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Public ownership evidence

WisdomTree U.S. SmallCap Fund (EES) Ownership Disclosures

Read EES insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Kingsview Wealth Management, LLC2026-06-302026-08-205,200$352,535None
Equitable Holdings, Inc.2026-06-302026-08-184,319$292,776None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-181,867$127,000None
AMERIFLEX GROUP, INC.2026-06-302026-08-151,358$92,077None
Nemes Rush Group LLC2026-06-302026-08-157,687$521,113None
NFSG Corp2026-06-302026-08-15375$25,421None
Western Wealth Management, LLC2026-06-302026-08-1516,761$1,136,228None
Qube Research & Technologies Ltd2026-06-302026-08-15179$12,134None
OSAIC HOLDINGS, INC.2026-06-302026-08-1543,664$2,959,954None
OSAIC HOLDINGS, INC.2026-06-302026-08-1521,568$1,462,410None
Betterment LLC2026-06-302026-08-157,646$518,000None
JANE STREET GROUP, LLC2026-06-302026-08-1512,489$846,629None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1546,690$3,165,115None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1527,602$1,871,140None
Medallion Wealth Advisors, LLC2026-06-302026-08-15365$24,741None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15264$17,925None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15441$29,892None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15516$34,985None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15120$8,135None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15318$21,557None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15394$26,709None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15309$20,964None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15606$41,104None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15104$7,047None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15906$61,418None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1529$1,966None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15244$16,538None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15316$21,411None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15201$13,626None
Waverly Advisors, LLC2026-06-302026-08-1578,844$5,344,835None
&PARTNERS2026-06-302026-08-1539,324$2,665,753None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-152,443$164,243None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15547$37,100None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15445,273$30,188,004None
Cresset Asset Management, LLC2026-06-302026-08-157,963$539,812None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-153,019$204,658None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-156,402$433,992None
ROYAL BANK OF CANADA2026-06-302026-08-15131,043$8,883,000None
ROYAL BANK OF CANADA2026-06-302026-08-15912$62,000None
ROYAL BANK OF CANADA2026-06-302026-08-15720$49,000None
D. E. Shaw & Co., Inc.2026-06-302026-08-153,755$254,551None
CITADEL ADVISORS LLC2026-06-302026-08-1532,589$2,209,208None
Larson Financial Group LLC2026-06-302026-08-1514,536$985,414None
IHT Wealth Management, LLC2026-06-302026-08-155,069$343,613None
TWO SIGMA INVESTMENTS, LP2026-06-302026-08-1510,500$711,795None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1515,029$1,018,816None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1536,230$2,456,047None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15111,355$7,548,731None
MEANS INVESTMENT CO., INC.2026-06-302026-08-1510,572$716,651None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15137,506$9,321,531None

90-day public filing window, up to 50 source positions.

Kingsview Wealth Management, LLC ↗Equitable Holdings, Inc. ↗CENTAURUS FINANCIAL, INC. ↗AMERIFLEX GROUP, INC. ↗Nemes Rush Group LLC ↗NFSG Corp ↗Western Wealth Management, LLC ↗Qube Research & Technologies Ltd ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.