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 |
|---|---|---|---|---|---|
| Bank of America Corporation | 890k | $47M | 11% | Sep 2024 |
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| Morgan Stanley | 815k | $57M | -10% | Jun 2024 |
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| Cetera Investment Advisers | 389k | $18M | 1% | Jun 2024 |
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| LPL Financial | 365k | $19M | 3% | Sep 2024 |
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| Savant Capital Management | 299k | $16M | -10% | Sep 2024 |
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| Shore Point Advisors | 279k | $15M | 0% | Sep 2024 |
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| Global Retirement Partners | 246k | $13M | 21% | Sep 2024 |
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| Linscomb & Williams | 195k | $10M | -7% | Sep 2024 |
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| Kathleen S. Wright Associates | 140k | $7.4M | -1% | Sep 2024 |
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| Commonwealth Equity Services | 126k | $6.6M | -1% | Sep 2024 |
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| Invenio Wealth Partners | 121k | $5.7M | 5% | Jun 2024 |
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| Envestnet Asset Management | 114k | $6.0M | -14% | Sep 2024 |
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| Royal Bank of Canada | 111k | $5.8M | -16% | Sep 2024 |
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| 9258 Wealth Management | 80k | $4.2M | -7% | Sep 2024 |
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| Howard Bailey Securities | 75k | $3.9M | 100% | Sep 2024 |
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| Wells Fargo & Company | 71k | $3.7M | -6% | Sep 2024 |
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| First Western Trust Bank | 70k | $3.7M | 0% | Sep 2024 |
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| Private Advisor | 69k | $3.7M | -7% | Sep 2024 |
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| Steward Partners Investment Advisory | 69k | $3.2M | -20% | Jun 2024 |
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| A.N. Culbertson & Company | 64k | $3.4M | 0% | Sep 2024 |
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| Jpmorgan Chase & Co | 59k | $3.1M | 33% | Sep 2024 |
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| Raymond James Financial Services Advisors | 58k | $3.1M | -67% | Sep 2024 |
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| Smithbridge Asset Management | 53k | $2.8M | -7% | Sep 2024 |
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| H D Vest Advisory Services | 47k | $2.2M | 10% | Jun 2024 |
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| Raymond James & Associates | 46k | $2.4M | 4% | Sep 2024 |
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| Stifel Financial | 41k | $1.9M | 6% | Jun 2024 |
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| Insight Advisors, LLC/ PA | 36k | $1.9M | -4% | Sep 2024 |
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| Advisor Group Holdings | 33k | $1.7M | -17% | Sep 2024 |
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| Herbst Group | 32k | $1.7M | -4% | Sep 2024 |
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| New Perspectives | 31k | $1.7M | -2% | Sep 2024 |
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| Atria Investments | 31k | $1.6M | 66% | Sep 2024 |
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| Wiley Bros.-aintree Capital | 30k | $1.4M | 191% | Jun 2024 |
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| Forefront Analytics | 26k | $1.4M | -14% | Sep 2024 |
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| HighTower Advisors | 25k | $1.2M | -9% | Jun 2024 |
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| Creative Planning | 25k | $1.3M | 0% | Sep 2024 |
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| Prospera Financial Services | 21k | $1.1M | 0% | Sep 2024 |
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| CFG Asset Management | 21k | $1.1M | -1% | Sep 2024 |
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| Beacon Pointe Advisors | 20k | $1.1M | 100% | Sep 2024 |
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| Susquehanna International | 19k | $1.0M | -31% | Sep 2024 |
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| Howard Wealth Management | 19k | $1.0M | -2% | Sep 2024 |
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| Moller Financial Services | 18k | $973k | 0% | Sep 2024 |
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| Smartleaf Asset Management | 18k | $954k | -16% | Sep 2024 |
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| Kestra Advisory Services | 18k | $955k | -13% | Sep 2024 |
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| Wellington Shields Capital Management | 18k | $937k | -2% | Sep 2024 |
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| Tyler-Stone Wealth Management | 17k | $903k | 92% | Sep 2024 |
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| Larson Financial Group | 17k | $883k | 0% | Sep 2024 |
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| Cambridge Investment Research Advisors | 16k | $827k | -2% | Sep 2024 |
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| Flagship Harbor Advisors | 16k | $818k | 2% | Sep 2024 |
