%0.544%
2/12/2025World Investment Advisors42,656$2.30M0.1%+2.3%0.331%
2/12/2025Invenio Wealth Partners LLC107,964$5.82M2.4%-8.3%0.837%
2/12/2025Nemes Rush Group LLC15,904$858K0.1%+9.0%0.123%
2/12/2025Blair William & Co. IL19,317$1.04M0.0%+287.4%0.150%
2/12/2025JPMorgan Chase & Co.51,620$2.78M0.0%-67.6%0.400%
2/12/2025Tyler Stone Wealth Management17,377$937K0.2%+1.5%0.135%
2/11/2025LPL Financial LLC395,828$21.35M0.0%+8.3%3.068%
2/10/2025Harbour Investments Inc.2,781$150K0.0%-7.7%0.022%
DOGE Social Security bombshell? (Ad)

Elon Musk just dropped another bombshell... He revealed his DOGE organization has been taking aim at Social Security, finding what he says is widespread fraud across the agency.

>>Here are the NINE stocks everyone will wish they own once Elon moves.<<
2/10/2025Wellington Shields Capital Management LLC11,360$613K0.1%-36.0%0.088%
2/10/2025Commonwealth Equity Services LLC119,428$6.44M0.0%-5.1%0.926%
2/10/2025Avantax Advisory Services Inc.44,758$2.41M0.0%-2.9%0.347%
2/10/2025Essential Planning LLC.536,780$29.44M0.2%+5,923.1%4.161%
2/7/2025HighTower Advisors LLC20,954$1.13M0.0%-13.9%0.162%
2/7/2025PNC Financial Services Group Inc.1,605$87K0.0%-56.2%0.012%
2/6/2025Raymond James Financial Inc.96,108$5.18M0.0%N/A0.745%
2/6/2025Atria Investments Inc31,286$1.69M0.0%+0.8%0.243%
2/6/2025 NewSquare Capital LLC42,778$2.31M0.2%+108.2%0.332%
2/6/2025Steward Partners Investment Advisory LLC60,291$3.25M0.0%-9.5%0.467%
2/5/2025Smartleaf Asset Management LLC17,426$937K0.1%-4.3%0.135%
2/5/2025Parkside Financial Bank & Trust6,993$377K0.0%N/A0.054%
2/5/2025Linscomb Wealth Inc.186,785$10.08M0.5%-4.3%1.448%
2/4/2025Pine Valley Investments Ltd Liability Co7,381$398K0.0%+11.4%0.057%
2/4/2025World Equity Group Inc.11,152$602K0.1%+150.6%0.086%
2/3/2025Private Advisor Group LLC67,470$3.64M0.0%-2.8%0.523%
1/31/2025Global Retirement Partners LLC272,463$14.70M0.4%+10.6%2.112%
1/30/2025Allworth Financial LP491$27K0.0%N/A0.004%
1/29/2025 Howard Bailey Securities LLC73,642$3.97M1.5%-1.3%0.571%
1/29/2025Savant Capital LLC258,633$13.95M0.1%-13.5%2.005%
1/27/2025 Insight Advisors LLC PA36,692$1.97M0.3%+1.5%0.284%
1/27/2025Kathleen S. Wright Associates Inc.137,283$7.41M2.9%-1.8%1.064%
1/24/2025S.A. Mason LLC9,450$510K0.3%-9.6%0.073%
1/24/2025U.S. Capital Wealth Advisors LLC4,277$231K0.0%+12.3%0.033%
1/24/2025DAVENPORT & Co LLC4,642$250K0.0%-15.7%0.036%
1/23/2025Oxler Private Wealth LLC14,418$778K0.3%-7.0%0.112%
1/23/2025FSA Advisors Inc.6,469$349K0.4%-13.4%0.050%
1/22/2025New Perspectives Inc30,940$1.67M0.9%-1.6%0.240%
1/22/2025 Cathy Pareto & Associates Inc.3,811$206K0.2%N/A0.030%
1/21/2025 Precedent Wealth Partners LLC9,347$504K0.2%-18.2%0.072%
1/21/2025 RFG Advisory LLC6,543$353K0.0%-14.4%0.051%
1/21/2025Team Financial Group LLC3,883$209K0.1%-6.0%0.030%
1/16/2025Culbertson A N & Co. Inc.63,414$3.42M0.5%-0.3%0.492%
1/16/2025Shore Point Advisors LLC280,874$15.15M8.1%+0.6%2.177%
1/15/2025 Herbst Group LLC30,356$1.64M1.0%-5.1%0.235%
1/13/2025PSI Advisors LLC6,915$373K0.1%-5.9%0.054%
1/13/2025Envision Financial LLC5,623$303K0.2%N/A0.044%
11/25/2024World Investment Advisors LLC41,698$2.20M0.1%N/A0.323%
11/25/2024Pine Valley Investments Ltd Liability Co6,626$350K0.0%+5.2%0.051%
11/15/2024Stifel Financial Corp43,792$2.31M0.0%+5.9%0.339%
11/15/2024HighTower Advisors LLC24,332$1.28M0.0%-3.4%0.189%
11/14/2024Captrust Financial Advisors4,870$257K0.0%-3.8%0.038%
11/14/2024Rockefeller Capital Management L.P.11,330$598K0.0%-3.4%0.088%
11/13/2024Freedom Investment Management Inc.5,054$267K0.0%-97.4%0.039%
11/13/2024FMR LLC4,436$234K0.0%+37.6%0.034%
11/7/2024Claro Advisors LLC8,239$435K0.1%-2.7%0.064%
11/6/2024Linscomb Wealth Inc.195,203$10.30M0.5%-6.9%1.513%
11/4/2024Tyler Stone Wealth Management17,127$903K0.2%+92.5%0.133%
11/1/2024Atria Investments Inc31,024$1.64M0.0%+65.7%0.240%
11/1/2024Essex Savings Bank4,200$222K0.1%N/A0.033%
Now I look stupid. Real stupid... (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
10/30/2024World Equity Group Inc.4,451$235K0.1%N/A0.035%
10/28/2024US Bancorp DE7,010$370K0.0%+6.6%0.054%
10/24/2024 Patriot Financial Group Insurance Agency LLC4,668$246K0.0%-36.8%0.036%
10/24/2024 Smithbridge Asset Management Inc. DE53,017$2.80M0.5%-7.3%0.411%
10/24/2024FSA Advisors Inc.7,473$394K0.4%-3.0%0.058%
10/23/2024Team Financial Group LLC4,131$218K0.1%-27.3%0.032%
10/23/2024Joel Isaacson & Co. LLC4,040$213K0.0%N/A0.031%
10/22/2024Private Advisor Group LLC69,440$3.66M0.0%-7.3%0.538%
10/19/2024Means Investment CO. Inc.13,677$721K0.1%-3.3%0.106%
10/18/2024New Perspectives Inc31,446$1.66M0.9%-2.0%0.244%
(Data available from 1/1/2016 forward)

