Vault-13

WISDOMTREE TR EES

US SMALLCAP FUND · ETP · CUSIP 97717W562

126 institutional holders +9 vs Q3 2022
9,075,5259.1m shares reported held*
$385.3mreported value*
17 new 41 added 34 reduced 7 sold out net bought ≈ $27.4m (+652.3k shares)

* 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 ≈ $42.46.

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 117Q4 22: 126126Q3 22Q4 22
Numbers
QuarterHolders
Q3 2022117
Q4 2022126

Biggest buyers

LPL Financial LLC Added +462,966+463.0k
Gradient Investments LLC Added +291,222+291.2k
Stratos Wealth Partners, LTD. Added +198,115+198.1k
BANK OF AMERICA CORP /DE/ Added +51,442+51.4k
MML INVESTORS SERVICES, LLC Added +50,181+50.2k
WELLS FARGO & COMPANY/MN Added +46,184+46.2k
Cetera Advisor Networks LLC Added +35,959+36.0k
New Perspectives, Inc New +33,101+33.1k
AMERIPRISE FINANCIAL INC Added +28,033+28.0k
Global Retirement Partners, LLC Added +23,150+23.1k

Biggest sellers

UBS Group AG Reduced -153,281-153.3k
CITADEL ADVISORS LLC Sold out -146,967-147.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -108,650-108.7k
MORGAN STANLEY Reduced -89,143-89.1k
Tower Research Capital LLC (TRC) Reduced -52,404-52.4k
PSI Advisors, LLC Reduced -48,611-48.6k
Zurich Insurance Group Ltd/FI Sold out -32,156-32.2k
FLOW TRADERS U.S. LLC Sold out -32,097-32.1k
Savant Capital, LLC Reduced -15,004-15.0k
BLAIR WILLIAM & CO/IL Reduced -13,100-13.1k

