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 |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
19,972
shares
|
$977,030
0.0% of portfolio
|
Q4 2024
Added 27.42%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
19,317
shares
|
$944,987
0.0% of portfolio
|
Q4 2024
Added 287.42%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
19,255
shares
|
$941,954
0.56% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Moller Financial Services
|
Apr 09, 2025 Q1 2025 |
18,442
shares
|
$902,182
0.22% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
17,745
shares
|
$868,085
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
17,426
shares
|
$852,479
0.1% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
17,377
shares
|
$850,082
0.18% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
16,707
shares
|
$817,306
0.05% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
15,904
shares
|
$778,023
0.11% of portfolio
|
Q4 2024
Added 8.95%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
15,900
shares
|
$777,828
0.0% of portfolio
|
Q4 2024
Added 5.3%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
15,399
shares
|
$753,319
0.05% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
15,029
shares
|
$735,218
0.0% of portfolio
|
Q2 2023
Reduced 67.38%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Feb 14, 2025 Q4 2024 |
14,813
shares
|
$724,651
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Feb 13, 2025 Q4 2024 |
14,757
shares
|
$721,912
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Oxler Private Wealth LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
14,418
shares
|
$705,328
0.28% of portfolio
|
Q4 2024
Reduced 7.02%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
13,621
shares
|
$666,339
0.08% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
12,351
shares
|
$604,210
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
12,000
shares
|
$587,040
0.14% of portfolio
|
Q4 2023
Added 9.09%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
11,371
shares
|
$556,269
0.0% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
11,360
shares
|
$555,731
0.05% of portfolio
|
Q4 2024
Reduced 36.04%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
11,152
shares
|
$545,555
0.13% of portfolio
|
Q4 2024
Added 150.55%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
10,740
shares
|
$525,400
0.0% of portfolio
|
Q1 2023
Added 0.74%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Feb 19, 2025 Q4 2024 |
10,221
shares
|
$500,011
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
9,901
shares
|
$484,356
0.04% of portfolio
|
Q1 2025
Added 123662.5%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
9,450
shares
|
$462,294
0.27% of portfolio
|
Q4 2024
Reduced 9.57%
|