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 |
|---|---|---|---|---|---|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
1,751
shares
|
$85,658
0.0% of portfolio
|
Q4 2024
Reduced 70.81%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,605
shares
|
$78,516
0.0% of portfolio
|
Q4 2024
Reduced 56.21%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
1,500
shares
|
$73,380
0.03% of portfolio
|
Q4 2019
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
1,400
shares
|
$68,488
0.0% of portfolio
|
Q1 2024
Reduced 17.65%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
1,350
shares
|
$66,042
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
1,286
shares
|
$62,911
0.02% of portfolio
|
Q1 2024
Added 786.9%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
1,032
shares
|
$50,485
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
832
shares
|
$40,701
0.03% of portfolio
|
Q4 2023
Reduced 16.97%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
762
shares
|
$37,277
0.0% of portfolio
|
Q4 2024
Added 15.81%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
667
shares
|
$32,629
0.0% of portfolio
|
Q4 2024
Reduced 40.82%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
653
shares
|
$31,944
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
573
shares
|
$28,031
0.0% of portfolio
|
Q1 2024
Reduced 11.44%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
491
shares
|
$24,019
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
474
shares
|
$23,188
0.0% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
375
shares
|
$18,345
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
305
shares
|
$14,920
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
300
shares
|
$14,676
0.0% of portfolio
|
Q1 2024
Reduced 40.0%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
275
shares
|
$13,453
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
225
shares
|
$11,007
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
179
shares
|
$8,756
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
166
shares
|
$8,120
0.0% of portfolio
|
Q3 2024
Added 22.96%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
163
shares
|
$7,973
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
133
shares
|
$6,506
0.0% of portfolio
|
Q2 2024
Reduced 55.07%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
126
shares
|
$6,163
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
117
shares
|
$5,723
0.0% of portfolio
|
Q4 2024
New holding
|