EES

Wisdomtree Us Smallcap Fund

Latest period2026 - Q1Total superinvestors162

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 162 superinvestors own shares of Wisdomtree Us Smallcap Fund (EES), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Wisdomtree Us Smallcap Fund (EES), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Wisdomtree Us Smallcap Fund (EES) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Wisdomtree Us Smallcap Fund (EES) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Claire Gordon@Morgan Stanley
Recent Activity
Increased 0.29%
0.01%
$42.678M
735,205 shares@ 58.05 avg price
Andrew Johnson@Ubs Group Ag
Recent Activity
Decreased -0.67%
0.01%
$41.549M
715,763 shares@ 58.05 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Increased 2.52%
0.01%
$34.527M
594,789 shares@ 58.05 avg price
Andres Ortiz@Bank Of America Corp De
Recent Activity
Decreased -3.54%
0.01%
$30.591M
526,995 shares@ 58.05 avg price
Michael G. Clarke@Ameriprise Financial Inc
Recent Activity
Decreased -2.38%
0.01%
$26.289M
452,810 shares@ 58.06 avg price
Kristy Haley@Cetera Investment Advisers
Recent Activity
Decreased -4.08%
0.03%
$20.991M
361,609 shares@ 58.05 avg price
Vincent Kailis@Key Financial Inc
Recent Activity
Increased 1.43%
2.98%
$16.72M
288,039 shares@ 58.05 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Increased 17.16%
0.01%
$11.855M
204,225 shares@ 58.05 avg price
Margaret M. Baer@Savant Capital, Llc
Recent Activity
Decreased -5.11%
0.05%
$10.059M
173,284 shares@ 58.05 avg price
M. Michael McComb@Arkadios Wealth Advisors
Recent Activity
Decreased -1.11%
0.15%
$9.092M
156,634 shares@ 58.05 avg price

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