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WisdomTree U.S. SmallCap Fund (EES) Institutional Ownership

WisdomTree U.S. SmallCap Fund logo
$57.71 +0.86 (+1.51%)
(As of 11/22/2024 ET)
Compare

Institutional Ownership Changes (13F Filings) for WisdomTree U.S. SmallCap Fund (NYSEARCA:EES)

Number of
Institutional Buyers
(last 12 months)
45
Total
Institutional Inflows
(last 12 months)
$47.65M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$31.42M
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EES Institutional Buying and Selling by Quarter

WisdomTree U.S. SmallCap Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 Stifel Financial Corp43,792$2.31M0.0%+5.9%0.339%
11/15/2024 HighTower Advisors LLC24,332$1.28M0.0%-3.4%0.189%
11/14/2024 Captrust Financial Advisors4,870$257K0.0%-3.8%0.038%
11/14/2024 Rockefeller Capital Management L.P.11,330$598K0.0%-3.4%0.088%
11/13/2024 Freedom Investment Management Inc.5,054$267K0.0%-97.4%0.039%
11/13/2024 FMR LLC4,436$234K0.0%+37.6%0.034%
11/7/2024 Claro Advisors LLC8,239$435K0.1%-2.7%0.064%
11/6/2024 Linscomb Wealth Inc.195,203$10.30M0.5%-6.9%1.513%
11/4/2024 Tyler Stone Wealth Management17,127$903K0.2%+92.5%0.133%
11/1/2024 Atria Investments Inc31,024$1.64M0.0%+65.7%0.240%
11/1/2024 Essex Savings Bank4,200$222K0.1%N/A0.033%
10/30/2024 World Equity Group Inc.4,451$235K0.1%N/A0.035%
10/28/2024 US Bancorp DE7,010$370K0.0%+6.6%0.054%
10/24/2024 Patriot Financial Group Insurance Agency LLC4,668$246K0.0%-36.8%0.036%
10/24/2024 Smithbridge Asset Management Inc. DE53,017$2.80M0.5%-7.3%0.411%
10/24/2024 FSA Advisors Inc.7,473$394K0.4%-3.0%0.058%
10/23/2024 Team Financial Group LLC4,131$218K0.1%-27.3%0.032%
10/23/2024 Joel Isaacson & Co. LLC4,040$213K0.0%N/A0.031%
10/22/2024 Private Advisor Group LLC69,440$3.66M0.0%-7.3%0.538%
10/19/2024Means Investment CO. Inc.13,677$721K0.1%-3.3%0.106%
10/18/2024New Perspectives Inc31,446$1.66M0.9%-2.0%0.244%
10/18/2024Raymond James & Associates46,269$2.44M0.0%+4.2%0.359%
10/18/2024Precedent Wealth Partners LLC11,427$603K0.2%-17.0%0.089%
10/17/2024 Claro Advisors LLC8,239$435K0.0%-2.7%0.064%
10/16/2024 Global Retirement Partners LLC246,407$13.00M0.4%+20.6%1.910%
10/11/2024 Kathleen S. Wright Associates Inc.139,842$7.38M2.9%-0.8%1.084%
10/11/2024 Oxler Private Wealth LLC15,507$818K0.3%-3.3%0.120%
10/10/2024 Shore Point Advisors LLC279,281$14.73M7.9%+0.2%2.165%
10/7/2024 Herbst Group LLC31,996$1.69M1.0%-4.0%0.248%
8/22/2024 Cetera Investment Advisers388,602$18.32M0.0%+1.3%3.012%
8/16/2024 Nemes Rush Group LLC14,840$699K0.1%+1.7%0.115%
8/16/2024 Forefront Analytics LLC30,424$1.43M0.7%+13.8%0.236%
8/14/2024 Team Financial Group LLC5,679$268K0.2%-19.8%0.044%
8/8/2024 Envestnet Asset Management Inc.132,713$6.26M0.0%-1.9%1.029%
8/8/2024 Linscomb Wealth Inc.209,660$9.88M0.5%-5.3%1.625%
8/6/2024 Clearwater Capital Advisors LLC4,400$207K0.0%-24.2%0.034%
8/6/2024 Savant Capital LLC333,740$15.73M0.2%-2.8%2.587%
8/5/2024 Private Advisor Group LLC74,927$3.53M0.0%+8.6%0.581%
8/2/2024Larson Financial Group LLC16,772$790K0.1%N/A0.130%
8/1/2024 Claro Advisors LLC8,464$399K0.1%+2.5%0.066%
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7/31/2024Commonwealth Equity Services LLC126,513$5.96M0.0%-7.9%0.981%
7/31/2024Rothschild Investment LLC1,400$66K0.0%N/A0.011%
7/30/2024 Oxler Private Wealth LLC16,037$756K0.3%-4.4%0.124%
7/26/2024 Patriot Financial Group Insurance Agency LLC7,390$348K0.1%-2.8%0.057%
7/24/2024 &PARTNERS29,970$1.41M0.1%+191.0%0.232%
7/23/2024Precedent Wealth Partners LLC13,766$649K0.3%-3.4%0.107%
