Vault-13

WISDOMTREE TR EES

US SMALLCAP FUND · ETP · CUSIP 97717W562

169 institutional holders +5 vs Q1 2026
6,602,2276.6m shares reported held*
$445.9mreported value*
16 new 46 added 60 reduced 8 sold out net bought ≈ $1.4m (+20.8k 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 ($1.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $67.53.

Trends to Q2 2026

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: 165Q1 26: 164Q2 26: 169169Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q1 2026164
Q2 2026169

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 25Q1 26: 68 bought or addedQ1 26: 62 cut or sold outQ2 26: 62 bought or addedQ2 26: 68 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20244869
Q4 20244165
Q1 20255675
Q2 20255761
Q3 20256156
Q4 20256260
Q1 20266862
Q2 20266268

Biggest buyers

Savant Capital, LLC Added +166,973+167.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +27,144+27.1k
OSAIC HOLDINGS, INC. Added +23,810+23.8k
Cambridge Investment Research Advisors, Inc. Added +22,492+22.5k
CITADEL ADVISORS LLC Added +22,143+22.1k
Western Wealth Management, LLC Added +11,422+11.4k
MORGAN STANLEY Added +8,044+8.0k
Key Financial Inc Added +5,936+5.9k
Integrated Wealth Concepts LLC New +4,786+4.8k
FIDUCIARY FINANCIAL ADVISORS New +4,768+4.8k

