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..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+3,3363,336$226.15KQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+22,143+212.0%32,589$2.21MQ2 2026Sep 02, 2026
Kingsview Wealth Management, LlcSell-10-0.2%5,200$352.54KQ2 2026Aug 19, 2026
Equitable Holdings, Inc.Buy+161+3.9%4,319$292.78KQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+130+7.5%1,867$127.00KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+445,820445,820$30.23MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-56,640-27.7%147,585$10.00MQ2 2026Aug 14, 2026
Bank Of America CorpSell-34,353-6.5%492,642$33.40MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+27,144+57.6%74,292$5.04MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+23,810+57.5%65,232$4.42MQ2 2026Aug 14, 2026
Western Wealth Management, LlcBuy+11,422+213.9%16,761$1.14MQ2 2026Aug 14, 2026
Two Sigma Investments, LpSell-8,000-43.2%10,500$711.79KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+4,7684,768$323.28KQ2 2026Aug 14, 2026
&PartnersBuy+4,746+13.7%39,324$2.67MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+3,501+2.7%132,675$8.99MQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+2,701+40.2%9,421$638.65KQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-2,089-14.3%12,489$846.63KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+778+46.7%2,443$164.24KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-755-0.5%144,722$9.81MQ2 2026Aug 14, 2026
Betterment LlcSell-470-5.8%7,646$518.00KQ2 2026Aug 14, 2026
Means Investment Co., Inc.Sell-343-3.1%10,572$716.65KQ2 2026Aug 14, 2026
Larson Financial Group LlcSell-260-1.8%14,536$985.41KQ2 2026Aug 14, 2026
Cresset Asset Management, LlcBuy+235+3.0%7,963$539.81KQ2 2026Aug 14, 2026
Waverly Advisors, LlcSell-60-0.1%78,844$5.34MQ2 2026Aug 14, 2026
Nemes Rush Group LlcSell-56-0.7%7,687$521.11KQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-22-0.1%15,029$1.02MQ2 2026Aug 14, 2026
Qube Research & Technologies LtdBuy+6+3.5%179$12.13KQ2 2026Aug 14, 2026
Iht Wealth Management, LlcBuy+3+0.1%5,069$343.61KQ2 2026Aug 14, 2026
Ameriflex Group, Inc.Buy+2+0.1%1,358$92.08KQ2 2026Aug 14, 2026
Mariner, LlcSell-16,831-13.6%107,319$7.28MQ2 2026Aug 13, 2026
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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.