WisdomTree U.S. SmallCap Fund (EES) Institutional Ownership $49.83 -0.41 (-0.81%) As of 11:40 AM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartHeadlinesHoldingsOwnershipRatings Institutional Ownership Changes (13F Filings) for WisdomTree U.S. SmallCap Fund (NYSEARCA:EES)Number ofInstitutional Buyers(last 12 months)54TotalInstitutional Inflows(last 12 months)$89.67MNumber ofInstitutional Sellers(last 12 months)51TotalInstitutional Outflows(last 12 months)$46.42M 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. Email Address 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 ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails2/24/2025 Ameriflex Group Inc.3,110$172K0.1%N/A0.024% 2/19/2025 Columbia River Financial Group LLC10,221$551K0.4%N/A0.079% 2/17/2025 Waverly Advisors LLC79,965$4.31M0.1%N/A0.620% 2/17/2025 Two Sigma Investments LP15,900$858K0.0%+5.3%0.123% 2/17/2025 Forefront Analytics LLC25,665$1.38M0.6%-1.5%0.199% 2/17/2025 D. E. Shaw & Co. Inc.3,755$203K0.0%N/A0.029% 2/17/2025 CoreCap Advisors LLC2,211$119K0.0%-16.8%0.017% 2/17/2025 Cresset Asset Management LLC7,728$417K0.0%-50.0%0.060% 2/17/2025 Cetera Investment Advisers319,934$17.26M0.0%-18.3%2.480% 2/17/2025 Blue Capital Inc.14,813$799K0.6%N/A0.115% Get the Latest News and Ratings for EES and Related StocksEnter your email address below to receive the latest news and analysts' ratings for WisdomTree U.S. SmallCap Fund and its competitors with MarketBeat's FREE daily newsletter. 2/17/2025 Bank of America Corp DE849,166$45.80M0.0%-4.6%6.583% 2/17/2025 Ameriprise Financial Inc.499,389$26.94M0.0%-0.6%3.871% 2/14/2025 Jane Street Group LLC17,745$957K0.0%N/A0.138% 2/14/2025 Betterment LLC7,555$408K0.0%-4.5%0.059% 2/14/2025 Susquehanna International Group LLP42,019$2.27M0.0%+117.8%0.326% 2/14/2025 Transce3nd LLC1,032$56K0.0%N/A0.008% 2/13/2025 Defined Financial Planning LLC31,229$1.68M1.8%N/A0.242% 2/13/2025 Mariner LLC9,062$489K0.0%-4.6%0.070% 2/13/2025 Crux Wealth Advisors14,757$796K0.4%N/A0.114% 2/13/2025 Raymond James Financial Inc.96,108$5.18M0.0%N/A0.745% 2/13/2025 Envestnet Asset Management Inc.110,786$5.98M0.0%-2.4%0.859% 2/13/2025 Wells Fargo & Company MN70,149$3.78M0.0%-0.8%0.544% 2/12/2025 World Investment Advisors42,656$2.30M0.1%+2.3%0.331% 2/12/2025 Invenio Wealth Partners LLC107,964$5.82M2.4%-8.3%0.837% 2/12/2025 Nemes Rush Group LLC15,904$858K0.1%+9.0%0.123% 2/12/2025 Blair William & Co. IL19,317$1.04M0.0%+287.4%0.150% 2/12/2025 JPMorgan Chase & Co.51,620$2.78M0.0%-67.6%0.400% 2/12/2025 Tyler Stone Wealth Management17,377$937K0.2%+1.5%0.135% 2/11/2025 LPL Financial LLC395,828$21.35M0.0%+8.3%3.068% 2/10/2025 Harbour Investments Inc.2,781$150K0.0%-7.7%0.022% 2/10/2025 Wellington Shields Capital Management LLC11,360$613K0.1%-36.0%0.088% 2/10/2025 Commonwealth Equity Services LLC119,428$6.44M0.0%-5.1%0.926% 2/10/2025 Avantax Advisory Services Inc.44,758$2.41M0.0%-2.9%0.347% 2/10/2025 Essential Planning LLC.536,780$29.44M0.2%+5,923.1%4.161% 2/7/2025 HighTower Advisors LLC20,954$1.13M0.0%-13.9%0.162% 2/7/2025 PNC Financial Services Group Inc.1,605$87K0.0%-56.2%0.012% 2/6/2025 Raymond James Financial Inc.96,108$5.18M0.0%N/A0.745% 2/6/2025 Atria Investments Inc31,286$1.69M0.0%+0.8%0.243% 2/6/2025 NewSquare Capital LLC42,778$2.31M0.2%+108.2%0.332% 2/6/2025 Steward Partners Investment Advisory LLC60,291$3.25M0.0%-9.5%0.467% Will Tesla's "Robot Revolution" Double The Stock By 2026? (Ad)Tesla’s Robot Revolution Has Begun It’s official… Tesla’s robot revolution is underway… By the end of this year, Tesla plans to produce 600 new “Tesla Bots” per week… Tech insiders believe this could be the company’s next core driver of explosive growth. Some even believe it could be the catalyst that would push shares above the $1,000 mark. That’s essentially a 100% increase from today’s price…just follow this link. 2/5/2025 Smartleaf Asset Management LLC17,426$937K0.1%-4.3%0.135% 2/5/2025 Parkside Financial Bank & Trust6,993$377K0.0%N/A0.054% 2/5/2025 Linscomb Wealth Inc.186,785$10.08M0.5%-4.3%1.448% 2/4/2025 Pine Valley Investments Ltd Liability Co7,381$398K0.0%+11.4%0.057% 2/4/2025 World Equity Group Inc.11,152$602K0.1%+150.6%0.086% 2/3/2025 Private Advisor Group LLC67,470$3.64M0.0%-2.8%0.523% 1/31/2025 Global Retirement Partners LLC272,463$14.70M0.4%+10.6%2.112% 1/30/2025 Allworth