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Disclosery

EES WISDOMTREE TR

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US SMALLCAP FUND (fund)

168 managers (170 13F filers) reported a position in EES shares at 2026-06-30, 6,595,506 shares in all. 16 filers opened a position and 8 filers sold out during the quarter.

Managers
168
13F filers
170
New
16
Added
45
Reduced
61
Sold out
8
Shares held by filers
6,595,506

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY743,249$50.4M<0.01%+8,04413F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding720,963$48.9M-9,986Timeline
LPL Financial LLC595,597$40.4M0.01%+80813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/492,642$33.4M<0.01%-34,35313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC445,820$30.2M0.01%-6,99013F-HRTimelineGroup
Cetera Investment Advisers346,942$23.5M0.02%-14,66713F-HRTimeline
Savant Capital, LLC340,257$21.4M0.06%+166,97313F-HRTimeline
Key Financial Inc293,975$19.9M3.26%+5,93613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC147,585$10M<0.01%-56,64013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN144,722$9.81M<0.01%-75513F-HRTimelineGroup
Arkadios Wealth Advisors138,763$9.41M0.14%-17,87113F-HRTimeline
Linscomb Wealth, Inc.132,932$9.01M0.39%-5,41613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA132,675$8.99M<0.01%+3,50113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC107,319$7.28M0.01%-16,83113F-HRTimelineGroup
Shore Point Advisors, LLC93,890$6.36M2.18%-39813F-HRTimeline
TopTier Wealth Management, LLC93,282$6.32M3.82%-1,44813F-HRTimeline
Waverly Advisors, LLC78,844$5.34M0.03%-6013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC76,582$5.19M<0.01%-1,91313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…74,292$5.04M<0.01%+27,14413F-HRTimelineGroup
Amplius Wealth Advisors, LLC65,656$4.45M0.33%-49,21413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.65,232$4.42M0.01%+23,81013F-HRTimelineGroup
CULBERTSON A N & CO INC61,043$4.14M0.48%-66613F-HRTimeline
NewSquare Capital LLC57,355$3.89M0.29%+1,33813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…50,093$3.4M0.01%+3,21513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO49,359$3.34M<0.01%+56113F-HRTimelineGroup
Private Advisor Group, LLC47,989$3.25M0.01%-31,83913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP47,249$3.2M<0.01%+1,25013F-HRTimelineGroup
Merit Financial Group, LLC44,589$3.02M0.02%-31,04613F-HR/ATimeline
&PARTNERS39,324$2.67M0.01%+4,74613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC32,589$2.21M<0.01%+22,14313F-HRTimelineGroup
Smartleaf Asset Management LLC28,163$1.9M0.06%013F-HRTimeline
Atria Investments, Inc27,111$1.84M0.02%-17,08413F-HRTimeline
Creative Planningin group Creative Planning25,857$1.75M<0.01%-22313F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding24,298$1.65M-1,602Timeline
OPTIMA CAPITAL LLC24,255$1.64M0.65%+1013F-HRTimeline
Cambridge Investment Research Advisors,…23,378$1.58M<0.01%-88613F-HR/ATimeline
LANARK FINANCIAL, INC.21,887$1.48M0.1%+99013F-HRTimeline
New Perspectives, Inc20,533$1.39M0.43%-38013F-HRTimeline
Global Retirement Partners, LLC20,207$1.37M0.02%13F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC19,178$1.3M0.48%-513F-HRTimeline
MOLLER WEALTH PARTNERS18,397$1.25M0.23%013F-HRTimeline
Steward Partners Investment Advisory, L…17,892$1.21M0.01%-14913F-HRTimeline
Avidian Wealth Enterprises, LLC16,897$1.15M0.03%+113F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.16,774$1.14M1.02%-37213F-HRTimeline
Western Wealth Management, LLC16,761$1.14M0.04%+11,42213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,029$1.02M<0.01%-2213F-HRTimelineGroup
