Who owns WisdomTree SmallCap Earnings Fund?

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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
Morgan Stanley 712k $30M 100% Jun 2021
UBS Group 660k $33M 7% Jun 2021
Bank of America Corporation 536k $27M 2% Jun 2021
Savant Capital Management 474k $23M -6% Jun 2021
Linscomb & Williams 418k $21M -4% Jun 2021
Envestnet Asset Management 314k $16M -3% Jun 2021
3D/L Capital Management 300k $15M -10% Jun 2021
LPL Financial 290k $14M -35% Jun 2021
Raymond James Financial Services Advisors 260k $13M 1% Jun 2021
Ameriprise Financial 222k $11M 1% Jun 2021
Forefront Analytics 181k $9.0M 3% Jun 2021

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Wells Fargo & Company 156k $7.7M 5% Jun 2021
Smithbridge Asset Management 100k $4.9M -3% Jun 2021
9258 Wealth Management 93k $4.6M 0% Jun 2021
Royal Bank of Canada 84k $4.1M 18% Jun 2021
Commonwealth Equity Services 77k $3.8M -45% Jun 2021
Zurich Insurance Group Ltd/FI 72k $3.4M 100% Jun 2021
Financial Network Investment Corporation 70k $3.5M -1% Jun 2021
PSI Advisors 64k $3.1M -3% Jun 2021
A.N. Culbertson & Company 63k $3.1M 0% Jun 2021
Advisor Group Holdings 53k $2.6M 13% Jun 2021
Mml Investors Services 50k $2.5M 17% Jun 2021
Stifel Financial 48k $2.4M 15% Jun 2021
Citigroup 38k $1.8M 33% Mar 2021
HighTower Advisors 35k $1.7M -1% Jun 2021
Atlanta Capital 34k $1.7M -73% Jun 2021
First Republic Investment Management 31k $1.6M 1% Jun 2021
Cambridge Investment Research Advisors 25k $1.2M -50% Jun 2021
Citadel Advisors 24k $1.2M 100% Jun 2021
Oxler Private Wealth 24k $1.2M -2% Jun 2021
First Heartland Consultants 24k $1.2M 100% Jun 2021
Creative Planning 23k $1.1M -36% Jun 2021
Intrua Financial 22k $1.1M -2% Jun 2021
Howard Wealth Management 22k $1.1M 0% Jun 2021
Means Investment 19k $953k 0% Jun 2021
Kestra Advisory Services 19k $949k 169% Jun 2021
Moller Financial Services 19k $918k 0% Jun 2021
Strategic Wealth Advisors 18k $892k -7% Jun 2021
Stratos Wealth Partners 16k $763k 18% Jun 2021
Legacy Financial Group 15k $756k -34% Jun 2021
Arkadios Wealth Advisors 15k $753k -62% Jun 2021
Tennessee Valley Asset Management Partners 15k $999.762500 -65% Jun 2021
Goldman Sachs Group 15k $712k 100% Mar 2021
S.A. Mason 15k $729k 0% Jun 2021
Davenport & Co 15k $729k -11% Jun 2021
Bsc Private Wealth Management 14k $707k -1% Jun 2021
Private Advisor 14k $704k 10% Jun 2021
Rockefeller Capital Management 14k $699k -10% Jun 2021
H D Vest Advisory Services 14k $682k -16% Jun 2021
Harvest Investment Services 13k $643k -1% Jun 2021
Raymond James & Associates 13k $630k 14% Jun 2021
Berger Financial Group 12k $578k 3% Jun 2021
Atlantic Trust 11k $530k 0% Jun 2021
Patriot Financial Group Insurance Agency 9.4k $466k 54% Jun 2021
Flagship Harbor Advisors 9.1k $449k -3% Jun 2021
NEXT Financial 8.5k $419k 2% Jun 2021
Meeder Asset Management 8.2k $405k 9% Jun 2021
Kmg Fiduciary Partners 8.2k $403k 1% Jun 2021
Cetera Investment Advisers 7.9k $388k -7% Jun 2021
