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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
4,870
shares
|
$238,240
0.0% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
4,810
shares
|
$235,305
0.0% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
4,642
shares
|
$227,086
0.0% of portfolio
|
Q4 2024
Reduced 15.71%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
4,360
shares
|
$213,291
0.0% of portfolio
|
Q4 2024
Reduced 10.25%
|
|
|
Lvm Capital Management LTD
|
Apr 08, 2025 Q1 2025 |
4,356
shares
|
$213,095
0.02% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
4,306
shares
|
$210,649
0.02% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
4,290
shares
|
$209,866
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
4,277
shares
|
$209,230
0.01% of portfolio
|
Q4 2024
Added 12.35%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
4,210
shares
|
$205,953
0.03% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
4,200
shares
|
$205,464
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
4,000
shares
|
$195,680
0.02% of portfolio
|
Q4 2020
Reduced 16.67%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
3,965
shares
|
$193,967
0.01% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jan 17, 2025 Q4 2024 |
3,883
shares
|
$189,956
0.12% of portfolio
|
Q4 2024
Reduced 6.0%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
3,755
shares
|
$183,694
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
3,717
shares
|
$181,835
0.0% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
3,162
shares
|
$154,685
0.01% of portfolio
|
Q1 2021
Reduced 33.59%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
3,110
shares
|
$152,141
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
3,087
shares
|
$151,016
0.0% of portfolio
|
Q4 2024
Reduced 42.93%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,781
shares
|
$136,046
0.0% of portfolio
|
Q4 2024
Reduced 7.67%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,625
shares
|
$128,415
0.0% of portfolio
|
Q1 2020
Reduced 61.9%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
2,211
shares
|
$108,162
0.01% of portfolio
|
Q4 2024
Reduced 16.82%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
2,143
shares
|
$104,835
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
1,992
shares
|
$97,448
0.0% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
1,991
shares
|
$97,399
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
1,813
shares
|
$88,691
0.01% of portfolio
|
Q2 2022
Reduced 26.84%
|