Biggest sellers

RAYMOND JAMES FINANCIAL INC Reduced -56,640-56.6k
Amplius Wealth Advisors, LLC Reduced -49,214-49.2k
BANK OF AMERICA CORP /DE/ Reduced -34,353-34.4k
Private Advisor Group, LLC Reduced -31,839-31.8k
Merit Financial Group, LLC Reduced -31,046-31.0k
Arkadios Wealth Advisors Reduced -17,871-17.9k
Atria Investments, Inc Reduced -17,084-17.1k
Mariner, LLC Reduced -16,831-16.8k
Cetera Investment Advisers Reduced -14,667-14.7k
UBS Group AG Reduced -9,986-10.0k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 743,249743.2k $50.4m $50.4m 0.00% Added +8.0k +8,044
2 UBS Group AG 0.01% of their portfolio ZURICH, V8 705,777705.8k $47.8m $47.8m 0.01% Reduced -10.0k -9,986
3 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 595,597595.6k $40.4m $40.4m 0.01% Added +808 +808
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 492,642492.6k $33.4m $33.4m 0.00% Reduced -34.4k -34,353
5 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 445,820445.8k $30.2m $30.2m 0.01% Reduced -7.0k -6,990
6 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 346,942346.9k $23.5m $23.5m 0.02% Reduced -14.7k -14,667
7 Savant Capital, LLC 0.06% of their portfolio ROCKFORD, IL 340,257340.3k $21.4m $21.4m 0.06% Added +167.0k +166,973
8 Key Financial Inc 3.26% of their portfolio WEST CHESTER, PA 293,975294.0k $19.9m $19.9m 3.26% Added +5.9k +5,936
9 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 147,585147.6k $10.0m $10.0m 0.00% Reduced -56.6k -56,640
10 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 144,722144.7k $9.8m $9.8m 0.00% Reduced -755 -755
11 Arkadios Wealth Advisors 0.14% of their portfolio ATLANTA, GA 138,763138.8k $9.4m $9.4m 0.14% Reduced -17.9k -17,871
12 Linscomb Wealth, Inc. 0.39% of their portfolio Houston, TX 132,932132.9k $9.0m $9.0m 0.39% Reduced -5.4k -5,416
13 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 132,675132.7k $9.0m $9.0m 0.00% Added +3.5k +3,501
14 Mariner, LLC 0.01% of their portfolio Overland Park, KS 107,319107.3k $7.3m $7.3m 0.01% Reduced -16.8k -16,831
15 Shore Point Advisors, LLC 2.18% of their portfolio BRIELLE, NJ 93,89093.9k $6.4m $6.4m 2.18% Reduced -398 -398
16 TopTier Wealth Management, LLC 3.82% of their portfolio MUSKEGO, WI 93,28293.3k $6.3m $6.3m 3.82% Reduced -1.4k -1,448
17 Waverly Advisors, LLC 0.03% of their portfolio BIRMINGHAM, AL 78,84478.8k $5.3m $5.3m 0.03% Reduced -60 -60
18 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 76,58276.6k $5.2m $5.2m 0.00% Reduced -1.9k -1,913
19 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 74,29274.3k $5.0m $5.0m 0.00% Added +27.1k +27,144
20 Amplius Wealth Advisors, LLC 0.33% of their portfolio BLUE BELL, PA 65,65665.7k $4.5m $4.5m 0.33% Reduced -49.2k -49,214
21 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 65,23265.2k $4.4m $4.4m 0.01% Added +23.8k +23,810
22 CULBERTSON A N & CO INC 0.48% of their portfolio Charlottesville, VA 61,04361.0k $4.1m $4.1m 0.48% Reduced -666 -666
23 NewSquare Capital LLC 0.29% of their portfolio NEWTOWN SQUARE, PA 57,35557.4k $3.9m $3.9m 0.29% Added +1.3k +1,338
24 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 50,09350.1k $3.4m $3.4m 0.01% Added +3.2k +3,215
25 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 49,35949.4k $3.3m $3.3m 0.00% Added +561 +561
26 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 47,98948.0k $3.3m $3.3m 0.01% Reduced -31.8k -31,839
27 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 47,24947.2k $3.2m $3.2m 0.00% Added +1.2k +1,250
28 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 46,75646.8k $3.2m $3.2m 0.00% Added +22.5k +22,492
29 Merit Financial Group, LLC 0.02% of their portfolio ALPHARETTA, GA 44,58944.6k $3.0m $3.0m 0.02% Reduced -31.0k -31,046
30 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 39,32439.3k $2.7m $2.7m 0.01% Added +4.7k +4,746
