Vault-13

WISDOMTREE TR EES

US SMALLCAP FUND · ETP · CUSIP 97717W562

143 institutional holders -5 vs Q1 2025
6,913,3666.9m shares reported held*
$352.4mreported value*
9 new 48 added 47 reduced 14 sold out net sold ≈ $10.3m (-201.7k 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 ($44.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $50.97.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 117Q4 22: 126Q1 23: 118Q2 23: 117Q3 23: 126Q4 23: 136Q1 24: 144Q2 24: 145Q3 24: 149Q4 24: 161Q1 25: 148Q2 25: 143143Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022117
Q4 2022126
Q1 2023118
Q2 2023117
Q3 2023126
Q4 2023136
Q1 2024144
Q2 2024145
Q3 2024149
Q4 2024161
Q1 2025148
Q2 2025143

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 45 bought or addedQ3 23: 49 cut or sold outQ4 23: 52 bought or addedQ4 23: 53 cut or sold outQ4 23Q1 24: 52 bought or addedQ1 24: 59 cut or sold outQ2 24: 53 bought or addedQ2 24: 53 cut or sold outQ2 24Q3 24: 48 bought or addedQ3 24: 69 cut or sold outQ4 24: 41 bought or addedQ4 24: 65 cut or sold outQ4 24Q1 25: 56 bought or addedQ1 25: 75 cut or sold outQ2 25: 57 bought or addedQ2 25: 61 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20234549
Q4 20235253
Q1 20245259
Q2 20245353
Q3 20244869
Q4 20244165
Q1 20255675
Q2 20255761

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$200k$400k$600kQ3 24 calls: $511.7kQ3 24 puts: $0Q3 24P/C 0.00Q4 24 calls: $0Q4 24 puts: $0Q4 24P/C —Q1 25 calls: $0Q1 25 puts: $0Q1 25P/C —Q2 25 calls: $0Q2 25 puts: $0Q2 25P/C —
Numbers
QuarterCallsPutsP/C
Q3 2024$511.7k$00.00
Q4 2024$0$0—
Q1 2025$0$0—
Q2 2025$0$0—

Biggest buyers

Amplius Wealth Advisors, LLC New +144,551+144.6k
ROYAL BANK OF CANADA Added +109,783+109.8k
WELLS FARGO & COMPANY/MN Added +52,645+52.6k
LPL Financial LLC Added +36,233+36.2k
OSAIC HOLDINGS, INC. Added +14,720+14.7k
Rockefeller Capital Management L.P. Added +11,377+11.4k
JANE STREET GROUP, LLC New +9,970+10.0k
Shore Point Advisors, LLC Added +9,847+9.8k
Atria Investments, Inc Added +6,140+6.1k
Defined Financial Planning LLC Added +5,757+5.8k

