Vault-13

WISDOMTREE TR EES

US SMALLCAP FUND · ETP · CUSIP 97717W562

147 institutional holders +4 vs Q2 2025
6,833,9326.8m shares reported held*
$381.8mreported value*
15 new 46 added 49 reduced 7 sold out net sold ≈ $760.8k (-13.6k 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 ≈ $55.87.

Trends to Q3 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: 143Q3 25: 147147Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025147

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 23: 52 bought or addedQ4 23: 53 cut or sold outQ1 24: 52 bought or addedQ1 24: 59 cut or sold outQ1 24Q2 24: 53 bought or addedQ2 24: 53 cut or sold outQ3 24: 48 bought or addedQ3 24: 69 cut or sold outQ3 24Q4 24: 41 bought or addedQ4 24: 65 cut or sold outQ1 25: 56 bought or addedQ1 25: 75 cut or sold outQ1 25Q2 25: 57 bought or addedQ2 25: 61 cut or sold outQ3 25: 61 bought or addedQ3 25: 56 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20235253
Q1 20245259
Q2 20245353
Q3 20244869
Q4 20244165
Q1 20255675
Q2 20255761
Q3 20256156

Biggest buyers

Arkadios Wealth Advisors New +125,235+125.2k
RAYMOND JAMES FINANCIAL INC Added +61,060+61.1k
Cetera Investment Advisers Added +52,559+52.6k
JPMORGAN CHASE & CO Added +45,750+45.8k
LPL Financial LLC Added +40,314+40.3k
CITADEL ADVISORS LLC New +38,104+38.1k
MORGAN STANLEY Added +34,896+34.9k
Claris Financial LLC Added +32,462+32.5k
Key Financial Inc Added +19,934+19.9k
Forefront Wealth Partners, LLC New +17,832+17.8k

