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 153 institutions that hold shares in the stock, with a total of 7.2 Million shares, which have been reported (via 13F filing form) to have a value of $388 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Oct 16, 2024 Q3 2024 |
4,337
shares
|
$235,368
0.11% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
|
Lvm Capital Management LTD
|
Oct 03, 2024 Q3 2024 |
4,310
shares
|
$233,903
0.03% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
4,290
shares
|
$232,818
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
4,200
shares
|
$227,934
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 23, 2024 Q3 2024 |
4,131
shares
|
$224,189
0.13% of portfolio
|
Q3 2024
Reduced 27.26%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
4,100
shares
|
$222,507
0.04% of portfolio
|
Q3 2024
Added 16.81%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
4,040
shares
|
$219,250
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
4,000
shares
|
$217,080
0.02% of portfolio
|
Q4 2020
Reduced 16.67%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
3,900
shares
|
$211,653
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
3,807
shares
|
$206,605
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
3,787
shares
|
$205,520
0.0% of portfolio
|
Q3 2024
Added 31.49%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
3,665
shares
|
$198,899
0.0% of portfolio
|
Q2 2023
Added 35.29%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
3,162
shares
|
$171,601
0.01% of portfolio
|
Q1 2021
Reduced 33.59%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3,012
shares
|
$163,461
0.01% of portfolio
|
Q3 2024
Added 12.94%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
2,658
shares
|
$144,249
0.01% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,625
shares
|
$142,458
0.0% of portfolio
|
Q1 2020
Reduced 61.9%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
2,143
shares
|
$116,300
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
2,002
shares
|
$108,648
0.0% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
1,991
shares
|
$108,051
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
1,813
shares
|
$98,391
0.01% of portfolio
|
Q2 2022
Reduced 26.84%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
1,500
shares
|
$81,405
0.03% of portfolio
|
Q4 2019
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
1,400
shares
|
$75,978
0.0% of portfolio
|
Q1 2024
Reduced 17.65%
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
1,350
shares
|
$73,264
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
1,286
shares
|
$69,791
0.02% of portfolio
|
Q1 2024
Added 786.9%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,127
shares
|
$61,162
0.0% of portfolio
|
Q3 2024
Reduced 42.12%
|