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 162 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 $386 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
51,620
shares
|
$2.53 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.95%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
49,038
shares
|
$2.4 Million
0.97% of portfolio
|
Q1 2025
Reduced 33.41%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
47,907
shares
|
$2.34 Million
0.01% of portfolio
|
Q3 2023
Reduced 1.96%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
46,269
shares
|
$2.26 Million
0.0% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
44,758
shares
|
$2.19 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
43,672
shares
|
$2.14 Million
0.17% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
43,632
shares
|
$2.13 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Smithbridge Asset Management Inc
|
Apr 16, 2025 Q1 2025 |
43,272
shares
|
$2.12 Million
0.4% of portfolio
|
Q1 2025
Reduced 18.38%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
42,656
shares
|
$2.09 Million
0.07% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
42,019
shares
|
$2.06 Million
0.0% of portfolio
|
Q4 2024
Added 117.78%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
38,353
shares
|
$1.88 Million
0.52% of portfolio
|
Q1 2025
Added 4.53%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
34,271
shares
|
$1.68 Million
0.0% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
33,873
shares
|
$1.66 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
33,770
shares
|
$1.65 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Apr 15, 2025 Q1 2025 |
32,829
shares
|
$1.61 Million
1.63% of portfolio
|
Q1 2025
Added 5.12%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
31,286
shares
|
$1.53 Million
0.02% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Jan 22, 2025 Q4 2024 |
30,940
shares
|
$1.51 Million
0.9% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Herbst Group, LLC
Westport, CT |
Apr 11, 2025 Q1 2025 |
30,406
shares
|
$1.49 Million
1.12% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Feb 13, 2025 Q4 2024 |
25,665
shares
|
$1.26 Million
0.64% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
24,939
shares
|
$1.22 Million
0.0% of portfolio
|
Q4 2023
Added 11.5%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
22,330
shares
|
$1.09 Million
0.2% of portfolio
|
Q3 2022
Added 0.04%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
21,738
shares
|
$1.06 Million
0.01% of portfolio
|
Q4 2024
Added 20.13%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
20,954
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2024
Reduced 13.88%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
20,616
shares
|
$1.01 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
20,003
shares
|
$978,546
0.15% of portfolio
|
Q2 2023
Added 0.27%
|