WisdomTree U.S. SmallCap
EES • ARCA
WisdomTree U.S. SmallCap is an exchange-traded fund on ARCA. As of Q3 2025, 143 institutional investors hold shares in this ETF, with total holdings valued at $373.9M. MORGAN STANLEY is the largest holder with a position valued at $42.5M.
Overview
Overview of institutional ownership in EES as of Q3 2025
All Institutions
- Institutions
- 143
- Value Held
- $373.9M
- Shares Held
- 6.7M
- Avg Position
- $2.6M
- Median Position
- $350.9K
Hedge Funds
- Hedge Funds
- 2
- Value Held
- $2.4M
- Shares Held
- 42.3K
- Avg Position
- $1.2M
- Median Position
- $1.2M
Biggest Investors
Institutions with the largest positions in EES as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $42.5M 0.00% of portfolio |
 UBS Group AG Institution | $40.8M 0.01% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $31.3M 0.00% of portfolio |
L LPL Financial LLC Institution | $30.8M 0.01% of portfolio |
 AMERIPRISE FINANCIAL INC Institution | $26.1M 0.01% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $20.5M 0.02% of portfolio |
 Key FInancial Inc RIA/Wealth | $15.4M 2.85% of portfolio |
 Shore Point Advisors, LLC RIA/Wealth | $14.8M 6.55% of portfolio |
 Savant Capital, LLC RIA/Wealth | $11.2M 0.06% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $9.4M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for EES in Q3 2025
- Traded
- +$1.7M
- Buyers
- 57
- Sellers
- 57
- Total Bought
- +$26.6M
- Total Sold
- −$25.0M
- Avg Position
- $2.5M
Biggest Buyers
| Institution | Net Bought |
|---|---|
 Arkadios Wealth Advisors RIA/Wealth | +$7.0M +125.2K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$3.4M +61.1K shares |
Cetera Investment Advisers RIA/Wealth | +$2.9M +52.6K shares |
L LPL Financial LLC Institution | +$2.3M +40.3K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$2.1M +38.1K shares |
MORGAN STANLEY RIA/Wealth | +$1.9M +34.9K shares |
Key FInancial Inc RIA/Wealth | +$1.1M +19.9K shares |
 Forefront Wealth Partners, LLC RIA/Wealth | +$996.3K +17.8K shares |
D Defined Financial Planning LLC RIA/Wealth | +$704.7K +12.7K shares |
UBS Group AG Institution | +$616.1K +11.0K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
BANK OF AMERICA CORP /DE/ Institution | −$11.6M −208.5K shares |
 TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | −$2.3M −41.5K shares |
 HERBST GROUP, LLC RIA/Wealth | −$1.5M −29.8K shares |
 Amplius Wealth Advisors, LLC RIA/Wealth | −$1.2M −22.3K shares |
AMERIPRISE FINANCIAL INC Institution | −$1.2M −20.6K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$966.3K −17.3K shares |
Savant Capital, LLC RIA/Wealth | −$853.0K −15.3K shares |
Shore Point Advisors, LLC RIA/Wealth | −$748.3K −13.4K shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$552.6K −9.9K shares |
J JANE STREET GROUP, LLC Institution | −$508.1K −10.0K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited EES in Q3 2025
- New Positions
- 7
- New Value
- $1.4M
- Exited Positions
- 7
- Exited Value
- $2.8M
New Positions
| Institution | Position Value |
|---|---|
Forefront Wealth Partners, LLC RIA/Wealth | $996.3K 17.8K shares |
 IHT Wealth Management, LLC RIA/Wealth | $299.6K 5.4K shares |
 Sontag Advisory, LLC RIA/Wealth | $73.4K 1.3K shares |
R Root Financial Partners, LLC RIA/Wealth | $31.7K 567.0 shares |
 Abound Wealth Management RIA/Wealth | $9.3K 166.0 shares |
 GAMMA Investing LLC Long Only Manager | $5.9K 106.0 shares |
 Sunbelt Securities, Inc. RIA/Wealth | $2.2K 39.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
HERBST GROUP, LLC RIA/Wealth | $1.5M 29.8K shares |
J JANE STREET GROUP, LLC Institution | $508.1K 10.0K shares |
 Envision Financial LLC RIA/Wealth | $236.0K 4.6K shares |
 BSC PRIVATE WEALTH MANAGEMENT, LLC RIA/Wealth | $215.6K 4.2K shares |
L Laurel Wealth Advisors LLC RIA/Wealth | $214.5K 4.2K shares |
 Hartland & Co., LLC RIA/Wealth | $38.3K 751.0 shares |
 Transce3nd, LLC RIA/Wealth | $36.2K 711.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in EES as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with EES as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Shore Point Advisors, LLC RIA/Wealth | 6.55% $14.8M |
Key FInancial Inc RIA/Wealth | 2.85% $15.4M |
K Kathleen S. Wright Associates Inc. Institution | 2.80% $7.5M |
D Defined Financial Planning LLC RIA/Wealth | 2.42% $2.8M |
 HOWARD BAILEY SECURITIES, LLC RIA/Wealth | 1.21% $2.9M |
 Forefront Analytics, LLC RIA/Wealth | 0.96% $1.0M |
Amplius Wealth Advisors, LLC RIA/Wealth | 0.74% $6.8M |
 New Perspectives, Inc RIA/Wealth | 0.62% $1.3M |
 CULBERTSON A N & CO INC RIA/Wealth | 0.49% $3.5M |
H HOWARD WEALTH MANAGEMENT, LLC RIA/Wealth | 0.49% $1.1M |
Hedge Fund Spotlight
Discover hedge funds investing in EES
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in WisdomTree U.S. SmallCap
- Market Value
- $2.1M
- Shares Held
- 38.1K
- Portfolio Weight
- 0.00%
- Owned Since
- 2022-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
