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 |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
4,810
shares
|
$236,988
0.0% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Envision Financial LLC
Brookfield, WI |
Apr 22, 2025 Q1 2025 |
4,632
shares
|
$228,218
0.17% of portfolio
|
Q1 2025
Reduced 17.62%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
4,548
shares
|
$224,079
0.0% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Lvm Capital Management LTD
|
Apr 08, 2025 Q1 2025 |
4,356
shares
|
$214,620
0.02% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
4,306
shares
|
$212,156
0.02% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
4,290
shares
|
$211,368
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
4,210
shares
|
$207,426
0.03% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Essex Savings Bank
|
Apr 21, 2025 Q1 2025 |
4,200
shares
|
$206,934
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
4,181
shares
|
$205,997
0.01% of portfolio
|
Q1 2025
Reduced 90.2%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
4,000
shares
|
$197,080
0.02% of portfolio
|
Q4 2020
Reduced 16.67%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
3,637
shares
|
$179,194
0.0% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
3,339
shares
|
$164,512
0.01% of portfolio
|
Q1 2025
Added 20.06%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
3,162
shares
|
$155,791
0.01% of portfolio
|
Q1 2021
Reduced 33.59%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
2,708
shares
|
$133,423
0.0% of portfolio
|
Q1 2025
Added 33750.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,625
shares
|
$129,333
0.0% of portfolio
|
Q1 2020
Reduced 61.9%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
2,450
shares
|
$120,711
0.01% of portfolio
|
Q1 2025
Added 10.81%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
2,431
shares
|
$119,775
0.0% of portfolio
|
Q1 2025
Reduced 21.25%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
2,143
shares
|
$105,585
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
1,832
shares
|
$90,262
0.04% of portfolio
|
Q1 2025
Reduced 41.09%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,813
shares
|
$89,326
0.01% of portfolio
|
Q2 2022
Reduced 26.84%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
1,685
shares
|
$83,019
0.0% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,605
shares
|
$79,078
0.0% of portfolio
|
Q4 2024
Reduced 56.21%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
1,518
shares
|
$74,791
0.0% of portfolio
|
Q1 2025
Reduced 23.8%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
1,500
shares
|
$73,905
0.03% of portfolio
|
Q4 2019
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
1,400
shares
|
$68,978
0.0% of portfolio
|
Q1 2024
Reduced 17.65%
|