§ EQUITY
USDEES
WISDOMTREE US SMALLCAP FUND
USD
§ 01 · PRICE
Price action
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§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Morgan Stanley IM | 734K | 0.0% | +0% |
| UBS Group AG | 716K | 0.0% | −1% |
| LPL Financial LLC | 595K | 0.0% | +3% |
| Bank of America Corp | 384K | 0.0% | −4% |
| Cetera Investment Advisers | 362K | 0.0% | −4% |
| Key Financial Inc | 288K | 3.0% | +1% |
◇ AC INTELLIGENCE
Top institutional owners for EES as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER57.1% · 139 holders
DEALER / BANK35.6% · 14 holders
QUALITY / COMPOUNDER7.1% · 3 holders
TACTICAL / MACRO0.2% · 1 holder
ACTIVIST0.1% · 1 holder
INCOME / DEFENSIVE0.0% · 1 holder
PASSIVE / INDEX0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for EES in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
EES
ARTICLE4M
$430M Crude Short Lands 15 Minutes Before Trump's Iran Ceasefire. Fourth Time This Month. (Apr 23)
EES
ARTICLE5M
This story is so crazy, it feels like made up. The FBI Just Added another one to a List of Eleven. (Apr 19)
EES
ARTICLE5M