Vault-13

WISDOMTREE TR EES

US SMALLCAP FUND · ETP · CUSIP 97717W562

165 institutional holders +18 vs Q3 2025
6,736,6106.7m shares reported held*
$383.6mreported value*
20 new 42 added 53 reduced 7 sold out net sold ≈ $2.6m (-46.3k 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 ($507.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $56.94.

Trends to Q4 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: 147Q4 25: 165165Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025165

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 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 25Q3 25: 61 bought or addedQ3 25: 56 cut or sold outQ4 25: 62 bought or addedQ4 25: 60 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20245259
Q2 20245353
Q3 20244869
Q4 20244165
Q1 20255675
Q2 20255761
Q3 20256156
Q4 20256260

Biggest buyers

Merit Financial Group, LLC New +64,594+64.6k
Mariner, LLC Added +45,786+45.8k
Rockefeller Capital Management L.P. Added +36,526+36.5k
Arkadios Wealth Advisors Added +33,161+33.2k
LPL Financial LLC Added +28,914+28.9k
JANE STREET GROUP, LLC New +23,842+23.8k
WELLS FARGO & COMPANY/MN Added +18,621+18.6k
Insight Advisors, LLC/ PA Added +13,951+14.0k
TITLEIST ASSET MANAGEMENT, LLC New +13,501+13.5k
Private Advisor Group, LLC Added +10,967+11.0k