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| Oxler Private Wealth | 16k | $818k | -3% | Sep 2024 |
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| Goldman Sachs Group | 15k | $708k | 0% | Jun 2024 |
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| Nemes Rush Group | 15k | $699k | 2% | Jun 2024 |
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| Two Sigma Investments | 15k | $698k | -1% | Jun 2024 |
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| Means Investment | 14k | $722k | -3% | Sep 2024 |
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| Mercer Global Advisors | 13k | $615k | 0% | Jun 2024 |
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| Sweet Financial Partners | 12k | $633k | 0% | Sep 2024 |
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| Rockefeller Capital Management | 12k | $553k | 0% | Jun 2024 |
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| Precedent Wealth Partners | 11k | $603k | -17% | Sep 2024 |
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| Atlantic Trust | 11k | $567k | 0% | Sep 2024 |
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| S.A. Mason | 11k | $551k | 0% | Sep 2024 |
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| Belvedere Trading | 9.7k | $512k | 100% | Sep 2024 |
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| Mariner Wealth Advisors | 9.5k | $501k | 16% | Sep 2024 |
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| Kmg Fiduciary Partners | 9.0k | $477k | 0% | Sep 2024 |
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| NewEdge Wealth | 9.0k | $476k | 100% | Sep 2024 |
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| Essential Planning | 8.9k | $470k | -1% | Sep 2024 |
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| Mml Investors Services | 8.8k | $465k | -1% | Sep 2024 |
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| Claro Advisors | 8.2k | $435k | -3% | Sep 2024 |
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| Nbc Securities | 7.9k | $415k | -2% | Sep 2024 |
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| RFG Advisory | 7.6k | $403k | -13% | Sep 2024 |
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| FSA Advisors | 7.5k | $352k | -3% | Sep 2024 |
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| PSI Advisors | 7.4k | $388k | 1% | Sep 2024 |
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| Chicago Partners Investment | 7.3k | $381k | 0% | Sep 2024 |
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| Colony | 7.3k | $383k | 13% | Sep 2024 |
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| Us Bancorp | 7.0k | $370k | 7% | Sep 2024 |
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| Berger Financial Group | 7.0k | $368k | 0% | Sep 2024 |
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| Atria Wealth Solutions | 6.9k | $363k | 0% | Sep 2024 |
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| Modera Wealth Management | 6.8k | $360k | 0% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 6.3k | $297k | -26% | Jun 2024 |
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| Pine Valley Investments Ltd Liability | 6.3k | $297k | 2% | Jun 2024 |
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| Citigroup | 6.0k | $316k | 5% | Sep 2024 |
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| Equitable Holdings | 5.5k | $261k | 6% | Jun 2024 |
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| Davenport & Co | 5.5k | $291k | 6% | Sep 2024 |
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| AE Wealth Management | 5.4k | $285k | 100% | Sep 2024 |
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| Wilson & Boucher Capital Management | 5.4k | $285k | 0% | Sep 2024 |
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| Kingsview Wealth Management | 5.4k | $282k | -1% | Sep 2024 |
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| Capital Management Corporation | 5.2k | $277k | 0% | Sep 2024 |
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| Savvy Advisors | 5.2k | $276k | 0% | Sep 2024 |
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| Eqis Capital Management | 5.1k | $267k | -97% | Sep 2024 |
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| William Blair $ Company | 5.0k | $263k | -53% | Sep 2024 |
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| Janney Montgomery Scott | 5.0k | $261k | -3% | Sep 2024 |
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| Captrust Financial Advisors | 4.9k | $257k | -4% | Sep 2024 |
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| Patriot Financial Group Insurance Agency | 4.7k | $246k | -37% | Sep 2024 |
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| World Equity Group | 4.5k | $235k | 100% | Sep 2024 |
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| Bsc Private Wealth Management | 4.4k | $232k | 0% | Sep 2024 |
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| Leicht Financial Planning & Wealth Management | 4.3k | $229k | 0% | Sep 2024 |
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| Lvm Capital Management | 4.3k | $203k | 0% | Sep 2024 |
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| Institute For Wealth Management | 4.3k | $226k | 0% | Sep 2024 |
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| Essex Savings Bank | 4.2k | $222k | 100% | Sep 2024 |
