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Disclosery

EES WISDOMTREE TR

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US SMALLCAP FUND (fund)

144 managers (144 13F filers) reported a position in EES shares at 2025-06-30, 6,791,907 shares in all. 9 filers opened a position and 14 filers sold out during the quarter.

Managers
144
13F filers
144
New
9
Added
48
Reduced
48
Sold out
14
Shares held by filers
6,791,907

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/769,014$39.2M<0.01%-42,46513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY726,470$37M<0.01%-23,48213F-HRTimelineGroup
UBS Group AGin group UBS Group AG720,106$36.7M0.01%-13,77913F-HRTimelineGroup
LPL Financial LLC510,962$26M0.01%+36,23313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC488,696$24.9M0.01%-74413F-HRTimelineGroup
Cetera Investment Advisers313,673$16M0.03%-5,30613F-HRTimeline
Shore Point Advisors, LLC277,857$14.2M6.8%+9,84713F-HRTimeline
Key Financial Inc255,510$13M2.62%-61,37613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC212,691$10.8M0.08%-16,97113F-HR/ATimelineGroup
Linscomb Wealth, Inc.171,819$8.76M0.4%-3,82413F-HRTimeline
Amplius Wealth Advisors, LLC144,551$7.37M0.69%new13F-HRTimeline
Kathleen S. Wright Associates Inc.134,700$6.86M2.68%-2,33713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN124,571$6.35M<0.01%+52,64513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC113,183$5.77M<0.01%+4,06413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA111,081$5.66M<0.01%-1,29813F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC106,755$5.44M<0.01%-55513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC104,907$5.35M0.01%-10,07213F-HRTimeline
Waverly Advisors, LLC79,765$4.06M0.04%013F-HRTimeline
Private Advisor Group, LLC64,768$3.3M0.02%+3,10213F-HRTimeline
CULBERTSON A N & CO INC62,454$3.18M0.49%-92013F-HRTimeline
HOWARD BAILEY SECURITIES, LLC61,235$3.12M0.96%+2,93513F-HR/ATimeline
AVANTAX ADVISORY SERVICES, INC.48,331$2.46M0.01%-21913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.48,005$2.45M<0.01%+14,72013F-HR/ATimelineGroup
NewSquare Capital LLC47,387$2.41M0.18%+3,71513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP46,487$2.37M<0.01%+3,03613F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP45,700$2.33M<0.01%-35,30013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO44,080$2.25M<0.01%-8,15913F-HRTimelineGroup
Insight Advisors, LLC/ PA40,118$2.04M0.33%+1,76513F-HRTimeline
Atria Investments, Inc39,702$2.02M0.02%+6,14013F-HRTimeline
Defined Financial Planning LLC38,586$1.99M1.77%+5,75713F-HRTimeline
&PARTNERS34,555$1.76M0.01%+113F-HRTimeline
HERBST GROUP, LLC29,806$1.52M0.91%-60013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,966$1.43M<0.01%-105,28113F-HRTimelineGroup
Creative Planningin group Creative Planning26,177$1.33M<0.01%+11013F-HRTimelineGroup
New Perspectives, Inc25,905$1.32M0.65%-5,04313F-HRTimeline
Global Retirement Partners, LLC24,890$1.27M0.03%13F-HRTimeline
OPTIMA CAPITAL LLC24,222$1.23M0.66%+1013F-HRTimeline
Steward Partners Investment Advisory, L…21,854$1.11M0.01%-39,45813F-HRTimeline
Forefront Analytics, LLC20,571$1.05M1.17%-5,43513F-HR/ATimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC20,427$1.04M0.01%+1,54313F-HRTimelineGroup
HOWARD WEALTH MANAGEMENT, LLC19,255$981K0.5%013F-HRTimeline
Cambridge Investment Research Advisors,…18,553$945K<0.01%-78213F-HRTimeline
MOLLER WEALTH PARTNERS18,442$940K0.21%013F-HRTimeline
Tyler-Stone Wealth Management18,197$927K0.15%+2113F-HRTimeline
Smartleaf Asset Management LLC17,957$916K0.08%+62613F-HRTimeline
Larson Financial Group LLC16,507$841K0.03%+5713F-HRTimeline
Claris Financial LLC16,342$833K0.63%-8,20513F-HRTimeline
Prospera Financial Services Inc15,653$799K0.01%-4,41813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,029$766K<0.01%013F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC14,957$762K0.04%+26113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…14,478$738K0.01%+3,18413F-HRTimelineGroup
Oxler Private Wealth LLC13,164$671K0.21%-1,29613F-HRTimeline
MEANS INVESTMENT CO., INC.12,836$654K0.06%+1313F-HRTimeline
BLAIR WILLIAM & CO/IL12,599$642K<0.01%-1,76013F-HRTimeline
CWM, LLCin group CWM, LLC12,502$637K<0.01%+15113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…11,375$580K<0.01%+213F-HR/ATimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.10,740$547K<0.01%013F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC10,334$527K0.04%+1,06013F-HRTimeline
Columbia River Financial Group, LLC10,080$519K0.34%+2413F-HRTimeline
LANARK FINANCIAL, INC.10,125$516K0.04%+22413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,970$508K<0.01%new13F-HRTimelineGroup
S.A. Mason LLC9,450$482K0.23%013F-HRTimeline
Betterment LLC9,443$481K<0.01%+84313F-HRTimeline
Nemes Rush Group LLC9,215$470K0.05%-5,57613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\8,577$437K<0.01%013F-HRTimelineGroup