Biggest sellers

COMMONWEALTH EQUITY SERVICES, LLC Reduced -91,146-91.1k
HOWARD BAILEY SECURITIES, LLC Reduced -64,305-64.3k
JPMORGAN CHASE & CO Reduced -45,034-45.0k
CITADEL ADVISORS LLC Sold out -38,104-38.1k
ENVESTNET ASSET MANAGEMENT INC Reduced -35,739-35.7k
MORGAN STANLEY Reduced -28,222-28.2k
Claris Financial LLC Reduced -24,367-24.4k
Forefront Wealth Partners, LLC Sold out -17,832-17.8k
Prospera Financial Services Inc Sold out -15,278-15.3k
Savant Capital, LLC Reduced -15,060-15.1k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 733,144733.1k $41.7m $41.7m 0.00% Reduced -28.2k -28,222
2 UBS Group AG 0.01% of their portfolio ZURICH, V8 720,592720.6k $41.0m $41.0m 0.01% Reduced -10.5k -10,542
3 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 580,190580.2k $33.0m $33.0m 0.01% Added +28.9k +28,914
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 546,338546.3k $31.1m $31.1m 0.00% Reduced -14.2k -14,213
5 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 463,887463.9k $26.4m $26.4m 0.01% Reduced -4.2k -4,171
6 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 376,996377.0k $21.5m $21.5m 0.02% Added +10.8k +10,764
7 Key Financial Inc 2.95% of their portfolio WEST CHESTER, PA 284,006284.0k $16.2m $16.2m 2.95% Added +8.6k +8,562
8 Shore Point Advisors, LLC 6.35% of their portfolio BRIELLE, NJ 263,725263.7k $15.0m $15.0m 6.35% Reduced -739 -739
9 Savant Capital, LLC 0.06% of their portfolio ROCKFORD, IL 182,618182.6k $10.4m $10.4m 0.06% Reduced -15.1k -15,060
10 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 174,318174.3k $9.9m $9.9m 0.00% Added +6.5k +6,503
11 Linscomb Wealth, Inc. 0.38% of their portfolio Houston, TX 158,502158.5k $9.0m $9.0m 0.38% Reduced -6.0k -6,041
12 Arkadios Wealth Advisors 0.18% of their portfolio ATLANTA, GA 158,396158.4k $9.0m $9.0m 0.18% Added +33.2k +33,161
13 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 141,392141.4k $8.0m $8.0m 0.00% Added +18.6k +18,621
14 Amplius Wealth Advisors, LLC 0.57% of their portfolio BLUE BELL, PA 119,390119.4k $6.8m $6.8m 0.57% Reduced -2.9k -2,895
15 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 101,675101.7k $5.8m $5.8m 0.00% Reduced -8.9k -8,895
16 TopTier Wealth Management, LLC 3.67% of their portfolio MUSKEGO, WI 95,04495.0k $5.4m $5.4m 3.67% First filing
17 Waverly Advisors, LLC 0.04% of their portfolio BIRMINGHAM, AL 79,10579.1k $4.5m $4.5m 0.04% Reduced -160 -160
18 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 77,68277.7k $4.4m $4.4m 0.00% Reduced -35.7k -35,739
19 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 73,19473.2k $4.2m $4.2m 0.02% Added +11.0k +10,967
20 Merit Financial Group, LLC 0.03% of their portfolio ALPHARETTA, GA 64,59464.6k $3.7m $3.7m 0.03% New
21 CULBERTSON A N & CO INC 0.48% of their portfolio Charlottesville, VA 61,81161.8k $3.5m $3.5m 0.48% Reduced -650 -650
22 Insight Advisors, LLC/ PA 0.47% of their portfolio Newtown, PA 54,19254.2k $3.1m $3.1m 0.47% Added +14.0k +13,951
23 NewSquare Capital LLC 0.27% of their portfolio NEWTOWN SQUARE, PA 53,71353.7k $3.1m $3.1m 0.27% Added +4.9k +4,873
24 Mariner, LLC 0.00% of their portfolio Overland Park, KS 51,19351.2k $2.9m $2.9m 0.00% Added +45.8k +45,786
25 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 49,13349.1k $2.8m $2.8m 0.00% Reduced -190 -190
26 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 46,13946.1k $2.6m $2.6m 0.00% Added +36.5k +36,526
27 Atria Investments, Inc 0.03% of their portfolio Charlotte, NC 45,10345.1k $2.6m $2.6m 0.03% Reduced -5.4k -5,355
28 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 44,79644.8k $2.6m $2.6m 0.00% Reduced -45.0k -45,034
29 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 42,56942.6k $2.4m $2.4m 0.00% Reduced -2.2k -2,172
30 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 34,57734.6k $2.0m $2.0m 0.01% Added +1 +1
