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 157 institutions that hold shares in the stock, with a total of 7.64 Million shares, which have been reported (via 13F filing form) to have a value of $376 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
811,479
shares
|
$40 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
749,952
shares
|
$37 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
733,885
shares
|
$36.2 Million
0.01% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
489,440
shares
|
$24.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
474,729
shares
|
$23.4 Million
0.01% of portfolio
|
Q1 2025
Added 19.93%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
318,979
shares
|
$15.7 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
316,886
shares
|
$15.6 Million
3.42% of portfolio
|
Q1 2025
Added 24541.21%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
272,463
shares
|
$13.4 Million
0.43% of portfolio
|
Q4 2024
Added 10.57%
|
|
|
Shore Point Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
268,010
shares
|
$13.2 Million
7.32% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
234,415
shares
|
$11.5 Million
0.09% of portfolio
|
Q1 2025
Reduced 9.36%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
175,643
shares
|
$8.65 Million
0.44% of portfolio
|
Q1 2025
Reduced 5.97%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
137,037
shares
|
$6.75 Million
2.71% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
133,247
shares
|
$6.57 Million
0.0% of portfolio
|
Q1 2025
Added 217.11%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
114,979
shares
|
$5.67 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 13, 2025 Q1 2025 |
112,610
shares
|
$5.55 Million
2.31% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
112,379
shares
|
$5.54 Million
0.0% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
109,119
shares
|
$5.38 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
107,310
shares
|
$5.29 Million
0.0% of portfolio
|
Q1 2025
Added 11.66%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
81,000
shares
|
$3.99 Million
0.01% of portfolio
|
Q1 2025
Added 409.43%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
79,965
shares
|
$3.94 Million
0.64% of portfolio
|
Q3 2024
Reduced 7.39%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
79,765
shares
|
$3.93 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
71,926
shares
|
$3.54 Million
0.0% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Culbertson A N & CO Inc
|
May 15, 2025 Q1 2025 |
63,374
shares
|
$3.12 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
61,666
shares
|
$3.04 Million
0.02% of portfolio
|
Q1 2025
Reduced 8.6%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
61,312
shares
|
$3.02 Million
0.03% of portfolio
|
Q1 2025
Added 1.69%
|