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 |
|---|---|---|---|---|---|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
832
shares
|
$45,152
0.03% of portfolio
|
Q4 2023
Reduced 16.97%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
658
shares
|
$35,709
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
653
shares
|
$35,438
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
573
shares
|
$31,096
0.0% of portfolio
|
Q1 2024
Reduced 11.44%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
480
shares
|
$26,049
0.0% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
375
shares
|
$20,351
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
305
shares
|
$16,552
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
300
shares
|
$16,281
0.0% of portfolio
|
Q1 2024
Reduced 40.0%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
275
shares
|
$14,924
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
225
shares
|
$12,210
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
185
shares
|
$10,039
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
179
shares
|
$9,714
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
166
shares
|
$9,008
0.0% of portfolio
|
Q3 2024
Added 22.96%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
163
shares
|
$8,846
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
133
shares
|
$7,217
0.0% of portfolio
|
Q2 2024
Reduced 55.07%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
126
shares
|
$6,838
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
100
shares
|
$5,427
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
95
shares
|
$5,155
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
62
shares
|
$3,364
0.0% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
59
shares
|
$3,201
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
51
shares
|
$2,767
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
46
shares
|
$2,496
0.0% of portfolio
|
Q3 2024
Reduced 19.3%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
25
shares
|
$1,356
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
21
shares
|
$1,139
0.0% of portfolio
|
Q1 2024
Added 5.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
8
shares
|
$434
0.0% of portfolio
|
Q1 2024
New holding
|