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
Download as csv
Download as Excel
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 | 731k | $41M | 2% | Sep 2025 |
|
| Morgan Stanley | 727k | $40M | 100% | Jun 2025 |
|
| LPL Financial | 551k | $31M | 8% | Sep 2025 |
|
| Ameriprise Financial | 468k | $26M | -4% | Sep 2025 |
|
| Cetera Investment Advisers | 366k | $21M | 17% | Sep 2025 |
|
| Key FInancial | 275k | $15M | 8% | Sep 2025 |
|
| Shore Point Advisors | 265k | $15M | -5% | Sep 2025 |
|
| Savant Capital Management | 201k | $11M | -7% | Sep 2025 |
|
| Raymond James Financial | 168k | $9.4M | 57% | Sep 2025 |
|
| Linscomb & Williams | 165k | $9.2M | -4% | Sep 2025 |
|
| Kathleen S. Wright Associates | 134k | $7.5M | 0% | Sep 2025 |
|
| Arkadios Wealth Advisors | 125k | $7.0M | 100% | Sep 2025 |
|
| Wells Fargo & Company | 123k | $6.9M | -1% | Sep 2025 |
|
| Amplius Wealth Advisors | 122k | $6.8M | -15% | Sep 2025 |
|
| Envestnet Asset Management | 113k | $6.3M | 0% | Sep 2025 |
|
| Royal Bank of Canada | 111k | $6.2M | 0% | Sep 2025 |
|
| Commonwealth Equity Services | 95k | $5.3M | -9% | Sep 2025 |
|
| Warren Averett Asset Management | 79k | $4.4M | -1% | Sep 2025 |
|
| A.N. Culbertson & Company | 63k | $3.5M | 0% | Sep 2025 |
|
| Private Advisor | 62k | $3.5M | -4% | Sep 2025 |
|
| Howard Bailey Securities | 52k | $2.9M | 6% | Sep 2025 |
|
| Defined Financial Planning | 51k | $2.8M | 33% | Sep 2025 |
|
| Atria Investments | 51k | $2.8M | 27% | Sep 2025 |
|
| Stifel Financial | 49k | $2.8M | 6% | Sep 2025 |
|
| CFG Asset Management | 49k | $2.7M | 3% | Sep 2025 |
|
| H D Vest Advisory Services | 48k | $2.5M | 0% | Jun 2025 |
|
| Jpmorgan Chase & Co | 45k | $2.5M | -14% | Sep 2025 |
|
| Advisor Group Holdings | 45k | $2.5M | -7% | Sep 2025 |
|
| Insight Advisors, LLC/ PA | 40k | $2.2M | 0% | Sep 2025 |
|
| Citadel Advisors | 38k | $2.1M | 100% | Sep 2025 |
|
| Wiley Bros.-aintree Capital | 35k | $1.9M | 0% | Sep 2025 |
|
| Creative Planning | 25k | $1.4M | -3% | Sep 2025 |
|
| Kestra Advisory Services | 25k | $1.4M | 23% | Sep 2025 |
|
| Optima Capital | 24k | $1.4M | 0% | Sep 2025 |
|
| Global Retirement Partners | 24k | $1.3M | -5% | Sep 2025 |
|
| New Perspectives | 23k | $1.3M | -10% | Sep 2025 |
|
| Howard Wealth Management | 19k | $1.1M | 0% | Sep 2025 |
|
| Steward Partners Investment Advisory | 19k | $1.1M | -14% | Sep 2025 |
|
| Smartleaf Asset Management | 19k | $1.0M | 3% | Sep 2025 |
|
| Moller Financial Services | 18k | $1.0M | 0% | Sep 2025 |
|
| Cambridge Investment Research Advisors | 18k | $1.0M | -1% | Sep 2025 |
|
| Tyler-Stone Wealth Management | 18k | $927k | 0% | Jun 2025 |
|
| Forefront Analytics | 18k | $1.0M | -13% | Sep 2025 |
|
| Forefront Wealth Partners | 18k | $996k | 100% | Sep 2025 |
|
| Claris Financial | 16k | $833k | -33% | Jun 2025 |
|
| Larson Financial Group | 15k | $860k | -7% | Sep 2025 |
|
| Prospera Financial Services | 15k | $854k | -2% | Sep 2025 |
|
| Goldman Sachs Group | 15k | $840k | 0% | Sep 2025 |
|
| Flagship Harbor Advisors | 15k | $825k | -1% | Sep 2025 |
|
| Oxler Private Wealth | 13k | $707k | -4% | Sep 2025 |