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 1,073,8281.1m $45.7m $45.7m 0.04% Added +463.0k +462,966
2 UBS Group AG 0.02% of their portfolio ZURICH, V8 907,134907.1k $38.6m $38.6m 0.02% Reduced -153.3k -153,281
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 751,426751.4k $32.0m $32.0m 0.00% Reduced -89.1k -89,143
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 617,195617.2k $26.3m $26.3m 0.00% Added +51.4k +51,442
5 Raymond James Financial Services Advisors, Inc. 0.04% of their portfolio ST. PETERSBURG, FL 500,557500.6k $21.3m $21.3m 0.04% Added +20.4k +20,370
6 Kestra Advisory Services, LLC 0.19% of their portfolio AUSTIN, TX 491,901491.9k $21.0m $21.0m 0.19% Added +11.8k +11,767
7 Savant Capital, LLC 0.41% of their portfolio ROCKFORD, IL 396,249396.2k $16.9m $16.9m 0.41% Reduced -15.0k -15,004
8 Gradient Investments LLC 0.39% of their portfolio ARDEN HILLS, MN 291,297291.3k $12.4m $12.4m 0.39% Added +291.2k +291,222
9 Linscomb Wealth, Inc. 0.63% of their portfolio Houston, TX 290,005290.0k $12.4m $12.4m 0.63% Reduced -10.3k -10,263
10 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 269,679269.7k $11.5m $11.5m 0.00% Added +28.0k +28,033
11 3D/L Capital Management, LLC 2.81% of their portfolio Hartford, CT 245,135245.1k $10.4m $10.4m 2.81% Added +2.4k +2,433
12 Shore Point Advisors, LLC 8.22% of their portfolio BRIELLE, NJ 234,711234.7k $10.0m $10.0m 8.22% Reduced -4.0k -4,012
13 Stratos Wealth Partners, LTD. 0.22% of their portfolio BEACHWOOD, OH 204,665204.7k $8.7m $8.7m 0.22% Added +198.1k +198,115
14 Kathleen S. Wright Associates Inc. 5.55% of their portfolio PITTSBURGH, PA 192,464192.5k $8.2m $8.2m 5.55% Added +13.2k +13,223
15 Cetera Advisors LLC 0.14% of their portfolio DENVER, CO 176,073176.1k $7.5m $7.5m 0.14% Added +9.7k +9,696
16 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 157,150157.2k $6.7m $6.7m 0.00% Added +15.8k +15,790
17 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 156,060156.1k $6.6m $6.6m 0.00% Added +46.2k +46,184
18 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 155,685155.7k $6.6m $6.6m 0.00% Reduced -3.2k -3,190
19 Cetera Advisor Networks LLC 0.04% of their portfolio EL SEGUNDO, CA 126,325126.3k $5.4m $5.4m 0.04% Added +36.0k +35,959
20 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 118,160118.2k $5.0m $5.0m 0.01% Reduced -12.6k -12,585
21 MML INVESTORS SERVICES, LLC 0.03% of their portfolio SPRINGFIELD, MA 114,959115.0k $4.9m $4.9m 0.03% Added +50.2k +50,181
22 SMITHBRIDGE ASSET MANAGEMENT INC/DE 1.13% of their portfolio Chadds Ford, PA 99,989100.0k $4.3m $4.3m 1.13% Reduced -2.2k -2,191
23 9258 Wealth Management, LLC 0.84% of their portfolio BLUE ASH, OH 91,04091.0k $3.9m $3.9m 0.84% Reduced -50 -50
24 AE Wealth Management LLC 0.02% of their portfolio TOPEKA, KS 75,39075.4k $3.2m $3.2m 0.02% Added +5.2k +5,206
25 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 72,27872.3k $3.1m $3.1m 0.01% Reduced -108.7k -108,650
26 CULBERTSON A N & CO INC 0.59% of their portfolio Charlottesville, VA 66,05866.1k $2.8m $2.8m 0.59% Reduced -300 -300
27 IFP Advisors, Inc 0.06% of their portfolio TAMPA, FL 62,41662.4k $2.4m $2.4m 0.06% Reduced -227 -227
28 Global Retirement Partners, LLC 0.17% of their portfolio San Rafael, CA 58,37858.4k $2.5m $2.5m 0.17% Added +23.1k +23,150
29 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 48,94048.9k $1.1m $1.1m 0.03% Added +5.2k +5,233
30 J.P. Morgan Private Wealth Advisors LLC 0.00% of their portfolio SAN FRANCISCO, CA 47,51547.5k $2.0m $2.0m 0.00% Added +3.8k +3,792
31 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 46,68446.7k $2.0m $2.0m 0.00% Added +1.6k +1,553
32 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 45,35145.4k $1.9m $1.9m 0.00% Added +1.9k +1,865
