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 149 institutions that hold shares in the stock, with a total of 7.29 Million shares, which have been reported (via 13F filing form) to have a value of $380 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
815,101
shares
|
$42.5 Million
0.0% of portfolio
|
Q2 2024
Reduced 10.2%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
802,153
shares
|
$41.9 Million
0.0% of portfolio
|
Q2 2024
Added 0.7%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
688,220
shares
|
$35.9 Million
0.01% of portfolio
|
Q2 2024
Reduced 15.82%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
487,441
shares
|
$25.4 Million
0.01% of portfolio
|
Q2 2024
Reduced 6.88%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
388,602
shares
|
$20.3 Million
0.04% of portfolio
|
Q2 2024
Added 1.25%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
355,339
shares
|
$18.5 Million
0.01% of portfolio
|
Q2 2024
Reduced 31.73%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
298,825
shares
|
$15.6 Million
0.13% of portfolio
|
Q3 2024
Reduced 10.46%
|
|
|
Shore Point Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
279,281
shares
|
$14.6 Million
8.16% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
246,407
shares
|
$12.9 Million
0.4% of portfolio
|
Q3 2024
Added 20.58%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 07, 2024 Q2 2024 |
209,660
shares
|
$10.9 Million
0.51% of portfolio
|
Q2 2024
Reduced 5.27%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Aug 13, 2024 Q2 2024 |
193,550
shares
|
$10.1 Million
0.78% of portfolio
|
Q2 2024
Added 0.98%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
139,842
shares
|
$7.3 Million
3.0% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
132,713
shares
|
$6.92 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.85%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
131,615
shares
|
$6.87 Million
0.0% of portfolio
|
Q2 2024
Added 26.25%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
125,791
shares
|
$6.56 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Aug 12, 2024 Q2 2024 |
121,422
shares
|
$6.34 Million
2.84% of portfolio
|
Q2 2024
Added 5.27%
|
|
|
9258 Wealth Management, LLC
|
Aug 02, 2024 Q2 2024 |
86,347
shares
|
$4.51 Million
0.63% of portfolio
|
Q4 2023
Reduced 0.35%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
75,443
shares
|
$3.94 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.53%
|
|
|
First Western Trust Bank
Denver, CO |
Aug 02, 2024 Q2 2024 |
69,790
shares
|
$3.64 Million
0.16% of portfolio
|
Q1 2023
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
69,440
shares
|
$3.62 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.32%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
68,624
shares
|
$3.58 Million
0.03% of portfolio
|
Q2 2024
Reduced 20.26%
|
|
|
Culbertson A N & CO Inc
|
Oct 16, 2024 Q3 2024 |
63,604
shares
|
$3.32 Million
0.55% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
58,347
shares
|
$3.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 66.99%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
53,017
shares
|
$2.77 Million
0.49% of portfolio
|
Q3 2024
Reduced 7.3%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
48,013
shares
|
$2.51 Million
0.0% of portfolio
|
Q2 2024
New holding
|