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 |
---|---|---|---|---|---|
Newbridge Financial Services Group, Inc.
|
Apr 24, 2024 Q1 2024 |
375
shares
|
$17,673
0.01% of portfolio
|
Q4 2022
New holding
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
300
shares
|
$14,139
0.0% of portfolio
|
Q1 2024
Reduced 40.0%
|
|
Qube Research & Technologies LTD
London, X0 |
May 14, 2024 Q1 2024 |
296
shares
|
$13,950
0.0% of portfolio
|
Q4 2023
Reduced 61.56%
|
|
Addison Advisors LLC
|
May 06, 2024 Q1 2024 |
225
shares
|
$10,604
0.0% of portfolio
|
Q4 2020
New holding
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2024 Q1 2024 |
200
shares
|
$9,426
0.0% of portfolio
|
Q4 2022
New holding
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
May 06, 2024 Q1 2024 |
163
shares
|
$7,682
0.0% of portfolio
|
Q1 2024
New holding
|
|
Pinnacle Bancorp, Inc.
|
Apr 16, 2024 Q1 2024 |
135
shares
|
$6,362
0.0% of portfolio
|
Q1 2024
Added 13.45%
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 13, 2024 Q1 2024 |
126
shares
|
$5,938
0.01% of portfolio
|
Q4 2023
New holding
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Apr 17, 2024 Q1 2024 |
100
shares
|
$4,713
0.0% of portfolio
|
Q2 2022
New holding
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2024 Q1 2024 |
95
shares
|
$4,477
0.0% of portfolio
|
Q4 2019
New holding
|
|
Gradient Investments LLC
|
Apr 23, 2024 Q1 2024 |
75
shares
|
$3,534
0.0% of portfolio
|
Q3 2023
Reduced 48.98%
|
|
Dunhill Financial, LLC
London, X0 |
May 13, 2024 Q1 2024 |
61
shares
|
$2,874
0.0% of portfolio
|
Q4 2023
New holding
|
|
Tucker Asset Management LLC
Littleton, CO |
Mar 04, 2024 Q4 2023 |
59
shares
|
$2,780
0.0% of portfolio
|
Q3 2023
New holding
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 11, 2024 Q1 2024 |
53
shares
|
$2,497
0.0% of portfolio
|
Q1 2024
New holding
|
|
Covestor LTD
Boston, MA |
May 10, 2024 Q1 2024 |
46
shares
|
$2,167
0.0% of portfolio
|
Q1 2024
Added 12.2%
|
|
Continuum Advisory, LLC
Eagle, ID |
May 10, 2024 Q1 2024 |
25
shares
|
$1,178
0.0% of portfolio
|
Q1 2024
New holding
|
|
Archer Investment Corp
|
May 09, 2024 Q1 2024 |
21
shares
|
$989
0.0% of portfolio
|
Q1 2024
Added 5.0%
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
18
shares
|
$848
0.0% of portfolio
|
Q1 2024
Reduced 86.36%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
May 01, 2024 Q1 2024 |
8
shares
|
$377
0.0% of portfolio
|
Q1 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|