Vault-13

WISDOMTREE TR EES

US SMALLCAP FUND · ETP · CUSIP 97717W562

118 institutional holders -8 vs Q4 2022
7,734,8837.7m shares reported held*
$334.3mreported value*
11 new 39 added 36 reduced 15 sold out net sold ≈ $55.8m (-1.3m 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 ≈ $43.22.

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 117Q4 22: 126Q1 23: 118118Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 2022117
Q4 2022126
Q1 2023118

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 22: 58 bought or addedQ4 22: 41 cut or sold outQ4 22Q1 23: 50 bought or addedQ1 23: 51 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 20225841
Q1 20235051

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +169,510+169.5k
FLOW TRADERS U.S. LLC New +112,610+112.6k
MORGAN STANLEY Added +80,145+80.1k
First Western Trust Bank New +69,790+69.8k
Cetera Advisor Networks LLC Added +69,638+69.6k
UBS Group AG Added +38,703+38.7k
CITADEL ADVISORS LLC New +37,761+37.8k
GOLDMAN SACHS GROUP INC Added +31,043+31.0k
Private Advisor Group, LLC Added +30,219+30.2k
COMMONWEALTH EQUITY SERVICES, LLC Added +25,063+25.1k

Biggest sellers

LPL Financial LLC Reduced -629,958-630.0k
Kestra Advisory Services, LLC Reduced -479,144-479.1k
Gradient Investments LLC Reduced -289,977-290.0k
Stratos Wealth Partners, LTD. Sold out -204,665-204.7k
Raymond James Financial Services Advisors, Inc. Reduced -135,011-135.0k
MML INVESTORS SERVICES, LLC Reduced -76,947-76.9k
IFP Advisors, Inc Reduced -60,560-60.6k
ROYAL BANK OF CANADA Reduced -36,330-36.3k
BANK OF NOVA SCOTIA Sold out -27,720-27.7k
Linscomb Wealth, Inc. Reduced -18,949-18.9k

