WISDOMTREE TR - US SMALLCAP FUND (EES)

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / US SMALLCAP FUND
Total 13F shares
6,690,239
Share change
+17,855
Total reported value
$380,912,982
Price per share
$56.93
Number of holders
160
Value change
+$1,090,802
Number of buys
61
Number of sells
58

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 160 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 6,690,239 shares. The largest 10 holders included MORGAN STANLEY, UBS Group AG, LPL Financial LLC, BANK OF AMERICA CORP /DE/, AMERIPRISE FINANCIAL INC, Cetera Investment Advisers, Key Financial Inc, Shore Point Advisors, LLC, Savant Capital, LLC, and RAYMOND JAMES FINANCIAL INC. This page lists 160 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.