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 |
|---|---|---|---|---|---|
| UBS Group | 721k | $41M | -1% | Dec 2025 |
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| LPL Financial | 580k | $33M | 5% | Dec 2025 |
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| Ameriprise Financial | 468k | $26M | -4% | Sep 2025 |
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| Cetera Investment Advisers | 377k | $22M | 3% | Dec 2025 |
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| Key FInancial | 284k | $16M | 3% | Dec 2025 |
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| Shore Point Advisors | 264k | $15M | 0% | Dec 2025 |
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| Savant Capital Management | 183k | $10M | -9% | Dec 2025 |
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| Raymond James Financial | 168k | $9.4M | 57% | Sep 2025 |
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| Linscomb & Williams | 159k | $9.0M | -4% | Dec 2025 |
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| Arkadios Wealth Advisors | 158k | $9.0M | 26% | Dec 2025 |
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| Wells Fargo & Company | 141k | $8.0M | 15% | Dec 2025 |
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| Kathleen S. Wright Associates | 134k | $7.5M | 0% | Sep 2025 |
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| Amplius Wealth Advisors | 119k | $6.8M | -2% | Dec 2025 |
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| Royal Bank of Canada | 111k | $6.2M | 0% | Sep 2025 |
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| Warren Averett Asset Management | 79k | $4.5M | 0% | Dec 2025 |
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| Envestnet Asset Management | 78k | $4.4M | -32% | Dec 2025 |
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| Private Advisor | 73k | $4.2M | 18% | Dec 2025 |
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| Merit Financial Group | 65k | $3.7M | 100% | Dec 2025 |
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| A.N. Culbertson & Company | 62k | $3.5M | -1% | Dec 2025 |
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| Insight Advisors, LLC/ PA | 54k | $3.1M | 35% | Dec 2025 |
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| CFG Asset Management | 54k | $3.1M | 10% | Dec 2025 |
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| Howard Bailey Securities | 52k | $2.9M | 6% | Sep 2025 |
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| Defined Financial Planning | 51k | $2.8M | 33% | Sep 2025 |
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| Mariner Wealth Advisors | 51k | $2.9M | 847% | Dec 2025 |
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| Stifel Financial | 49k | $2.8M | 0% | Dec 2025 |
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| Rockefeller Capital Management | 46k | $2.6M | 380% | Dec 2025 |
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| Atria Investments | 45k | $2.6M | -11% | Dec 2025 |
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| Jpmorgan Chase & Co | 45k | $2.5M | 100% | Sep 2025 |
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| Advisor Group Holdings | 43k | $2.4M | -5% | Dec 2025 |
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| Citadel Advisors | 38k | $2.1M | 100% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 35k | $2.0M | 0% | Dec 2025 |
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| Creative Planning | 26k | $1.5M | 2% | Dec 2025 |
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| Claris Financial | 24k | $1.4M | 50% | Dec 2025 |
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| Optima Capital | 24k | $1.4M | 0% | Dec 2025 |
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| Jane Street | 24k | $1.4M | 100% | Dec 2025 |
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| Cambridge Investment Research Advisors | 23k | $1.3M | 26% | Dec 2025 |
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| Global Retirement Partners | 22k | $1.3M | -5% | Dec 2025 |
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| Kestra Advisory Services | 22k | $1.3M | -12% | Dec 2025 |
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| New Perspectives | 22k | $1.2M | -6% | Dec 2025 |
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| Howard Wealth Management | 19k | $1.1M | 0% | Dec 2025 |
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| Smartleaf Asset Management | 19k | $1.0M | 3% | Sep 2025 |
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| Concurrent Investment Advisors | 19k | $1.1M | 64% | Dec 2025 |
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| Moller Financial Services | 18k | $1.0M | 0% | Dec 2025 |
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| Steward Partners Investment Advisory | 18k | $1.0M | -4% | Dec 2025 |
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| Forefront Analytics | 18k | $1.0M | -1% | Dec 2025 |
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| CWM | 16k | $883k | 24% | Dec 2025 |
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| Larson Financial Group | 15k | $861k | -2% | Dec 2025 |
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| Goldman Sachs Group | 15k | $856k | 0% | Dec 2025 |
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| Flagship Harbor Advisors | 15k | $825k | -2% | Dec 2025 |
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| Oxler Private Wealth | 12k | $675k | -6% | Dec 2025 |
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| Means Investment | 11k | $621k | 0% | Dec 2025 |
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| Atlantic Trust | 11k | $611k | 0% | Dec 2025 |