Holders, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 UBS Group AG 0.02% of their portfolio ZURICH, V8 945,837945.8k $40.9m $40.9m 0.02% Added +38.7k +38,703
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 831,571831.6k $35.9m $35.9m 0.00% Added +80.1k +80,145
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 786,705786.7k $34.0m $34.0m 0.00% Added +169.5k +169,510
4 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 443,870443.9k $19.2m $19.2m 0.01% Reduced -630.0k -629,958
5 Savant Capital, LLC 0.31% of their portfolio ROCKFORD, IL 387,822387.8k $16.8m $16.8m 0.31% Reduced -8.4k -8,427
6 Raymond James Financial Services Advisors, Inc. 0.03% of their portfolio ST. PETERSBURG, FL 365,546365.5k $15.8m $15.8m 0.03% Reduced -135.0k -135,011
7 Linscomb Wealth, Inc. 0.61% of their portfolio Houston, TX 271,056271.1k $11.7m $11.7m 0.61% Reduced -18.9k -18,949
8 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 270,632270.6k $11.7m $11.7m 0.00% Added +953 +953
9 Shore Point Advisors, LLC 8.06% of their portfolio BRIELLE, NJ 245,997246.0k $10.6m $10.6m 8.06% Added +11.3k +11,286
10 3D/L Capital Management, LLC 2.71% of their portfolio Hartford, CT 236,477236.5k $10.2m $10.2m 2.71% Reduced -8.7k -8,658
11 Cetera Advisor Networks LLC 0.06% of their portfolio EL SEGUNDO, CA 195,963196.0k $8.5m $8.5m 0.06% Added +69.6k +69,638
12 Kathleen S. Wright Associates Inc. 5.31% of their portfolio PITTSBURGH, PA 187,033187.0k $8.1m $8.1m 5.31% Reduced -5.4k -5,431
13 Cetera Advisors LLC 0.13% of their portfolio DENVER, CO 183,894183.9k $7.9m $7.9m 0.13% Added +7.8k +7,821
14 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 159,391159.4k $6.9m $6.9m 0.00% Added +3.3k +3,331
15 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 151,793151.8k $6.6m $6.6m 0.00% Reduced -3.9k -3,892
16 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 143,223143.2k $6.2m $6.2m 0.01% Added +25.1k +25,063
17 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 120,820120.8k $5.2m $5.2m 0.00% Reduced -36.3k -36,330
18 FLOW TRADERS U.S. LLC 0.20% of their portfolio NEW YORK, NY 112,610112.6k $4.9m $4.9m 0.20% New
19 SMITHBRIDGE ASSET MANAGEMENT INC/DE 1.05% of their portfolio Chadds Ford, PA 96,82596.8k $4.2m $4.2m 1.05% Reduced -3.2k -3,164
20 9258 Wealth Management, LLC 0.79% of their portfolio BLUE ASH, OH 91,04091.0k $3.9m $3.9m 0.79% Unchanged
21 AE Wealth Management LLC 0.02% of their portfolio TOPEKA, KS 81,98782.0k $3.5m $3.5m 0.02% Added +6.6k +6,597
22 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 79,15979.2k $3.4m $3.4m 0.03% Added +30.2k +30,219
23 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 70,77870.8k $3.1m $3.1m 0.00% Reduced -1.5k -1,500
24 Global Retirement Partners, LLC 0.15% of their portfolio San Rafael, CA 70,74070.7k $2.9m $2.9m 0.15% Added +12.4k +12,362
25 First Western Trust Bank 0.16% of their portfolio Denver, CO 69,79069.8k $3.0m $3.0m 0.16% New
26 CULBERTSON A N & CO INC 0.57% of their portfolio Charlottesville, VA 64,03664.0k $2.8m $2.8m 0.57% Reduced -2.0k -2,022
27 J.P. Morgan Private Wealth Advisors LLC 0.00% of their portfolio SAN FRANCISCO, CA 48,21448.2k $2.1m $2.1m 0.00% Added +699 +699
28 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 46,07246.1k $2.0m $2.0m 0.00% Added +31.0k +31,043
29 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 45,30445.3k $2.0m $2.0m 0.00% Reduced -47 -47
30 HERBST GROUP, LLC 1.32% of their portfolio WESTPORT, CT 43,08443.1k $1.9m $1.9m 1.32% Reduced -155 -155
31 Forefront Analytics, LLC 0.95% of their portfolio WEST CONSHOHOCKEN, PA 42,60942.6k $1.8m $1.8m 0.95% Reduced -1.5k -1,481
32 Oxler Private Wealth LLC 0.90% of their portfolio Rye Brook, NY 42,09142.1k $1.8m $1.8m 0.90% Reduced -313 -313