EES Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EES shares?

During the previous two years, 127 institutional investors and hedge funds held shares of WisdomTree U.S. SmallCap Fund. The most heavily invested institutionals were Bank of America Corp DE ($45.80M), UBS Group AG ($44.51M), Essential Planning LLC. ($29.44M), Ameriprise Financial Inc. ($26.94M), LPL Financial LLC ($21.35M), Cetera Investment Advisers ($17.26M), and Shore Point Advisors LLC ($15.15M).Learn more on EES's institutional investors.

Which institutional investors have been buying WisdomTree U.S. SmallCap Fund stock?

Of the 86 institutional investors that purchased WisdomTree U.S. SmallCap Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Essential Planning LLC. ($527.87K), Cetera Investment Advisers ($388.60K), Freedom Investment Management Inc. ($197.85K), Raymond James Financial Inc. ($192.22K), Global Retirement Partners LLC ($145.16K), Flow Traders U.S. LLC ($112.61K), and Private Advisor Group LLC ($89.89K).

How much institutional buying is happening at WisdomTree U.S. SmallCap Fund?

Institutional investors have bought a total of 2,710,664 shares in the last 24 months. This purchase volume represents approximately $135.74M in transactions.

Which WisdomTree U.S. SmallCap Fund major shareholders have been selling company stock?

Of the 74 institutional investors that sold WisdomTree U.S. SmallCap Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($629.96K), Raymond James Financial Services Advisors Inc. ($260.61K), Freedom Investment Management Inc. ($188.50K), JPMorgan Chase & Co. ($107.68K), Savant Capital LLC ($97.76K), Cetera Investment Advisers ($71.88K), and Kathleen S. Wright Associates Inc. ($55.99K).

How much institutional selling is happening at WisdomTree U.S. SmallCap Fund?

Institutional investors have sold a total of 1,920,945 shares in the last 24 months. This volume of shares sold represents approximately $91.67M in transactions.


Related Companies

This page (NYSEARCA:EES) was last updated on 4/20/2025 by MarketBeat.com Staff
From Our Partners
The real reason gold is soaring (and likely to continue)
Trump’s Policies Are Fueling a Gold Boom—Here’s Your Chance to Profit Donald Trump’s bold policies are driv...
Golden Portfolio | Sponsored
Trump to redistribute trillions of dollars
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
The first casualty of the 2025 trade war
The headlines scream tariffs and export bans — but the real damage is happening in retirement portfolios. Tim ...
Investors Alley | Sponsored
My prediction is coming true
We've developed a surprisingly effective way to see which stocks could double during massive shake-ups, by usi...
InvestorPlace | Sponsored
Musk’s AI Masterplan – Our #1 AI Stock to Buy Now
Did Elon Musk just set the stage for the next AI stock explosion? One 30-year Wall Street veteran thinks so...
Behind the Markets | Sponsored
Read before the next tariff announcement
Larry Benedict, the acclaimed "Market Wizard," is calling an emergency briefing now... The same Larry who –...
Brownstone Research | Sponsored
Why Elon put $51 million into this
Why Elon Musk Just Invested $51 Million Into Brand New “Miracle Metal” Developed by MIT Scientists
True Market Insiders | Sponsored
Crypto’s crashing…but we’re still profiting
Most traders are panicking right now. Bitcoin’s dropping. Altcoins are bleeding. The stock market’s a mess....
Crypto Swap Profits | Sponsored