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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 2025-09-30, 6,789,070 shares in all. 15 filers opened a position and 7 filers sold out during the quarter.

Managers
148
13F filers
148
New
15
Added
46
Reduced
50
Sold out
7
Shares held by filers
6,789,070

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY761,366$42.5M<0.01%+34,89613F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG731,134$40.8M0.01%+11,02813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/560,551$31.3M<0.01%-208,46313F-HR/ATimelineGroup
LPL Financial LLC551,276$30.8M0.01%+40,31413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC468,058$26.1M0.01%-20,63813F-HRTimelineGroup
Cetera Investment Advisers366,232$20.5M0.02%+52,55913F-HRTimeline
Key Financial Inc275,444$15.4M2.85%+19,93413F-HRTimeline
Shore Point Advisors, LLC264,464$14.8M6.53%-13,39313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC197,678$11M0.07%-15,01313F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC167,815$9.38M<0.01%+61,06013F-HRTimelineGroup
Linscomb Wealth, Inc.164,543$9.19M0.4%-7,27613F-HRTimeline
Kathleen S. Wright Associates Inc.134,121$7.49M2.78%-57913F-HRTimeline
Arkadios Wealth Advisors125,235$7M0.17%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN122,771$6.86M<0.01%-1,80013F-HRTimelineGroup
Amplius Wealth Advisors, LLC122,285$6.83M0.59%-22,26613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC113,421$6.34M<0.01%+23813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA110,570$6.18M<0.01%-51113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC95,017$5.31M0.01%-9,89013F-HRTimeline
Waverly Advisors, LLC79,265$4.43M0.04%-50013F-HRTimeline
HOWARD BAILEY SECURITIES, LLC70,007$3.91M1.11%+8,77213F-HR/ATimeline
CULBERTSON A N & CO INC62,461$3.49M0.49%+713F-HRTimeline
Private Advisor Group, LLC62,227$3.48M0.02%-2,54113F-HRTimeline
Defined Financial Planning LLC51,262$2.85M2.36%+12,67613F-HRTimeline
Atria Investments, Inc50,458$2.82M0.03%+10,75613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP49,323$2.76M<0.01%+2,83613F-HRTimelineGroup
NewSquare Capital LLC48,840$2.73M0.19%+1,45313F-HRTimeline
Claris Financial LLC48,804$2.73M1.55%+32,46213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO44,915$2.51M<0.01%+83513F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.44,741$2.5M<0.01%-3,26413F-HRTimelineGroup
Insight Advisors, LLC/ PA40,241$2.25M0.34%+12313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC38,104$2.13M<0.01%new13F-HRTimelineGroup
&PARTNERS34,576$1.93M0.01%+2113F-HRTimeline
Creative Planningin group Creative Planning25,433$1.42M<0.01%-74413F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC25,088$1.4M0.01%+4,66113F-HRTimelineGroup
OPTIMA CAPITAL LLC24,231$1.35M0.66%+913F-HRTimeline
Global Retirement Partners, LLC23,582$1.32M0.03%-1,30813F-HRTimeline
New Perspectives, Inc23,366$1.31M0.58%-2,53913F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC19,170$1.07M0.49%-8513F-HRTimeline
Steward Partners Investment Advisory, L…18,803$1.05M0.01%-3,05113F-HRTimeline
Smartleaf Asset Management LLC18,497$1.03M0.06%+54013F-HRTimeline
MOLLER WEALTH PARTNERS18,442$1.03M0.21%013F-HRTimeline
Cambridge Investment Research Advisors,…18,282$1.02M<0.01%-27113F-HRTimeline
Forefront Analytics, LLC17,919$1M0.96%-2,65213F-HRTimeline
Forefront Wealth Partners, LLC17,832$996K0.25%new13F-HRTimeline
Larson Financial Group LLC15,401$860K0.03%-1,10613F-HRTimeline
Prospera Financial Services Inc15,278$854K0.01%-37513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,029$840K<0.01%013F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC14,768$825K0.04%-18913F-HRTimeline
Oxler Private Wealth LLC12,645$706K0.21%-51913F-HRTimeline
CWM, LLCin group CWM, LLC12,504$699K<0.01%+213F-HRTimelineGroup
LANARK FINANCIAL, INC.11,389$636K0.05%+1,26413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,246$628K0.01%-3,23213F-HRTimelineGroup
MEANS INVESTMENT CO., INC.10,879$608K0.05%-1,95713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.10,740$600K<0.01%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,671$596K<0.01%-17,29513F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC10,563$590K0.04%+22913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…9,613$537K<0.01%-1,76213F-HRTimelineGroup
S.A. Mason LLC9,450$528K0.23%013F-HRTimeline
Betterment LLC9,284$519K<0.01%-15913F-HRTimeline
Nemes Rush Group LLC9,183$513K0.05%-3213F-HRTimeline
Columbia River Financial Group, LLC9,175$507K0.31%-90513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\8,577$479K<0.01%013F-HRTimelineGroup
Claro Advisors Inc.8,214$459K0.07%+1513F-HRTimeline
MML INVESTORS SERVICES, LLC7,874$440K<0.01%+14013F-HRTimeline
Essential Planning, LLC.7,804$436K0.15%+113F-HRTimeline
Cresset Asset Management, LLC7,728$432K<0.01%013F-HR/ATimeline
DAVENPORT & Co LLC7,586$424K<0.01%+42813F-HRTimeline
Chicago Partners Investment Group LLC7,347$411K0.01%+1713F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC7,129$398K0.09%-95013F-HRTimeline
