Q2 2025 13F Holders as of 6/30/2025
-
Type / Class
-
Equity / US SMALLCAP FUND
-
Number of holders
-
137
-
Total 13F shares, excl. options
-
6.77M
-
Shares change
-
-590K
-
Total reported value, excl. options
-
$345M
-
Value change
-
-$29.7M
-
Number of buys
-
54
-
Number of sells
-
-63
-
Price
-
$50.96
Significant Holders of WISDOMTREE TR - US SMALLCAP FUND (EES) as of Q2 2025
152 filings reported holding EES - WISDOMTREE TR - US SMALLCAP FUND as of Q2 2025.
WISDOMTREE TR - US SMALLCAP FUND (EES) has 137 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.77M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (769K shares), MORGAN STANLEY (726K shares), UBS Group AG (720K shares), LPL Financial LLC (511K shares), AMERIPRISE FINANCIAL INC (489K shares), Cetera Investment Advisers (314K shares), Shore Point Advisors, LLC (278K shares), Key Financial Inc (256K shares), Savant Capital, LLC (216K shares), and Linscomb Wealth, Inc. (172K shares).
This table shows the top 137 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.