EES
WisdomTree U.S. SmallCap Fund$57.05-0.80 (-1.38%)Financial ServicesNYSE_ARCA
Institutional Holders
50
as of Q4 2025
Total Shares Held
7.328307174925801e+256B
Total Value
$4.100040846330003e+196T
% of Float
—
Price History
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 732,830 | $41.0M | 0.00% | Share |
| 2 | UBS Group AG | 717,492 | $40.8M | 0.01% | Share |
| 3 | LPL Financial LLC | 580,190 | $33.0M | 0.01% | Share |
| 4 | AMERIPRISE FINANCIAL INC | 463,353 | $26.0M | 0.01% | Share |
| 5 | BANK OF AMERICA CORP /DE/ | 399,405 | $22.0M | 0.00% | Share |
| 6 | Cetera Investment Advisers | 376,996 | $21.0M | 0.02% | Share |
| 7 | Key FInancial Inc | 284,006 | $16.2M | 2.95% | Share |
| 8 | Shore Point Advisors, LLC | 263,725 | $15.0M | 6.35% | Share |
| 9 | Savant Capital, LLC | 182,618 | $10.0M | 0.06% | Share |
| 10 | Linscomb Wealth, Inc. | 158,502 | $9.0M | 0.38% | Share |
| 11 | Arkadios Wealth Advisors | 157,654 | $8.0M | 0.16% | Share |
| 12 | BANK OF AMERICA CORP /DE/ | 137,126 | $7.0M | 0.00% | Share |
| 13 | WELLS FARGO & COMPANY/MN | 133,881 | $7.0M | 0.00% | Share |
| 14 | Amplius Wealth Advisors, LLC | 119,390 | $6.8M | 0.57% | Share |
| 15 | RAYMOND JAMES FINANCIAL INC | 108,594 | $6.0M | 0.00% | Share |
| 16 | TopTier Wealth Management, LLC | 95,044 | $5.4M | 3.67% | Share |
| 17 | ROYAL BANK OF CANADA | 100,016 | $5.0M | 0.00% | Share |
| 18 | Private Advisor Group, LLC | 73,194 | $4.0M | 0.02% | Share |
| 19 | ENVESTNET ASSET MANAGEMENT INC | 77,682 | $4.0M | 0.00% | Share |
| 20 | Waverly Advisors, LLC | 79,105 | $4.0M | 0.03% | Share |
| 21 | Merit Financial Group, LLC | 64,594 | $3.7M | 0.03% | Share |
| 22 | CULBERTSON A N & CO INC | 61,811 | $3.5M | 0.48% | Share |
| 23 | Insight Advisors, LLC/ PA | 54,192 | $3.1M | 0.47% | Share |
| 24 | NewSquare Capital LLC | 53,713 | $3.1M | 0.27% | Share |
| 25 | RAYMOND JAMES FINANCIAL INC | 65,724 | $3.0M | 0.00% | Share |
| 26 | Atria Investments, Inc | 45,103 | $2.0M | 0.02% | Share |
| 27 | JPMORGAN CHASE & CO | 43,850 | $2.0M | 0.00% | Share |
| 28 | Mariner, LLC | 51,193 | $2.0M | 0.00% | Share |
| 29 | Rockefeller Capital Management L.P. | 46,139 | $2.0M | 0.00% | Share |
| 30 | STIFEL FINANCIAL CORP | 49,133 | $2.0M | 0.00% | Share |
| 31 | Claris Financial LLC | 24,437 | $1.4M | 0.74% | Share |
| 32 | OPTIMA CAPITAL LLC | 24,240 | $1.4M | 0.60% | Share |
| 33 | New Perspectives, Inc | 21,928 | $1.2M | 0.43% | Share |
| 34 | HOWARD WEALTH MANAGEMENT, LLC | 19,170 | $1.1M | 0.48% | Share |
| 35 | MOLLER WEALTH PARTNERS | 18,397 | $1.0M | 0.22% | Share |
| 36 | Concurrent Investment Advisors, LLC | 18,344 | $1.0M | 0.01% | Share |
| 37 | NBC SECURITIES, INC. | 17,762 | $1.0M | 0.08% | Share |
| 38 | Forefront Analytics, LLC | 17,760 | $1.0M | 0.89% | Share |
| 39 | Global Retirement Partners, LLC | 22,397 | $1.0M | 0.02% | Share |
| 40 | &PARTNERS | 34,577 | $1.0M | 0.01% | Share |
| 41 | JANE STREET GROUP, LLC | 23,842 | $1.0M | 0.00% | Share |
| 42 | OSAIC HOLDINGS, INC. | 26,553 | $1.0M | 0.00% | Share |
| 43 | Smartleaf Asset Management LLC | 25,109 | $1.0M | 0.04% | Share |
| 44 | Creative Planning | 25,869 | $1.0M | 0.00% | Share |
| 45 | Kestra Advisory Services, LLC | 21,983 | $1.0M | 0.00% | Share |
| 46 | Cambridge Investment Research Advisors, Inc. | 23,022 | $1.0M | 0.00% | Share |
| 47 | Steward Partners Investment Advisory, LLC | 18,129 | $1.0M | 0.01% | Share |
| 48 | CWM, LLC | 15,506 | $883K | 0.00% | Share |
| 49 | FLAGSHIP HARBOR ADVISORS, LLC | 14,493 | $825K | 0.04% | Share |
| 50 | TITLEIST ASSET MANAGEMENT, LLC | 13,501 | $768K | 0.06% | Share |