Financial LP491$27K0.0%N/A0.004% 1/29/2025 Howard Bailey Securities LLC73,642$3.97M1.5%-1.3%0.571% 1/29/2025 Savant 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% 1/27/2025 Kathleen S. Wright Associates Inc.137,283$7.41M2.9%-1.8%1.064% 1/24/2025 S.A. Mason LLC9,450$510K0.3%-9.6%0.073% 1/24/2025 U.S. Capital Wealth Advisors LLC4,277$231K0.0%+12.3%0.033% 1/24/2025 DAVENPORT & Co LLC4,642$250K0.0%-15.7%0.036% 1/23/2025 Oxler Private Wealth LLC14,418$778K0.3%-7.0%0.112% 1/23/2025 FSA Advisors Inc.6,469$349K0.4%-13.4%0.050% 1/22/2025 New 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% 1/21/2025 Team Financial Group LLC3,883$209K0.1%-6.0%0.030% 1/16/2025 Culbertson A N & Co. Inc.63,414$3.42M0.5%-0.3%0.492% 1/16/2025 Shore 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% 1/13/2025 PSI Advisors LLC6,915$373K0.1%-5.9%0.054% 1/13/2025 Envision Financial LLC5,623$303K0.2%N/A0.044% 11/25/2024 World Investment Advisors LLC41,698$2.20M0.1%N/A0.323% 11/25/2024 Pine Valley Investments Ltd Liability Co6,626$350K0.0%+5.2%0.051% 11/15/2024 Stifel Financial Corp43,792$2.31M0.0%+5.9%0.339% 11/15/2024 HighTower Advisors LLC24,332$1.28M0.0%-3.4%0.189% 11/14/2024 Captrust Financial Advisors4,870$257K0.0%-3.8%0.038% 11/14/2024 Rockefeller Capital Management L.P.11,330$598K0.0%-3.4%0.088% 11/13/2024 Freedom Investment Management Inc.5,054$267K0.0%-97.4%0.039% 11/13/2024 FMR LLC4,436$234K0.0%+37.6%0.034% 11/7/2024 Claro Advisors LLC8,239$435K0.1%-2.7%0.064% 11/6/2024 Linscomb Wealth Inc.195,203$10.30M0.5%-6.9%1.513% 11/4/2024 Tyler Stone Wealth Management17,127$903K0.2%+92.5%0.133% 11/1/2024 Atria Investments Inc31,024$1.64M0.0%+65.7%0.240% 11/1/2024 Essex Savings Bank4,200$222K0.1%N/A0.033% 10/30/2024 World Equity Group Inc.4,451$235K0.1%N/A0.035% 10/28/2024 US 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% 10/24/2024Smithbridge Asset Management Inc. DE53,017$2.80M0.5%-7.3%0.411% 10/24/2024 FSA Advisors Inc.7,473$394K0.4%-3.0%0.058% 10/23/2024 Team Financial Group LLC4,131$218K0.1%-27.3%0.032% 10/23/2024 Joel Isaacson & Co. LLC4,040$213K0.0%N/A0.031% 10/22/2024 Private Advisor Group LLC69,440$3.66M0.0%-7.3%0.538% 10/19/2024 Means Investment CO. Inc.13,677$721K0.1%-3.3%0.106% 10/18/2024 New Perspectives Inc31,446$1.66M0.9%-2.0%0.244% Will Tesla's "Robot Revolution" Double The Stock By 2026? (Ad)Tesla’s Robot Revolution Has Begun It’s official… Tesla’s robot revolution is underway… By the end of this year, Tesla plans to produce 600 new “Tesla Bots” per week… Tech insiders believe this could be the company’s next core driver of explosive growth. Some even believe it could be the catalyst that would push shares above the $1,000 mark. That’s essentially a 100% increase from today’s price…just follow this link. 10/18/2024Raymond James & Associates46,269$2.44M0.0%+4.2%0.359% 10/18/2024 Precedent Wealth Partners LLC11,427$603K0.2%-17.0%0.089% 10/17/2024 Claro Advisors LLC8,239$435K0.0%-2.7%0.064% 10/16/2024 Global Retirement Partners LLC246,407$13.00M0.4%+20.6%1.910% 10/11/2024 Kathleen S. Wright Associates Inc.139,842$7.38M2.9%-0.8%1.084% 10/11/2024 Oxler Private Wealth LLC15,507$818K0.3%-3.3%0.120% 10/10/2024 Shore Point Advisors LLC279,281$14.73M7.9%+0.2%2.165% 10/7/2024 Herbst Group LLC31,996$1.69M1.0%-4.0%0.248% 8/22/2024 Cetera Investment Advisers388,602$18.32M0.0%+1.3%3.012% 8/16/2024 Nemes Rush Group LLC14,840$699K0.1%+1.7%0.115% (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, 130 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 88 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 2,678,409 shares in the last 24 months. This purchase volume represents approximately $134.01M in transactions. Which WisdomTree U.S. SmallCap Fund major shareholders have been selling company stock? Of the 75 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. ($395.62K), Gradient Investments LLC ($289.98K), Freedom Investment Management Inc. ($188.50K), JPMorgan Chase & Co. ($107.68K), Savant Capital LLC ($97.76K), and Cetera Investment Advisers ($71.88K). How much institutional selling is happening at WisdomTree U.S. SmallCap Fund? Institutional investors have sold a total of 2,380,318 shares in the last 24 months. This volume of shares sold represents approximately $111.38M in transactions. 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