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 |
---|---|---|---|---|---|
Moller Financial Services
|
Apr 11, 2024 Q1 2024 |
18,491
shares
|
$871,480
0.25% of portfolio
|
Q3 2023
Reduced 0.24%
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 03, 2024 Q1 2024 |
18,160
shares
|
$855,880
0.17% of portfolio
|
Q4 2023
New holding
|
|
Oxler Private Wealth LLC
New York, NY |
Apr 24, 2024 Q1 2024 |
16,782
shares
|
$790,935
0.34% of portfolio
|
Q1 2024
Reduced 2.15%
|
|
Davenport & CO LLC
|
May 03, 2024 Q1 2024 |
16,069
shares
|
$757,331
0.01% of portfolio
|
Q1 2024
Reduced 8.57%
|
|
Flagship Harbor Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
15,274
shares
|
$719,863
0.05% of portfolio
|
Q1 2024
Added 4.38%
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
15,029
shares
|
$708,316
0.0% of portfolio
|
Q2 2023
Reduced 67.38%
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2024 Q1 2024 |
14,900
shares
|
$702,237
0.0% of portfolio
|
Q1 2024
Added 2.76%
|
|
Nemes Rush Group LLC
Novi, MI |
May 15, 2024 Q1 2024 |
14,597
shares
|
$687,956
0.1% of portfolio
|
Q1 2024
Added 4.53%
|
|
Means Investment Co., Inc.
|
Apr 17, 2024 Q1 2024 |
14,254
shares
|
$671,791
0.09% of portfolio
|
Q1 2024
Reduced 12.95%
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 23, 2024 Q1 2024 |
14,247
shares
|
$671,461
0.31% of portfolio
|
Q1 2024
Added 8.65%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
13,095
shares
|
$617,167
0.0% of portfolio
|
Q1 2024
Reduced 5.52%
|
|
Sweet Financial Partners, LLC
|
Apr 23, 2024 Q1 2024 |
12,000
shares
|
$565,560
0.14% of portfolio
|
Q4 2023
Added 9.09%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
11,725
shares
|
$552,599
0.0% of portfolio
|
Q1 2024
Reduced 2.73%
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
10,740
shares
|
$506,176
0.0% of portfolio
|
Q1 2023
Added 0.74%
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2024 Q1 2024 |
10,726
shares
|
$505,516
0.26% of portfolio
|
Q4 2023
Reduced 2.69%
|
|
Blair William & CO
Chicago, IL |
May 09, 2024 Q1 2024 |
10,695
shares
|
$504,055
0.0% of portfolio
|
Q1 2024
Added 5.31%
|
|
S.A. Mason LLC
|
Apr 15, 2024 Q1 2024 |
10,425
shares
|
$491,330
0.32% of portfolio
|
Q1 2024
Reduced 2.34%
|
|
Wiley Bros. Aintree Capital, LLC
|
Apr 11, 2024 Q1 2024 |
10,300
shares
|
$485,439
0.07% of portfolio
|
Q1 2024
Added 22.62%
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 15, 2024 Q1 2024 |
9,543
shares
|
$449,761
0.21% of portfolio
|
Q1 2024
Reduced 3.28%
|
|
Kmg Fiduciary Partners, LLC
|
Apr 10, 2024 Q1 2024 |
8,974
shares
|
$422,944
0.05% of portfolio
|
Q1 2024
Added 0.29%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
8,799
shares
|
$414,696
0.0% of portfolio
|
Q1 2024
Added 34.27%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
8,467
shares
|
$399,049
0.0% of portfolio
|
Q1 2024
Reduced 22.29%
|
|
Claro Advisors LLC
Boston, MA |
Apr 18, 2024 Q1 2024 |
8,259
shares
|
$389,246
0.08% of portfolio
|
Q1 2024
Reduced 20.28%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
8,176
shares
|
$385,334
0.0% of portfolio
|
Q1 2024
Reduced 34.68%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 11, 2024 Q1 2024 |
8,011
shares
|
$377,558
0.01% of portfolio
|
Q1 2024
Added 5.1%
|