EES

Wisdomtree Us Smallcap Fund

Latest period2026 - Q2Total superinvestors41

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 41 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
Vincent Kailis@Key Financial Inc
Recent Activity
Increased 2.07%
3.27%
$19.929M
293,975 shares@ 67.79 avg price
Jacob B. Rue, V@Shore Point Advisors, Llc
Recent Activity
Decreased -0.42%
2.18%
$6.365M
93,890 shares@ 67.8 avg price
Aryn Sands@Toptier Wealth Management, Llc
Recent Activity
Decreased -1.52%
3.82%
$6.324M
93,282 shares@ 67.8 avg price
Matthew Liebman@Amplius Wealth Advisors, Llc
Recent Activity
Decreased -42.84%
0.33%
$4.451M
65,656 shares@ 67.79 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Decreased -41.04%
0.02%
$3.023M
44,589 shares@ 67.8 avg price
Justin Boggs@Optima Capital Llc
Recent Activity
Increased 0.05%
0.65%
$1.644M
24,255 shares@ 67.8 avg price
Blaine Miller@Lanark Financial, Inc.
Recent Activity
Increased 4.74%
0.11%
$1.484M
21,887 shares@ 67.8 avg price
Joshua Ryder Taff@New Perspectives, Inc
Recent Activity
Decreased -1.81%
0.43%
$1.392M
20,533 shares@ 67.79 avg price
Justin S. Howard@Howard Wealth Management, Llc
Recent Activity
Decreased -0.02%
0.49%
$1.3M
19,178 shares@ 67.8 avg price
Faith Charles@Moller Wealth Partners
Recent Activity
0.23%
$1.247M
18,397 shares@ 67.8 avg price

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