31 Dala Group, LLC 1.31% of their portfolio HOFFMAN ESTATES, IL 26,56926.6k $1.5m $1.5m 1.31% First filing
32 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 25,86925.9k $1.5m $1.5m 0.00% Added +436 +436
33 Smartleaf Asset Management LLC 0.05% of their portfolio BOSTON, MA 25,10925.1k $1.4m $1.4m 0.05% Added +6.6k +6,612
34 Claris Financial LLC 0.74% of their portfolio GLEN ALLEN, VA 24,43724.4k $1.4m $1.4m 0.74% Reduced -24.4k -24,367
35 OPTIMA CAPITAL LLC 0.60% of their portfolio PORTLAND, OR 24,24024.2k $1.4m $1.4m 0.60% Added +9 +9
36 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 23,84223.8k $1.4m $1.4m 0.00% New
37 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 23,02223.0k $1.3m $1.3m 0.00% Added +4.7k +4,740
38 Global Retirement Partners, LLC 0.02% of their portfolio San Rafael, CA 22,39722.4k $1.3m $1.3m 0.02% Reduced -1.2k -1,185
39 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 21,98322.0k $1.3m $1.3m 0.01% Reduced -3.1k -3,105
40 New Perspectives, Inc 0.43% of their portfolio TOUGALOO, MS 21,92821.9k $1.2m $1.2m 0.43% Reduced -1.4k -1,438
41 HOWARD WEALTH MANAGEMENT, LLC 0.48% of their portfolio Madison, CT 19,17019.2k $1.1m $1.1m 0.48% Unchanged
42 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 18,46918.5k $1.1m $1.1m 0.01% Added +7.2k +7,223
43 MOLLER WEALTH PARTNERS 0.22% of their portfolio NORTHFIELD, IL 18,39718.4k $1.0m $1.0m 0.22% Reduced -45 -45
44 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 18,12918.1k $1.0m $1.0m 0.01% Reduced -674 -674
45 LANARK FINANCIAL, INC. 0.08% of their portfolio BIRMINGHAM, AL 17,76217.8k $1.0m $1.0m 0.08% Added +6.4k +6,373
46 Forefront Analytics, LLC 0.89% of their portfolio WEST CONSHOHOCKEN, PA 17,76017.8k $1.0m $1.0m 0.89% Reduced -159 -159
47 Three Bearings Fiduciary Advisors, Inc. 0.96% of their portfolio HAMPTON, NH 17,14617.1k $1.0m $1.0m 0.96% First filing
48 CWM, LLC 0.00% of their portfolio OMAHA, NE 15,50615.5k $883.0k $883.0k 0.00% Added +3.0k +3,002
49 Larson Financial Group LLC 0.03% of their portfolio ST LOUIS, MO 15,12115.1k $860.9k $860.9k 0.03% Reduced -280 -280
50 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 15,02915.0k $855.6k $855.6k 0.00% Unchanged
51 FLAGSHIP HARBOR ADVISORS, LLC 0.04% of their portfolio BOSTON, MA 14,49314.5k $825.1k $825.1k 0.04% Reduced -275 -275
52 TITLEIST ASSET MANAGEMENT, LLC 0.06% of their portfolio SAN ANTONIO, TX 13,50113.5k $768.6k $768.6k 0.06% New
53 Oxler Private Wealth LLC 0.20% of their portfolio Rye Brook, NY 11,86211.9k $675.3k $675.3k 0.20% Reduced -783 -783
54 MEANS INVESTMENT CO., INC. 0.05% of their portfolio BANGOR, ME 10,90210.9k $620.7k $620.7k 0.05% Added +23 +23
55 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 10,74010.7k $611.4k $611.4k 0.00% Unchanged
56 KMG FIDUCIARY PARTNERS, LLC 0.04% of their portfolio TOLEDO, OH 10,59910.6k $603.4k $603.4k 0.04% Added +36 +36
57 HighPoint Advisor Group LLC 0.01% of their portfolio DOWNERS GROVE, IL 10,33910.3k $588.6k $588.6k 0.01% New
58 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 10,10010.1k $575.0k $575.0k 0.00% Added +5.9k +5,900
59 S.A. Mason LLC 0.21% of their portfolio HOLLAND, MI 9,4509.4k $538.0k $538.0k 0.21% Unchanged
60 Columbia River Financial Group, LLC 0.32% of their portfolio VANCOUVER, WA 9,1759.2k $522.0k $522.0k 0.32% Unchanged
61 Roble, Belko & Company, Inc 0.07% of their portfolio SEWICKLEY, PA 9,0009.0k $512.0k $512.0k 0.07% New
62 Nemes Rush Group LLC 0.05% of their portfolio NOVI, MI 8,9569.0k $509.9k $509.9k 0.05% Reduced -227 -227
63 Betterment LLC 0.00% of their portfolio NEW YORK, NY 8,7578.8k $499.0k $499.0k 0.00% Reduced -527 -527
64 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 8,5778.6k $488.3k $488.3k 0.00% Unchanged
65 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 8,3638.4k $476.1k $476.1k 0.01% Added +2.4k +2,445