|
| CWM | 13k | $699k | 0% | Sep 2025 |
|
| Nbc Securities | 11k | $636k | 12% | Sep 2025 |
|
| Concurrent Investment Advisors | 11k | $628k | -22% | Sep 2025 |
|
| Means Investment | 11k | $608k | -15% | Sep 2025 |
|
| Atlantic Trust | 11k | $600k | 0% | Sep 2025 |
|
| Susquehanna International | 11k | $596k | -62% | Sep 2025 |
|
| Kmg Fiduciary Partners | 11k | $590k | 2% | Sep 2025 |
|
| Rockefeller Capital Management | 9.6k | $537k | -15% | Sep 2025 |
|
| S.A. Mason | 9.5k | $528k | 0% | Sep 2025 |
|
| Betterment | 9.3k | $519k | -2% | Sep 2025 |
|
| Nemes Rush Group | 9.2k | $513k | 0% | Sep 2025 |
|
| Columbia River Financial Group | 9.2k | $507k | -9% | Sep 2025 |
|
| Us Bancorp | 8.6k | $479k | 0% | Sep 2025 |
|
| Claro Advisors | 8.2k | $459k | 0% | Sep 2025 |
|
| Mml Investors Services | 7.9k | $440k | 2% | Sep 2025 |
|
| Essential Planning | 7.8k | $436k | 0% | Sep 2025 |
|
| Cresset Asset Management | 7.7k | $432k | 0% | Sep 2025 |
|
| Davenport & Co | 7.6k | $424k | 6% | Sep 2025 |
|
| Chicago Partners Investment | 7.3k | $411k | 0% | Sep 2025 |
|
| Precedent Wealth Partners | 7.1k | $398k | -12% | Sep 2025 |
|
| Empowered Funds | 7.1k | $396k | 100% | Sep 2025 |
|
| Eqis Capital Management | 7.0k | $393k | 42% | Sep 2025 |
|
| Modera Wealth Management | 6.8k | $381k | 0% | Sep 2025 |
|
| William Blair $ Company | 6.6k | $371k | -47% | Sep 2025 |
|
| FMR | 6.3k | $351k | -2% | Sep 2025 |
|
| Wealth Enhancement Advisory Services | 6.2k | $341k | -5% | Sep 2025 |
|
| Harbour Investments | 6.1k | $341k | 65% | Sep 2025 |
|
| PSI Advisors | 6.0k | $334k | 0% | Sep 2025 |
|
| RFG Advisory | 5.9k | $331k | 0% | Sep 2025 |
|
| Savvy Advisors | 5.9k | $330k | 0% | Sep 2025 |
|
| World Equity Group | 5.8k | $324k | 1% | Sep 2025 |
|
| Capital Management Corporation | 5.4k | $303k | 0% | Sep 2025 |
|
| Mariner Wealth Advisors | 5.4k | $302k | 0% | Sep 2025 |
|
| Wilson & Boucher Capital Management | 5.4k | $302k | 0% | Sep 2025 |
|
| IHT Wealth Management | 5.4k | $300k | 100% | Sep 2025 |
|
| Uhlmann Price Securities | 5.2k | $292k | 14% | Sep 2025 |
|
| Kingsview Wealth Management | 5.2k | $291k | 0% | Sep 2025 |
|
| Advisory Services Network | 5.2k | $289k | 0% | Sep 2025 |
|
| Berger Financial Group | 5.0k | $277k | -9% | Sep 2025 |
|
| Crux Wealth Advisors | 4.9k | $271k | -3% | Sep 2025 |
|
| Janney Montgomery Scott | 4.8k | $269k | 0% | Sep 2025 |
|
| Equitable Holdings | 4.8k | $268k | 0% | Sep 2025 |
|
| Smithbridge Asset Management | 4.4k | $249k | -32% | Sep 2025 |
|
| Institute For Wealth Management | 4.3k | $240k | 0% | Sep 2025 |
|
| Essex Savings Bank | 4.2k | $235k | 0% | Sep 2025 |
|
| Two Sigma Investments | 4.2k | $235k | -91% | Sep 2025 |
|
| Lvm Capital Management | 4.2k | $232k | -4% | Sep 2025 |
|
| Captrust Financial Advisors | 3.9k | $220k | 0% | Sep 2025 |
|
| Graves-Light Private Wealth Management | 3.9k | $218k | 100% | Sep 2025 |
|
| U.S. Capital Wealth Advisors | 3.8k | $213k | 100% | Sep 2025 |
|
| Colony | 3.8k | $211k | -5% | Sep 2025 |
|
| D. E. Shaw & Co | 3.8k | $210k | 100% | Sep 2025 |
|
