Who owns WisdomTree SmallCap Earnings Fund?
- Ticker: EES
- CUSIP Number: 97717W562
Tip: Access positions for across all investors
Analyze quarterly positions in WisdomTree SmallCap Earnings Fund with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of WisdomTree SmallCap Earnings Fund stock
Who bought or sold WisdomTree SmallCap Earnings Fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 908k | $81M | 3% | Mar 2024 |
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| UBS Group | 818k | $41M | -9% | Mar 2024 |
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| Bank of America Corporation | 797k | $40M | 3% | Mar 2024 |
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| Ameriprise Financial | 523k | $26M | 118% | Mar 2024 |
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| LPL Financial | 521k | $26M | 11% | Mar 2024 |
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| Savant Capital Management | 343k | $17M | -1% | Mar 2024 |
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| Shore Point Advisors | 279k | $14M | -1% | Mar 2024 |
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| Linscomb & Williams | 228k | $11M | -6% | Dec 2023 |
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| Eqis Capital Management | 192k | $9.6M | 100% | Mar 2024 |
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| Raymond James Financial Services Advisors | 182k | $9.1M | -58% | Mar 2024 |
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| Kathleen S. Wright Associates | 140k | $7.0M | -3% | Mar 2024 |
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| Commonwealth Equity Services | 137k | $6.9M | -3% | Mar 2024 |
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| Envestnet Asset Management | 135k | $6.8M | 0% | Mar 2024 |
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| Global Retirement Partners | 134k | $6.7M | 28% | Mar 2024 |
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| Invenio Wealth Partners | 115k | $5.8M | 170% | Mar 2024 |
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| Royal Bank of Canada | 104k | $5.2M | 43% | Mar 2024 |
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| 9258 Wealth Management | 86k | $4.3M | 0% | Mar 2024 |
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| Steward Partners Investment Advisory | 86k | $4.3M | 121% | Mar 2024 |
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| Wells Fargo & Company | 80k | $4.0M | -5% | Mar 2024 |
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| First Western Trust Bank | 70k | $3.5M | 0% | Mar 2024 |
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| Private Advisor | 69k | $3.5M | -15% | Mar 2024 |
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| A.N. Culbertson & Company | 63k | $3.1M | -1% | Mar 2024 |
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| Smithbridge Asset Management | 57k | $2.9M | 0% | Mar 2024 |
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| Citadel Advisors | 51k | $2.5M | 277% | Mar 2024 |
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| Raymond James & Associates | 44k | $2.2M | 3% | Mar 2024 |
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| H D Vest Advisory Services | 43k | $2.1M | 3% | Mar 2024 |
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| Gts Securities | 41k | $2.1M | 100% | Mar 2024 |
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| Advisor Group Holdings | 40k | $2.0M | -4% | Mar 2024 |
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| Stifel Financial | 39k | $2.0M | -19% | Mar 2024 |
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| Atria Investments | 39k | $1.9M | 100% | Dec 2023 |
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| Herbst Group | 34k | $1.7M | 0% | Mar 2024 |
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| New Perspectives | 32k | $1.6M | 100% | Mar 2024 |
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| Jpmorgan Chase & Co | 31k | $1.6M | -48% | Mar 2024 |
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| Insight Advisors, LLC/ PA | 31k | $1.6M | -2% | Mar 2024 |
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| HighTower Advisors | 28k | $1.4M | 0% | Mar 2024 |
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| Forefront Analytics | 27k | $1.3M | -19% | Mar 2024 |
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| Creative Planning | 25k | $1.2M | 0% | Mar 2024 |
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| Smartleaf Asset Management | 21k | $1.0M | 6% | Mar 2024 |
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| Susquehanna International | 20k | $1.0M | 100% | Mar 2024 |
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| Beacon Pointe Advisors | 20k | $1.0M | 0% | Dec 2023 |
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| CFG Asset Management | 20k | $1.0M | 31% | Mar 2024 |
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| Prospera Financial Services | 20k | $999k | -11% | Dec 2023 |
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| Howard Wealth Management | 20k | $985k | 0% | Mar 2024 |
