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 |
---|---|---|---|---|---|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
4,406
shares
|
$207,654
0.0% of portfolio
|
Q1 2024
Added 9.01%
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Apr 30, 2024 Q1 2024 |
4,390
shares
|
$206,900
0.12% of portfolio
|
Q1 2024
Reduced 43.05%
|
|
Lvm Capital Management LTD
|
Apr 15, 2024 Q1 2024 |
4,363
shares
|
$205,628
0.03% of portfolio
|
Q1 2024
Reduced 2.52%
|
|
Institute For Wealth Management, Llc.
|
Apr 30, 2024 Q1 2024 |
4,290
shares
|
$202,187
0.03% of portfolio
|
Q4 2023
New holding
|
|
Essex Savings Bank
|
Apr 22, 2024 Q1 2024 |
4,200
shares
|
$197,946
0.06% of portfolio
|
Q4 2023
New holding
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
4,000
shares
|
$188,520
0.02% of portfolio
|
Q4 2020
Reduced 16.67%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
3,665
shares
|
$172,731
0.0% of portfolio
|
Q2 2023
Added 35.29%
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
May 13, 2024 Q1 2024 |
3,465
shares
|
$163,305
0.03% of portfolio
|
Q1 2024
Added 5.16%
|
|
Asset Dedication, LLC
|
Apr 16, 2024 Q1 2024 |
3,162
shares
|
$149,025
0.01% of portfolio
|
Q1 2021
Reduced 33.59%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,625
shares
|
$123,716
0.0% of portfolio
|
Q1 2020
Reduced 61.9%
|
|
Indiana Trust & Investment Management CO
|
Apr 16, 2024 Q1 2024 |
2,143
shares
|
$100,999
0.04% of portfolio
|
Q3 2023
New holding
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2024 Q1 2024 |
2,039
shares
|
$96,098
0.0% of portfolio
|
Q1 2024
Reduced 8.85%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
1,944
shares
|
$91,620
0.0% of portfolio
|
Q1 2024
Reduced 53.98%
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 16, 2024 Q1 2024 |
1,868
shares
|
$88,038
0.05% of portfolio
|
Q1 2024
New holding
|
|
Jfs Wealth Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
1,813
shares
|
$85,446
0.01% of portfolio
|
Q2 2022
Reduced 26.84%
|
|
Global Financial Private Client, LLC
Sarasota, FL |
May 15, 2024 Q1 2024 |
1,500
shares
|
$70,695
0.03% of portfolio
|
Q4 2019
New holding
|
|
Financial Connections Group, Inc.
|
May 03, 2024 Q1 2024 |
1,350
shares
|
$63,625
0.08% of portfolio
|
Q4 2021
New holding
|
|
Key F Inancial Inc
|
May 13, 2024 Q1 2024 |
1,286
shares
|
$60,609
0.02% of portfolio
|
Q1 2024
Added 786.9%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
1,270
shares
|
$59,855
0.0% of portfolio
|
Q4 2023
Added 260.8%
|
|
Cullen/Frost Bankers, Inc.
|
May 10, 2024 Q1 2024 |
837
shares
|
$39,447
0.0% of portfolio
|
Q3 2022
New holding
|
|
Horizons Wealth Management
Asheville, NC |
Apr 03, 2024 Q1 2024 |
832
shares
|
$39,212
0.03% of portfolio
|
Q4 2023
Reduced 16.97%
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 14, 2024 Q1 2024 |
653
shares
|
$30,775
0.01% of portfolio
|
Q1 2023
Added 6.53%
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
647
shares
|
$30,493
0.0% of portfolio
|
Q4 2023
Reduced 56.52%
|
|
Simplex Trading, LLC
|
Apr 25, 2024 Q1 2024 |
453
shares
|
$21,349
0.0% of portfolio
|
Q1 2024
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
379
shares
|
$17,862
0.0% of portfolio
|
Q4 2023
New holding
|