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 |
|---|---|---|---|---|---|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
1,350
shares
|
$66,514
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
1,019
shares
|
$50,206
0.0% of portfolio
|
Q1 2025
Reduced 52.11%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
879
shares
|
$43,308
0.0% of portfolio
|
Q1 2025
Added 85.44%
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
832
shares
|
$40,992
0.03% of portfolio
|
Q4 2023
Reduced 16.97%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
716
shares
|
$35,277
0.02% of portfolio
|
Q1 2025
Reduced 30.62%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
668
shares
|
$32,912
0.0% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
624
shares
|
$30,744
0.0% of portfolio
|
Q1 2025
Added 8.9%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
550
shares
|
$27,098
0.0% of portfolio
|
Q1 2025
Added 12.02%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
534
shares
|
$26,310
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
500
shares
|
$24,635
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
375
shares
|
$18,476
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
305
shares
|
$15,027
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
300
shares
|
$14,781
0.0% of portfolio
|
Q1 2024
Reduced 40.0%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
225
shares
|
$11,085
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
199
shares
|
$9,804
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
163
shares
|
$8,031
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
150
shares
|
$7,390
0.01% of portfolio
|
Q1 2025
Reduced 56.67%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
146
shares
|
$7,193
0.0% of portfolio
|
Q1 2025
Reduced 18.44%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
133
shares
|
$6,552
0.0% of portfolio
|
Q1 2025
Added 5.56%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
133
shares
|
$6,552
0.0% of portfolio
|
Q2 2024
Reduced 55.07%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
115
shares
|
$5,666
0.0% of portfolio
|
Q1 2025
Reduced 30.72%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
100
shares
|
$4,927
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
95
shares
|
$4,680
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
94
shares
|
$4,631
0.0% of portfolio
|
Q1 2025
Added 38.24%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
62
shares
|
$3,054
0.0% of portfolio
|
Q3 2024
Added 1.64%
|