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 |
---|---|---|---|---|---|
Cresset Asset Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
7,728
shares
|
$364,220
0.0% of portfolio
|
Q1 2023
New holding
|
|
Fsa Advisors, Inc.
Troy, MI |
May 23, 2024 Q1 2024 |
7,707
shares
|
$363,230
0.41% of portfolio
|
Q1 2024
Added 69.8%
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 30, 2024 Q1 2024 |
7,604
shares
|
$358,376
0.06% of portfolio
|
Q1 2024
Reduced 4.11%
|
|
Betterment LLC
New York, NY |
May 10, 2024 Q1 2024 |
7,473
shares
|
$352,202
0.0% of portfolio
|
Q1 2024
Reduced 0.07%
|
|
Psi Advisors, LLC
|
Apr 24, 2024 Q1 2024 |
7,311
shares
|
$344,567
0.13% of portfolio
|
Q1 2024
Reduced 3.94%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
7,267
shares
|
$342,493
0.0% of portfolio
|
Q1 2024
Reduced 5.81%
|
|
Chicago Partners Investment Group LLC
|
Apr 25, 2024 Q1 2024 |
7,242
shares
|
$341,315
0.02% of portfolio
|
Q1 2024
Added 6.19%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 05, 2024 Q1 2024 |
7,141
shares
|
$336,555
0.03% of portfolio
|
Q1 2024
Added 54.6%
|
|
Team Financial Group, LLC
Temecula, CA |
May 10, 2024 Q1 2024 |
7,082
shares
|
$333,774
0.24% of portfolio
|
Q1 2024
Reduced 2.34%
|
|
Berger Financial Group, Inc
Plymouth, MN |
Apr 16, 2024 Q1 2024 |
6,966
shares
|
$328,307
0.03% of portfolio
|
Q4 2023
Reduced 8.94%
|
|
Modera Wealth Management, LLC
|
May 14, 2024 Q1 2024 |
6,821
shares
|
$321,473
0.01% of portfolio
|
Q3 2023
Reduced 47.45%
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
6,577
shares
|
$309,974
0.0% of portfolio
|
Q1 2024
Reduced 2.74%
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
May 08, 2024 Q1 2024 |
6,182
shares
|
$291,357
0.02% of portfolio
|
Q1 2024
Reduced 6.88%
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
6,055
shares
|
$285,372
0.01% of portfolio
|
Q1 2024
New holding
|
|
Clearwater Capital Advisors, LLC
|
May 09, 2024 Q1 2024 |
5,803
shares
|
$273,495
0.03% of portfolio
|
Q1 2024
Reduced 2.36%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 09, 2024 Q1 2024 |
5,749
shares
|
$270,950
0.01% of portfolio
|
Q1 2024
Reduced 7.72%
|
|
Essex Financial Services, Inc.
|
Apr 23, 2024 Q1 2024 |
5,640
shares
|
$265,813
0.03% of portfolio
|
Q4 2022
Reduced 9.82%
|
|
Citigroup Inc
|
May 10, 2024 Q1 2024 |
5,492
shares
|
$258,837
0.0% of portfolio
|
Q1 2024
Added 2.79%
|
|
Wilson & Boucher Capital Management, LLC
|
Apr 30, 2024 Q1 2024 |
5,400
shares
|
$254,502
0.21% of portfolio
|
Q4 2021
New holding
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
5,250
shares
|
$247,432
0.0% of portfolio
|
Q1 2024
Reduced 0.17%
|
|
Savvy Advisors, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
5,232
shares
|
$246,584
0.15% of portfolio
|
Q1 2024
New holding
|
|
Capital Management Corp
|
May 10, 2024 Q1 2024 |
5,230
shares
|
$246,489
0.05% of portfolio
|
Q1 2024
Reduced 0.38%
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
5,209
shares
|
$245,500
0.0% of portfolio
|
Q1 2024
New holding
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
5,065
shares
|
$238,713
0.0% of portfolio
|
Q1 2024
Reduced 14.64%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
4,852
shares
|
$228,674
0.0% of portfolio
|
Q1 2024
Reduced 21.54%
|