33 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 41,92241.9k $1.8m $1.8m 0.00% Reduced -4.8k -4,762
34 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 38,95439.0k $1.7m $1.7m 0.02% Reduced -155 -155
35 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 38,01238.0k $1.6m $1.6m 0.01% Reduced -76.9k -76,947
36 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 37,76137.8k $1.6m $1.6m 0.00% New
37 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 34,42034.4k $1.5m $1.5m 0.00% Unchanged
38 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 25,38525.4k $1.1m $1.1m 0.01% Reduced -1.1k -1,057
39 Insight Advisors, LLC/ PA 0.25% of their portfolio Newtown, PA 24,09924.1k $1.0m $1.0m 0.25% Added +7.4k +7,364
40 Prospera Financial Services Inc 0.04% of their portfolio Dallas, TX 23,99424.0k $1.0m $1.0m 0.04% Added +807 +807
41 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 22,72722.7k $982.2k $982.2k 0.00% Added +1 +1
42 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 21,63821.6k $462.2k $462.2k 0.00% Added +10.9k +10,898
43 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 21,37921.4k $924.0k $924.0k 0.00% Reduced -869 -869
44 True Wealth Design, LLC 0.38% of their portfolio AKRON, OH 20,74020.7k $896.4k $896.4k 0.38% Reduced -197 -197
45 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 20,22220.2k $874.0k $874.0k 0.01% Unchanged
46 Intrua Financial, LLC 0.17% of their portfolio Houston, TX 19,95019.9k $815.3k $815.3k 0.17% Reduced -395 -395
47 HOWARD WEALTH MANAGEMENT, LLC 0.71% of their portfolio Madison, CT 19,76519.8k $854.2k $854.2k 0.71% Reduced -750 -750
48 MEANS INVESTMENT CO., INC. 0.15% of their portfolio BANGOR, ME 19,58119.6k $846.3k $846.3k 0.15% Added +36 +36
49 MOLLER WEALTH PARTNERS 0.25% of their portfolio NORTHFIELD, IL 18,53518.5k $801.1k $801.1k 0.25% Unchanged
50 DAVENPORT & Co LLC 0.01% of their portfolio RICHMOND, VA 17,97418.0k $776.8k $776.8k 0.01% Reduced -302 -302
51 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 17,60117.6k $760.7k $760.7k 0.00% Added +353 +353
52 NewSquare Capital LLC 0.09% of their portfolio NEWTOWN SQUARE, PA 17,45017.4k $754.2k $754.2k 0.09% Added +720 +720
53 FLAGSHIP HARBOR ADVISORS, LLC 0.06% of their portfolio BOSTON, MA 15,25215.3k $659.2k $659.2k 0.06% Added +3.6k +3,615
54 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 12,75712.8k $551.4k $551.4k 0.01% Reduced -479.1k -479,144
55 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 11,99512.0k $518.3k $518.3k 0.00% Added +750 +750
56 Essential Planning, LLC. 0.31% of their portfolio PORTSMOUTH, NH 11,82511.8k $511.1k $511.1k 0.31% Reduced -8.9k -8,938
57 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 11,38011.4k $491.9k $491.9k 0.01% Added +1 +1
58 Sweet Financial Partners, LLC 0.13% of their portfolio FAIRMONT, MN 11,00011.0k $475.4k $475.4k 0.13% Unchanged
59 S.A. Mason LLC 0.34% of their portfolio HOLLAND, MI 10,73510.7k $464.0k $464.0k 0.34% Unchanged
60 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 10,15610.2k $438.9k $438.9k 0.00% Added +5.7k +5,670
61 RFG Advisory, LLC 0.02% of their portfolio BIRMINGHAM, AL 10,04710.0k $434.2k $434.2k 0.02% Reduced -135 -135
62 &PARTNERS 0.20% of their portfolio NASHVILLE, TN 9,6009.6k $414.9k $414.9k 0.20% Added +1.2k +1,200
63 Claro Advisors Inc. 0.12% of their portfolio BOSTON, MA 9,4059.4k $406.5k $406.5k 0.12% Added +269 +269
64 KMG FIDUCIARY PARTNERS, LLC 0.05% of their portfolio TOLEDO, OH 8,8578.9k $382.8k $382.8k 0.05% Added +101 +101
65 PSI Advisors, LLC 0.18% of their portfolio TAMPA, FL 8,5758.6k $370.6k $370.6k 0.18% Added +1.3k +1,334
66 Leicht Financial Planning & Wealth Management, Inc. 0.22% of their portfolio PARSIPPANY, NJ 8,1808.2k $353.5k $353.5k 0.22% Reduced -5.4k -5,355
