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

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$48.54
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(As of 05/7/2024 ET)
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Institutional Ownership Changes (13F Filings) for WisdomTree U.S. SmallCap Fund (NYSEARCA:EES)

Number of
Institutional Buyers
(last 12 months)
50
Total
Institutional Inflows
(last 12 months)
$46.17M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$56.75M
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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
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%
4/23/2024 Precedent 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%
4/23/2024 Raymond James Financial Services Advisors Inc.182,047$9.12M0.0%-57.8%1.406%
4/22/2024 New 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%
4/11/2024 RFG Advisory LLC8,011$402K0.0%+5.1%0.062%
4/5/2024 NBC Securities Inc.7,141$357K0.0%+54.6%0.055%
2/15/2024Freedom 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%
2/13/2024Essential Planning LLC.10,726$534K0.3%-2.7%0.083%
2/13/2024Laurel Wealth Advisors LLC3,295$164K0.0%+10.4%0.026%
2/12/2024Steward Partners Investment Advisory LLC39,014$1.94M0.0%+216.4%0.302%
2/12/2024Pine Valley Investments Ltd Liability Co6,639$331K0.0%+10.0%0.051%
2/10/2024Linscomb & Williams Inc.227,998$11.36M0.6%-5.7%1.767%
2/9/2024Nemes Rush Group LLC13,965$696K0.1%+24.6%0.108%
2/9/2024UBS Group AG893,488$44.51M0.0%+0.8%6.926%
2/8/2024Kingsview Wealth Management LLC6,230$310K0.0%-3.5%0.048%
2/7/2024Avantax 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%
2/7/2024Collaborative 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%
2/7/2024 Berger Financial Group Inc6,966$347K0.0%-8.9%0.054%
2/6/2024 Private Advisor Group LLC80,978$4.03M0.0%+2.7%0.628%
2/6/2024 9258 Wealth Management LLC86,347$4.30M0.8%-0.3%0.669%
2/5/2024 Savant Capital LLC348,200$17.35M0.2%-2.0%2.699%
2/2/2024Atria Wealth Solutions Inc.7,715$384K0.0%-5.4%0.060%
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2/1/2024NewSquare Capital LLC15,295$762K0.1%-14.4%0.119%
2/1/2024 Kathleen S. Wright Associates Inc.143,887$7.17M3.5%-10.5%1.115%
1/31/2024 Institute for Wealth Management LLC.4,290$214K0.0%N/A0.033%
1/29/2024 Tennessee Valley Asset Management Partners4,001$199K0.1%N/A0.031%
1/25/2024 Means Investment CO. Inc.16,375$816K0.1%-8.2%0.127%
1/24/2024 International Assets Investment Management LLC4,534$226K0.0%N/A0.035%
1/23/2024 Insight Advisors LLC PA31,806$1.59M0.3%-2.5%0.247%
1/22/2024 Essex Savings Bank4,200$209K0.1%N/A0.033%
1/22/2024 Claro Advisors LLC10,360$516K0.1%+2.1%0.080%
1/18/2024 Precedent Wealth Partners LLC13,113$653K0.3%N/A0.102%
1/18/2024 Global Retirement Partners LLC104,505$4.88M0.2%+27.9%0.810%
1/18/2024 Smithbridge Asset Management Inc. DE57,357$2.86M0.7%-0.5%0.445%
1/16/2024 Raymond James Financial Services Advisors Inc.431,859$21.52M0.0%-2.4%3.348%
1/16/2024 Raymond James & Associates42,243$2.11M0.0%+8.3%0.327%
1/16/2024 Leicht Financial Planning & Wealth Management Inc.7,709$384K0.2%N/A0.060%
1/12/2024 Herbst Group LLC34,394$1.71M1.1%-18.9%0.267%
1/12/2024 Sweet Financial Partners LLC12,000$598K0.1%+9.1%0.093%
11/30/2023Modera Wealth Management LLC6,821$295K0.0%N/A0.053%
11/15/2023Laurel Wealth Advisors LLC2,985$129K0.0%+15.9%0.023%
11/14/2023Tyler Stone Wealth Management11,053$478K0.3%-11.5%0.086%
11/13/2023Stifel Financial Corp46,844$2.03M0.0%+0.6%0.363%
11/13/2023True Wealth Design LLC19,646$850K0.3%-4.7%0.152%
11/13/2023LPL Financial LLC469,971$20.34M0.0%+3.0%3.643%
11/13/2023Envestnet Asset Management Inc.135,262$5.85M0.0%-5.1%1.049%
11/13/2023Kestra Advisory Services LLC20,853$902K0.0%+86.3%0.162%
11/9/2023Nemes Rush Group LLC11,204$485K0.1%+180.7%0.087%
11/9/2023UBS Group AG886,447$38.36M0.0%-2.1%6.872%
11/8/2023 HighTower Advisors LLC31,863$1.38M0.0%-4.2%0.247%