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| Kestra Advisory Services | 19k | $966k | -7% | Dec 2023 |
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| True Wealth Design | 19k | $969k | -1% | Mar 2024 |
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| Cambridge Investment Research Advisors | 19k | $963k | -23% | Mar 2024 |
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| Moller Financial Services | 19k | $927k | 0% | Mar 2024 |
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| Wellington Shields Capital Management | 18k | $910k | 0% | Mar 2024 |
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| Oxler Private Wealth | 17k | $841k | -2% | Mar 2024 |
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| Davenport & Co | 16k | $805k | -9% | Mar 2024 |
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| Flagship Harbor Advisors | 15k | $766k | 4% | Mar 2024 |
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| Goldman Sachs Group | 15k | $753k | 0% | Mar 2024 |
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| Two Sigma Investments | 15k | $747k | 3% | Mar 2024 |
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| Nemes Rush Group | 15k | $732k | 5% | Mar 2024 |
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| Means Investment | 14k | $714k | -13% | Mar 2024 |
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| Precedent Wealth Partners | 14k | $714k | 9% | Mar 2024 |
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| Mercer Global Advisors | 13k | $656k | -6% | Mar 2024 |
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| Rockefeller Capital Management | 12k | $601k | -2% | Dec 2023 |
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| Sweet Financial Partners | 12k | $601k | 0% | Mar 2024 |
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| Atlantic Trust | 11k | $533k | 0% | Mar 2024 |
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| Essential Planning | 11k | $534k | -3% | Mar 2024 |
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| William Blair $ Company | 11k | $536k | 5% | Mar 2024 |
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| S.A. Mason | 10k | $523k | -2% | Mar 2024 |
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| Wiley Bros.-aintree Capital | 10k | $516k | 23% | Mar 2024 |
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| Tyler-Stone Wealth Management | 9.5k | $478k | -3% | Mar 2024 |
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| Kmg Fiduciary Partners | 9.0k | $450k | 0% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 8.5k | $424k | -22% | Mar 2024 |
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| Claro Advisors | 8.3k | $414k | -20% | Mar 2024 |
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| Mariner Wealth Advisors | 8.2k | $410k | -35% | Mar 2024 |
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| RFG Advisory | 8.0k | $402k | 5% | Mar 2024 |
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| Patriot Financial Group Insurance Agency | 7.6k | $381k | -4% | Mar 2024 |
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| Betterment | 7.5k | $375k | 0% | Mar 2024 |
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| PSI Advisors | 7.3k | $366k | -4% | Mar 2024 |
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| Atria Wealth Solutions | 7.3k | $364k | -6% | Mar 2024 |
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| Chicago Partners Investment | 7.2k | $346k | 6% | Mar 2024 |
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| Nbc Securities | 7.1k | $357k | 55% | Mar 2024 |
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| Team Financial Group | 7.1k | $355k | -2% | Mar 2024 |
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| Berger Financial Group | 7.0k | $349k | 0% | Mar 2024 |
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| Modera Wealth Management | 6.8k | $342k | 0% | Mar 2024 |
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| Us Bancorp | 6.6k | $330k | -3% | Mar 2024 |
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| Pine Valley Investments Ltd Liability | 6.2k | $310k | -7% | Mar 2024 |
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| Bsc Private Wealth Management | 5.8k | $291k | -2% | Mar 2024 |
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| Kingsview Wealth Management | 5.7k | $288k | -8% | Mar 2024 |
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| Essex Financial Services | 5.6k | $283k | 0% | Mar 2024 |
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| Citigroup | 5.5k | $275k | 3% | Mar 2024 |
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| Wilson & Boucher Capital Management | 5.4k | $271k | 0% | Mar 2024 |
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| Janney Montgomery Scott | 5.3k | $263k | 0% | Mar 2024 |
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| Savvy Advisors | 5.2k | $262k | 100% | Mar 2024 |
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| Capital Management Corporation | 5.2k | $262k | 0% | Mar 2024 |
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| Captrust Financial Advisors | 5.1k | $254k | -15% | Mar 2024 |