31 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 32,58932.6k $2.2m $2.2m 0.00% Added +22.1k +22,143
32 Smartleaf Asset Management LLC 0.06% of their portfolio BOSTON, MA 28,16328.2k $1.9m $1.9m 0.06% Unchanged
33 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 27,11127.1k $1.8m $1.8m 0.02% Reduced -17.1k -17,084
34 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 25,85725.9k $1.8m $1.8m 0.00% Reduced -223 -223
35 OPTIMA CAPITAL LLC 0.65% of their portfolio PORTLAND, OR 24,25524.3k $1.6m $1.6m 0.65% Added +10 +10
36 LANARK FINANCIAL, INC. 0.10% of their portfolio BIRMINGHAM, AL 21,88721.9k $1.5m $1.5m 0.10% Added +990 +990
37 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 20,83120.8k $1.4m $1.4m 0.00% Reduced -1.5k -1,497
38 New Perspectives, Inc 0.43% of their portfolio TOUGALOO, MS 20,53320.5k $1.4m $1.4m 0.43% Reduced -380 -380
39 Global Retirement Partners, LLC 0.02% of their portfolio San Rafael, CA 20,20720.2k $1.4m $1.4m 0.02% First filing
40 HOWARD WEALTH MANAGEMENT, LLC 0.48% of their portfolio Madison, CT 19,17819.2k $1.3m $1.3m 0.48% Reduced -5 -5
41 MOLLER WEALTH PARTNERS 0.23% of their portfolio NORTHFIELD, IL 18,39718.4k $1.2m $1.2m 0.23% Unchanged
42 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 17,89217.9k $1.2m $1.2m 0.01% Reduced -149 -149
43 Avidian Wealth Enterprises, LLC 0.03% of their portfolio Houston, TX 16,89716.9k $1.1m $1.1m 0.03% Added +1 +1
44 Three Bearings Fiduciary Advisors, Inc. 1.02% of their portfolio HAMPTON, NH 16,77416.8k $1.1m $1.1m 1.02% Reduced -372 -372
45 Western Wealth Management, LLC 0.04% of their portfolio GOLDEN, CO 16,76116.8k $1.1m $1.1m 0.04% Added +11.4k +11,422
46 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 15,18615.2k $1.0m $1.0m 0.00% Unchanged
47 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 15,02915.0k $1.0m $1.0m 0.00% Reduced -22 -22
48 Larson Financial Group LLC 0.03% of their portfolio ST LOUIS, MO 14,53614.5k $985.4k $985.4k 0.03% Reduced -260 -260
49 TITLEIST ASSET MANAGEMENT, LLC 0.06% of their portfolio SAN ANTONIO, TX 13,86413.9k $939.9k $939.9k 0.06% Reduced -110 -110
50 FLAGSHIP HARBOR ADVISORS, LLC 0.03% of their portfolio BOSTON, MA 12,57512.6k $852.5k $852.5k 0.03% Reduced -799 -799
51 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 12,48912.5k $846.6k $846.6k 0.00% Reduced -2.1k -2,089
52 HighPoint Advisor Group LLC 0.03% of their portfolio DOWNERS GROVE, IL 11,46311.5k $777.1k $777.1k 0.03% Added +1.3k +1,252
53 Oxler Private Wealth LLC 0.21% of their portfolio Rye Brook, NY 10,82510.8k $733.8k $733.8k 0.21% Reduced -563 -563
54 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 10,81910.8k $733.4k $733.4k 0.01% Reduced -6 -6
55 CIBC Bancorp USA Inc. 0.00% of their portfolio CHICAGO, IL 10,74010.7k $728.1k $728.1k 0.00% Unchanged
56 MEANS INVESTMENT CO., INC. 0.05% of their portfolio BANGOR, ME 10,57210.6k $716.7k $716.7k 0.05% Reduced -343 -343
57 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 10,50010.5k $711.8k $711.8k 0.00% Reduced -8.0k -8,000
58 S.A. Mason LLC 0.20% of their portfolio HOLLAND, MI 9,4509.4k $640.6k $640.6k 0.20% Unchanged
59 Columbia River Financial Group, LLC 0.34% of their portfolio VANCOUVER, WA 9,4489.4k $640.0k $640.0k 0.34% Reduced -123 -123
60 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 9,4219.4k $638.6k $638.6k 0.00% Added +2.7k +2,701
61 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 8,5508.6k $579.6k $579.6k 0.01% Added +52 +52
62 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 8,4618.5k $573.6k $573.6k 0.00% Unchanged
63 Pine Valley Investments Ltd Liability Co 0.02% of their portfolio MARLTON, NJ 8,1198.1k $550.4k $550.4k 0.02% Added +359 +359
64 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 7,9978.0k $542.1k $542.1k 0.00% Added +3.3k +3,343
65 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 7,9638.0k $539.8k $539.8k 0.00% Added +235 +235