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| Kmg Fiduciary Partners | 11k | $603k | 0% | Dec 2025 |
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| S.A. Mason | 9.5k | $538k | 0% | Dec 2025 |
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| Nemes Rush Group | 9.2k | $513k | 0% | Sep 2025 |
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| Columbia River Financial Group | 9.2k | $507k | -9% | Sep 2025 |
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| Roble, Belko & Company | 9.0k | $512k | 100% | Dec 2025 |
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| Betterment | 8.8k | $499k | -6% | Dec 2025 |
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| Us Bancorp | 8.6k | $488k | 0% | Dec 2025 |
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| RFG Advisory | 8.4k | $476k | 41% | Dec 2025 |
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| Smithbridge Asset Management | 8.1k | $459k | 81% | Dec 2025 |
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| Mml Investors Services | 7.8k | $446k | 0% | Dec 2025 |
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| Cresset Asset Management | 7.7k | $440k | 0% | Dec 2025 |
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| Essential Planning | 7.5k | $429k | -3% | Dec 2025 |
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| Modera Wealth Management | 7.3k | $417k | 7% | Dec 2025 |
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| Claro Advisors | 7.0k | $401k | -14% | Dec 2025 |
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| Eqis Capital Management | 7.0k | $400k | 0% | Dec 2025 |
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| Harbour Investments | 6.9k | $390k | 12% | Dec 2025 |
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| Davenport & Co | 6.7k | $384k | -11% | Dec 2025 |
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| Empowered Funds | 6.7k | $383k | -5% | Dec 2025 |
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| William Blair $ Company | 6.6k | $371k | -47% | Sep 2025 |
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| Sanctuary Advisors | 6.5k | $371k | 100% | Dec 2025 |
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| Precedent Wealth Partners | 6.4k | $365k | -10% | Dec 2025 |
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| FMR | 6.3k | $351k | -2% | Sep 2025 |
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| Chicago Partners Investment | 6.3k | $374k | -15% | Dec 2025 |
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| Savvy Advisors | 6.2k | $354k | 5% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 6.2k | $363k | 0% | Dec 2025 |
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| PSI Advisors | 5.9k | $336k | -1% | Dec 2025 |
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| World Equity Group | 5.8k | $332k | 0% | Dec 2025 |
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| Mercer Global Advisors | 5.7k | $323k | 100% | Dec 2025 |
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| Capital Management Corporation | 5.4k | $308k | 0% | Dec 2025 |
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| Wilson & Boucher Capital Management | 5.4k | $302k | 0% | Sep 2025 |
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| Uhlmann Price Securities | 5.2k | $298k | 0% | Dec 2025 |
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| Kingsview Wealth Management | 5.2k | $297k | 0% | Dec 2025 |
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| Advisory Services Network | 5.2k | $296k | 0% | Dec 2025 |
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| Susquehanna International | 5.1k | $292k | -52% | Dec 2025 |
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| IHT Wealth Management | 5.1k | $288k | -6% | Dec 2025 |
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| Berger Financial Group | 5.0k | $283k | 0% | Dec 2025 |
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| Crux Wealth Advisors | 4.7k | $270k | -2% | Dec 2025 |
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| Equitable Holdings | 4.5k | $256k | -6% | Dec 2025 |
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| Janney Montgomery Scott | 4.3k | $248k | -10% | Dec 2025 |
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| Institute For Wealth Management | 4.3k | $244k | 0% | Dec 2025 |
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| Colony | 4.2k | $240k | 12% | Dec 2025 |
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| Essex Savings Bank | 4.2k | $239k | 0% | Dec 2025 |
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| Two Sigma Investments | 4.2k | $235k | -91% | Sep 2025 |
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| Laurel Wealth Advisors | 4.2k | $238k | 100% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 4.0k | $230k | 31% | Dec 2025 |
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| Captrust Financial Advisors | 3.9k | $220k | 0% | Sep 2025 |
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| Lvm Capital Management | 3.9k | $223k | -6% | Dec 2025 |
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| Graves-Light Private Wealth Management | 3.9k | $222k | 0% | Dec 2025 |
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| Commonwealth Equity Services | 3.9k | $220k | -96% | Dec 2025 |
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| U.S. Capital Wealth Advisors | 3.8k | $217k | 0% | Dec 2025 |
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| D. E. Shaw & Co | 3.8k | $210k | 100% | Sep 2025 |
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| O'shaughnessy Asset Management | 3.4k | $195k | 0% | Dec 2025 |
