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 |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
58,347
shares
|
$2.87 Million
0.0% of portfolio
|
Q3 2024
Reduced 66.99%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
52,239
shares
|
$2.57 Million
0.0% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
49,038
shares
|
$2.42 Million
0.97% of portfolio
|
Q1 2025
Reduced 33.41%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
48,550
shares
|
$2.39 Million
0.01% of portfolio
|
Q1 2025
Added 8.47%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
47,907
shares
|
$2.36 Million
0.01% of portfolio
|
Q3 2023
Reduced 1.96%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
46,269
shares
|
$2.28 Million
0.0% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
43,672
shares
|
$2.15 Million
0.17% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
43,451
shares
|
$2.14 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Smithbridge Asset Management Inc
|
Apr 16, 2025 Q1 2025 |
43,272
shares
|
$2.13 Million
0.4% of portfolio
|
Q1 2025
Reduced 18.38%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
38,353
shares
|
$1.89 Million
0.52% of portfolio
|
Q1 2025
Added 4.53%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
34,554
shares
|
$1.7 Million
0.02% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
33,562
shares
|
$1.65 Million
0.02% of portfolio
|
Q1 2025
Added 7.27%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
33,285
shares
|
$1.64 Million
0.0% of portfolio
|
Q4 2024
Added 11.7%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Apr 15, 2025 Q1 2025 |
32,829
shares
|
$1.62 Million
1.63% of portfolio
|
Q1 2025
Added 5.12%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Apr 25, 2025 Q1 2025 |
30,948
shares
|
$1.52 Million
0.81% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Herbst Group, LLC
Westport, CT |
Apr 11, 2025 Q1 2025 |
30,406
shares
|
$1.5 Million
1.12% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
26,067
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2025
Added 4.52%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
May 13, 2025 Q1 2025 |
26,006
shares
|
$1.28 Million
1.46% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Jun 17, 2025 Q1 2025 |
24,547
shares
|
$1.21 Million
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Optima Capital LLC
Portland, OR |
Jun 12, 2025 Q1 2025 |
24,212
shares
|
$1.19 Million
0.75% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
22,330
shares
|
$1.1 Million
0.2% of portfolio
|
Q3 2022
Added 0.04%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
20,319
shares
|
$1 Million
0.0% of portfolio
|
Q1 2025
Reduced 39.83%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
20,222
shares
|
$996,337
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
20,071
shares
|
$988,898
0.02% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
19,335
shares
|
$952,635
0.0% of portfolio
|
Q1 2025
Reduced 3.19%
|