33 Forefront Analytics, LLC 1.00% of their portfolio WEST CONSHOHOCKEN, PA 44,09044.1k $1.9m $1.9m 1.00% Reduced -12.1k -12,098
34 HERBST GROUP, LLC 1.49% of their portfolio WESTPORT, CT 43,23943.2k $1.8m $1.8m 1.49% Reduced -200 -200
35 Oxler Private Wealth LLC 0.97% of their portfolio Rye Brook, NY 42,40442.4k $1.8m $1.8m 0.97% Reduced -244 -244
36 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 39,10939.1k $1.7m $1.7m 0.02% Added +5.4k +5,434
37 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 34,42034.4k $1.5m $1.5m 0.00% Reduced -1.5k -1,538
38 New Perspectives, Inc 1.08% of their portfolio TOUGALOO, MS 33,10133.1k $1.4m $1.4m 1.08% New
39 BANK OF NOVA SCOTIA 0.00% of their portfolio TORONTO, A6 27,72027.7k $1.2m $1.2m 0.00% Reduced -5.0k -5,000
40 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 26,44226.4k $1.1m $1.1m 0.01% Added +2.0k +2,038
41 Prospera Financial Services Inc 0.05% of their portfolio Dallas, TX 23,18723.2k $987.6k $987.6k 0.05% Added +548 +548
42 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 22,72622.7k $967.9k $967.9k 0.00% Added +1 +1
43 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 22,24822.2k $948.0k $948.0k 0.00% New
44 True Wealth Design, LLC 0.41% of their portfolio AKRON, OH 20,93720.9k $891.7k $891.7k 0.41% First filing
45 Essential Planning, LLC. 0.62% of their portfolio PORTSMOUTH, NH 20,76320.8k $807.6k $807.6k 0.62% Added +6 +6
46 HOWARD WEALTH MANAGEMENT, LLC 0.72% of their portfolio Madison, CT 20,51520.5k $873.7k $873.7k 0.72% Unchanged
47 Intrua Financial, LLC 0.21% of their portfolio Houston, TX 20,34520.3k $914.7k $914.7k 0.21% Reduced -609 -609
48 Beacon Pointe Advisors, LLC 0.02% of their portfolio NEWPORT BEACH, CA 20,22220.2k $861.3k $861.3k 0.02% New
49 MEANS INVESTMENT CO., INC. 0.17% of their portfolio BANGOR, ME 19,54519.5k $832.4k $832.4k 0.17% Added +143 +143
50 MOLLER WEALTH PARTNERS 0.25% of their portfolio NORTHFIELD, IL 18,53518.5k $789.4k $789.4k 0.25% Unchanged
51 DAVENPORT & Co LLC 0.01% of their portfolio RICHMOND, VA 18,27618.3k $778.0k $778.0k 0.01% Reduced -601 -601
52 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 17,24817.2k $734.6k $734.6k 0.00% Added +593 +593
53 Insight Advisors, LLC/ PA 0.25% of their portfolio Newtown, PA 16,73516.7k $713.6k $713.6k 0.25% New
54 NewSquare Capital LLC 0.09% of their portfolio NEWTOWN SQUARE, PA 16,73016.7k $712.5k $712.5k 0.09% Added +560 +560
55 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 15,02915.0k $640.1k $640.1k 0.00% Unchanged
56 Tyler-Stone Wealth Management 0.42% of their portfolio Beachwood, OH 14,46314.5k $616.0k $616.0k 0.42% Added +470 +470
57 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 13,71713.7k $584.2k $584.2k 0.01% Reduced -4.1k -4,116
58 Leicht Financial Planning & Wealth Management, Inc. 0.39% of their portfolio PARSIPPANY, NJ 13,53513.5k $576.5k $576.5k 0.39% New
59 FLAGSHIP HARBOR ADVISORS, LLC 0.05% of their portfolio BOSTON, MA 11,63711.6k $495.6k $495.6k 0.05% Added +56 +56
60 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 11,37911.4k $484.6k $484.6k 0.01% Added +2 +2
61 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 11,24511.2k $479.0k $479.0k 0.00% Added +7.8k +7,798
62 Sweet Financial Partners, LLC 0.14% of their portfolio FAIRMONT, MN 11,00011.0k $468.5k $468.5k 0.14% Added +1.0k +1,000
63 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 10,74010.7k $457.4k $457.4k 0.00% Unchanged
64 S.A. Mason LLC 0.34% of their portfolio HOLLAND, MI 10,73510.7k $457.2k $457.2k 0.34% Reduced -2.0k -2,000
65 RFG Advisory, LLC 0.03% of their portfolio BIRMINGHAM, AL 10,18210.2k $498.0k $498.0k 0.03% Reduced -1.1k -1,120
66 Berger Financial Group, Inc 0.06% of their portfolio PLYMOUTH, MN 10,00710.0k $426.2k $426.2k 0.06% Unchanged