7/23/2024 NewSquare Capital LLC20,695$975K0.1%+3.0%0.160%
7/22/2024 Herbst Group LLC33,334$1.57M1.0%-2.8%0.258%
7/19/2024Raymond James & Associates44,390$2.09M0.0%+2.1%0.344%
7/17/2024New Perspectives Inc32,087$1.51M0.8%-0.9%0.249%
7/16/2024 Envestnet Portfolio Solutions Inc.4,682$221K0.0%+6.3%0.036%
7/16/2024 Wealth Enhancement Advisory Services LLC6,301$297K0.0%-25.6%0.049%
7/16/2024 Insight Advisors LLC PA37,689$1.78M0.3%+21.1%0.292%
7/15/2024RFG Advisory LLC8,755$413K0.0%+9.3%0.068%
7/12/2024 Register Financial Advisors LLC1,660$78K0.0%-11.1%0.013%
5/24/2024Cetera Advisors LLC181,842$9.11M0.1%+6.3%1.410%
5/24/2024 Cetera Investment Advisers383,791$19.24M0.0%N/A2.975%
5/23/2024 FSA Advisors Inc.7,707$386K0.4%+69.8%0.060%
5/21/2024 Atria Investments Inc41,056$2.06M0.0%+5.8%0.318%
5/17/2024 Comerica Bank4,852$243K0.0%-21.5%0.038%
5/15/2024 Linscomb Wealth Inc.221,330$11.09M0.6%-2.9%1.716%
5/14/2024InterOcean Capital Group LLC6,055$303K0.0%N/A0.047%
5/9/2024 Blair William & Co. IL10,695$536K0.0%+5.3%0.083%
5/9/2024 Kingsview Wealth Management LLC5,749$288K0.0%-7.7%0.045%
5/8/2024 Avantax Advisory Services Inc.42,559$2.13M0.0%+2.7%0.330%
5/7/2024 Insight Advisors LLC PA31,126$1.56M0.3%-2.1%0.241%
5/6/2024 Envestnet Portfolio Solutions Inc.4,406$221K0.0%+9.0%0.034%
5/3/2024 Smithbridge Asset Management Inc. DE57,094$2.86M0.6%-0.5%0.441%
5/1/2024 Leicht Financial Planning & Wealth Management Inc.4,390$220K0.1%-43.1%0.034%
4/30/2024 Private Advisor Group LLC68,970$3.46M0.0%-14.8%0.533%
4/30/2024 Culbertson A N & Co. Inc.62,787$3.15M0.5%-0.8%0.485%
4/29/2024Commonwealth Equity Services LLC137,398$6.89M0.0%-3.1%1.061%
4/24/2024 PSI Advisors LLC7,311$366K0.1%-3.9%0.056%
4/24/2024 Oxler Private Wealth LLC16,782$841K0.3%-2.1%0.130%
4/23/2024Precedent Wealth Partners LLC14,247$714K0.3%+8.6%0.110%
4/23/2024 Global Retirement Partners LLC134,191$6.73M0.3%+28.4%1.036%
4/23/2024Raymond James Financial Services Advisors Inc.182,047$9.12M0.0%-57.8%1.406%
4/22/2024New Perspectives Inc32,371$1.62M0.9%N/A0.250%
4/18/2024 Claro Advisors LLC8,259$414K0.1%-20.3%0.064%
4/17/2024 Kathleen S. Wright Associates Inc.140,116$7.02M3.2%-2.6%1.086%
4/16/2024 Register Financial Advisors LLC1,868$94K0.0%N/A0.014%
4/15/2024 S.A. Mason LLC10,425$523K0.3%-2.3%0.081%
4/11/2024 &PARTNERS10,300$516K0.1%+22.6%0.080%
4/11/2024RFG Advisory LLC8,011$402K0.0%+5.1%0.062%
4/5/2024 NBC Securities Inc.7,141$357K0.0%+54.6%0.055%
2/15/2024 Freedom Investment Management Inc.197,853$9.86M0.8%N/A1.534%
2/13/2024Cetera Advisor Networks LLC196,511$9.79M0.1%+1.5%1.523%
2/13/2024 Essential Planning LLC.10,726$534K0.3%-2.7%0.083%
2/13/2024 Laurel Wealth Advisors LLC3,295$164K0.0%+10.4%0.026%
2/12/2024 Steward Partners Investment Advisory LLC39,014$1.94M0.0%+216.4%0.302%
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2/12/2024Pine Valley Investments Ltd Liability Co6,639$331K0.0%+10.0%0.051%
2/10/2024 Linscomb & Williams Inc.227,998$11.36M0.6%-5.7%1.767%
2/9/2024 Nemes Rush Group LLC13,965$696K0.1%+24.6%0.108%
2/9/2024 UBS Group AG893,488$44.51M0.0%+0.8%6.926%
2/8/2024 Kingsview Wealth Management LLC6,230$310K0.0%-3.5%0.048%
2/7/2024 Avantax Advisory Services Inc.41,421$2.06M0.0%-0.7%0.321%
2/7/2024 Envestnet Portfolio Solutions Inc.4,042$201K0.0%N/A0.031%
2/7/2024 NBC Securities Inc.4,619$230K0.0%+20.9%0.036%
2/7/2024 Collaborative Wealth Managment Inc.4,451$222K0.1%N/A0.035%
2/7/2024 Shore Point Advisors LLC283,235$14.11M8.7%+3.6%2.196%
(Data available from 1/1/2016 forward)