Larson Financial Group LLC14,536$985K0.03%-26013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC13,864$940K0.06%-11013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC12,575$852K0.03%-79913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,489$847K<0.01%-2,08913F-HRTimelineGroup
HighPoint Advisor Group LLC11,463$777K0.03%+1,25213F-HRTimeline
Oxler Private Wealth LLC10,825$734K0.21%-56313F-HRTimeline
HARBOUR INVESTMENTS, INC.10,819$733K0.01%-613F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.10,740$728K<0.01%013F-HRTimelineGroup
MEANS INVESTMENT CO., INC.10,572$717K0.05%-34313F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP10,500$712K<0.01%-8,00013F-HRTimelineGroup
S.A. Mason LLC9,450$641K0.2%013F-HRTimeline
Columbia River Financial Group, LLC9,448$640K0.34%-12313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC9,421$639K<0.01%+2,70113F-HRTimelineGroup
RFG Advisory, LLC8,550$580K0.01%+5213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\8,461$574K<0.01%013F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co8,119$550K0.02%+35913F-HRTimeline
MML INVESTORS SERVICES, LLC7,997$542K<0.01%+3,34313F-HRTimeline
Cresset Asset Management, LLC7,963$540K<0.01%+23513F-HRTimeline
Nemes Rush Group LLC7,687$521K0.04%-5613F-HRTimeline
Betterment LLC7,646$518K<0.01%-47013F-HRTimeline
Essential Planning, LLC.7,540$511K0.14%+213F-HRTimeline
Chicago Partners Investment Group LLC7,487$502K0.01%+1,21613F-HRTimeline
Claro Advisors Inc.7,066$479K0.05%+1213F-HRTimeline
Forefront Analytics, LLC7,020$476K0.52%-1,21213F-HRTimeline
Freedom Investment Management, Inc.7,009$475K0.13%+35713F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC6,728$456K0.08%-2113F-HRTimeline
Sanctuary Advisors, LLC6,475$439K<0.01%-5313F-HRTimeline
FMR LLCin group FMR LLC6,447$437K<0.01%-8313F-HRTimelineGroup
BLAIR WILLIAM & CO/IL6,419$435K<0.01%013F-HRTimeline
Dala Group, LLC6,255$424K0.35%-1,75313F-HRTimeline
Savvy Advisors, Inc.6,215$421K0.01%+213F-HRTimeline
DAVENPORT & Co LLC6,121$415K<0.01%-2513F-HRTimeline
WORLD EQUITY GROUP, INC.5,811$394K0.09%013F-HRTimeline
PSI Advisors, LLC5,743$389K0.09%-15013F-HRTimeline
NewEdge Wealth, LLC5,681$385K<0.01%+1,30113F-HRTimeline
UHLMANN PRICE SECURITIES, LLC5,273$357K0.01%+2313F-HRTimeline
Kingsview Wealth Management, LLC5,200$353K<0.01%-1013F-HRTimeline
IHT Wealth Management, LLC5,069$344K0.01%+313F-HRTimeline
Advisory Services Network, LLC4,946$335K<0.01%-25913F-HRTimeline
Laurel Wealth Advisors LLC4,820$327K0.03%-5013F-HRTimeline
Integrated Wealth Concepts LLC4,786$324K<0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,807$324K<0.01%+2613F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS4,768$323K0.03%new13F-HRTimeline
HOWARD BAILEY SECURITIES, LLC4,671$317K0.12%-97013F-HRTimeline
CRUX WEALTH ADVISORS4,604$312K0.11%-14913F-HRTimeline
CAPITAL MANAGEMENT CORP /VA4,556$309K0.05%-3613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,319$293K<0.01%+16113F-HRTimelineGroup
Institute for Wealth Management, LLC.4,290$291K0.03%013F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.4,200$285K0.06%013F-HRTimelineGroup
Janney Montgomery Scott LLC4,064$275K<0.01%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,945$267K<0.01%013F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI3,931$266K0.02%013F-HRTimeline
Graves Light Lenhart Wealth, Inc.3,900$264K0.02%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,859$262K<0.01%-1713F-HRTimeline
Berger Financial Group, Inc3,835$260K0.01%013F-HRTimeline
Arax Advisory Partners3,807$258K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC3,760$255K0.02%+3,22113F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.3,755$255K<0.01%013F-HRTimelineGroup
SMITHBRIDGE ASSET MANAGEMENT INC/DE3,738$253K0.03%-15013F-HRTimeline
Modera Wealth Management, LLC3,621$245K<0.01%-3,70013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC3,537$240K0.03%013F-HRTimeline
