WISDOMTREE US SMALLCAP FUND (EES) Institutional Ownership Changes & 13F Activity
WISDOMTREE US SMALLCAP FUND (EES). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Raymond James Financial Inc, Bank Of America Corp, Susquehanna International Group, Llp, and Osaic Holdings, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +3,336 | — | 3,336 | $226.15K | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +22,143 | +212.0% | 32,589 | $2.21M | Q2 2026 | Sep 02, 2026 |
| Kingsview Wealth Management, Llc | Sell | -10 | -0.2% | 5,200 | $352.54K | Q2 2026 | Aug 19, 2026 |
| Equitable Holdings, Inc. | Buy | +161 | +3.9% | 4,319 | $292.78K | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Buy | +130 | +7.5% | 1,867 | $127.00K | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +445,820 | — | 445,820 | $30.23M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -56,640 | -27.7% | 147,585 | $10.00M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -34,353 | -6.5% | 492,642 | $33.40M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +27,144 | +57.6% | 74,292 | $5.04M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +23,810 | +57.5% | 65,232 | $4.42M | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, Llc | Buy | +11,422 | +213.9% | 16,761 | $1.14M | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Sell | -8,000 | -43.2% | 10,500 | $711.79K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +4,768 | — | 4,768 | $323.28K | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +4,746 | +13.7% | 39,324 | $2.67M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +3,501 | +2.7% | 132,675 | $8.99M | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +2,701 | +40.2% | 9,421 | $638.65K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -2,089 | -14.3% | 12,489 | $846.63K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +778 | +46.7% | 2,443 | $164.24K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -755 | -0.5% | 144,722 | $9.81M | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Sell | -470 | -5.8% | 7,646 | $518.00K | Q2 2026 | Aug 14, 2026 |
| Means Investment Co., Inc. | Sell | -343 | -3.1% | 10,572 | $716.65K | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group Llc | Sell | -260 | -1.8% | 14,536 | $985.41K | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, Llc | Buy | +235 | +3.0% | 7,963 | $539.81K | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Sell | -60 | -0.1% | 78,844 | $5.34M | Q2 2026 | Aug 14, 2026 |
| Nemes Rush Group Llc | Sell | -56 | -0.7% | 7,687 | $521.11K | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -22 | -0.1% | 15,029 | $1.02M | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | Buy | +6 | +3.5% | 179 | $12.13K | Q2 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Buy | +3 | +0.1% | 5,069 | $343.61K | Q2 2026 | Aug 14, 2026 |
| Ameriflex Group, Inc. | Buy | +2 | +0.1% | 1,358 | $92.08K | Q2 2026 | Aug 14, 2026 |
| Mariner, Llc | Sell | -16,831 | -13.6% | 107,319 | $7.28M | Q2 2026 | Aug 13, 2026 |
Frequently asked questions about EES activity
Which institutional owners are buying EES?
Institutional owners buying EES include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in EES activity?
"Buy" means an investor increased their reported position in EES compared to the prior reporting period. This reflects growing exposure to WISDOMTREE US SMALLCAP FUND (EES) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in EES increasing?
Institutional interest in EES can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.