Biggest sellers

INVENIO WEALTH PARTNERS LLC Sold out -112,610-112.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -105,281-105.3k
Key Financial Inc Reduced -61,376-61.4k
BANK OF AMERICA CORP /DE/ Reduced -42,465-42.5k
Steward Partners Investment Advisory, LLC Reduced -39,458-39.5k
SMITHBRIDGE ASSET MANAGEMENT INC/DE Reduced -36,681-36.7k
TWO SIGMA INVESTMENTS, LP Reduced -35,300-35.3k
MORGAN STANLEY Reduced -23,482-23.5k
CITADEL ADVISORS LLC Sold out -20,319-20.3k
Beacon Pointe Advisors, LLC Sold out -20,222-20.2k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 769,014769.0k $39.2m $39.2m 0.00% Reduced -42.5k -42,465
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 726,470726.5k $37.0m $37.0m 0.00% Reduced -23.5k -23,482
3 UBS Group AG 0.01% of their portfolio ZURICH, V8 720,106720.1k $36.7m $36.7m 0.01% Reduced -13.8k -13,779
4 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 510,962511.0k $26.0m $26.0m 0.01% Added +36.2k +36,233
5 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 488,696488.7k $24.9m $24.9m 0.01% Reduced -744 -744
6 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 313,673313.7k $16.0m $16.0m 0.03% Reduced -5.3k -5,306
7 Shore Point Advisors, LLC 6.80% of their portfolio BRIELLE, NJ 277,857277.9k $14.2m $14.2m 6.80% Added +9.8k +9,847
8 Key Financial Inc 2.62% of their portfolio WEST CHESTER, PA 255,510255.5k $13.0m $13.0m 2.62% Reduced -61.4k -61,376
9 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 222,162222.2k $11.3m $11.3m 0.00% Added +109.8k +109,783
10 Savant Capital, LLC 0.08% of their portfolio ROCKFORD, IL 212,691212.7k $10.8m $10.8m 0.08% Reduced -17.0k -16,971
11 Linscomb Wealth, Inc. 0.40% of their portfolio Houston, TX 171,819171.8k $8.8m $8.8m 0.40% Reduced -3.8k -3,824
12 Amplius Wealth Advisors, LLC 0.69% of their portfolio BLUE BELL, PA 144,551144.6k $7.4m $7.4m 0.69% New
13 Kathleen S. Wright Associates Inc. 2.68% of their portfolio PITTSBURGH, PA 134,700134.7k $6.9m $6.9m 2.68% Reduced -2.3k -2,337
14 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 124,571124.6k $6.3m $6.3m 0.00% Added +52.6k +52,645
15 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 113,183113.2k $5.8m $5.8m 0.00% Added +4.1k +4,064
16 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 106,755106.8k $5.4m $5.4m 0.00% Reduced -555 -555
17 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 104,907104.9k $5.3m $5.3m 0.01% Reduced -10.1k -10,072
18 Waverly Advisors, LLC 0.04% of their portfolio BIRMINGHAM, AL 79,76579.8k $4.1m $4.1m 0.04% Unchanged
19 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 64,76864.8k $3.3m $3.3m 0.02% Added +3.1k +3,102
20 CULBERTSON A N & CO INC 0.49% of their portfolio Charlottesville, VA 62,45462.5k $3.2m $3.2m 0.49% Reduced -920 -920
21 HOWARD BAILEY SECURITIES, LLC 0.96% of their portfolio FORT WAYNE, IN 61,23561.2k $3.1m $3.1m 0.96% Added +2.9k +2,935
22 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 48,33148.3k $2.5m $2.5m 0.01% Reduced -219 -219
23 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 48,00548.0k $2.4m $2.4m 0.00% Added +14.7k +14,720
24 NewSquare Capital LLC 0.18% of their portfolio NEWTOWN SQUARE, PA 47,38747.4k $2.4m $2.4m 0.18% Added +3.7k +3,715
25 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 46,48746.5k $2.4m $2.4m 0.00% Added +3.0k +3,036
26 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 45,70045.7k $2.3m $2.3m 0.00% Reduced -35.3k -35,300
27 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 44,08044.1k $2.2m $2.2m 0.00% Reduced -8.2k -8,159
28 Insight Advisors, LLC/ PA 0.33% of their portfolio Newtown, PA 40,11840.1k $2.0m $2.0m 0.33% Added +1.8k +1,765
29 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 39,70239.7k $2.0m $2.0m 0.02% Added +6.1k +6,140
30 Defined Financial Planning LLC 1.77% of their portfolio SAN RAFAEL, CA 38,58638.6k $2.0m $2.0m 1.77% Added +5.8k +5,757
