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Disclosery

EES WISDOMTREE TR

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US SMALLCAP FUND (fund)

165 managers (166 13F filers) reported a position in EES shares at 2025-12-31, 6,745,571 shares in all. 20 filers opened a position and 7 filers sold out during the quarter.

Managers
165
13F filers
166
New
20
Added
42
Reduced
53
Sold out
7
Shares held by filers
6,745,571

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
MORGAN STANLEYin group MORGAN STANLEY733,144$41.7M<0.01%-28,22213F-HR/ATimelineGroup
UBS Group AGgroup of 2 filers holding721,474$41.1M-9,660Timeline
LPL Financial LLC580,190$33M0.01%+28,91413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/546,338$31.1M<0.01%-14,21313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC463,887$26.4M0.01%-4,17113F-HRTimelineGroup
Cetera Investment Advisers376,996$21.5M0.02%+10,76413F-HRTimeline
Key Financial Inc284,006$16.2M2.95%+8,56213F-HRTimeline
Shore Point Advisors, LLC263,725$15M6.35%-73913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC182,618$10.4M0.06%-15,06013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC174,318$9.92M<0.01%+6,50313F-HRTimelineGroup
Linscomb Wealth, Inc.158,502$9.02M0.38%-6,04113F-HRTimeline
Arkadios Wealth Advisors158,396$9.02M0.18%+33,16113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN141,392$8.05M<0.01%+18,62113F-HRTimelineGroup
Amplius Wealth Advisors, LLC119,390$6.8M0.57%-2,89513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA101,675$5.79M<0.01%-8,89513F-HRTimelineGroup
TopTier Wealth Management, LLC95,044$5.41M3.67%13F-HRTimeline
Waverly Advisors, LLC79,105$4.5M0.04%-16013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC77,682$4.42M<0.01%-35,73913F-HRTimelineGroup
Private Advisor Group, LLC73,194$4.17M0.02%+10,96713F-HRTimeline
Merit Financial Group, LLC64,594$3.68M0.03%new13F-HRTimeline
CULBERTSON A N & CO INC61,811$3.52M0.48%-65013F-HRTimeline
Insight Advisors, LLC/ PA54,192$3.09M0.47%+13,95113F-HRTimeline
NewSquare Capital LLC53,713$3.06M0.27%+4,87313F-HRTimeline
Mariner, LLCin group Mariner, LLC51,193$2.91M<0.01%+45,78613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP49,133$2.8M<0.01%-19013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…46,139$2.63M<0.01%+36,52613F-HR/ATimelineGroup
Atria Investments, Inc45,103$2.57M0.03%-5,35513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO44,796$2.55M<0.01%-11913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.42,569$2.42M<0.01%-2,17213F-HRTimelineGroup
&PARTNERS34,577$1.97M0.01%+113F-HRTimeline
Dala Group, LLC26,569$1.51M1.31%13F-HRTimeline
Creative Planningin group Creative Planning25,869$1.47M<0.01%+43613F-HRTimelineGroup
Smartleaf Asset Management LLC25,109$1.44M0.05%+6,61213F-HRTimeline
Claris Financial LLC24,437$1.39M0.74%-24,36713F-HRTimeline
OPTIMA CAPITAL LLC24,240$1.38M0.6%+913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC23,842$1.36M<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…23,022$1.31M<0.01%+4,74013F-HRTimeline
Global Retirement Partners, LLC22,397$1.28M0.02%-1,18513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC21,983$1.25M0.01%-3,10513F-HRTimelineGroup
New Perspectives, Inc21,928$1.25M0.43%-1,43813F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC19,170$1.09M0.48%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…18,469$1.05M0.01%+7,22313F-HRTimelineGroup
MOLLER WEALTH PARTNERS18,397$1.05M0.22%-4513F-HRTimeline
Steward Partners Investment Advisory, L…18,129$1.03M0.01%-67413F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.17,146$1.02M0.96%13F-HRTimeline
LANARK FINANCIAL, INC.17,762$1.01M0.08%+6,37313F-HRTimeline
Forefront Analytics, LLC17,760$1.01M0.89%-15913F-HRTimeline
