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 |
|---|---|---|---|---|---|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
7,473
shares
|
$402,794
0.35% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
7,351
shares
|
$396,218
0.11% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
7,279
shares
|
$392,338
0.01% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
7,010
shares
|
$377,839
0.0% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
6,966
shares
|
$375,467
0.03% of portfolio
|
Q4 2023
Reduced 8.94%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
6,878
shares
|
$370,724
0.0% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
6,821
shares
|
$367,651
0.0% of portfolio
|
Q3 2023
Reduced 47.45%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
6,626
shares
|
$357,141
0.02% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
6,411
shares
|
$345,552
0.0% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
6,055
shares
|
$326,364
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
5,998
shares
|
$323,292
0.0% of portfolio
|
Q3 2024
Added 4.88%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
5,507
shares
|
$296,827
0.0% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
5,409
shares
|
$291,545
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
5,400
shares
|
$291,060
0.2% of portfolio
|
Q4 2021
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
5,353
shares
|
$288,526
0.01% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Capital Management Corp
|
Oct 30, 2024 Q3 2024 |
5,247
shares
|
$282,813
0.06% of portfolio
|
Q2 2024
Added 0.33%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
5,232
shares
|
$282,004
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
5,054
shares
|
$272,410
0.02% of portfolio
|
Q3 2024
Reduced 97.39%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
4,986
shares
|
$268,745
0.0% of portfolio
|
Q3 2024
Reduced 53.12%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
4,954
shares
|
$267,020
0.0% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
4,870
shares
|
$262,493
0.0% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
4,858
shares
|
$261,846
0.0% of portfolio
|
Q3 2024
Reduced 12.26%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
4,668
shares
|
$251,605
0.03% of portfolio
|
Q3 2024
Reduced 36.83%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
4,451
shares
|
$239,908
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
4,400
shares
|
$237,160
0.02% of portfolio
|
Q2 2024
Reduced 24.18%
|