31 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 34,55534.6k $1.8m $1.8m 0.01% Added +1 +1
32 HERBST GROUP, LLC 0.91% of their portfolio WESTPORT, CT 29,80629.8k $1.5m $1.5m 0.91% Reduced -600 -600
33 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 27,96628.0k $1.4m $1.4m 0.00% Reduced -105.3k -105,281
34 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 26,17726.2k $1.3m $1.3m 0.00% Added +110 +110
35 New Perspectives, Inc 0.65% of their portfolio TOUGALOO, MS 25,90525.9k $1.3m $1.3m 0.65% Reduced -5.0k -5,043
36 Global Retirement Partners, LLC 0.03% of their portfolio San Rafael, CA 24,89024.9k $1.3m $1.3m 0.03% First filing
37 OPTIMA CAPITAL LLC 0.66% of their portfolio PORTLAND, OR 24,22224.2k $1.2m $1.2m 0.66% Added +10 +10
38 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 22,75022.8k $1.2m $1.2m 0.00% Added +11.4k +11,377
39 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 21,85421.9k $1.1m $1.1m 0.01% Reduced -39.5k -39,458
40 Forefront Analytics, LLC 1.17% of their portfolio WEST CONSHOHOCKEN, PA 20,57120.6k $1.0m $1.0m 1.17% Reduced -5.4k -5,435
41 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 20,42720.4k $1.0m $1.0m 0.01% Added +1.5k +1,543
42 HOWARD WEALTH MANAGEMENT, LLC 0.50% of their portfolio Madison, CT 19,25519.3k $981.2k $981.2k 0.50% Unchanged
43 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 18,55318.6k $945.0k $945.0k 0.00% Reduced -782 -782
44 MOLLER WEALTH PARTNERS 0.21% of their portfolio NORTHFIELD, IL 18,44218.4k $939.8k $939.8k 0.21% Unchanged
45 Tyler-Stone Wealth Management 0.15% of their portfolio Beachwood, OH 18,19718.2k $927.3k $927.3k 0.15% Added +21 +21
46 Smartleaf Asset Management LLC 0.08% of their portfolio BOSTON, MA 17,95718.0k $915.6k $915.6k 0.08% Added +626 +626
47 Larson Financial Group LLC 0.03% of their portfolio ST LOUIS, MO 16,50716.5k $841.2k $841.2k 0.03% Added +57 +57
48 Claris Financial LLC 0.63% of their portfolio GLEN ALLEN, VA 16,34216.3k $832.8k $832.8k 0.63% Reduced -8.2k -8,205
49 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 15,65315.7k $798.6k $798.6k 0.01% Reduced -4.4k -4,418
50 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 15,02915.0k $765.9k $765.9k 0.00% Unchanged
51 FLAGSHIP HARBOR ADVISORS, LLC 0.04% of their portfolio BOSTON, MA 14,95715.0k $762.2k $762.2k 0.04% Added +261 +261
52 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 14,47814.5k $737.8k $737.8k 0.01% Added +3.2k +3,184
53 Oxler Private Wealth LLC 0.21% of their portfolio Rye Brook, NY 13,16413.2k $670.8k $670.8k 0.21% Reduced -1.3k -1,296
54 MEANS INVESTMENT CO., INC. 0.06% of their portfolio BANGOR, ME 12,83612.8k $654.1k $654.1k 0.06% Added +13 +13
55 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 12,59912.6k $642.0k $642.0k 0.00% Reduced -1.8k -1,760
56 CWM, LLC 0.00% of their portfolio OMAHA, NE 12,50212.5k $637.0k $637.0k 0.00% Added +151 +151
57 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 10,74010.7k $547.3k $547.3k 0.00% Unchanged
58 KMG FIDUCIARY PARTNERS, LLC 0.04% of their portfolio TOLEDO, OH 10,33410.3k $526.6k $526.6k 0.04% Added +1.1k +1,060
59 LANARK FINANCIAL, INC. 0.04% of their portfolio BIRMINGHAM, AL 10,12510.1k $516.0k $516.0k 0.04% Added +224 +224
60 Columbia River Financial Group, LLC 0.34% of their portfolio VANCOUVER, WA 10,08010.1k $519.0k $519.0k 0.34% Added +24 +24
61 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 9,97010.0k $508.1k $508.1k 0.00% New
62 S.A. Mason LLC 0.23% of their portfolio HOLLAND, MI 9,4509.4k $481.6k $481.6k 0.23% Unchanged
63 Betterment LLC 0.00% of their portfolio NEW YORK, NY 9,4439.4k $481.0k $481.0k 0.00% Added +843 +843
64 Nemes Rush Group LLC 0.05% of their portfolio NOVI, MI 9,2159.2k $469.6k $469.6k 0.05% Reduced -5.6k -5,576
65 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 8,5778.6k $437.1k $437.1k 0.00% Unchanged
