WISDOMTREE TR EES
US SMALLCAP FUND · ETP · CUSIP 97717W562
117
institutional holders
8.4m
shares reported held*
$330.8mreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $39.20.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| UBS Group AG 0.02% of their portfolio | 1.1m $41.5m | — |
| MORGAN STANLEY 0.00% of their portfolio | 840.6k $32.9m | — |
| LPL Financial LLC 0.02% of their portfolio | 610.9k $23.9m | — |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 565.8k $22.2m | — |
| Raymond James Financial Services Advisors, Inc. 0.04% of their portfolio | 480.2k $18.8m | — |
| Kestra Advisory Services, LLC 0.20% of their portfolio | 480.1k $18.8m | — |
| Savant Capital, LLC 0.50% of their portfolio | 411.3k $16.1m | — |
| Linscomb Wealth, Inc. 0.71% of their portfolio | 300.3k $11.8m | — |
| 3D/L Capital Management, LLC 2.82% of their portfolio | 242.7k $9.5m | — |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 241.6k $9.5m | — |
| Shore Point Advisors, LLC 9.12% of their portfolio | 238.7k $9.4m | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 180.9k $7.1m | — |
| Kathleen S. Wright Associates Inc. 5.69% of their portfolio | 179.2k $7.0m | — |
| Cetera Advisors LLC 0.15% of their portfolio | 166.4k $6.5m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 158.9k $6.2m | — |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 147.0k $5.8m | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 141.4k $5.5m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio | 130.7k $5.1m | — |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 109.9k $4.3m | — |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE 1.64% of their portfolio | 102.2k $4.0m | — |
| 9258 Wealth Management, LLC 0.91% of their portfolio | 91.1k $3.6m | — |
| Cetera Advisor Networks LLC 0.04% of their portfolio | 90.4k $3.5m | — |
| AE Wealth Management LLC 0.02% of their portfolio | 70.2k $2.7m | — |
| CULBERTSON A N & CO INC 0.60% of their portfolio | 66.4k $2.6m | — |
| MML INVESTORS SERVICES, LLC 0.02% of their portfolio | 64.8k $2.5m | — |
| IFP Advisors, Inc 0.06% of their portfolio | 62.6k $2.4m | — |
| Forefront Analytics, LLC 1.17% of their portfolio | 56.2k $2.2m | — |
| PSI Advisors, LLC 1.15% of their portfolio | 55.9k $2.2m | — |
| Tower Research Capital LLC (TRC) 0.03% of their portfolio | 52.4k $2.1m | — |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 45.1k $1.8m | — |
| J.P. Morgan Private Wealth Advisors LLC 0.00% of their portfolio | 43.7k $1.7m | — |
| Private Advisor Group, LLC 0.02% of their portfolio | 43.7k $1.7m | — |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 43.5k $1.7m | — |
| HERBST GROUP, LLC 1.40% of their portfolio | 43.4k $1.7m | — |
| Oxler Private Wealth LLC 0.93% of their portfolio | 42.6k $1.7m | — |
| HighTower Advisors, LLC 0.00% of their portfolio | 36.0k $1.4m | — |
| Global Retirement Partners, LLC 0.12% of their portfolio | 35.2k $1.6m | — |
| AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio | 33.7k $1.3m | — |
| BANK OF NOVA SCOTIA 0.00% of their portfolio | 32.7k $1.3m | — |
| Zurich Insurance Group Ltd/FI 0.02% of their portfolio | 32.2k $1.3m | — |
| FLOW TRADERS U.S. LLC 0.07% of their portfolio | 32.1k $1.3m | — |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 24.4k $956.0k | — |
| Creative Planning 0.00% of their portfolio | 22.7k $890.0k | — |
| Prospera Financial Services Inc 0.05% of their portfolio | 22.6k $887.0k | — |
| ACG Wealth 0.20% of their portfolio | 22.3k $875.0k | — |
| Intrua Financial, LLC 0.22% of their portfolio | 21.0k $821.0k | — |
| Essential Planning, LLC. 4.69% of their portfolio | 20.8k $813.0k | — |
| HOWARD WEALTH MANAGEMENT, LLC 0.57% of their portfolio | 20.5k $803.0k | — |
| MEANS INVESTMENT CO., INC. 0.16% of their portfolio | 19.4k $760.0k | — |
