Institutional Ownership Wisdomtree U.S. Smallcap Fund (EES)
This table provides information about the institutional ownership of Wisdomtree U.S. Smallcap Fund (EES). We have compiled data on the 165 institutions that hold shares in the stock, with a total of 7.89 Million shares, which have been reported (via 13F filing form) to have a value of $399 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
849,166
shares
|
$43 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
775,993
shares
|
$39.2 Million
0.0% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
729,030
shares
|
$36.9 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
536,780
shares
|
$27.2 Million
0.19% of portfolio
|
Q4 2024
Added 5923.11%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
499,389
shares
|
$25.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
395,828
shares
|
$20 Million
0.01% of portfolio
|
Q4 2024
Added 8.32%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
319,934
shares
|
$16.2 Million
0.04% of portfolio
|
Q4 2024
Reduced 18.35%
|
|
|
Shore Point Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
280,874
shares
|
$14.2 Million
8.45% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
272,463
shares
|
$13.8 Million
0.43% of portfolio
|
Q4 2024
Added 10.57%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
258,633
shares
|
$13.1 Million
0.11% of portfolio
|
Q4 2024
Reduced 13.45%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
186,785
shares
|
$9.45 Million
0.51% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
137,283
shares
|
$6.94 Million
3.05% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
119,428
shares
|
$6.04 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.06%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
112,206
shares
|
$5.68 Million
0.0% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
110,786
shares
|
$5.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Feb 12, 2025 Q4 2024 |
107,964
shares
|
$5.46 Million
2.44% of portfolio
|
Q4 2024
Reduced 8.26%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
96,108
shares
|
$4.86 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
79,965
shares
|
$4.04 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
79,965
shares
|
$4.04 Million
0.64% of portfolio
|
Q3 2024
Reduced 7.39%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
73,642
shares
|
$3.72 Million
1.47% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
70,149
shares
|
$3.55 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
First Western Trust Bank
Denver, CO |
Feb 12, 2025 Q4 2024 |
69,790
shares
|
$3.53 Million
0.17% of portfolio
|
Q1 2023
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
67,470
shares
|
$3.41 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Culbertson A N & CO Inc
|
Jan 16, 2025 Q4 2024 |
63,414
shares
|
$3.21 Million
0.55% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
60,291
shares
|
$3.05 Million
0.03% of portfolio
|
Q4 2024
Reduced 9.53%
|