# WISDOMTREE TR US SMALLCAP FUND

WISDOMTREE TR US SMALLCAP FUND is a security (CUSIP 97717W562) tracked across SEC portfolio filings. 180 institutional managers reported $383.3M on Form 13F as of 2026-06-30.

## Summary

- Issuer: WISDOMTREE TR
- Class: US SMALLCAP FUND
- CUSIP: 97717W562
- 13F holders: 180
- 13F value: $383.3M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 180 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| MORGAN STANLEY | NEW YORK, NY | $42.7M | 735,205 |
| UBS Group AG | Zurich, V8 | $41.5M | 715,763 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $40.4M | 595,597 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $30.6M | 526,995 |
| [Cetera Investment Advisers](https://search.stillhousedata.com/firm/105644) | SCHAUMBURG, IL | $21.0M | 361,609 |
| Key Financial Inc | WEST CHESTER, PA | $19.9M | 293,975 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $11.9M | 204,225 |
| Savant Capital, LLC | ROCKFORD, IL | $10.1M | 173,284 |
| [Arkadios Wealth Advisors](https://search.stillhousedata.com/firm/288863) | ATLANTA, GA | $9.1M | 156,634 |
| [Linscomb Wealth, Inc.](https://search.stillhousedata.com/firm/106779) | Houston, TX | $9.0M | 132,932 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $8.4M | 145,477 |
| Royal Bank of Canada | TORONTO, A6 | $7.5M | 129,174 |
| [Kathleen S. Wright Associates Inc.](https://search.stillhousedata.com/firm/121300) | PITTSBURGH, PA | $7.5M | 134,121 |
| Mariner, LLC | Overland Park, KS | $7.2M | 124,150 |
| [Shore Point Advisors, LLC](https://search.stillhousedata.com/firm/296848) | BRIELLE, NJ | $6.4M | 93,890 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/97717w562.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.