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| Team Financial Group | 4.1k | $218k | -27% | Sep 2024 |
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| Laurel Wealth Advisors | 4.1k | $216k | 17% | Sep 2024 |
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| U.S. Capital Wealth Advisors | 3.8k | $201k | 100% | Sep 2024 |
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| Brian McDonald | 3.8k | $200k | 31% | Sep 2024 |
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| Pnc Financial Services | 3.7k | $193k | 0% | Sep 2024 |
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| Asset Dedication | 3.2k | $167k | 0% | Sep 2024 |
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| Harbour Investments | 3.0k | $159k | 13% | Sep 2024 |
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| CoreCap Advisors | 2.7k | $140k | -1% | Sep 2024 |
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| Indiana Trust & Investment Management | 2.1k | $113k | 0% | Sep 2024 |
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| O'shaughnessy Asset Management | 2.0k | $106k | -2% | Sep 2024 |
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| Mot | 2.0k | $105k | 0% | Sep 2024 |
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| JFS Wealth Advisors | 1.8k | $96k | 0% | Sep 2024 |
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| Global Financial Private Client | 1.5k | $79k | 0% | Sep 2024 |
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| Rothschild Investment | 1.4k | $74k | 0% | Sep 2024 |
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| Financial Connections Group | 1.4k | $71k | 0% | Sep 2024 |
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| Key FInancial | 1.3k | $68k | 0% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 1.1k | $60k | -42% | Sep 2024 |
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| Horizons Wealth Management | 832.00 | $44k | 0% | Sep 2024 |
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| Jones Financial Companies, L.L | 658.00 | $35k | 100% | Sep 2024 |
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| IFP Advisors | 573.00 | $27k | 0% | Jun 2024 |
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| Principal Securities | 480.00 | $25k | 2% | Sep 2024 |
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| Newbridge Financial Services Group | 375.00 | $20k | 0% | Sep 2024 |
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| Fifth Third Bancorp | 305.00 | $16k | 100% | Sep 2024 |
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| Benjamin F. Edwards & Company | 300.00 | $14k | 0% | Jun 2024 |
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| Geneos Wealth Management | 275.00 | $13k | 100% | Jun 2024 |
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| Addison Advisors | 225.00 | $12k | 0% | Sep 2024 |
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| Johnson Financial Group | 185.00 | $9.8k | 100% | Sep 2024 |
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| Assetmark | 179.00 | $9.4k | 0% | Sep 2024 |
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| Pinnacle Bank | 166.00 | $8.8k | 23% | Sep 2024 |
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| Ruedi Wealth Management | 163.00 | $8.6k | 0% | Sep 2024 |
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| Qube Research & Technologies | 133.00 | $6.3k | -55% | Jun 2024 |
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| Frazier Financial Advisors | 126.00 | $6.6k | 0% | Sep 2024 |
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| Coston, McIsaac & Partners | 100.00 | $5.0k | 0% | Sep 2024 |
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| Ancora Advisors | 95.00 | $5.0k | 0% | Sep 2024 |
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| Dunhill Financial | 62.00 | $3.2k | 2% | Sep 2024 |
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| Tucker Asset Management | 59.00 | $2.8k | 0% | Jun 2024 |
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| Aptus Capital Advisors | 51.00 | $2.7k | 100% | Sep 2024 |
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| Covestor | 46.00 | $2.0k | -19% | Sep 2024 |
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| Continuum Advisory | 25.00 | $1.4k | 0% | Sep 2024 |
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| Archer Investment Corp | 21.00 | $1.1k | 0% | Sep 2024 |
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| Ronald Blue Trust | 8.00 | $377.000000 | 0% | Sep 2024 |
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| Tower Research Capital | 6.00 | $283.000200 | 100% | Jun 2024 |
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Who sold out of WisdomTree SmallCap Earnings Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Jun 2024 | 48k | $2.3M |
| Bank of Nova Scotia | Mar 2024 | 40k | $2.0M |
| Citadel Advisors | Jun 2024 | 35k | $1.7M |
| True Wealth Design | Jun 2024 | 19k | $897k |
| Flow Traders US | Jun 2024 | 6.4k | $304k |
| Essex Financial Services | Jun 2024 | 5.6k | $277k |
| Envestnet Portfolio Solutions | Jun 2024 | 4.7k | $221k |
| Register Financial Advisors | Jun 2024 | 1.7k | $78k |
| Simplex Trading | Jun 2024 | 453.00 | $21k |
| Colonial Asset Management | Mar 2024 | 200.00 | $10k |
| Gradient Investments | Jun 2024 | 75.00 | $3.5k |
| Moisand Fitzgerald Tamayo | Jun 2024 | 48.00 | $2.3k |