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| Asset Dedication | 3.2k | $180k | 0% | Dec 2025 |
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| AE Wealth Management | 3.0k | $169k | 14% | Dec 2025 |
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| Team Financial Group | 2.7k | $156k | 0% | Dec 2025 |
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| Ronald Blue Trust | 2.7k | $154k | 0% | Dec 2025 |
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| CoreCap Advisors | 2.4k | $135k | 0% | Dec 2025 |
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| Indiana Trust & Investment Management | 2.1k | $122k | 0% | Dec 2025 |
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| Brian McDonald | 2.0k | $112k | -31% | Dec 2025 |
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| Geneos Wealth Management | 1.9k | $108k | 100% | Dec 2025 |
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| JFS Wealth Advisors | 1.8k | $103k | 0% | Dec 2025 |
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| Pnc Financial Services | 1.6k | $91k | 0% | Dec 2025 |
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| Register Financial Advisors | 1.5k | $86k | 0% | Dec 2025 |
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| Rothschild Investment | 1.4k | $78k | 0% | Sep 2025 |
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| Financial Connections Group | 1.4k | $76k | 0% | Dec 2025 |
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| Jones Financial Companies, L.L | 1.3k | $71k | 11% | Sep 2025 |
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| Lowe, Brockenbrough & Company | 1.2k | $68k | 0% | Dec 2025 |
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| Frazier Financial Advisors | 1.0k | $58k | 676% | Sep 2025 |
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| Ubs Global Asset Management Americas | 882.00 | $50k | 100% | Dec 2025 |
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| Horizons Wealth Management | 832.00 | $47k | 0% | Dec 2025 |
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| Assetmark | 751.00 | $43k | 0% | Dec 2025 |
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| Principal Securities | 739.00 | $41k | 0% | Sep 2025 |
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| IFP Advisors | 624.00 | $36k | 0% | Dec 2025 |
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| Root Financial Partners | 567.00 | $32k | 0% | Dec 2025 |
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| Golden State Wealth Management | 538.00 | $31k | 0% | Dec 2025 |
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| Hanson McClain Advisors | 513.00 | $29k | 0% | Dec 2025 |
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| Aptus Capital Advisors | 410.00 | $23k | 100% | Dec 2025 |
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| Newbridge Financial Services Group | 375.00 | $21k | 0% | Dec 2025 |
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| Plante Moran Financial Advisors | 249.00 | $14k | 100% | Dec 2025 |
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| Addison Advisors | 225.00 | $13k | 0% | Dec 2025 |
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| Chevoit Value Management | 199.00 | $12k | 0% | Dec 2025 |
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| Johnson Financial Group | 160.00 | $9.1k | 0% | Dec 2025 |
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| Covestor | 133.00 | $8.0k | 2% | Dec 2025 |
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| Qube Research & Technologies | 133.00 | $7.6k | 0% | Dec 2025 |
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| GAMMA Investing | 106.00 | $6.0k | 0% | Dec 2025 |
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| Coston, McIsaac & Partners | 100.00 | $5.0k | 0% | Sep 2025 |
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| Ancora Advisors | 95.00 | $5.4k | 0% | Dec 2025 |
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| Abound Wealth Management | 84.00 | $4.8k | -49% | Dec 2025 |
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| Pinnacle Wealth Planning Services | 73.00 | $4.2k | 100% | Dec 2025 |
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| Dunhill Financial | 63.00 | $3.6k | 2% | Dec 2025 |
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| Tucker Asset Management | 61.00 | $3.5k | 100% | Dec 2025 |
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| NBT Bank | 57.00 | $2.0k | 100% | Dec 2025 |
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| Nova Wealth Management | 53.00 | $3.0k | 0% | Dec 2025 |
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| Exchange Traded Concepts | 52.00 | $3.0k | -29% | Dec 2025 |
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| Sunbelt Securities | 39.00 | $2.2k | 0% | Dec 2025 |
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| Tower Research Capital | 15.00 | $853.999500 | -21% | Dec 2025 |
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| Luminist Capital | 7.00 | $392.000000 | 0% | Sep 2025 |
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| Farther Finance Advisors | 1.00 | $34.000000 | 100% | Dec 2025 |
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Who sold out of WisdomTree SmallCap Earnings Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Forefront Wealth Partners | Sep 2025 | 18k | $996k |
| Prospera Financial Services | Sep 2025 | 15k | $854k |
| Nbc Securities | Sep 2025 | 11k | $636k |
| Sontag Advisory | Sep 2025 | 1.3k | $73k |
| Arlington Trust | Sep 2025 | 500.00 | $28k |
| Quest 10 Wealth Builders | Sep 2025 | 67.00 | $3.7k |