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 |
---|---|---|---|---|---|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
47,907
shares
|
$2.26 Million
0.01% of portfolio
|
Q3 2023
Reduced 1.96%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
43,456
shares
|
$2.05 Million
0.0% of portfolio
|
Q1 2024
Added 2.87%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
42,559
shares
|
$2.01 Million
0.02% of portfolio
|
Q1 2024
Added 2.75%
|
|
Atria Investments LLC
Charlotte, NC |
May 21, 2024 Q1 2024 |
41,056
shares
|
$1.93 Million
0.03% of portfolio
|
Q1 2024
Added 5.84%
|
|
Gts Securities LLC
New York, NY |
May 15, 2024 Q1 2024 |
41,012
shares
|
$1.93 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
40,043
shares
|
$1.89 Million
0.0% of portfolio
|
Q1 2024
Reduced 4.15%
|
|
Bank Of Nova Scotia
|
May 14, 2024 Q1 2024 |
39,760
shares
|
$1.87 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
39,197
shares
|
$1.85 Million
0.0% of portfolio
|
Q1 2024
Reduced 18.88%
|
|
Herbst Group, LLC
Westport, CT |
Apr 22, 2024 Q1 2024 |
34,294
shares
|
$1.62 Million
1.06% of portfolio
|
Q1 2024
Reduced 0.29%
|
|
New Perspectives, Inc
Tougaloo, MS |
Apr 22, 2024 Q1 2024 |
32,371
shares
|
$1.53 Million
0.9% of portfolio
|
Q1 2024
Reduced 2.21%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
31,349
shares
|
$1.48 Million
0.0% of portfolio
|
Q1 2024
Reduced 47.95%
|
|
Insight Advisors, LLC
Newtown, PA |
May 06, 2024 Q1 2024 |
31,126
shares
|
$1.47 Million
0.47% of portfolio
|
Q1 2024
Reduced 2.14%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
27,819
shares
|
$1.31 Million
0.0% of portfolio
|
Q1 2024
Added 0.45%
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
May 15, 2024 Q1 2024 |
26,730
shares
|
$1.26 Million
0.65% of portfolio
|
Q1 2024
Reduced 19.61%
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
24,939
shares
|
$1.18 Million
0.0% of portfolio
|
Q4 2023
Added 11.5%
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
22,330
shares
|
$1.05 Million
0.2% of portfolio
|
Q3 2022
Added 0.04%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
21,202
shares
|
$999,250
0.01% of portfolio
|
Q1 2024
Added 9.37%
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 02, 2024 Q1 2024 |
20,609
shares
|
$971,302
0.25% of portfolio
|
Q1 2024
Added 6.29%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
20,307
shares
|
$957,068
0.0% of portfolio
|
Q1 2024
Reduced 33.36%
|
|
New Square Capital LLC
|
May 08, 2024 Q1 2024 |
20,100
shares
|
$947,313
0.09% of portfolio
|
Q1 2024
Added 31.42%
|
|
Prospera Financial Services Inc
|
Feb 14, 2024 Q4 2023 |
20,056
shares
|
$945,239
0.03% of portfolio
|
Q4 2023
Reduced 10.87%
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
19,950
shares
|
$940,243
0.17% of portfolio
|
Q1 2023
Reduced 1.94%
|
|
Howard Wealth Management, LLC
Madison, CT |
May 06, 2024 Q1 2024 |
19,655
shares
|
$926,340
0.8% of portfolio
|
Q3 2023
Reduced 0.05%
|
|
True Wealth Design, LLC
Akron, OH |
May 14, 2024 Q1 2024 |
19,339
shares
|
$911,447
0.24% of portfolio
|
Q1 2024
Reduced 0.72%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
19,208
shares
|
$905,273
0.0% of portfolio
|
Q1 2024
Reduced 22.51%
|