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 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

WisdomTree U.S. SmallCap Fund: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Kingsview Wealth Management, LLC
Report period
2026-06-30
Available
2026-08-20
Reported shares
5,200
Value (USD)
$352,535
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001791965-26-000005
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read EES fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read EES fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

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

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

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

Recent institutional filing receipts

See the complete 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.

Scroll sideways to compare all columns. Select a heading to sort.

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.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

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.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.