67 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 7,9798.0k $344.9k $344.9k 0.01% Added +81 +81
68 Patriot Financial Group Insurance Agency, LLC 0.07% of their portfolio Westborough, MA 7,7547.8k $335.1k $335.1k 0.07% Reduced -717 -717
69 Betterment LLC 0.00% of their portfolio NEW YORK, NY 7,7417.7k $335.0k $335.0k 0.00% Added +55 +55
70 Cresset Asset Management, LLC 0.01% of their portfolio Chicago, IL 7,7287.7k $334.0k $334.0k 0.01% New
71 Berger Financial Group, Inc 0.04% of their portfolio PLYMOUTH, MN 7,6507.7k $330.6k $330.6k 0.04% Reduced -2.4k -2,357
72 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 7,2997.3k $315.5k $315.5k 0.00% Added +212 +212
73 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 6,5776.6k $284.3k $284.3k 0.00% Unchanged
74 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 6,5556.6k $283.3k $283.3k 0.01% Unchanged
75 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 6,4596.5k $279.2k $279.2k 0.00% Added +4.7k +4,689
76 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 6,3356.3k $273.8k $273.8k 0.00% New
77 Clearwater Capital Advisors, LLC 0.03% of their portfolio HOFFMAN ESTATES, IL 6,2176.2k $268.7k $268.7k 0.03% Reduced -1.7k -1,716
78 Astoria Portfolio Advisors LLC. 0.11% of their portfolio NEW YORK, NY 6,1326.1k $259.0k $259.0k 0.11% Added +719 +719
79 Collaborative Wealth Managment Inc. 0.16% of their portfolio LAKE MARY, FL 5,8865.9k $254.4k $254.4k 0.16% Added +503 +503
80 Essex Financial Services, Inc. 0.03% of their portfolio ESSEX, CT 5,6405.6k $243.8k $243.8k 0.03% Unchanged
81 Wilson & Boucher Capital Management, LLC 0.22% of their portfolio MORAGA, CA 5,4005.4k $233.4k $233.4k 0.22% Unchanged
82 CAPITAL MANAGEMENT CORP /VA 0.05% of their portfolio GLEN ALLEN, VA 5,3105.3k $229.5k $229.5k 0.05% Reduced -25 -25
83 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 5,2225.2k $226.0k $226.0k 0.00% Unchanged
84 LVM CAPITAL MANAGEMENT LTD/MI 0.03% of their portfolio PORTAGE, MI 4,7754.8k $206.0k $206.0k 0.03% Unchanged
85 FMR LLC 0.00% of their portfolio BOSTON, MA 3,4843.5k $150.6k $150.6k 0.00% Added +2.3k +2,260
86 Asset Dedication, LLC 0.01% of their portfolio SAN FRANCISCO, CA 3,1623.2k $137.0k $137.0k 0.01% Unchanged
87 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 2,7092.7k $117.1k $117.1k 0.00% Unchanged
88 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 2,2432.2k $96.9k $96.9k 0.00% Unchanged
89 Laurel Wealth Advisors LLC 0.02% of their portfolio CHARLOTTE, NC 2,2252.2k $96.2k $96.2k 0.02% Added +55 +55
90 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 2,1002.1k $90.7k $90.7k 0.00% New
91 WORLD EQUITY GROUP, INC. 0.11% of their portfolio SCHAUMBURG, IL 2,0352.0k $767.0k $767.0k 0.11% New
92 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1,8561.9k $71.3k $71.3k 0.00% Reduced -60.6k -60,560
93 JFS WEALTH ADVISORS, LLC 0.01% of their portfolio HERMITAGE, PA 1,8131.8k $78.4k $78.4k 0.01% Unchanged
94 Horizons Wealth Management 0.05% of their portfolio ASHEVILLE, NC 1,6281.6k $70.4k $70.4k 0.05% Unchanged
95 Global Financial Private Client, LLC 0.03% of their portfolio Sarasota, FL 1,5001.5k $64.7k $64.7k 0.03% Unchanged
96 Financial Connections Group, Inc. 0.04% of their portfolio CORTE MADERA, CA 1,3501.4k $58.0k $58.0k 0.04% Unchanged
97 Parkside Financial Bank & Trust 0.02% of their portfolio SAINT LOUIS, MO 1,3331.3k $57.6k $57.6k 0.02% New
98 Gradient Investments LLC 0.00% of their portfolio ARDEN HILLS, MN 1,3201.3k $57.0k $57.0k 0.00% Reduced -290.0k -289,977
99 Cullen/Frost Bankers, Inc. 0.00% of their portfolio San Antonio, TX 837837 $36.2k $36.2k 0.00% Unchanged
100 TCI Wealth Advisors, Inc. 0.00% of their portfolio Tucson, AZ 819819 $35.4k $35.4k 0.00% Unchanged