Clear Creek Financial Management, LLC3,498$237K0.02%013F-HRTimeline
WESBANCO BANK INC3,425$232K0.01%new13F-HRTimeline
Peak Financial Management, Inc.3,400$230K0.05%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,382$229K<0.01%+9713F-HRTimelineGroup
PINNACLE ASSOCIATES LTD3,270$222K<0.01%new13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…3,270$222K0.01%new13F-HRTimeline
Summit Financial, LLC3,261$221K<0.01%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth3,252$220K<0.01%-29013F-HRTimelineGroup
CATHY PARETO & ASSOCIATES, INC3,228$219K0.13%new13F-HRTimeline
Asset Dedication, LLC3,162$214K0.01%013F-HRTimeline
Sensible Money, LLC3,162$214K0.06%new13F-HRTimeline
Joel Isaacson & Co., LLC3,022$205K0.01%new13F-HRTimeline
Wealthcare Capital Partners, LLCin group Wealthcare Advisory Partners …3,008$204K0.08%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,902$197K<0.01%-51513F-HRTimeline
AE Wealth Management LLC2,782$189K<0.01%+50813F-HRTimeline
Blue Trust, Inc.2,708$184K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,642$179K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,443$164K<0.01%+77813F-HRTimelineGroup
CoreCap Advisors, LLC2,256$153K<0.01%-9413F-HRTimeline
Indiana Trust & Investment Management Co2,143$145K0.04%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,912$130K<0.01%-3413F-HRTimelineGroup
Geneos Wealth Management Inc.1,900$129K<0.01%013F-HRTimeline
CENTAURUS FINANCIAL, INC.1,867$127K<0.01%+13013F-HRTimeline
JFS WEALTH ADVISORS, LLC1,813$123K0.01%013F-HRTimeline
Register Financial Advisors LLC1,649$112K0.03%+113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,569$106K<0.01%-27113F-HRTimelineGroup
AMERIFLEX GROUP, INC.1,358$92.1K0.04%+213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,333$90.4K<0.01%013F-HRTimelineGroup
Allworth Financial LP1,230$83.4K<0.01%+66713F-HRTimeline
LOWE BROCKENBROUGH & CO INC1,200$81.3K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC1,032$70K0.04%013F-HRTimeline
IFP Advisors, Inc957$64.9K<0.01%+34213F-HRTimeline
ROTHSCHILD INVESTMENT LLC900$61K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC864$58.6K<0.01%013F-HRTimelineGroup
TOUNJIAN ADVISORY PARTNERS, LLC745$50.5K0.02%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…664$45K0.01%+313F-HRTimeline
Aptus Capital Advisors, LLC410$27.8K<0.01%013F-HRTimeline
NFSG Corp375$25.4K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC365$24.7K0.01%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…282$19.1K0.05%013F-HR/ATimelineGroup
Ankerstar Wealth, LLC264$17.9K0.02%013F-HRTimeline
PlanVest Financial, Inc259$17.5K0.01%+113F-HRTimeline
Plante Moran Financial Advisors, LLC249$16.9K<0.01%013F-HRTimeline
Cheviot Value Management, LLC199$13.5K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd179$12.1K<0.01%+613F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.160$10.8K<0.01%013F-HRTimelineGroup
Godfrey Financial Associates, Inc.153$10.4K0.01%013F-HRTimeline
Covestor Ltd137$9K0.01%-5313F-HRTimeline
GAMMA Investing LLC106$7.19K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC89$6.06K<0.01%-16113F-HRTimelineGroup
Coston, McIsaac & Partners100$6K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.73$4.95K<0.01%013F-HRTimeline
Dunhill Financial, LLC62$4.27K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.53$3.61K<0.01%013F-HRTimeline
EPG Wealth Management LLC40$2.71K<0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.36$2.44K<0.01%013F-HRTimelineGroup
Operose Advisors LLC27$1.83K<0.01%013F-HRTimeline
Continuum Advisory, LLC25$1.7K<0.01%new13F-HRTimeline
Planning Strategies Inc.17$1.15K<0.01%13F-HRTimeline
Luminist Capital LLC7$475<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC1$41<0.01%013F-HRTimeline