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Disclosery

EES WISDOMTREE TR

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US SMALLCAP FUND (fund)

148 managers (148 13F filers) reported a position in EES shares at 2025-03-31, 7,091,132 shares in all. 6 filers opened a position and 18 filers sold out during the quarter.

Managers
148
13F filers
148
New
6
Added
49
Reduced
58
Sold out
18
Shares held by filers
7,091,132

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/811,479$39.6M<0.01%-37,68713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY749,952$36.6M<0.01%-26,04113F-HRTimelineGroup
UBS Group AGin group UBS Group AG733,885$35.8M0.01%+4,85513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC489,440$23.9M0.01%-9,94913F-HRTimelineGroup
LPL Financial LLC474,729$23.2M0.01%+78,90113F-HRTimeline
Cetera Investment Advisers318,979$15.6M0.03%-95513F-HRTimeline
Key Financial Inc316,886$15.5M3.37%+315,60013F-HRTimeline
Shore Point Advisors, LLC268,010$13.1M6.93%-12,86413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC229,662$11.2M0.09%-28,97113F-HR/ATimelineGroup
Linscomb Wealth, Inc.175,643$8.58M0.43%-11,14213F-HRTimeline
Kathleen S. Wright Associates Inc.137,037$6.69M2.77%-24613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…133,247$6.51M0.01%+91,22813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC114,979$5.62M0.01%-4,44913F-HRTimeline
INVENIO WEALTH PARTNERS LLC112,610$5.5M2.31%+4,64613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA112,379$5.49M<0.01%+17313F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC109,119$5.33M<0.01%-1,66713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC107,310$5.24M<0.01%+11,20213F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP81,000$3.96M0.01%+65,10013F-HRTimelineGroup
Waverly Advisors, LLC79,765$3.9M0.05%-20013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN71,926$3.51M<0.01%+1,77713F-HRTimelineGroup
CULBERTSON A N & CO INC63,374$3.1M0.49%-4013F-HRTimeline
Private Advisor Group, LLC61,666$3.01M0.02%-5,80413F-HRTimeline
Steward Partners Investment Advisory, L…61,312$2.99M0.03%+1,02113F-HRTimeline
HOWARD BAILEY SECURITIES, LLC58,300$2.85M0.95%-15,34213F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO52,239$2.55M<0.01%+61913F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.48,550$2.37M0.01%+3,79213F-HRTimeline
NewSquare Capital LLC43,672$2.13M0.17%+89413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP43,451$2.12M<0.01%-18113F-HRTimelineGroup
SMITHBRIDGE ASSET MANAGEMENT INC/DE43,272$2.11M0.39%13F-HRTimeline
Insight Advisors, LLC/ PA38,353$1.87M0.33%+1,66113F-HRTimeline
&PARTNERS34,554$1.69M0.02%+68113F-HRTimeline
Atria Investments, Inc33,562$1.64M0.02%+2,27613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.33,285$1.63M<0.01%-3,89513F-HRTimelineGroup
Defined Financial Planning LLC32,829$1.61M1.63%+1,60013F-HRTimeline
New Perspectives, Inc30,948$1.51M0.81%+813F-HRTimeline
HERBST GROUP, LLC30,406$1.49M1.05%+5013F-HRTimeline
Claris Financial LLC24,547$1.32M0.87%013F-HRTimeline
Creative Planningin group Creative Planning26,067$1.27M<0.01%+1,12813F-HRTimelineGroup
Forefront Analytics, LLC26,006$1.27M1.46%+34113F-HRTimeline
OPTIMA CAPITAL LLC24,212$1.18M0.75%+913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,319$992K<0.01%-13,45113F-HRTimelineGroup
Beacon Pointe Advisors, LLC20,222$988K0.01%new13F-HRTimeline
Prospera Financial Services Inc20,071$981K0.02%-54513F-HRTimeline
Cambridge Investment Research Advisors,…19,335$944K<0.01%-63713F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC19,255$940K0.52%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC18,884$922K<0.01%-2,85413F-HRTimelineGroup
MOLLER WEALTH PARTNERS18,442$901K0.22%013F-HRTimeline
Tyler-Stone Wealth Management18,176$888K0.16%+79913F-HRTimeline
Smartleaf Asset Management LLC17,331$848K0.08%-9513F-HRTimeline
Larson Financial Group LLC16,450$803K0.04%-25713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,029$734K<0.01%013F-HR/ATimelineGroup
Nemes Rush Group LLC14,791$722K0.09%-1,11313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC14,696$718K0.04%-70313F-HRTimeline
CRUX WEALTH ADVISORS14,490$708K0.37%-26713F-HRTimeline
Oxler Private Wealth LLC14,460$706K0.25%+4213F-HRTimeline
BLAIR WILLIAM & CO/IL14,359$701K<0.01%-4,95813F-HRTimeline
HighTower Advisors, LLC14,144$691K<0.01%-6,81013F-HRTimeline
MEANS INVESTMENT CO., INC.12,823$626K0.07%-79813F-HRTimeline
CWM, LLCin group CWM, LLC12,351$603K<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…11,373$555K<0.01%+213F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,294$552K0.01%new13F-HRTimelineGroup
Columbia River Financial Group, LLC10,056$491K0.33%-16513F-HRTimeline
LANARK FINANCIAL, INC.9,901$483K0.04%+9,89313F-HRTimeline
S.A. Mason LLC9,450$462K0.24%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.10,740$457K<0.01%013F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC9,274$453K0.04%+12013F-HRTimeline
MML INVESTORS SERVICES, LLC8,694$425K<0.01%-23713F-HRTimeline