66 Nemes Rush Group LLC 0.04% of their portfolio NOVI, MI 7,6877.7k $521.1k $521.1k 0.04% Reduced -56 -56
67 Betterment LLC 0.00% of their portfolio NEW YORK, NY 7,6467.6k $518.0k $518.0k 0.00% Reduced -470 -470
68 Essential Planning, LLC. 0.14% of their portfolio PORTSMOUTH, NH 7,5407.5k $511.1k $511.1k 0.14% Added +2 +2
69 Chicago Partners Investment Group LLC 0.01% of their portfolio CHICAGO, IL 7,4877.5k $501.7k $501.7k 0.01% Added +1.2k +1,216
70 Claro Advisors Inc. 0.05% of their portfolio BOSTON, MA 7,0667.1k $479.0k $479.0k 0.05% Added +12 +12
71 Forefront Analytics, LLC 0.52% of their portfolio WEST CONSHOHOCKEN, PA 7,0207.0k $475.9k $475.9k 0.52% Reduced -1.2k -1,212
72 Freedom Investment Management, Inc. 0.13% of their portfolio SOUTH WINDSOR, CT 7,0097.0k $475.2k $475.2k 0.13% Added +357 +357
73 PRECEDENT WEALTH PARTNERS, LLC 0.08% of their portfolio HOUSTON, TX 6,7286.7k $456.1k $456.1k 0.08% Reduced -21 -21
74 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 6,4756.5k $438.9k $438.9k 0.00% Reduced -53 -53
75 FMR LLC 0.00% of their portfolio BOSTON, MA 6,4476.4k $437.0k $437.0k 0.00% Reduced -83 -83
76 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 6,4196.4k $435.1k $435.1k 0.00% Unchanged
77 Dala Group, LLC 0.35% of their portfolio HOFFMAN ESTATES, IL 6,2556.3k $424.1k $424.1k 0.35% Reduced -1.8k -1,753
78 Savvy Advisors, Inc. 0.01% of their portfolio NEW YORK, NY 6,2156.2k $421.3k $421.3k 0.01% Added +2 +2
79 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 6,1216.1k $414.9k $414.9k 0.00% Reduced -25 -25
80 WORLD EQUITY GROUP, INC. 0.09% of their portfolio SCHAUMBURG, IL 5,8115.8k $393.9k $393.9k 0.09% Unchanged
81 PSI Advisors, LLC 0.09% of their portfolio TAMPA, FL 5,7435.7k $389.3k $389.3k 0.09% Reduced -150 -150
82 NewEdge Wealth, LLC 0.00% of their portfolio STAMFORD, CT 5,6815.7k $385.1k $385.1k 0.00% Added +1.3k +1,301
83 UHLMANN PRICE SECURITIES, LLC 0.01% of their portfolio SKOKIE, IL 5,2735.3k $357.3k $357.3k 0.01% Added +23 +23
84 Kingsview Wealth Management, LLC 0.00% of their portfolio GRANTS PASS, OR 5,2005.2k $352.5k $352.5k 0.00% Reduced -10 -10
85 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 5,0695.1k $343.6k $343.6k 0.01% Added +3 +3
86 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 4,9464.9k $335.3k $335.3k 0.00% Reduced -259 -259
87 Laurel Wealth Advisors LLC 0.03% of their portfolio CHARLOTTE, NC 4,8204.8k $326.7k $326.7k 0.03% Reduced -50 -50
88 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 4,8074.8k $324.4k $324.4k 0.00% Added +26 +26
89 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 4,7864.8k $324.4k $324.4k 0.00% New
90 FIDUCIARY FINANCIAL ADVISORS 0.03% of their portfolio GRAND RAPIDS, MI 4,7684.8k $323.3k $323.3k 0.03% New
91 HOWARD BAILEY SECURITIES, LLC 0.12% of their portfolio FORT WAYNE, IN 4,6714.7k $316.7k $316.7k 0.12% Reduced -970 -970
92 CRUX WEALTH ADVISORS 0.11% of their portfolio LONG BEACH, CA 4,6044.6k $312.1k $312.1k 0.11% Reduced -149 -149
93 CAPITAL MANAGEMENT CORP /VA 0.05% of their portfolio GLEN ALLEN, VA 4,5564.6k $308.9k $308.9k 0.05% Reduced -36 -36
94 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 4,3194.3k $292.8k $292.8k 0.00% Added +161 +161
95 Institute for Wealth Management, LLC. 0.03% of their portfolio DENVER, CO 4,2904.3k $290.8k $290.8k 0.03% Unchanged
96 Essex Bank 0.06% of their portfolio Essex, CT 4,2004.2k $284.7k $284.7k 0.06% Unchanged
97 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 4,0644.1k $275.0k $275.0k 0.00% Unchanged
98 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 3,9453.9k $267.4k $267.4k 0.00% Unchanged
99 LVM CAPITAL MANAGEMENT LTD/MI 0.02% of their portfolio PORTAGE, MI 3,9313.9k $266.0k $266.0k 0.02% Unchanged
100 Graves Light Lenhart Wealth, Inc. 0.02% of their portfolio HARRISONBURG, VA 3,9003.9k $264.4k $264.4k 0.02% Unchanged