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Wisdomtree US Smallcap Fund (EES)

CUSIP: 97717W562 | NYSE | 493 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Key FInancial Inc296,870
3.1% of portfolio›$19.2M
Linscomb Wealth, Inc.125,460
0.4% of portfolio›$8.1M
Summit Investment Advisors, Inc.\KS115,909
3.4% of portfolio›$7.5M
TopTier Wealth Management, LLC92,942
3.5% of portfolio›$6.0M
Shore Point Advisors, LLC92,887
1.9% of portfolio›$6.0M
Culbertson A N & Co Inc60,520
0.5% of portfolio›$3.9M
Amplius Wealth Advisors, LLC56,080
0.2% of portfolio›$3.6M
Creative Planning25,932
0.0% of portfolio›$1.7M
Atria Investments, Inc25,173
0.0% of portfolio›$1.6M
Optima Capital LLC24,263
0.6% of portfolio›$1.6M
Kestra Advisory Services, LLC23,541
0.0% of portfolio›$1.5M
Lanark Financial, Inc.22,058
0.1% of portfolio›$1.4M
Cambridge Investment Research Advisors, Inc.20,946
0.0% of portfolio›$1.4K
New Perspectives, Inc20,488
0.4% of portfolio›$1.3M
Howard Wealth Management, LLC19,178
0.4% of portfolio›$1.2M
Moller Wealth Partners18,327
0.2% of portfolio›$1.2M
Avidian Wealth Enterprises, LLC16,666
0.0% of portfolio›$1.1M
Larson Financial Group LLC14,405
0.0% of portfolio›$930.3K
Titleist Asset Management, LLC13,542
0.1% of portfolio›$874.6K
Flagship Harbor Advisors, LLC12,536
0.0% of portfolio›$809.6K
Means Investment Co., Inc.10,592
0.0% of portfolio›$684.0K
S.A. Mason LLC9,450
0.2% of portfolio›$610.3K
Stackstone Wealth, LLC8,876
0.1% of portfolio›$573.2K
RFG Advisory, LLC8,596
0.0% of portfolio›$555.1K
US Bancorp \de\8,461
0.0% of portfolio›$546.4K
Nemes Rush Group LLC7,689
0.0% of portfolio›$496.6K
Chicago Partners Investment Group LLC7,500
0.0% of portfolio›$494.3K
Claro Advisors Inc.7,075
0.0% of portfolio›$456.9K
Precedent Wealth Partners, LLC6,501
0.1% of portfolio›$419.8K
World Equity Group, Inc.5,826
0.2% of portfolio›$376.2K
Essential Planning, Llc.5,659
0.1% of portfolio›$365.5K
Uhlmann Price Securities, LLC5,259
0.0% of portfolio›$339.6K
Laurel Wealth Advisors LLC4,825
0.0% of portfolio›$311.6K
Wealth Enhancement Advisory Services, LLC4,811
0.0% of portfolio›$314.8K
Capital Management Corp4,556
0.0% of portfolio›$294.2K
Howard Bailey Securities, LLC4,527
0.1% of portfolio›$292.4K
Davenport & Co LLC4,414
0.0% of portfolio›$285.1K
Laurel OAK Wealth Management, LLC4,298
0.0% of portfolio›$277.6K
Essex Bank4,200
0.1% of portfolio›$271.2K
LVM Capital Management LTD4,006
0.0% of portfolio›$258.7K
Pinnacle Associates LTD3,849
0.0% of portfolio›$248.6K
Pinnacle Wealth Management Advisory Group, LLC3,849
0.0% of portfolio›$248.6K
Golden State Wealth Management, LLC3,717
0.0% of portfolio›$240.1K
Modera Wealth Management, LLC3,621
0.0% of portfolio›$233.9K
Clear Creek Financial Management, LLC3,498
0.0% of portfolio›$225.9K
Commonwealth Equity Services, LLC3,426
0.0% of portfolio›$221.3K
Wesbanco Bank Inc3,425
0.0% of portfolio›$221.2K
Peak Financial Management, Inc.3,400
0.0% of portfolio›$219.6K
Ashurst Perkins Coie Trust Co3,245
0.0% of portfolio›$209.5K
Dala Group, LLC3,182
0.2% of portfolio›$205.5K
Cathy Pareto & Associates, Inc3,178
0.1% of portfolio›$205.3K
Asset Dedication, LLC3,162
0.0% of portfolio›$204.2K
Sensible Money, LLC3,162
0.1% of portfolio›$204.2K
Blue Trust, Inc.2,708
0.0% of portfolio›$174.9K
Team Financial Group, LLC2,563
0.1% of portfolio›$165.5K
CoreCap Advisors, LLC2,202
0.0% of portfolio›$142.2K
Indiana Trust & Investment Management Co2,143
0.0% of portfolio›$138.4K
Fifth Third Bancorp1,992
0.0% of portfolio›$128.6K
JFS Wealth Advisors, LLC1,813
0.0% of portfolio›$117.1K
Register Financial Advisors LLC1,651
0.0% of portfolio›$106.6K
Assetmark, Inc864
0.0% of portfolio›$55.8K
Horizons Wealth Management832
0.0% of portfolio›$53.7K
Tounjian Advisory Partners, LLC718
0.0% of portfolio›$46.4K
Pension & Wealth Management Advisors, Inc.666
0.0% of portfolio›$43.0K
IFP Advisors, Inc615
0.0% of portfolio›$39.7K
Root Financial Partners, LLC567
0.0% of portfolio›$36.6K
Nfsg Corp375
0.0% of portfolio›$24.2K
Allspring Global Investments Holdings, LLC328
0.0% of portfolio›$21.6K
Ascentis Independent Advisors282
0.0% of portfolio›$18.2K
Plante Moran Financial Advisors, LLC249
0.0% of portfolio›$16.1K
Covestor Ltd139
0.0% of portfolio›$9
Gamma Investing LLC106
0.0% of portfolio›$6.8K
Pinnacle Wealth Planning Services, Inc.73
0.0% of portfolio›$4.7K
EPG Wealth Management LLC40
0.0% of portfolio›$2.6K
NBT Bank, N.A.36
0.0% of portfolio›$2.3K
Planning Strategies Inc.17
0.0% of portfolio›$1.1K
Farther Finance Advisors, LLC1
0.0% of portfolio›$39
StyleTurnoverLocationFiled
Key FInancial Inc
296,870$19.2M3.1%ETFLowWest Chester, PA2026-11-02
Linscomb Wealth, Inc.