CWM, LLCin group CWM, LLC15,506$883K<0.01%+3,00213F-HRTimelineGroup
Larson Financial Group LLC15,121$861K0.03%-28013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,029$856K<0.01%013F-HR/ATimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC14,493$825K0.04%-27513F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC13,501$769K0.06%new13F-HRTimeline
Oxler Private Wealth LLC11,862$675K0.2%-78313F-HRTimeline
MEANS INVESTMENT CO., INC.10,902$621K0.05%+2313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.10,740$611K<0.01%013F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC10,599$603K0.04%+3613F-HRTimeline
HighPoint Advisor Group LLC10,339$589K0.01%new13F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP10,100$575K<0.01%+5,90013F-HRTimelineGroup
S.A. Mason LLC9,450$538K0.21%013F-HRTimeline
Columbia River Financial Group, LLC9,175$522K0.32%013F-HRTimeline
Roble, Belko & Company, Inc9,000$512K0.07%new13F-HRTimeline
Nemes Rush Group LLC8,956$510K0.05%-22713F-HRTimeline
Betterment LLC8,757$499K<0.01%-52713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\8,577$488K<0.01%013F-HRTimelineGroup
RFG Advisory, LLC8,363$476K0.01%+2,44513F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE8,058$459K0.04%+3,60913F-HRTimeline
MML INVESTORS SERVICES, LLC7,842$446K<0.01%-3213F-HRTimeline
Cresset Asset Management, LLC7,728$440K<0.01%013F-HRTimeline
Essential Planning, LLC.7,538$429K0.14%-26613F-HRTimeline
Modera Wealth Management, LLC7,321$417K<0.01%+50013F-HRTimeline
Claro Advisors Inc.7,049$401K0.05%-1,16513F-HRTimeline
Freedom Investment Management, Inc.7,030$400K0.12%-1013F-HRTimeline
HARBOUR INVESTMENTS, INC.6,854$390K0.01%+74313F-HRTimeline
DAVENPORT & Co LLC6,741$384K<0.01%-84513F-HRTimeline
Empowered Funds, LLC6,722$383K0.01%-36113F-HR/ATimeline
Pine Valley Investments Ltd Liability Co6,666$380K0.02%+20613F-HRTimeline
Chicago Partners Investment Group LLC6,262$374K0.01%-1,08513F-HRTimeline
Sanctuary Advisors, LLC6,523$371K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL6,419$365K<0.01%-22713F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC6,418$365K0.08%-71113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,195$363K<0.01%+513F-HRTimeline
FMR LLCin group FMR LLC6,278$357K<0.01%-213F-HRTimelineGroup
Savvy Advisors, Inc.6,212$354K0.01%+30213F-HRTimeline
PSI Advisors, LLC5,893$335K0.08%-7813F-HRTimeline
WORLD EQUITY GROUP, INC.5,826$332K0.09%+2513F-HRTimeline
HOWARD BAILEY SECURITIES, LLC5,702$325K0.13%-64,30513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,668$323K<0.01%new13F-HRTimeline
CAPITAL MANAGEMENT CORP /VA5,417$308K0.05%013F-HRTimeline
Wilson & Boucher Capital Management, LLC5,400$307K0.2%013F-HRTimeline
UHLMANN PRICE SECURITIES, LLC5,239$298K0.18%+1713F-HRTimeline
Kingsview Wealth Management, LLC5,210$297K<0.01%013F-HRTimeline
Advisory Services Network, LLC5,195$296K<0.01%+1813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,128$292K<0.01%-5,54313F-HRTimelineGroup
IHT Wealth Management, LLC5,064$288K0.01%-29813F-HRTimeline
Berger Financial Group, Inc4,963$283K0.02%013F-HRTimeline
CRUX WEALTH ADVISORS4,744$270K0.1%-11113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,498$256K<0.01%-30013F-HRTimelineGroup
Janney Montgomery Scott LLC4,349$248K<0.01%-46113F-HRTimeline
Institute for Wealth Management, LLC.4,290$244K0.03%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth4,222$240K<0.01%+44713F-HRTimelineGroup
Essex Bankin group Essex Financial Services, Inc.4,200$239K0.05%013F-HRTimelineGroup
Laurel Wealth Advisors LLC4,180$238K0.03%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,046$230K<0.01%+96613F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS3,945$225K<0.01%013F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI3,916$223K0.02%-24013F-HRTimeline
