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 153 institutions that hold shares in the stock, with a total of 7.2 Million shares, which have been reported (via 13F filing form) to have a value of $388 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
47,907
shares
|
$2.58 Million
0.01% of portfolio
|
Q3 2023
Reduced 1.96%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
46,269
shares
|
$2.49 Million
0.0% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
46,115
shares
|
$2.49 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
43,792
shares
|
$2.36 Million
0.0% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
41,698
shares
|
$2.25 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
36,154
shares
|
$1.95 Million
0.51% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
34,720
shares
|
$1.87 Million
0.04% of portfolio
|
Q3 2024
Added 15.85%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
33,120
shares
|
$1.79 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.07%
|
|
|
Herbst Group, LLC
Westport, CT |
Oct 07, 2024 Q3 2024 |
31,996
shares
|
$1.72 Million
1.06% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Oct 18, 2024 Q3 2024 |
31,446
shares
|
$1.69 Million
0.89% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
31,024
shares
|
$1.67 Million
0.02% of portfolio
|
Q3 2024
Added 65.74%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
26,052
shares
|
$1.4 Million
0.65% of portfolio
|
Q3 2024
Reduced 14.37%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
24,939
shares
|
$1.34 Million
0.0% of portfolio
|
Q4 2023
Added 11.5%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
24,332
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
22,330
shares
|
$1.2 Million
0.2% of portfolio
|
Q3 2022
Added 0.04%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
20,732
shares
|
$1.12 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
20,550
shares
|
$1.11 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
20,222
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
19,950
shares
|
$1.08 Million
0.17% of portfolio
|
Q1 2023
Reduced 1.94%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
19,294
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 30.78%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 08, 2024 Q3 2024 |
19,255
shares
|
$1.04 Million
0.59% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Moller Financial Services
|
Oct 09, 2024 Q3 2024 |
18,442
shares
|
$994,023
0.24% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
18,203
shares
|
$981,141
0.12% of portfolio
|
Q3 2024
Reduced 16.22%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
18,096
shares
|
$975,374
0.01% of portfolio
|
Q3 2024
Reduced 13.1%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
17,760
shares
|
$957,264
0.17% of portfolio
|
Q3 2024
Reduced 2.2%
|