125,460$8.1M0.4%ETFLowHouston, TX2026-11-05
Summit Investment Advisors, Inc.\KS
115,909$7.5M3.4%N/AN/ALeawood, KS2026-11-05
TopTier Wealth Management, LLC
92,942$6.0M3.5%ETFVery LowMuskego, WI2026-10-16
Shore Point Advisors, LLC
92,887$6.0M1.9%ETFLowBrielle, NJ2026-10-14
Culbertson A N & Co Inc
60,520$3.9M0.5%CoreVery LowCharlottesville, VA2026-10-21
Amplius Wealth Advisors, LLC
56,080$3.6M0.2%ETFLowBlue Bell, PA2026-10-20
Creative Planning
25,932$1.7M0.0%IndexVery LowOverland Park, KS2026-11-02
Atria Investments, Inc
25,173$1.6M0.0%CoreMediumCharlotte, NC2026-10-15
Optima Capital LLC
24,263$1.6M0.6%ETFHighPortland, OR2026-10-29
Kestra Advisory Services, LLC
23,541$1.5M0.0%CoreLowAustin, TX2026-11-02
Lanark Financial, Inc.
22,058$1.4M0.1%CoreMediumBirmingham, AL2026-10-26
Cambridge Investment Research Advisors, Inc.
20,946$1.4K0.0%ETFLowFairfield, IA2026-11-02
New Perspectives, Inc
20,488$1.3M0.4%ETFVery LowTougaloo, MS2026-10-14
Howard Wealth Management, LLC
19,178$1.2M0.4%ETFVery LowMadison, CT2026-10-28
Moller Wealth Partners
18,327$1.2M0.2%ETFVery LowNorthfield, IL2026-10-15
Avidian Wealth Enterprises, LLC
16,666$1.1M0.0%ETFLowHouston, TX2026-10-08
Larson Financial Group LLC
14,405$930.3K0.0%GrowthLowSt Louis, MO2026-11-05
Titleist Asset Management, LLC
13,542$874.6K0.1%ETFLowSan Antonio, TX2026-10-08
Flagship Harbor Advisors, LLC
12,536$809.6K0.0%ETFMediumBoston, MA2026-10-26
Means Investment Co., Inc.
10,592$684.0K0.0%GrowthVery LowBangor, ME2026-11-03
S.A. Mason LLC
9,450$610.3K0.2%GrowthVery LowHolland, MI2026-10-13
Stackstone Wealth, LLC
8,876$573.2K0.1%CoreN/ADubuque, IA2026-10-19
RFG Advisory, LLC
8,596$555.1K0.0%ETFMediumBirmingham, AL2026-11-03
US Bancorp \de\
8,461$546.4K0.0%IndexLowMinneapolis, MN2026-11-05
Nemes Rush Group LLC
7,689$496.6K0.0%CoreVery LowNovi, MI2026-11-04
Chicago Partners Investment Group LLC
7,500$494.3K0.0%GARPLowChicago, IL2026-10-27
Claro Advisors Inc.
7,075$456.9K0.0%CoreLowBoston, MA2026-11-02
Precedent Wealth Partners, LLC
6,501$419.8K0.1%ETFMediumHouston, TX2026-10-21
World Equity Group, Inc.
5,826$376.2K0.2%GrowthMediumSchaumburg, IL2026-10-14
Essential Planning, Llc.
