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 |
|---|---|---|---|---|---|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,600
shares
|
$423,722
0.0% of portfolio
|
Q1 2025
Added 13.83%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
8,577
shares
|
$422,588
0.0% of portfolio
|
Q1 2025
Added 22.35%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
8,007
shares
|
$394,504
0.11% of portfolio
|
Q1 2025
Reduced 14.34%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
7,951
shares
|
$391,745
0.06% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
7,802
shares
|
$384,404
0.15% of portfolio
|
Q1 2025
Reduced 98.55%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
7,728
shares
|
$380,758
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
7,558
shares
|
$372,382
0.0% of portfolio
|
Q1 2025
Added 12.76%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
7,384
shares
|
$363,809
0.01% of portfolio
|
Q1 2025
Reduced 19.23%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
7,381
shares
|
$363,661
0.02% of portfolio
|
Q4 2024
Added 11.39%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
7,311
shares
|
$360,212
0.01% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
6,993
shares
|
$344,545
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
6,821
shares
|
$336,070
0.0% of portfolio
|
Q3 2023
Reduced 47.45%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
6,312
shares
|
$310,992
0.01% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
6,055
shares
|
$298,329
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
5,971
shares
|
$294,191
0.1% of portfolio
|
Q1 2025
Reduced 13.65%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
5,906
shares
|
$290,988
0.03% of portfolio
|
Q1 2025
Added 12.88%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
5,876
shares
|
$289,510
0.08% of portfolio
|
Q1 2025
Reduced 47.31%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
5,436
shares
|
$267,831
0.02% of portfolio
|
Q1 2025
Reduced 21.96%
|
|
|
Wilson & Boucher Capital Management, LLC
|
May 14, 2025 Q1 2025 |
5,400
shares
|
$266,058
0.2% of portfolio
|
Q4 2021
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
5,282
shares
|
$260,244
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
5,270
shares
|
$259,652
0.01% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Capital Management Corp
|
May 05, 2025 Q1 2025 |
5,250
shares
|
$258,667
0.05% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
5,130
shares
|
$252,755
0.0% of portfolio
|
Q1 2025
Added 5.34%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
5,083
shares
|
$250,439
0.0% of portfolio
|
Q1 2025
Reduced 43.91%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
5,048
shares
|
$248,714
0.02% of portfolio
|
Q1 2025
Reduced 0.51%
|