66 SMITHBRIDGE ASSET MANAGEMENT INC/DE 0.04% of their portfolio Chadds Ford, PA 8,0588.1k $458.7k $458.7k 0.04% Added +3.6k +3,609
67 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 7,8427.8k $446.4k $446.4k 0.00% Reduced -32 -32
68 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 7,7287.7k $440.0k $440.0k 0.00% Unchanged
69 Essential Planning, LLC. 0.14% of their portfolio PORTSMOUTH, NH 7,5387.5k $429.1k $429.1k 0.14% Reduced -266 -266
70 Modera Wealth Management, LLC 0.00% of their portfolio WESTWOOD, NJ 7,3217.3k $416.8k $416.8k 0.00% Added +500 +500
71 Claro Advisors Inc. 0.05% of their portfolio BOSTON, MA 7,0497.0k $401.3k $401.3k 0.05% Reduced -1.2k -1,165
72 Freedom Investment Management, Inc. 0.12% of their portfolio SOUTH WINDSOR, CT 7,0307.0k $400.2k $400.2k 0.12% Reduced -10 -10
73 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 6,8546.9k $390.2k $390.2k 0.01% Added +743 +743
74 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 6,7416.7k $383.8k $383.8k 0.00% Reduced -845 -845
75 Empowered Funds, LLC 0.01% of their portfolio NEWTOWN SQUARE, PA 6,7226.7k $382.7k $382.7k 0.01% Reduced -361 -361
76 Pine Valley Investments Ltd Liability Co 0.02% of their portfolio MARLTON, NJ 6,6666.7k $379.5k $379.5k 0.02% Added +206 +206
77 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 6,5236.5k $371.4k $371.4k 0.00% New
78 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 6,4196.4k $365.4k $365.4k 0.00% Reduced -227 -227
79 PRECEDENT WEALTH PARTNERS, LLC 0.08% of their portfolio HOUSTON, TX 6,4186.4k $365.4k $365.4k 0.08% Reduced -711 -711
80 FMR LLC 0.00% of their portfolio BOSTON, MA 6,2786.3k $357.4k $357.4k 0.00% Reduced -2 -2
81 Chicago Partners Investment Group LLC 0.01% of their portfolio CHICAGO, IL 6,2626.3k $374.2k $374.2k 0.01% Reduced -1.1k -1,085
82 Savvy Advisors, Inc. 0.01% of their portfolio NEW YORK, NY 6,2126.2k $353.6k $353.6k 0.01% Added +302 +302
83 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 6,1956.2k $362.9k $362.9k 0.00% Added +5 +5
84 PSI Advisors, LLC 0.08% of their portfolio TAMPA, FL 5,8935.9k $335.5k $335.5k 0.08% Reduced -78 -78
85 WORLD EQUITY GROUP, INC. 0.09% of their portfolio SCHAUMBURG, IL 5,8265.8k $331.7k $331.7k 0.09% Added +25 +25
86 HOWARD BAILEY SECURITIES, LLC 0.13% of their portfolio FORT WAYNE, IN 5,7025.7k $324.6k $324.6k 0.13% Reduced -64.3k -64,305
87 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 5,6685.7k $322.7k $322.7k 0.00% New
88 CAPITAL MANAGEMENT CORP /VA 0.05% of their portfolio GLEN ALLEN, VA 5,4175.4k $308.4k $308.4k 0.05% Unchanged
89 Wilson & Boucher Capital Management, LLC 0.20% of their portfolio MORAGA, CA 5,4005.4k $307.4k $307.4k 0.20% Unchanged
90 UHLMANN PRICE SECURITIES, LLC 0.18% of their portfolio SKOKIE, IL 5,2395.2k $298.3k $298.3k 0.18% Added +17 +17
91 Kingsview Wealth Management, LLC 0.00% of their portfolio GRANTS PASS, OR 5,2105.2k $296.6k $296.6k 0.00% Unchanged
92 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 5,1955.2k $295.8k $295.8k 0.00% Added +18 +18
93 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 5,1285.1k $291.9k $291.9k 0.00% Reduced -5.5k -5,543
94 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 5,0645.1k $288.3k $288.3k 0.01% Reduced -298 -298
95 Berger Financial Group, Inc 0.02% of their portfolio PLYMOUTH, MN 4,9635.0k $282.5k $282.5k 0.02% Unchanged
96 CRUX WEALTH ADVISORS 0.10% of their portfolio LONG BEACH, CA 4,7444.7k $270.1k $270.1k 0.10% Reduced -111 -111
97 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 4,4984.5k $256.1k $256.1k 0.00% Reduced -300 -300
98 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 4,3494.3k $248.0k $248.0k 0.00% Reduced -461 -461
99 Institute for Wealth Management, LLC. 0.03% of their portfolio DENVER, CO 4,2904.3k $244.2k $244.2k 0.03% Unchanged
100 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 4,2224.2k $240.4k $240.4k 0.00% Added +447 +447