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 |
|---|---|---|---|---|---|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
17,127
shares
|
$929,482
0.18% of portfolio
|
Q3 2024
Added 92.46%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
16,747
shares
|
$908,859
0.05% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
15,674
shares
|
$850,627
0.0% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
15,508
shares
|
$841,619
0.05% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Oct 11, 2024 Q3 2024 |
15,507
shares
|
$841,564
0.3% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
15,456
shares
|
$838,797
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
15,100
shares
|
$819,477
0.0% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
15,029
shares
|
$815,623
0.0% of portfolio
|
Q2 2023
Reduced 67.38%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
14,597
shares
|
$792,179
0.11% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Means Investment Co., Inc.
|
Oct 18, 2024 Q3 2024 |
13,677
shares
|
$742,250
0.08% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
12,000
shares
|
$651,240
0.14% of portfolio
|
Q4 2023
Added 9.09%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
11,427
shares
|
$620,143
0.2% of portfolio
|
Q3 2024
Reduced 16.99%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
11,330
shares
|
$614,879
0.0% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
10,740
shares
|
$582,859
0.0% of portfolio
|
Q1 2023
Added 0.74%
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
10,450
shares
|
$567,121
0.3% of portfolio
|
Q2 2024
Added 0.24%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
9,529
shares
|
$517,138
0.0% of portfolio
|
Q3 2024
Reduced 26.95%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
9,496
shares
|
$515,347
0.0% of portfolio
|
Q3 2024
Added 16.12%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
9,039
shares
|
$490,546
0.04% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
9,017
shares
|
$489,352
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Nov 07, 2024 Q3 2024 |
8,912
shares
|
$483,654
0.19% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
8,822
shares
|
$478,769
0.0% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
8,239
shares
|
$447,130
0.06% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,912
shares
|
$429,384
0.0% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
7,871
shares
|
$427,159
0.03% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
7,640
shares
|
$414,622
0.01% of portfolio
|
Q3 2024
Reduced 12.74%
|