Betterment LLC8,600$420K<0.01%+1,04513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\8,577$419K<0.01%+1,56713F-HRTimelineGroup
PRECEDENT WEALTH PARTNERS, LLC8,007$391K0.11%-1,34013F-HRTimeline
Claro Advisors Inc.7,951$388K0.05%-28813F-HRTimeline
Essential Planning, LLC.7,802$381K0.15%-528,97813F-HRTimeline
Cresset Asset Management, LLC7,728$377K<0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,558$369K<0.01%+85513F-HRTimeline
Pine Valley Investments Ltd Liability Co7,553$369K0.02%+17213F-HRTimeline
NewEdge Wealth, LLC7,384$361K0.01%-1,75813F-HRTimeline
Chicago Partners Investment Group LLC7,311$348K0.01%+1313F-HRTimeline
Parkside Financial Bank & Trust6,993$342K0.04%013F-HRTimeline
Modera Wealth Management, LLC6,821$333K<0.01%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth6,325$309K<0.01%-94013F-HR/ATimelineGroup
RFG Advisory, LLC6,312$308K0.01%-23113F-HRTimeline
PSI Advisors, LLC5,971$292K0.09%-94413F-HRTimeline
WORLD EQUITY GROUP, INC.5,876$291K0.08%-5,27613F-HRTimeline
Savvy Advisors, Inc.5,906$288K0.03%+67413F-HRTimeline
Berger Financial Group, Inc5,436$265K0.02%-1,53013F-HRTimeline
Wilson & Boucher Capital Management, LLC5,400$264K0.2%013F-HRTimeline
Advisory Services Network, LLC5,282$258K<0.01%new13F-HRTimeline
Kingsview Wealth Management, LLC5,270$257K<0.01%-6313F-HRTimeline
CAPITAL MANAGEMENT CORP /VA5,250$256K0.04%+213F-HRTimeline
FMR LLCin group FMR LLC5,246$256K<0.01%-313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS5,130$251K<0.01%+26013F-HRTimeline
Mariner, LLCin group Mariner, LLC5,083$248K<0.01%-3,97913F-HRTimelineGroup
Freedom Investment Management, Inc.5,048$247K0.02%-2613F-HRTimeline
UHLMANN PRICE SECURITIES, LLC4,830$236K0.17%new13F-HRTimeline
Janney Montgomery Scott LLC4,810$235K<0.01%-6013F-HRTimeline
Envision Financial LLC4,632$226K0.17%-99113F-HRTimeline
DAVENPORT & Co LLC4,548$222K<0.01%-9413F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI4,356$213K0.02%+11513F-HRTimeline
Clearwater Capital Advisors, LLC4,306$210K0.02%013F-HRTimeline
Institute for Wealth Management, LLC.4,290$210K0.03%013F-HRTimeline
Laurel Wealth Advisors LLC4,210$206K0.03%+21013F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.4,200$205K0.05%013F-HRTimelineGroup
World Investment Advisors4,181$204K0.01%-38,47513F-HRTimeline
COMERICA BANK3,637$178K<0.01%-8013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,339$163K<0.01%+55813F-HRTimeline
Asset Dedication, LLC3,162$154K0.01%013F-HRTimeline
Blue Trust, Inc.2,708$132K<0.01%+2,70013F-HRTimeline
CoreCap Advisors, LLC2,450$120K0.01%+23913F-HRTimeline
AE Wealth Management LLC2,431$119K<0.01%-65613F-HRTimeline
Indiana Trust & Investment Management Co2,143$105K0.04%013F-HRTimeline
AMERIFLEX GROUP, INC.1,832$89.5K0.04%-1,27813F-HRTimeline
JFS WEALTH ADVISORS, LLC1,813$88.5K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,685$82.3K<0.01%-6613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,605$78.4K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,518$74.1K<0.01%-47413F-HRTimeline
Global Financial Private Client, LLC1,500$73.3K0.03%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,400$68.4K<0.01%013F-HRTimeline
Financial Connections Group, Inc.1,350$65K0.03%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,019$49.9K<0.01%+25713F-HR/ATimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC879$47.4K<0.01%+40513F-HRTimelineGroup
Horizons Wealth Management832$40.6K0.03%013F-HRTimeline
Transce3nd, LLC716$35K0.02%-31613F-HRTimeline
Medallion Wealth Advisors, LLC690$33.7K0.02%+10013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…668$32.6K<0.01%+113F-HRTimelineGroup
IFP Advisors, Inc624$30.5K<0.01%+5113F-HRTimeline
Golden State Wealth Management, LLC534$26.1K<0.01%+41713F-HR/ATimeline
Allworth Financial LP550$25.6K<0.01%+5913F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC500$24.4K0.01%new13F-HRTimelineGroup
NFSG Corp375$18.3K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…305$14.9K<0.01%013F-HRTimelineGroup
Addison Advisors LLC225$11K<0.01%013F-HRTimeline
Cheviot Value Management, LLC199$9.52K<0.01%new13F-HRTimeline
Ruedi Wealth Management, Inc.163$7.96K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC146$7.13K<0.01%-3313F-HRTimelineGroup
Qube Research & Technologies Ltd133$6.5K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC133$6.48K<0.01%+713F-HRTimeline
Pinnacle Bancorp, Inc.115$5.62K<0.01%-5113F-HRTimeline
Covestor Ltd94$5K<0.01%+2613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC95$4.64K<0.01%013F-HRTimelineGroup
Coston, McIsaac & Partners100$4K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.65$3.19K<0.01%-8513F-HR/ATimeline
Dunhill Financial, LLC62$3.02K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.46$2.25K<0.01%-4613F-HRTimeline
Continuum Advisory, LLC25$1.22K<0.01%013F-HRTimeline
Archer Investment Corp21$1.02K<0.01%013F-HRTimeline
Luminist Capital LLC7$342<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3$147<0.01%-313F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.