67 Claro Advisors Inc. 0.13% of their portfolio BOSTON, MA 9,1369.1k $389.1k $389.1k 0.13% Added +2.2k +2,173
68 KMG FIDUCIARY PARTNERS, LLC 0.06% of their portfolio TOLEDO, OH 8,7568.8k $372.9k $372.9k 0.06% Added +35 +35
69 Patriot Financial Group Insurance Agency, LLC 0.08% of their portfolio Westborough, MA 8,4718.5k $360.8k $360.8k 0.08% Reduced -817 -817
70 &PARTNERS 0.18% of their portfolio NASHVILLE, TN 8,4008.4k $357.8k $357.8k 0.18% Unchanged
71 Clearwater Capital Advisors, LLC 0.04% of their portfolio HOFFMAN ESTATES, IL 7,9337.9k $337.9k $337.9k 0.04% Reduced -3.6k -3,586
72 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 7,8987.9k $336.4k $336.4k 0.01% Added +5 +5
73 Betterment LLC 0.00% of their portfolio NEW YORK, NY 7,6867.7k $327.0k $327.0k 0.00% Added +764 +764
74 PSI Advisors, LLC 0.16% of their portfolio TAMPA, FL 7,2417.2k $308.4k $308.4k 0.16% Reduced -48.6k -48,611
75 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 7,0877.1k $301.8k $301.8k 0.00% Reduced -261 -261
76 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 6,5776.6k $280.1k $280.1k 0.00% Added +5.3k +5,327
77 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 6,5556.6k $279.2k $279.2k 0.01% Unchanged
78 Dakota Wealth Management 0.02% of their portfolio PALM BEACH GARDENS, FL 6,0666.1k $258.4k $258.4k 0.02% New
79 Essex Financial Services, Inc. 0.03% of their portfolio ESSEX, CT 5,6405.6k $240.0k $240.0k 0.03% Reduced -614 -614
80 Astoria Portfolio Advisors LLC. 0.12% of their portfolio NEW YORK, NY 5,4135.4k $247.3k $247.3k 0.12% New
81 Wilson & Boucher Capital Management, LLC 0.24% of their portfolio MORAGA, CA 5,4005.4k $230.0k $230.0k 0.24% Unchanged
82 Collaborative Wealth Managment Inc. 0.15% of their portfolio LAKE MARY, FL 5,3835.4k $229.3k $229.3k 0.15% Reduced -62 -62
83 CAPITAL MANAGEMENT CORP /VA 0.06% of their portfolio GLEN ALLEN, VA 5,3355.3k $227.2k $227.2k 0.06% Reduced -2.6k -2,595
84 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 5,2225.2k $222.0k $222.0k 0.00% Unchanged
85 LVM CAPITAL MANAGEMENT LTD/MI 0.03% of their portfolio PORTAGE, MI 4,7754.8k $203.0k $203.0k 0.03% New
86 Tennessee Valley Asset Management Partners 0.07% of their portfolio KNOXVILLE, TN 4,7154.7k $200.8k $200.8k 0.07% New
87 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 4,4864.5k $191.1k $191.1k 0.00% Reduced -13.1k -13,100
88 TRUSTCORE FINANCIAL SERVICES, LLC 0.01% of their portfolio BRENTWOOD, TN 4,0004.0k $170.4k $170.4k 0.01% Unchanged
89 U.S. Capital Wealth Advisors, LLC 0.01% of their portfolio AUSTIN, TX 3,8073.8k $162.1k $162.1k 0.01% New
90 Asset Dedication, LLC 0.01% of their portfolio SAN FRANCISCO, CA 3,1623.2k $135.0k $135.0k 0.01% Unchanged
91 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 2,7562.8k $117.4k $117.4k 0.01% New
92 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 2,7092.7k $115.4k $115.4k 0.00% Unchanged
93 MONEY CONCEPTS CAPITAL CORP 0.00% of their portfolio PALM BEACH GARDENS, FL 2,3222.3k $98.9k $98.9k 0.00% New
94 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 2,2432.2k $95.5k $95.5k 0.00% Reduced -254 -254
95 Laurel Wealth Advisors LLC 0.02% of their portfolio CHARLOTTE, NC 2,1702.2k $92.4k $92.4k 0.02% Added +900 +900
96 JFS WEALTH ADVISORS, LLC 0.01% of their portfolio HERMITAGE, PA 1,8131.8k $77.2k $77.2k 0.01% Unchanged
97 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 1,7701.8k $75.4k $75.4k 0.00% Added +1.6k +1,564
98 Horizons Wealth Management 0.06% of their portfolio ASHEVILLE, NC 1,6281.6k $69.0k $69.0k 0.06% Unchanged
99 Global Financial Private Client, LLC 0.04% of their portfolio Sarasota, FL 1,5001.5k $63.9k $63.9k 0.04% Unchanged
100 Financial Connections Group, Inc. 0.04% of their portfolio CORTE MADERA, CA 1,3501.4k $57.0k $57.0k 0.04% Unchanged