Claro Advisors Inc.8,199$418K0.07%+24813F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC8,079$412K0.1%+7213F-HRTimeline
Essential Planning, LLC.7,803$398K0.15%+113F-HRTimeline
MML INVESTORS SERVICES, LLC7,734$394K<0.01%-96013F-HRTimeline
Cresset Asset Management, LLC7,728$394K<0.01%013F-HR/ATimeline
Chicago Partners Investment Group LLC7,330$394K0.01%+1913F-HRTimeline
DAVENPORT & Co LLC7,158$365K<0.01%+2,61013F-HRTimeline
Modera Wealth Management, LLC6,821$348K<0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,512$345K<0.01%-1,04613F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE6,591$336K0.06%-36,68113F-HRTimeline
FMR LLCin group FMR LLC6,412$327K<0.01%+1,16613F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co6,067$309K0.02%-1,48613F-HRTimeline
PSI Advisors, LLC5,971$304K0.15%013F-HRTimeline
RFG Advisory, LLC5,912$301K0.01%-40013F-HRTimeline
Savvy Advisors, Inc.5,908$301K0.02%+213F-HRTimeline
WORLD EQUITY GROUP, INC.5,751$293K0.08%-12513F-HRTimeline
Berger Financial Group, Inc5,436$277K0.02%013F-HRTimeline
CAPITAL MANAGEMENT CORP /VA5,427$277K0.05%+17713F-HRTimeline
Mariner, LLCin group Mariner, LLC5,407$276K<0.01%+32413F-HRTimelineGroup
Wilson & Boucher Capital Management, LLC5,400$275K0.19%013F-HRTimeline
Advisory Services Network, LLC5,167$266K<0.01%-11513F-HRTimeline
Kingsview Wealth Management, LLC5,210$266K<0.01%-6013F-HRTimeline
CRUX WEALTH ADVISORS4,988$254K0.11%-9,50213F-HRTimeline
Freedom Investment Management, Inc.4,962$253K0.02%-8613F-HRTimeline
Janney Montgomery Scott LLC4,810$245K<0.01%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,795$244K<0.01%new13F-HRTimelineGroup
Envision Financial LLC4,632$236K0.16%013F-HRTimeline
UHLMANN PRICE SECURITIES, LLC4,587$234K0.17%-24313F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI4,326$220K0.02%-3013F-HRTimeline
Institute for Wealth Management, LLC.4,290$219K0.02%013F-HRTimeline
Clearwater Capital Advisors, LLC4,230$216K0.02%-7613F-HRTimeline
Laurel Wealth Advisors LLC4,210$215K0.03%013F-HR/ATimeline
Essex Bankin group Essex Financial Services, Inc.4,200$214K0.05%013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth3,975$203K<0.01%-2,35013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS3,945$201K<0.01%-1,18513F-HRTimeline
HARBOUR INVESTMENTS, INC.3,712$189K<0.01%+37313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,417$174K<0.01%+1,89913F-HRTimeline
Asset Dedication, LLC3,162$161K0.01%013F-HRTimeline
COMERICA BANK2,905$148K<0.01%-73213F-HRTimeline
Team Financial Group, LLC2,769$141K0.07%new13F-HRTimeline
Blue Trust, Inc.2,708$138K<0.01%013F-HRTimeline
CoreCap Advisors, LLC2,434$124K<0.01%-1613F-HRTimeline
AE Wealth Management LLC2,309$118K<0.01%-12213F-HRTimeline
Indiana Trust & Investment Management Co2,143$109K0.04%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,839$93.7K<0.01%+15413F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC1,813$92.4K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,605$81.8K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC1,400$71.3K<0.01%013F-HRTimeline
Financial Connections Group, Inc.1,350$68K0.03%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC1,200$61.2K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,144$58.3K<0.01%+12513F-HRTimelineGroup
Horizons Wealth Management832$42.4K0.03%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…821$41.8K<0.01%+15313F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC777$39.6K<0.01%+63113F-HRTimelineGroup
Clearstead Advisors, LLC751$38.3K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC739$37.7K<0.01%-14013F-HRTimelineGroup
Transce3nd, LLC711$36.2K0.02%-513F-HRTimeline
Medallion Wealth Advisors, LLC665$34.6K0.01%-2513F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC669$34.1K<0.01%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…655$33.4K0.01%new13F-HRTimeline
Allworth Financial LP638$32.5K<0.01%+8813F-HRTimeline
IFP Advisors, Inc624$31.8K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC535$27.3K<0.01%+113F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC500$25.5K<0.01%013F-HRTimelineGroup
NFSG Corp375$19.1K<0.01%013F-HRTimeline
Addison Advisors LLC225$11.5K<0.01%013F-HRTimeline
Cheviot Value Management, LLC199$10.3K<0.01%013F-HRTimeline
Talon Private Wealth, LLC168$8.56K<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd133$6.78K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC133$6.76K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.118$6.03K<0.01%+5313F-HRTimeline
Covestor Ltd109$6K<0.01%+1513F-HRTimeline
Coston, McIsaac & Partners100$5K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC95$4.84K<0.01%013F-HRTimelineGroup
Dunhill Financial, LLC62$3.17K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.46$2.34K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…20$1.02K<0.01%+1713F-HRTimelineGroup
Luminist Capital LLC7$364<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.