WISDOMTREE TR - US SMALLCAP FUND (EES)

CUSIP: 97717W562

Q1 2025 13F Holders as of 31 Mar 2025

Type / Class
Equity / US SMALLCAP FUND
Total 13F shares
7,078,380
Share change
-285,642
Total reported value
$345,717,414
Price per share
$48.84
Number of holders
145
Value change
-$14,671,791
Number of buys
53
Number of sells
76

Quarterly Holders Quick Answers

What is CUSIP 97717W562?
CUSIP 97717W562 identifies EES - WISDOMTREE TR - US SMALLCAP FUND in SEC institutional holdings data.

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Institutional Holders of WISDOMTREE TR - US SMALLCAP FUND (EES) as of Q1 2025

As of 31 Mar 2025, WISDOMTREE TR - US SMALLCAP FUND (EES) was held by 145 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 7,078,380 shares. The largest 10 holders included BANK OF AMERICA CORP /DE/, MORGAN STANLEY, UBS Group AG, AMERIPRISE FINANCIAL INC, LPL Financial LLC, Cetera Investment Advisers, Key Financial Inc, Shore Point Advisors, LLC, Savant Capital, LLC, and Linscomb Wealth, Inc.. This page lists 146 institutional shareholders reporting positions in this security for the Q1 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.