66 Claro Advisors Inc. 0.07% of their portfolio BOSTON, MA 8,1998.2k $417.8k $417.8k 0.07% Added +248 +248
67 PRECEDENT WEALTH PARTNERS, LLC 0.10% of their portfolio HOUSTON, TX 8,0798.1k $411.7k $411.7k 0.10% Added +72 +72
68 Essential Planning, LLC. 0.15% of their portfolio PORTSMOUTH, NH 7,8037.8k $397.6k $397.6k 0.15% Added +1 +1
69 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 7,7347.7k $394.0k $394.0k 0.00% Reduced -960 -960
70 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 7,7287.7k $393.8k $393.8k 0.00% Unchanged
71 Chicago Partners Investment Group LLC 0.01% of their portfolio CHICAGO, IL 7,3307.3k $393.8k $393.8k 0.01% Added +19 +19
72 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 7,1587.2k $364.8k $364.8k 0.00% Added +2.6k +2,610
73 Modera Wealth Management, LLC 0.00% of their portfolio WESTWOOD, NJ 6,8216.8k $347.6k $347.6k 0.00% Unchanged
74 SMITHBRIDGE ASSET MANAGEMENT INC/DE 0.06% of their portfolio Chadds Ford, PA 6,5916.6k $335.9k $335.9k 0.06% Reduced -36.7k -36,681
75 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 6,5126.5k $345.5k $345.5k 0.00% Reduced -1.0k -1,046
76 FMR LLC 0.00% of their portfolio BOSTON, MA 6,4126.4k $326.8k $326.8k 0.00% Added +1.2k +1,166
77 Pine Valley Investments Ltd Liability Co 0.02% of their portfolio MARLTON, NJ 6,0676.1k $309.2k $309.2k 0.02% Reduced -1.5k -1,486
78 PSI Advisors, LLC 0.15% of their portfolio TAMPA, FL 5,9716.0k $304.3k $304.3k 0.15% Unchanged
79 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 5,9125.9k $301.3k $301.3k 0.01% Reduced -400 -400
80 Savvy Advisors, Inc. 0.02% of their portfolio NEW YORK, NY 5,9085.9k $301.1k $301.1k 0.02% Added +2 +2
81 WORLD EQUITY GROUP, INC. 0.08% of their portfolio SCHAUMBURG, IL 5,7515.8k $293.1k $293.1k 0.08% Reduced -125 -125
82 Berger Financial Group, Inc 0.02% of their portfolio PLYMOUTH, MN 5,4365.4k $277.0k $277.0k 0.02% Unchanged
83 CAPITAL MANAGEMENT CORP /VA 0.05% of their portfolio GLEN ALLEN, VA 5,4275.4k $276.6k $276.6k 0.05% Added +177 +177
84 Mariner, LLC 0.00% of their portfolio Overland Park, KS 5,4075.4k $275.6k $275.6k 0.00% Added +324 +324
85 Wilson & Boucher Capital Management, LLC 0.19% of their portfolio MORAGA, CA 5,4005.4k $275.2k $275.2k 0.19% Unchanged
86 Kingsview Wealth Management, LLC 0.00% of their portfolio GRANTS PASS, OR 5,2105.2k $265.5k $265.5k 0.00% Reduced -60 -60
87 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 5,1675.2k $266.4k $266.4k 0.00% Reduced -115 -115
88 CRUX WEALTH ADVISORS 0.11% of their portfolio LONG BEACH, CA 4,9885.0k $254.2k $254.2k 0.11% Reduced -9.5k -9,502
89 Freedom Investment Management, Inc. 0.02% of their portfolio SOUTH WINDSOR, CT 4,9625.0k $252.8k $252.8k 0.02% Reduced -86 -86
90 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 4,8104.8k $245.0k $245.0k 0.00% Unchanged
91 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 4,7954.8k $244.4k $244.4k 0.00% New
92 Envision Financial LLC 0.16% of their portfolio BROOKFIELD, WI 4,6324.6k $236.0k $236.0k 0.16% Unchanged
93 UHLMANN PRICE SECURITIES, LLC 0.17% of their portfolio SKOKIE, IL 4,5874.6k $233.9k $233.9k 0.17% Reduced -243 -243
94 LVM CAPITAL MANAGEMENT LTD/MI 0.02% of their portfolio PORTAGE, MI 4,3264.3k $220.0k $220.0k 0.02% Reduced -30 -30
95 Institute for Wealth Management, LLC. 0.02% of their portfolio DENVER, CO 4,2904.3k $218.6k $218.6k 0.02% Unchanged
96 Clearwater Capital Advisors, LLC 0.02% of their portfolio HOFFMAN ESTATES, IL 4,2304.2k $215.6k $215.6k 0.02% Reduced -76 -76
97 Laurel Wealth Advisors LLC 0.03% of their portfolio CHARLOTTE, NC 4,2104.2k $214.5k $214.5k 0.03% Unchanged
98 Essex Bank 0.05% of their portfolio Essex, CT 4,2004.2k $214.0k $214.0k 0.05% Unchanged
99 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 3,9754.0k $202.6k $202.6k 0.00% Reduced -2.4k -2,350
100 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 3,9453.9k $201.0k $201.0k 0.00% Reduced -1.2k -1,185