Who Owns EES?
WisdomTree U.S. SmallCap Fund — Institutional Ownership & 13F Holdings
$63.01
+0.37 (+0.59%)
Market Cap
$651.3M
Shares Outstanding
10,097,893
Institutional Holders
143
Total Inst. Value
$327.2M
% of Float Held
—
QoQ Holder Change
+51
Institutional data as of Q1 2025
New Positions
33
Closed Positions
18
Increased
41
Decreased
48
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $39.6M | 811,479 |
| 2 | MORGAN STANLEY | $36.6M | 749,952 |
| 3 | UBS Group AG | $35.8M | 733,885 |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $32.6M | 668 |
| 5 | AMERIPRISE FINANCIAL INC | $23.9M | 489,440 |
| 6 | Cetera Investment Advisers | $15.6M | 318,979 |
| 7 | Key FInancial Inc | $15.5M | 316,886 |
| 8 | Shore Point Advisors, LLCNew | $13.1M | 268,010 |
| 9 | Savant Capital, LLC | $11.4M | 234,415 |
| 10 | Linscomb Wealth, Inc. | $8.6M | 175,643 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| UBS Group AG | +5K | $35.8M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +1 | $32.6M |
| Key FInancial Inc | +316K | $15.5M |
| Shore Point Advisors, LLCNew | +268K | $13.1M |
| Kathleen S. Wright Associates Inc.New | +137K | $6.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| World Investment Advisors | -38K | $204K |
| BANK OF AMERICA CORP /DE/ | -38K | $39.6M |
| MORGAN STANLEY | -26K | $36.6M |
| Savant Capital, LLC | -24K | $11.4M |
| CITADEL ADVISORS LLC | -13K | $992K |
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Frequently Asked Questions
How many institutional investors hold EES?
As of Q1 2025, 143 institutional investors report holding EES (WisdomTree U.S. SmallCap Fund) in their 13F filings.
Which hedge fund owns the most EES?
The largest institutional holder of EES is BANK OF AMERICA CORP /DE/ with $39.6M in shares.
Are institutions buying or selling EES?
This quarter, 33 institutions opened new positions in EES and 18 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.