Biggest sellers

BANK OF AMERICA CORP /DE/ Reduced -208,463-208.5k
ROYAL BANK OF CANADA Reduced -111,592-111.6k
TWO SIGMA INVESTMENTS, LP Reduced -41,500-41.5k
HERBST GROUP, LLC Sold out -29,806-29.8k
Amplius Wealth Advisors, LLC Reduced -22,266-22.3k
AMERIPRISE FINANCIAL INC Reduced -20,638-20.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -17,295-17.3k
Savant Capital, LLC Reduced -15,013-15.0k
Shore Point Advisors, LLC Reduced -13,393-13.4k
Rockefeller Capital Management L.P. Reduced -13,137-13.1k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 761,366761.4k $42.5m $42.5m 0.00% Added +34.9k +34,896
2 UBS Group AG 0.01% of their portfolio ZURICH, V8 731,134731.1k $40.8m $40.8m 0.01% Added +11.0k +11,028
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 560,551560.6k $31.3m $31.3m 0.00% Reduced -208.5k -208,463
4 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 551,276551.3k $30.8m $30.8m 0.01% Added +40.3k +40,314
5 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 468,058468.1k $26.1m $26.1m 0.01% Reduced -20.6k -20,638
6 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 366,232366.2k $20.5m $20.5m 0.02% Added +52.6k +52,559
7 Key Financial Inc 2.85% of their portfolio WEST CHESTER, PA 275,444275.4k $15.4m $15.4m 2.85% Added +19.9k +19,934
8 Shore Point Advisors, LLC 6.53% of their portfolio BRIELLE, NJ 264,464264.5k $14.8m $14.8m 6.53% Reduced -13.4k -13,393
9 Savant Capital, LLC 0.07% of their portfolio ROCKFORD, IL 197,678197.7k $11.0m $11.0m 0.07% Reduced -15.0k -15,013
10 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 167,815167.8k $9.4m $9.4m 0.00% Added +61.1k +61,060
11 Linscomb Wealth, Inc. 0.40% of their portfolio Houston, TX 164,543164.5k $9.2m $9.2m 0.40% Reduced -7.3k -7,276
12 Kathleen S. Wright Associates Inc. 2.78% of their portfolio PITTSBURGH, PA 134,121134.1k $7.5m $7.5m 2.78% Reduced -579 -579
13 Arkadios Wealth Advisors 0.17% of their portfolio ATLANTA, GA 125,235125.2k $7.0m $7.0m 0.17% New
14 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 122,771122.8k $6.9m $6.9m 0.00% Reduced -1.8k -1,800
15 Amplius Wealth Advisors, LLC 0.59% of their portfolio BLUE BELL, PA 122,285122.3k $6.8m $6.8m 0.59% Reduced -22.3k -22,266
16 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 113,421113.4k $6.3m $6.3m 0.00% Added +238 +238
17 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 110,570110.6k $6.2m $6.2m 0.00% Reduced -111.6k -111,592
18 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 95,01795.0k $5.3m $5.3m 0.01% Reduced -9.9k -9,890
19 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 89,83089.8k $5.0m $5.0m 0.00% Added +45.8k +45,750
20 Waverly Advisors, LLC 0.04% of their portfolio BIRMINGHAM, AL 79,26579.3k $4.4m $4.4m 0.04% Reduced -500 -500
21 HOWARD BAILEY SECURITIES, LLC 1.11% of their portfolio FORT WAYNE, IN 70,00770.0k $3.9m $3.9m 1.11% Added +8.8k +8,772
22 CULBERTSON A N & CO INC 0.49% of their portfolio Charlottesville, VA 62,46162.5k $3.5m $3.5m 0.49% Added +7 +7
23 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 62,22762.2k $3.5m $3.5m 0.02% Reduced -2.5k -2,541
24 Defined Financial Planning LLC 2.36% of their portfolio SAN RAFAEL, CA 51,26251.3k $2.8m $2.8m 2.36% Added +12.7k +12,676
25 Atria Investments, Inc 0.03% of their portfolio Charlotte, NC 50,45850.5k $2.8m $2.8m 0.03% Added +10.8k +10,756
26 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 49,32349.3k $2.8m $2.8m 0.00% Added +2.8k +2,836
27 NewSquare Capital LLC 0.19% of their portfolio NEWTOWN SQUARE, PA 48,84048.8k $2.7m $2.7m 0.19% Added +1.5k +1,453
28 Claris Financial LLC 1.55% of their portfolio GLEN ALLEN, VA 48,80448.8k $2.7m $2.7m 1.55% Added +32.5k +32,462
29 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 44,74144.7k $2.5m $2.5m 0.00% Reduced -3.3k -3,264
30 Insight Advisors, LLC/ PA 0.34% of their portfolio Newtown, PA 40,24140.2k $2.2m $2.2m 0.34% Added +123 +123
