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 145 institutions that hold shares in the stock, with a total of 7.77 Million shares, which have been reported (via 13F filing form) to have a value of $366 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
907,717
shares
|
$42.8 Million
0.0% of portfolio
|
Q1 2024
Added 1.08%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
817,536
shares
|
$38.5 Million
0.01% of portfolio
|
Q1 2024
Reduced 8.5%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
796,564
shares
|
$37.5 Million
0.0% of portfolio
|
Q1 2024
Added 3.26%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
523,437
shares
|
$24.7 Million
0.01% of portfolio
|
Q1 2024
Added 3.25%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
520,503
shares
|
$24.5 Million
0.01% of portfolio
|
Q1 2024
Added 8.65%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
383,791
shares
|
$18.1 Million
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Savant Capital, LLC
|
May 03, 2024 Q1 2024 |
343,254
shares
|
$16.2 Million
0.2% of portfolio
|
Q1 2024
Reduced 1.42%
|
|
|
Shore Point Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
279,448
shares
|
$13.2 Million
8.23% of portfolio
|
Q1 2024
Reduced 1.34%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 14, 2024 Q1 2024 |
221,330
shares
|
$10.4 Million
0.57% of portfolio
|
Q1 2024
Reduced 2.92%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2024 Q1 2024 |
191,675
shares
|
$9.03 Million
0.81% of portfolio
|
Q1 2024
Reduced 3.12%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
182,047
shares
|
$8.58 Million
0.01% of portfolio
|
Q1 2024
Reduced 57.85%
|
|
|
Kathleen S. Wright Associates Inc.
|
Apr 17, 2024 Q1 2024 |
140,116
shares
|
$6.6 Million
3.27% of portfolio
|
Q1 2024
Reduced 2.62%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
137,398
shares
|
$6.48 Million
0.01% of portfolio
|
Q1 2024
Reduced 3.12%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
135,218
shares
|
$6.37 Million
0.0% of portfolio
|
Q1 2024
Added 0.76%
|
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
134,191
shares
|
$6.32 Million
0.25% of portfolio
|
Q1 2024
Added 28.41%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 09, 2024 Q1 2024 |
115,338
shares
|
$5.44 Million
3.12% of portfolio
|
Q1 2024
Added 170.17%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
104,246
shares
|
$4.91 Million
0.0% of portfolio
|
Q1 2024
Added 43.38%
|
|
|
9258 Wealth Management, LLC
|
May 03, 2024 Q1 2024 |
86,347
shares
|
$4.07 Million
0.68% of portfolio
|
Q4 2023
Reduced 0.35%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
86,064
shares
|
$4.06 Million
0.05% of portfolio
|
Q1 2024
Added 120.6%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
79,855
shares
|
$3.76 Million
0.0% of portfolio
|
Q1 2024
Reduced 5.2%
|
|
|
First Western Trust Bank
Denver, CO |
May 16, 2024 Q1 2024 |
69,790
shares
|
$3.29 Million
0.16% of portfolio
|
Q1 2023
New holding
|
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
68,970
shares
|
$3.25 Million
0.03% of portfolio
|
Q1 2024
Reduced 14.83%
|
|
|
Culbertson A N & CO Inc
|
Apr 30, 2024 Q1 2024 |
62,787
shares
|
$2.96 Million
0.55% of portfolio
|
Q1 2024
Reduced 0.78%
|
|
|
Smithbridge Asset Management Inc
|
May 03, 2024 Q1 2024 |
57,094
shares
|
$2.69 Million
0.59% of portfolio
|
Q1 2024
Reduced 0.46%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
50,822
shares
|
$2.4 Million
0.0% of portfolio
|
Q1 2024
Added 276.6%
|
|