Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / US SMALLCAP FUND
-
Total 13F shares
-
312,477
-
Share change
-
+3,754
-
Total reported value
-
$17,799,443
-
Price per share
-
$56.93
-
Number of holders
-
28
-
Value change
-
+$213,349
-
Number of buys
-
9
-
Number of sells
-
11
Institutional Holders of WISDOMTREE TR - US SMALLCAP FUND (EES) as of Q4 2025
As of 31 Dec 2025,
WISDOMTREE TR - US SMALLCAP FUND (EES) was held by
28 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
312,477 shares.
The largest 10 holders included
Amplius Wealth Advisors, LLC, CULBERTSON A N & CO INC, MOLLER WEALTH PARTNERS, FLAGSHIP HARBOR ADVISORS, LLC, KMG FIDUCIARY PARTNERS, LLC, Roble, Belko & Company, Inc, Essential Planning, LLC., Modera Wealth Management, LLC, DAVENPORT & Co LLC, and PRECEDENT WEALTH PARTNERS, LLC.
This page lists
28
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| 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.