31 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 38,10438.1k $2.1m $2.1m 0.00% New
32 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 34,57634.6k $1.9m $1.9m 0.01% Added +21 +21
33 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 25,43325.4k $1.4m $1.4m 0.00% Reduced -744 -744
34 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 25,08825.1k $1.4m $1.4m 0.01% Added +4.7k +4,661
35 OPTIMA CAPITAL LLC 0.66% of their portfolio PORTLAND, OR 24,23124.2k $1.4m $1.4m 0.66% Added +9 +9
36 Global Retirement Partners, LLC 0.03% of their portfolio San Rafael, CA 23,58223.6k $1.3m $1.3m 0.03% Reduced -1.3k -1,308
37 New Perspectives, Inc 0.58% of their portfolio TOUGALOO, MS 23,36623.4k $1.3m $1.3m 0.58% Reduced -2.5k -2,539
38 HOWARD WEALTH MANAGEMENT, LLC 0.49% of their portfolio Madison, CT 19,17019.2k $1.1m $1.1m 0.49% Reduced -85 -85
39 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 18,80318.8k $1.1m $1.1m 0.01% Reduced -3.1k -3,051
40 Smartleaf Asset Management LLC 0.06% of their portfolio BOSTON, MA 18,49718.5k $1.0m $1.0m 0.06% Added +540 +540
41 MOLLER WEALTH PARTNERS 0.21% of their portfolio NORTHFIELD, IL 18,44218.4k $1.0m $1.0m 0.21% Unchanged
42 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 18,28218.3k $1.0m $1.0m 0.00% Reduced -271 -271
43 Forefront Analytics, LLC 0.96% of their portfolio WEST CONSHOHOCKEN, PA 17,91917.9k $1.0m $1.0m 0.96% Reduced -2.7k -2,652
44 Forefront Wealth Partners, LLC 0.25% of their portfolio AUSTIN, TX 17,83217.8k $996.3k $996.3k 0.25% New
45 Larson Financial Group LLC 0.03% of their portfolio ST LOUIS, MO 15,40115.4k $860.4k $860.4k 0.03% Reduced -1.1k -1,106
46 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 15,27815.3k $854.4k $854.4k 0.01% Reduced -375 -375
47 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 15,02915.0k $839.7k $839.7k 0.00% Unchanged
48 FLAGSHIP HARBOR ADVISORS, LLC 0.04% of their portfolio BOSTON, MA 14,76814.8k $825.1k $825.1k 0.04% Reduced -189 -189
49 Oxler Private Wealth LLC 0.21% of their portfolio Rye Brook, NY 12,64512.6k $706.5k $706.5k 0.21% Reduced -519 -519
50 CWM, LLC 0.00% of their portfolio OMAHA, NE 12,50412.5k $699.0k $699.0k 0.00% Added +2 +2
51 LANARK FINANCIAL, INC. 0.05% of their portfolio BIRMINGHAM, AL 11,38911.4k $636.3k $636.3k 0.05% Added +1.3k +1,264
52 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 11,24611.2k $628.3k $628.3k 0.01% Reduced -3.2k -3,232
53 MEANS INVESTMENT CO., INC. 0.05% of their portfolio BANGOR, ME 10,87910.9k $607.8k $607.8k 0.05% Reduced -2.0k -1,957
54 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 10,74010.7k $600.1k $600.1k 0.00% Unchanged
55 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 10,67110.7k $596.2k $596.2k 0.00% Reduced -17.3k -17,295
56 KMG FIDUCIARY PARTNERS, LLC 0.04% of their portfolio TOLEDO, OH 10,56310.6k $590.1k $590.1k 0.04% Added +229 +229
57 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 9,6139.6k $537.1k $537.1k 0.00% Reduced -13.1k -13,137
58 S.A. Mason LLC 0.23% of their portfolio HOLLAND, MI 9,4509.4k $528.0k $528.0k 0.23% Unchanged
59 Betterment LLC 0.00% of their portfolio NEW YORK, NY 9,2849.3k $519.0k $519.0k 0.00% Reduced -159 -159
60 Nemes Rush Group LLC 0.05% of their portfolio NOVI, MI 9,1839.2k $513.0k $513.0k 0.05% Reduced -32 -32
61 Columbia River Financial Group, LLC 0.31% of their portfolio VANCOUVER, WA 9,1759.2k $507.0k $507.0k 0.31% Reduced -905 -905
62 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 8,5778.6k $479.2k $479.2k 0.00% Unchanged
63 Claro Advisors Inc. 0.07% of their portfolio BOSTON, MA 8,2148.2k $458.9k $458.9k 0.07% Added +15 +15
64 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 7,8747.9k $439.9k $439.9k 0.00% Added +140 +140
65 Essential Planning, LLC. 0.15% of their portfolio PORTSMOUTH, NH 7,8047.8k $436.0k $436.0k 0.15% Added +1 +1