11/8/2023Essential Planning LLC.11,023$477K0.3%-6.8%0.085%
11/8/2023J.P. Morgan Private Wealth Advisors LLC47,907$2.07M0.0%-2.0%0.371%
11/8/2023Avantax Advisory Services Inc.41,727$1.81M0.0%+3.7%0.323%
11/8/2023Forefront Analytics LLC33,175$1.44M0.8%-1.5%0.257%
11/7/2023 Insight Advisors LLC PA32,623$1.41M0.3%-2.6%0.253%
11/7/2023 Savant Capital LLC355,360$15.38M0.2%-4.4%2.755%
11/4/2023 NBC Securities Inc.3,820$165K0.0%N/A0.030%
11/3/2023 Private Advisor Group LLC78,840$3.41M0.0%+3.5%0.611%
10/26/20233D L Capital Management LLC201,526$8.72M2.8%-8.7%1.562%
10/25/2023 Smithbridge Asset Management Inc. DE57,638$2.49M0.6%-40.7%0.447%
10/25/2023 Means Investment CO. Inc.17,841$772K0.1%-6.9%0.138%
10/24/2023 Legacy Financial Group LLC2,578$112K0.0%N/A0.020%
10/24/2023 Raymond James Financial Services Advisors Inc.442,652$19.15M0.0%+11.2%3.431%
10/24/2023 Raymond James & Associates39,022$1.69M0.0%+127.0%0.302%
10/23/2023Commonwealth Equity Services LLC173,003$7.49M0.0%+0.3%1.341%
10/23/2023 Kathleen S. Wright Associates Inc.160,776$6.96M3.8%-2.6%1.246%
10/17/2023 DAVENPORT & Co LLC17,545$759K0.0%+4.0%0.136%
10/17/2023 Flagship Harbor Advisors LLC14,593$631K0.1%-3.2%0.113%
10/16/2023 Shore Point Advisors LLC273,506$11.84M8.6%+4.2%2.120%
10/16/2023 Herbst Group LLC42,394$1.83M1.3%+0.8%0.329%
10/16/2023 RFG Advisory LLC7,443$322K0.0%-21.3%0.058%
10/13/2023 PSI Advisors LLC7,594$329K0.1%-4.3%0.059%
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10/13/2023 Global Retirement Partners LLC81,680$3.43M0.2%+17.5%0.633%
10/12/2023 Horizons Wealth Management1,002$43K0.0%-38.5%0.008%
10/12/2023 Oxler Private Wealth LLC17,100$740K0.4%-3.4%0.133%
10/11/2023AE Wealth Management LLC84,073$3.64M0.0%-0.5%0.652%
10/10/2023Linscomb & Williams Inc.241,714$10.46M0.6%-6.5%1.874%
10/10/2023 Indiana Trust & Investment Management CO2,143$93K0.0%N/A0.017%
8/11/2023Kestra Advisory Services LLC11,194$502K0.0%-12.3%0.087%
8/10/2023Commonwealth Equity Services LLC172,406$7.73M0.0%+20.4%1.336%
8/10/2023 Private Advisor Group LLC76,207$3.53M0.0%-3.7%0.591%
8/10/2023Cetera Advisors LLC185,920$8.33M0.1%+1.1%1.441%
(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, 117 institutional investors and hedge funds held shares of WisdomTree U.S. SmallCap Fund. The most heavily invested institutionals were UBS Group AG ($44.51M), Bank of America Corp DE ($30.47M), LPL Financial LLC ($20.34M), Savant Capital LLC ($17.35M), Shore Point Advisors LLC ($14.11M), Linscomb & Williams Inc. ($11.36M), and Freedom Investment Management Inc. ($9.86M).Learn more on EES's institutional investors.

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

Of the 90 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: Gradient Investments LLC ($625.93K), LPL Financial LLC ($489.07K), Kestra Advisory Services LLC ($477.09K), Raymond James Financial Services Advisors Inc. ($207.31K), Freedom Investment Management Inc. ($197.85K), Flow Traders U.S. LLC ($144.71K), and Bank of Nova Scotia ($128.58K).

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

Institutional investors have bought a total of 3,558,171 shares in the last 24 months. This purchase volume represents approximately $154.88M in transactions.

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

Of the 67 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), UBS Group AG ($226.00K), Janney Montgomery Scott LLC ($159.03K), 3D L Capital Management LLC ($114.17K), and Linscomb & Williams Inc. ($101.39K).

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

Institutional investors have sold a total of 2,598,152 shares in the last 24 months. This volume of shares sold represents approximately $113.66M in transactions.


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This page (NYSEARCA:EES) was last updated on 5/8/2024 by MarketBeat.com Staff

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