Graves Light Lenhart Wealth, Inc.3,900$222K0.02%013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC3,887$221K0.04%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,871$220K<0.01%-91,14613F-HRTimeline
U.S. Capital Wealth Advisors, LLC3,807$217K0.01%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.3,755$214K<0.01%013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,550$202K<0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,417$195K<0.01%013F-HRTimeline
Asset Dedication, LLC3,162$180K0.01%013F-HRTimeline
AE Wealth Management LLC2,974$169K<0.01%+36413F-HRTimeline
Team Financial Group, LLC2,740$156K0.07%+913F-HRTimeline
Blue Trust, Inc.2,708$154K<0.01%013F-HRTimeline
CoreCap Advisors, LLC2,377$135K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co2,143$122K0.04%013F-HRTimeline
COMERICA BANK1,969$112K<0.01%-88813F-HRTimeline
Geneos Wealth Management Inc.1,900$108K<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,840$105K<0.01%013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC1,813$103K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,605$91.4K<0.01%013F-HRTimelineGroup
Register Financial Advisors LLC1,507$85.8K0.03%+113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,366$77.8K<0.01%+9113F-HRTimelineGroup
AMERIFLEX GROUP, INC.1,355$77.1K0.04%new13F-HRTimeline
Financial Connections Group, Inc.1,350$76K0.03%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC1,200$68.3K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC1,032$58.8K0.03%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC900$51.2K<0.01%-50013F-HRTimeline
Horizons Wealth Management832$47.4K0.03%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC751$42.8K<0.01%013F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…660$37.6K0.01%+313F-HRTimeline
IFP Advisors, Inc624$35.5K<0.01%013F-HRTimeline
Root Financial Partners, LLC567$32.3K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC565$32.2K0.01%-10013F-HRTimeline
Golden State Wealth Management, LLC538$30.7K<0.01%+113F-HRTimeline
Allworth Financial LP513$29.2K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/475$26K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC410$23.3K<0.01%new13F-HRTimeline
NFSG Corp375$21.3K<0.01%013F-HRTimeline
Ankerstar Wealth, LLC264$15K0.01%13F-HRTimeline
Plante Moran Financial Advisors, LLC249$14.2K<0.01%new13F-HRTimeline
Quattro Advisors LLC238$13.6K0.01%13F-HRTimeline
Addison Advisors LLC225$12.8K<0.01%013F-HRTimeline
Cheviot Value Management, LLC199$11.7K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.160$9.11K<0.01%013F-HRTimelineGroup
Godfrey Financial Associates, Inc.153$8.71K0.01%13F-HRTimeline
Covestor Ltd133$8K<0.01%+313F-HRTimeline
Qube Research & Technologies Ltd133$7.57K<0.01%013F-HRTimeline
GAMMA Investing LLC106$6.04K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC95$5.41K<0.01%013F-HRTimelineGroup
Coston, McIsaac & Partners100$5K<0.01%013F-HRTimeline
Abound Wealth Management84$4.78K<0.01%-8213F-HRTimeline
Pinnacle Wealth Planning Services, Inc.73$4.16K<0.01%new13F-HRTimeline
Dunhill Financial, LLC63$3.56K<0.01%+113F-HRTimeline
TUCKER ASSET MANAGEMENT LLC61$3.46K<0.01%new13F-HRTimeline
Nova Wealth Management, Inc.53$3.03K<0.01%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC52$2.96K<0.01%-2113F-HRTimeline
Sunbelt Securities, Inc.39$2.22K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.57$2.05K<0.01%new13F-HRTimelineGroup
Operose Advisors LLC27$1.54K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…15$854<0.01%-413F-HRTimelineGroup
Luminist Capital LLC7$399<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1$34<0.01%new13F-HRTimeline