5,659$365.5K0.1%ETFLowPortsmouth, NH2026-10-21
Uhlmann Price Securities, LLC
5,259$339.6K0.0%Agg GrowthLowSkokie, IL2026-11-03
Laurel Wealth Advisors LLC
4,825$311.6K0.0%CoreVery LowCharlotte, NC2026-10-27
Wealth Enhancement Advisory Services, LLC
4,811$314.8K0.0%CoreLowPlymouth, MN2026-10-13
Capital Management Corp
4,556$294.2K0.0%YieldMediumGlen Allen, VA2026-10-29
Howard Bailey Securities, LLC
4,527$292.4K0.1%ETFMediumFort Wayne, IN2026-10-27
Davenport & Co LLC
4,414$285.1K0.0%CoreMediumRichmond, VA2026-10-14
Laurel OAK Wealth Management, LLC
4,298$277.6K0.0%GrowthLowMarlton, NJ2026-10-19
Essex Bank
4,200$271.2K0.1%CoreLowEssex, CT2026-10-16
LVM Capital Management LTD
4,006$258.7K0.0%GrowthLowPortage, MI2026-10-20
Pinnacle Associates LTD
3,849$248.6K0.0%CoreLowNew York, NY2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
3,849$248.6K0.0%GrowthLowRed Bank, NJ2026-10-23
Golden State Wealth Management, LLC
3,717$240.1K0.0%ETFMediumSanta Ana, CA2026-11-02
Modera Wealth Management, LLC
3,621$233.9K0.0%ETFVery LowWestwood, NJ2026-10-28
Clear Creek Financial Management, LLC
3,498$225.9K0.0%ETFMediumSilverdale, WA2026-10-28
Commonwealth Equity Services, LLC
3,426$221.3K0.0%ETFLowWaltham, MA2026-11-02
Wesbanco Bank Inc
3,425$221.2K0.0%CoreLowWheeling, WV2026-11-04
Peak Financial Management, Inc.
3,400$219.6K0.0%ETFVery LowWellesley, MA2026-10-16
Ashurst Perkins Coie Trust Co
3,245$209.5K0.0%CoreVery LowSeattle, WA2026-10-15
Dala Group, LLC
3,182$205.5K0.2%ETFMediumHoffman Estates, IL2026-10-29
Cathy Pareto & Associates, Inc
3,178$205.3K0.1%ETFLowCoral Gables, FL2026-10-15
Asset Dedication, LLC
3,162$204.2K0.0%ETFLowSan Francisco, CA2026-11-03
Sensible Money, LLC
3,162$204.2K0.1%ETFVery LowScottsdale, AZ2026-10-20
Blue Trust, Inc.
2,708$174.9K0.0%ETFLowBrentwood, TN2026-10-15
Team Financial Group, LLC
2,563$165.5K0.1%ETFLowTemecula, CA2026-10-30
CoreCap Advisors, LLC
2,202$142.2K0.0%ETFMediumSouthfield, MI2026-10-08
Indiana Trust & Investment Management Co
2,143$138.4K0.0%GrowthLowMishawaka, IN2026-10-22
Fifth Third Bancorp
1,992$128.6K0.0%IndexVery LowCincinnati, OH2026-11-05
JFS Wealth Advisors, LLC
1,813$117.1K0.0%ETFVery LowHermitage, PA2026-11-03
Register Financial Advisors LLC
1,651$106.6K0.0%GARPLowAtlanta, GA2026-10-23
Assetmark, Inc
864$55.8K0.0%ETFLowConcord, CA2026-10-21
Horizons Wealth Management
832$53.7K0.0%ETFLowAsheville, NC2026-10-05
Tounjian Advisory Partners, LLC
718$46.4K0.0%GrowthHighFort Myers, FL2026-11-04
Pension & Wealth Management Advisors, Inc.
666$43.0K0.0%ETFLowWaltham, MA2026-10-16
IFP Advisors, Inc
615$39.7K0.0%GrowthLowTampa, FL2026-10-16
Root Financial Partners, LLC
567$36.6K0.0%ETFMediumEncinitas, CA2026-10-21
Nfsg Corp
375$24.2K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Allspring Global Investments Holdings, LLC
328$21.6K0.0%CoreMediumCharlotte, NC2026-11-04
Ascentis Independent Advisors
282$18.2K0.0%ETFLowDallas, TX2026-11-03
Plante Moran Financial Advisors, LLC
249$16.1K0.0%ETFVery LowSouthfield, MI2026-11-04
Covestor Ltd
139$90.0%ValueHighLondon, United Kingdom2026-10-30
Gamma Investing LLC
106$6.8K0.0%IndexVery LowFoster City, CA2026-10-08
Pinnacle Wealth Planning Services, Inc.
73$4.7K0.0%GARPLowMansfield, OH2026-10-27
EPG Wealth Management LLC
40$2.6K0.0%GrowthLowAtlanta, GA2026-11-03
NBT Bank, N.A.
36$2.3K0.0%CoreLowNorwich, NY2026-10-21
Planning Strategies Inc.
17$1.1K0.0%ETFN/ALancaster, PA2026-10-02
Farther Finance Advisors, LLC
1$390.0%IndexLowSan Francisco, CA2026-10-08