| DAVENPORT & Co LLC 0.01% of their portfolio | 18.9k $739.0k | — |
| MOLLER WEALTH PARTNERS 0.26% of their portfolio | 18.5k $726.0k | — |
| Cetera Investment Advisers 0.01% of their portfolio | 17.8k $699.0k | — |
| BLAIR WILLIAM & CO/IL 0.00% of their portfolio | 17.6k $689.0k | — |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 16.7k $652.0k | — |
| NewSquare Capital LLC 0.08% of their portfolio | 16.2k $633.0k | — |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 15.0k $589.0k | — |
| Tyler-Stone Wealth Management 0.42% of their portfolio | 14.0k $548.0k | — |
| S.A. Mason LLC 0.40% of their portfolio | 12.7k $499.0k | — |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 12.5k $488.0k | — |
| FLAGSHIP HARBOR ADVISORS, LLC 0.05% of their portfolio | 11.6k $454.0k | — |
| Clearwater Capital Advisors, LLC 0.06% of their portfolio | 11.5k $451.0k | — |
| Steward Partners Investment Advisory, LLC 0.01% of their portfolio | 11.4k $446.0k | — |
| RFG Advisory, LLC 0.03% of their portfolio | 11.3k $497.0k | — |
| CIBC Private Wealth Group LLC 0.00% of their portfolio | 10.7k $421.0k | — |
| COMMERCE BANK 0.00% of their portfolio | 10.3k $403.0k | — |
| Berger Financial Group, Inc 0.06% of their portfolio | 10.0k $392.0k | — |
| Sweet Financial Partners, LLC 0.12% of their portfolio | 10.0k $392.0k | — |
| LWM Advisory Services, LLC 0.43% of their portfolio | 9.8k $384.0k | — |
| Patriot Financial Group Insurance Agency, LLC 0.09% of their portfolio | 9.3k $364.0k | — |
| KMG FIDUCIARY PARTNERS, LLC 0.07% of their portfolio | 8.7k $342.0k | — |
| &PARTNERS 0.19% of their portfolio | 8.4k $329.0k | — |
| CAPITAL MANAGEMENT CORP /VA 0.09% of their portfolio | 7.9k $311.0k | — |
| Atria Wealth Solutions, Inc. 0.01% of their portfolio | 7.9k $309.2k | — |
| Cresset Asset Management, LLC 0.00% of their portfolio | 7.7k $303.0k | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 7.3k $288.0k | — |
| Claro Advisors Inc. 0.11% of their portfolio | 7.0k $286.0k | — |
| Betterment LLC 0.00% of their portfolio | 6.9k $285.0k | — |
| Kingsview Wealth Management, LLC 0.01% of their portfolio | 6.6k $257.0k | — |
| Stratos Wealth Partners, LTD. 0.01% of their portfolio | 6.5k $257.0k | — |
| Essex Financial Services, Inc. 0.03% of their portfolio | 6.3k $245.0k | — |
| Collaborative Wealth Managment Inc. 0.15% of their portfolio | 5.4k $213.0k | — |
| Wilson & Boucher Capital Management, LLC 0.25% of their portfolio | 5.4k $212.0k | — |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 5.2k $205.0k | — |
| MEEDER ASSET MANAGEMENT INC 0.01% of their portfolio | 4.8k $187.0k | — |
| TRUSTCORE FINANCIAL SERVICES, LLC 0.01% of their portfolio | 4.0k $157.0k | — |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 3.4k $135.0k | — |
| Asset Dedication, LLC 0.01% of their portfolio | 3.2k $124.0k | — |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 2.7k $105.0k | — |
| American Portfolios Advisors 0.00% of their portfolio | 2.6k $102.8k | — |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio | 2.5k $98.0k | — |
| JFS WEALTH ADVISORS, LLC 0.01% of their portfolio | 1.8k $71.0k | — |
| Horizons Wealth Management 0.06% of their portfolio | 1.6k $64.0k | — |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 1.6k $62.0k | — |
| Global Financial Private Client, LLC 0.03% of their portfolio | 1.5k $60.3k | — |
| Financial Connections Group, Inc. 0.04% of their portfolio | 1.4k $52.0k | — |
| Laurel Wealth Advisors LLC 0.01% of their portfolio | 1.3k $50.0k | — |
| US BANCORP \DE\ 0.00% of their portfolio | 1.2k $49.0k | — |
| MV CAPITAL MANAGEMENT, INC. 0.01% of their portfolio | 978 $38.0k | — |
| Cullen/Frost Bankers, Inc. 0.00% of their portfolio | 837 $33.0k | — |
| FMR LLC 0.00% of their portfolio | 697 $27.0k | — |