EES Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EES shares?

During the previous two years, 110 institutional investors and hedge funds held shares of WisdomTree U.S. SmallCap Fund. The most heavily invested institutionals were UBS Group AG ($44.51M), LPL Financial LLC ($20.34M), Cetera Investment Advisers ($18.32M), Savant Capital LLC ($15.73M), Shore Point Advisors LLC ($14.73M), Global Retirement Partners LLC ($13.00M), and Linscomb & Williams Inc. ($11.36M).Learn more on EES's institutional investors.

Which institutional investors have been buying WisdomTree U.S. SmallCap Fund stock?

Of the 81 institutional investors that purchased WisdomTree U.S. SmallCap Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($489.07K), Cetera Investment Advisers ($388.60K), Gradient Investments LLC ($291.22K), Freedom Investment Management Inc. ($197.85K), Global Retirement Partners LLC ($119.10K), Flow Traders U.S. LLC ($112.61K), and Raymond James Financial Services Advisors Inc. ($97.48K).

How much institutional buying is happening at WisdomTree U.S. SmallCap Fund?

Institutional investors have bought a total of 2,535,465 shares in the last 24 months. This purchase volume represents approximately $115.66M in transactions.

Which WisdomTree U.S. SmallCap Fund major shareholders have been selling company stock?

Of the 65 institutional investors that sold WisdomTree U.S. SmallCap Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($629.96K), Raymond James Financial Services Advisors Inc. ($395.62K), Gradient Investments LLC ($289.98K), Freedom Investment Management Inc. ($188.50K), UBS Group AG ($172.27K), IFP Advisors Inc ($61.35K), and Savant Capital LLC ($57.56K).

How much institutional selling is happening at WisdomTree U.S. SmallCap Fund?

Institutional investors have sold a total of 2,310,074 shares in the last 24 months. This volume of shares sold represents approximately $104.56M in transactions.


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This page (NYSEARCA:EES) was last updated on 11/24/2024 by MarketBeat.com Staff
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