WISDOMTREE TR - US SMALLCAP FUND (EES) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / US SMALLCAP FUND
Symbol
EES
Price per share
$56.93
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
6,717,179
Total reported value
$375,283,070
% of total 13F portfolios
0%
Share change
+25,066
Value change
+$1,665,530
Number of holders
143
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 143 institutional investors reported holding 6,717,179 shares of WISDOMTREE TR - US SMALLCAP FUND (EES).

Institutional Holders of WISDOMTREE TR - US SMALLCAP FUND (EES) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 186,044 $10,601,551 +$240,390 $56.93 13
2025 Q3 6,717,179 $375,283,070 +$1,665,530 $55.87 143
2025 Q2 6,775,151 $345,334,957 -$29,728,774 $50.96 139
2025 Q1 7,078,380 $345,717,414 -$14,671,791 $48.84 145
2024 Q4 7,605,722 $410,721,605 +$28,147,391 $53.94 159
2024 Q3 7,113,300 $375,105,175 -$14,274,671 $52.75 148
2024 Q2 7,322,297 $345,181,105 -$17,760,932 $47.13 143
2024 Q1 7,699,706 $385,855,613 -$6,185,623 $50.12 143
2023 Q4 7,796,567 $388,015,876 +$16,401,957 $49.82 135
2023 Q3 7,462,460 $322,775,972 +$1,621,665 $43.27 125
2023 Q2 7,410,866 $332,239,546 -$15,085,671 $44.81 115
2023 Q1 7,721,945 $333,518,968 -$54,675,859 $43.22 116
2022 Q4 9,039,059 $384,777,209 +$28,550,844 $42.59 124
2022 Q3 8,439,414 $330,838,650 +$51,563,957 $39.17 114
2022 Q2 7,087,115 $291,309,349 -$38,707,835 $41.12 115
2022 Q1 7,994,863 $382,700,355 +$35,103,237 $47.96 120
2021 Q4 7,193,627 $369,769,288 +$29,594,808 $51.40 122
2021 Q3 6,103,317 $294,964,024 +$620,149 $48.33 109
2021 Q2 6,083,691 $300,351,469 -$32,851,411 $49.39 110
2021 Q1 6,863,584 $322,778,672 +$40,547,692 $47.38 109
2020 Q4 5,715,154 $222,562,545 -$12,219,467 $38.92 110
2020 Q3 6,329,218 $189,258,289 -$23,537,127 $29.87 95
2020 Q2 7,126,988 $202,364,420 -$90,928,167 $28.38 104
2020 Q1 10,962,460 $245,152,589 -$38,725,461 $22.33 109
2019 Q4 11,980,797 $462,206,296 -$10,478,784 $38.45 137
2019 Q3 11,840,142 $421,862,150 +$30,989,266 $35.60 119
2019 Q2 10,965,073 $393,368,413 +$26,610,244 $35.88 119
2019 Q1 9,958,276 $359,640,073 +$34,129,983 $36.11 111
2018 Q4 8,979,446 $288,088,565 -$15,850,318 $32.04 101
2018 Q3 9,301,011 $370,483,109 +$12,077,989 $39.84 101
2018 Q2 8,999,084 $347,664,880 +$33,892,150 $38.69 94
2018 Q1 8,127,422 $289,702,945 +$17,716,732 $35.73 80
2017 Q4 7,628,963 $276,349,695 +$11,226,448 $36.22 72
2017 Q3 7,205,766 $252,000,956 -$15,577 $34.97 64
2017 Q2 7,213,700 $236,885,389 -$13,358,667 $32.84 71
2017 Q1 7,609,259 $244,984,247 +$165,161,122 $32.21 67
2016 Q4 2,278,823 $222,508,093 +$8,280,513 $97.63 65
2016 Q3 2,221,843 $188,674,851 +$2,369,977 $84.94 62
2016 Q2 2,194,508 $173,351,448 -$2,346,642 $79.00 60
2016 Q1 2,196,763 $168,936,770 +$3,688,544 $76.93 59
2015 Q4 2,140,656 $162,079,685 -$5,731,162 $75.80 63
2015 Q3 2,204,616 $161,692,035 -$2,540,173 $73.49 63
2015 Q2 2,234,445 $189,137,520 +$9,618,043 $84.68 60
2015 Q1 2,120,845 $179,212,442 -$3,072,133 $84.50 61
2014 Q4 2,180,019 $180,343,989 -$895,089 $82.73 69
2014 Q3 2,191,382 $166,633,323 -$27,441,270 $76.07 59
2014 Q2 2,538,204 $209,710,860 +$3,632,580 $82.63 59
2014 Q1 2,494,891 $203,470,662 +$15,599,347 $81.57 53