66 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 7,7287.7k $431.8k $431.8k 0.00% Unchanged
67 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 7,5867.6k $423.8k $423.8k 0.00% Added +428 +428
68 Chicago Partners Investment Group LLC 0.01% of their portfolio CHICAGO, IL 7,3477.3k $411.4k $411.4k 0.01% Added +17 +17
69 PRECEDENT WEALTH PARTNERS, LLC 0.09% of their portfolio HOUSTON, TX 7,1297.1k $398.3k $398.3k 0.09% Reduced -950 -950
70 Empowered Funds, LLC 0.00% of their portfolio NEWTOWN SQUARE, PA 7,0837.1k $395.7k $395.7k 0.00% New
71 Freedom Investment Management, Inc. 0.10% of their portfolio SOUTH WINDSOR, CT 7,0407.0k $393.3k $393.3k 0.10% Added +2.1k +2,078
72 Modera Wealth Management, LLC 0.00% of their portfolio WESTWOOD, NJ 6,8216.8k $381.1k $381.1k 0.00% Unchanged
73 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 6,6466.6k $371.3k $371.3k 0.00% Reduced -6.0k -5,953
74 Pine Valley Investments Ltd Liability Co 0.02% of their portfolio MARLTON, NJ 6,4606.5k $360.9k $360.9k 0.02% Added +393 +393
75 FMR LLC 0.00% of their portfolio BOSTON, MA 6,2806.3k $350.9k $350.9k 0.00% Reduced -132 -132
76 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 6,1906.2k $340.8k $340.8k 0.00% Reduced -322 -322
77 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 6,1116.1k $341.4k $341.4k 0.01% Added +2.4k +2,399
78 PSI Advisors, LLC 0.09% of their portfolio TAMPA, FL 5,9716.0k $333.6k $333.6k 0.09% Unchanged
79 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 5,9185.9k $330.6k $330.6k 0.01% Added +6 +6
80 Savvy Advisors, Inc. 0.02% of their portfolio NEW YORK, NY 5,9105.9k $330.2k $330.2k 0.02% Added +2 +2
81 WORLD EQUITY GROUP, INC. 0.07% of their portfolio SCHAUMBURG, IL 5,8015.8k $324.1k $324.1k 0.07% Added +50 +50
82 CAPITAL MANAGEMENT CORP /VA 0.05% of their portfolio GLEN ALLEN, VA 5,4175.4k $302.6k $302.6k 0.05% Reduced -10 -10
83 Mariner, LLC 0.00% of their portfolio Overland Park, KS 5,4075.4k $302.1k $302.1k 0.00% Unchanged
84 Wilson & Boucher Capital Management, LLC 0.20% of their portfolio MORAGA, CA 5,4005.4k $301.7k $301.7k 0.20% Unchanged
85 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 5,3625.4k $299.6k $299.6k 0.01% New
86 UHLMANN PRICE SECURITIES, LLC 0.18% of their portfolio SKOKIE, IL 5,2225.2k $291.8k $291.8k 0.18% Added +635 +635
87 Kingsview Wealth Management, LLC 0.00% of their portfolio GRANTS PASS, OR 5,2105.2k $291.1k $291.1k 0.00% Unchanged
88 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 5,1775.2k $289.3k $289.3k 0.00% Added +10 +10
89 Berger Financial Group, Inc 0.02% of their portfolio PLYMOUTH, MN 4,9635.0k $277.3k $277.3k 0.02% Reduced -473 -473
90 CRUX WEALTH ADVISORS 0.11% of their portfolio LONG BEACH, CA 4,8554.9k $271.3k $271.3k 0.11% Reduced -133 -133
91 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 4,8104.8k $269.0k $269.0k 0.00% Unchanged
92 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 4,7984.8k $268.1k $268.1k 0.00% Added +3 +3
93 SMITHBRIDGE ASSET MANAGEMENT INC/DE 0.04% of their portfolio Chadds Ford, PA 4,4494.4k $248.6k $248.6k 0.04% Reduced -2.1k -2,142
94 Institute for Wealth Management, LLC. 0.02% of their portfolio DENVER, CO 4,2904.3k $239.7k $239.7k 0.02% Unchanged
95 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 4,2004.2k $234.7k $234.7k 0.00% Reduced -41.5k -41,500
96 Essex Bank 0.05% of their portfolio Essex, CT 4,2004.2k $234.6k $234.6k 0.05% Unchanged
97 LVM CAPITAL MANAGEMENT LTD/MI 0.02% of their portfolio PORTAGE, MI 4,1564.2k $232.0k $232.0k 0.02% Reduced -170 -170
98 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 3,9453.9k $220.4k $220.4k 0.00% Unchanged
99 Graves Light Lenhart Wealth, Inc. 0.02% of their portfolio HARRISONBURG, VA 3,9003.9k $217.9k $217.9k 0.02% New
100 U.S. Capital Wealth Advisors, LLC 0.01% of their portfolio AUSTIN, TX 3,8073.8k $212.7k $212.7k 0.01% New