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| Brian McDonald | 4.9k | $243k | -16% | Mar 2024 |
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| Envestnet Portfolio Solutions | 4.4k | $221k | 9% | Mar 2024 |
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| Leicht Financial Planning & Wealth Management | 4.4k | $220k | -43% | Mar 2024 |
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| Lvm Capital Management | 4.4k | $219k | -3% | Mar 2024 |
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| Institute For Wealth Management | 4.3k | $215k | 0% | Mar 2024 |
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| Essex Savings Bank | 4.2k | $209k | 0% | Mar 2024 |
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| Pnc Financial Services | 3.7k | $184k | 0% | Mar 2024 |
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| Laurel Wealth Advisors | 3.5k | $174k | 16% | Mar 2024 |
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| FMR | 3.2k | $162k | 17% | Mar 2024 |
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| Asset Dedication | 3.2k | $158k | 0% | Mar 2024 |
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| Indiana Trust & Investment Management | 2.1k | $107k | 0% | Mar 2024 |
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| O'shaughnessy Asset Management | 2.0k | $102k | -9% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 1.9k | $98k | -60% | Mar 2024 |
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| Register Financial Advisors | 1.9k | $94k | 100% | Mar 2024 |
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| JFS Wealth Advisors | 1.8k | $91k | 0% | Mar 2024 |
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| Global Financial Private Client | 1.5k | $74k | 0% | Mar 2024 |
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| Financial Connections Group | 1.4k | $68k | 0% | Mar 2024 |
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| Key FInancial | 1.3k | $65k | 787% | Mar 2024 |
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| Harbour Investments | 1.3k | $63k | 261% | Dec 2023 |
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| Cullen Frost Bankers | 837.00 | $42k | 0% | Mar 2024 |
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| Horizons Wealth Management | 832.00 | $41k | -17% | Mar 2024 |
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| EPG Wealth Management | 653.00 | $31k | 0% | Dec 2023 |
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| IFP Advisors | 647.00 | $32k | -57% | Dec 2023 |
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| Simplex Trading | 453.00 | $22k | 100% | Mar 2024 |
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| Principal Securities | 379.00 | $19k | 0% | Mar 2024 |
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| Newbridge Financial Services Group | 375.00 | $19k | 0% | Mar 2024 |
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| Benjamin F. Edwards & Company | 300.00 | $15k | -40% | Mar 2024 |
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| Qube Research & Technologies | 296.00 | $15k | -62% | Mar 2024 |
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| Addison Advisors | 225.00 | $11k | 0% | Mar 2024 |
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| Ruedi Wealth Management | 163.00 | $8.2k | 100% | Mar 2024 |
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| Pinnacle Bank | 135.00 | $6.8k | 13% | Mar 2024 |
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| Frazier Financial Advisors | 126.00 | $6.3k | 0% | Mar 2024 |
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| Coston, McIsaac & Partners | 100.00 | $5.0k | 0% | Mar 2024 |
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| Ancora Advisors | 95.00 | $4.8k | 0% | Mar 2024 |
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| Gradient Investments | 75.00 | $3.8k | 0% | Mar 2024 |
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| Dunhill Financial | 61.00 | $3.1k | 0% | Mar 2024 |
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| Tucker Asset Management | 59.00 | $2.9k | 0% | Dec 2023 |
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| Opal Wealth Advisors | 53.00 | $2.7k | 100% | Mar 2024 |
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| Covestor | 46.00 | $2.0k | 12% | Mar 2024 |
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| Continuum Advisory | 25.00 | $1.2k | 100% | Mar 2024 |
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| Archer Investment Corp | 21.00 | $1.0k | 5% | Mar 2024 |
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| Hanson McClain Advisors | 18.00 | $903.000600 | -86% | Mar 2024 |
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| Ronald Blue Trust | 8.00 | $401.000000 | 100% | Mar 2024 |
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Who sold out of WisdomTree SmallCap Earnings Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| AE Wealth Management | Dec 2023 | 101k | $4.9M |
| Collaborative Wealth Managment | Dec 2023 | 4.5k | $222k |
| Tennessee Valley Asset Management Partners | Dec 2023 | 4.0k | $199k |