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 |
|---|---|---|---|---|---|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
9,274
shares
|
$453,684
0.04% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
9,142
shares
|
$447,226
0.01% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
9,062
shares
|
$443,313
0.0% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
8,931
shares
|
$436,904
0.0% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
8,239
shares
|
$403,051
0.07% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
8,007
shares
|
$391,702
0.11% of portfolio
|
Q1 2025
Reduced 14.34%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
7,728
shares
|
$378,053
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
7,558
shares
|
$369,737
0.0% of portfolio
|
Q1 2025
Added 12.76%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,555
shares
|
$369,590
0.0% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
7,381
shares
|
$361,078
0.02% of portfolio
|
Q4 2024
Added 11.39%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
7,298
shares
|
$357,018
0.01% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
7,010
shares
|
$342,929
0.0% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
6,993
shares
|
$342,097
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
6,966
shares
|
$340,776
0.03% of portfolio
|
Q4 2023
Reduced 8.94%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
6,915
shares
|
$338,281
0.11% of portfolio
|
Q4 2024
Reduced 5.93%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
6,821
shares
|
$333,683
0.0% of portfolio
|
Q3 2023
Reduced 47.45%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
6,469
shares
|
$316,463
0.43% of portfolio
|
Q4 2024
Reduced 13.44%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
6,312
shares
|
$308,783
0.01% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
6,055
shares
|
$296,210
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Envision Financial LLC
Brookfield, WI |
Jan 13, 2025 Q4 2024 |
5,623
shares
|
$275,077
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Wilson & Boucher Capital Management, LLC
|
Feb 18, 2025 Q4 2024 |
5,400
shares
|
$264,168
0.21% of portfolio
|
Q4 2021
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
5,333
shares
|
$260,890
0.01% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Capital Management Corp
|
Feb 07, 2025 Q4 2024 |
5,248
shares
|
$256,732
0.06% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
5,232
shares
|
$255,949
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
5,074
shares
|
$248,220
0.02% of portfolio
|
Q4 2024
Added 0.4%
|