Empowered Funds, LLC7,083$396K<0.01%new13F-HRTimeline
Freedom Investment Management, Inc.7,040$393K0.1%+2,07813F-HRTimeline
Modera Wealth Management, LLC6,821$381K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL6,646$371K<0.01%-5,95313F-HRTimeline
Pine Valley Investments Ltd Liability Co6,460$361K0.02%+39313F-HRTimeline
FMR LLCin group FMR LLC6,280$351K<0.01%-13213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.6,111$341K0.01%+2,39913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,190$341K<0.01%-32213F-HRTimeline
PSI Advisors, LLC5,971$334K0.09%013F-HRTimeline
RFG Advisory, LLC5,918$331K0.01%+613F-HRTimeline
Savvy Advisors, Inc.5,910$330K0.02%+213F-HRTimeline
WORLD EQUITY GROUP, INC.5,801$324K0.07%+5013F-HRTimeline
CAPITAL MANAGEMENT CORP /VA5,417$303K0.05%-1013F-HRTimeline
Mariner, LLCin group Mariner, LLC5,407$302K<0.01%013F-HRTimelineGroup
Wilson & Boucher Capital Management, LLC5,400$302K0.2%013F-HRTimeline
IHT Wealth Management, LLC5,362$300K0.01%new13F-HRTimeline
UHLMANN PRICE SECURITIES, LLC5,222$292K0.18%+63513F-HRTimeline
Kingsview Wealth Management, LLC5,210$291K<0.01%013F-HRTimeline
Advisory Services Network, LLC5,177$289K<0.01%+1013F-HRTimeline
Berger Financial Group, Inc4,963$277K0.02%-47313F-HRTimeline
CRUX WEALTH ADVISORS4,855$271K0.11%-13313F-HRTimeline
Janney Montgomery Scott LLC4,810$269K<0.01%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,798$268K<0.01%+313F-HRTimelineGroup
SMITHBRIDGE ASSET MANAGEMENT INC/DE4,449$249K0.04%-2,14213F-HRTimeline
Institute for Wealth Management, LLC.4,290$240K0.02%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP4,200$235K<0.01%-41,50013F-HRTimelineGroup
Essex Bankin group Essex Financial Services, Inc.4,200$235K0.05%013F-HRTimelineGroup
LVM CAPITAL MANAGEMENT LTD/MI4,156$232K0.02%-17013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,945$220K<0.01%013F-HRTimeline
Graves Light Lenhart Wealth, Inc.3,900$218K0.02%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC3,807$213K0.01%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth3,775$211K<0.01%-20013F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.3,755$210K<0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,417$191K<0.01%013F-HRTimeline
Asset Dedication, LLC3,162$177K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,080$172K<0.01%+2,25913F-HRTimelineGroup
COMERICA BANK2,857$160K<0.01%-4813F-HRTimeline
Team Financial Group, LLC2,731$153K0.07%-3813F-HRTimeline
Blue Trust, Inc.2,708$151K<0.01%013F-HRTimeline
AE Wealth Management LLC2,610$146K<0.01%+30113F-HRTimeline
CoreCap Advisors, LLC2,377$133K<0.01%-5713F-HRTimeline
Indiana Trust & Investment Management Co2,143$120K0.04%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,840$103K<0.01%+113F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC1,813$101K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,605$89.7K<0.01%013F-HRTimelineGroup
Register Financial Advisors LLC1,506$84.1K0.03%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,400$78.2K<0.01%013F-HRTimeline
Financial Connections Group, Inc.1,350$75K0.03%013F-HRTimeline
Wealthspire Advisors, LLC1,314$73.4K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,275$71.3K<0.01%+13113F-HRTimelineGroup
LOWE BROCKENBROUGH & CO INC1,200$67K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC1,032$57.7K0.04%+89913F-HRTimeline
Horizons Wealth Management832$46.5K0.03%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC751$42K<0.01%-2613F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC739$41.3K<0.01%013F-HRTimelineGroup
Medallion Wealth Advisors, LLC665$37.2K0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…657$36.8K0.01%+213F-HRTimeline
IFP Advisors, Inc624$34.9K<0.01%013F-HR/ATimeline
Root Financial Partners, LLC567$31.7K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC537$30K<0.01%+213F-HRTimeline
Allworth Financial LP513$28.7K<0.01%-12513F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC500$27.9K0.01%013F-HRTimelineGroup
NFSG Corp375$21K<0.01%013F-HRTimeline
Addison Advisors LLC225$12.6K<0.01%013F-HRTimeline
Cheviot Value Management, LLC199$11.1K<0.01%013F-HRTimeline
Abound Wealth Management166$9.28K<0.01%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.160$8.94K<0.01%new13F-HRTimelineGroup
Qube Research & Technologies Ltd133$7.43K<0.01%013F-HRTimeline
Covestor Ltd130$7K<0.01%+2113F-HRTimeline
GAMMA Investing LLC106$5.92K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC95$5.31K<0.01%013F-HRTimelineGroup
Coston, McIsaac & Partners100$5K<0.01%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC73$4.08K<0.01%-59613F-HRTimeline
Quest 10 Wealth Builders, Inc.67$3.74K<0.01%+2113F-HRTimeline
Dunhill Financial, LLC62$3.49K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.53$2.98K<0.01%-6513F-HRTimeline
Sunbelt Securities, Inc.39$2.18K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…19$1.06K<0.01%-113F-HRTimelineGroup
Luminist Capital LLC7$392<0.01%013F-HRTimeline