| O'shaughnessy Asset Management | 3.4k | $191k | 0% | Sep 2025 |
|
| Asset Dedication | 3.2k | $177k | 0% | Sep 2025 |
|
| Northwestern Mutual Wealth Management Company | 3.1k | $172k | 275% | Sep 2025 |
|
| Brian McDonald | 2.9k | $160k | -2% | Sep 2025 |
|
| Team Financial Group | 2.7k | $153k | -1% | Sep 2025 |
|
| Ronald Blue Trust | 2.7k | $151k | 0% | Sep 2025 |
|
| AE Wealth Management | 2.6k | $146k | 13% | Sep 2025 |
|
| CoreCap Advisors | 2.4k | $133k | -2% | Sep 2025 |
|
| Indiana Trust & Investment Management | 2.1k | $120k | 0% | Sep 2025 |
|
| JFS Wealth Advisors | 1.8k | $101k | 0% | Sep 2025 |
|
| Pnc Financial Services | 1.6k | $90k | 0% | Sep 2025 |
|
| Register Financial Advisors | 1.5k | $84k | 100% | Sep 2025 |
|
| Rothschild Investment | 1.4k | $78k | 0% | Sep 2025 |
|
| Financial Connections Group | 1.4k | $75k | 0% | Sep 2025 |
|
| Sontag Advisory | 1.3k | $73k | 100% | Sep 2025 |
|
| Jones Financial Companies, L.L | 1.3k | $71k | 11% | Sep 2025 |
|
| Lowe, Brockenbrough & Company | 1.2k | $67k | 0% | Sep 2025 |
|
| Frazier Financial Advisors | 1.0k | $58k | 676% | Sep 2025 |
|
| Horizons Wealth Management | 832.00 | $47k | 0% | Sep 2025 |
|
| Assetmark | 751.00 | $42k | -3% | Sep 2025 |
|
| Principal Securities | 739.00 | $41k | 0% | Sep 2025 |
|
| IFP Advisors | 624.00 | $35k | 0% | Sep 2025 |
|
| Root Financial Partners | 567.00 | $32k | 100% | Sep 2025 |
|
| Golden State Wealth Management | 537.00 | $30k | 0% | Sep 2025 |
|
| Hanson McClain Advisors | 513.00 | $29k | -20% | Sep 2025 |
|
| Arlington Trust | 500.00 | $28k | 0% | Sep 2025 |
|
| Newbridge Financial Services Group | 375.00 | $21k | 0% | Sep 2025 |
|
| Addison Advisors | 225.00 | $13k | 0% | Sep 2025 |
|
| Chevoit Value Management | 199.00 | $11k | 0% | Sep 2025 |
|
| Talon Private Wealth | 168.00 | $8.6k | 100% | Jun 2025 |
|
| Abound Wealth Management | 166.00 | $9.3k | 100% | Sep 2025 |
|
| Johnson Financial Group | 160.00 | $8.9k | 100% | Sep 2025 |
|
| Qube Research & Technologies | 133.00 | $7.4k | 0% | Sep 2025 |
|
| Covestor | 130.00 | $7.0k | 19% | Sep 2025 |
|
| GAMMA Investing | 106.00 | $5.9k | 100% | Sep 2025 |
|
| Coston, McIsaac & Partners | 100.00 | $5.0k | 0% | Sep 2025 |
|
| Ancora Advisors | 95.00 | $5.3k | 0% | Sep 2025 |
|
| Exchange Traded Concepts | 73.00 | $4.1k | -89% | Sep 2025 |
|
| Quest 10 Wealth Builders | 67.00 | $3.7k | 46% | Sep 2025 |
|
| Dunhill Financial | 62.00 | $3.5k | 0% | Sep 2025 |
|
| Nova Wealth Management | 53.00 | $3.0k | -55% | Sep 2025 |
|
| Sunbelt Securities | 39.00 | $2.2k | 100% | Sep 2025 |
|
| Tower Research Capital | 19.00 | $1.1k | -5% | Sep 2025 |
|
| Luminist Capital | 7.00 | $392.000000 | 0% | Sep 2025 |
|
Who sold out of WisdomTree SmallCap Earnings Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Herbst Group | Jun 2025 | 30k | $1.5M |
| Jane Street | Jun 2025 | 10k | $508k |
| Envision Financial | Jun 2025 | 4.6k | $236k |
| Bsc Private Wealth Management | Jun 2025 | 4.2k | $216k |
| Laurel Wealth Advisors | Jun 2025 | 4.2k | $215k |
| Hartland & Co | Jun 2025 | 751.00 | $38k |
| Transce3nd | Jun 2025 | 711.00 | $36k |