Clear Creek Financial Management 7.8k $383k 100% Jun 2021
Meristem 7.7k $382k 0% Jun 2021
Northwestern Mutual Wealth Management Company 7.3k $359k 36% Jun 2021
Kingsview Wealth Management 7.0k $348k 66% Jun 2021
Lvm Capital Management 7.0k $344k -2% Jun 2021
Tower Research Capital 6.9k $340k 100% Jun 2021
Choice Wealth Advisors 6.7k $329k -4% Jun 2021
Hilltop Holdings 5.6k $279k 0% Jun 2021
Essex Financial Services 5.6k $279k 100% Jun 2021
Harbour Investments 5.4k $266k 0% Jun 2021
Encore Bank Na 5.3k $263k -6% Jun 2021
Centaurus Financial 5.0k $246k -53% Jun 2021
Level Four Advisory Services 5.0k $246k 100% Jun 2021
Golden State Equity Partners 4.6k $228k 100% Jun 2021
Carroll Financial Associates 4.4k $218k 65% Jun 2021
Frisch Financial Group 4.4k $215k 0% Jun 2021
Institute For Wealth Management 4.3k $212k 0% Jun 2021
Essex Savings Bank 4.2k $210k 100% Jun 2021
Klingman & Associates 4.1k $200k 100% Jun 2021
Trustcore Financial Services 4.0k $198k 0% Jun 2021
Graves-Light Private Wealth Management 3.9k $193k 0% Jun 2021
Captrust Financial Advisors 3.8k $186k -9% Jun 2021
CFG Asset Management 3.6k $177k 9% Jun 2021
Asset Dedication 3.2k $156k 0% Jun 2021
Global Retirement Partners 2.5k $125k 14% Jun 2021
IFP Advisors 2.5k $122k -1% Jun 2021
JFS Wealth Advisors 2.5k $122k 0% Jun 2021
Kings Point Capital Management 2.1k $66k 114% Jun 2021
ExodusPoint Capital Management 2.0k $97k 100% Jun 2021
O'shaughnessy Asset Management 2.0k $97k 0% Jun 2021
Bank Of Montreal 1.8k $88k 100% Jun 2021
William Blair $ Company 1.6k $80k 0% Jun 2021
Laurel Wealth Advisors 1.4k $67k -7% Jun 2021
Signature 676.00 $33k 0% Jun 2021
Barrett Asset Management 675.00 $33k 0% Jun 2021
Pnc Financial Services 649.00 $32k 0% Jun 2021
Jpmorgan Chase & Co 515.00 $24k 0% Mar 2021
Strategic Blueprint 504.00 $25k 100% Jun 2021
Benjamin F. Edwards & Company 500.00 $25k 0% Jun 2021
Qube Research & Technologies 341.00 $17k 100% Jun 2021
Eaton Vance Management 290.00 $14k 0% Jun 2021
Barclays 290.00 $14k 100% Jun 2021
Addison Advisors 225.00 $11k 0% Jun 2021
Key FInancial 145.00 $7.0k 0% Jun 2021
Ancora Advisors 95.00 $5.0k 0% Jun 2021
Gradient Investments 75.00 $4.0k -94% Jun 2021
Pacitti Group 59.00 $2.0k 0% Jun 2021
Charter Oak Capital Management 42.00 $2.0k 0% Jun 2021
A. Montag and Associates 26.00 $999.999000 0% Jun 2021
Assetmark 2.00 $0 0% Jun 2021
FMR 2.00 $0 100% Jun 2021

Who sold out of WisdomTree SmallCap Earnings Fund?

Fund or Company Name Date Sold Shares Held Valued At
Empowered Funds Mar 2021 283k $11M
Signify Wealth Mar 2021 185k $8.8M
EWG Elevate Mar 2021 30k $1.4M
Wealthstreet Investment Advisors Mar 2021 27k $1.3M
Wealthsource Partners Dec 2020 11k $422k
Steward Partners Investment Advisory Mar 2021 9.9k $467k
Evercore Wealth Management Mar 2021 5.5k $260k
Kelman-Lazarov Mar 2021 5.4k $256k
Insight Advisors, LLC/ PA Mar 2021 4.6k $222k
Thrivent Financial for Lutherans Mar 2021 4.4k $208k
Capital Analysts Mar 2021 2.6k $125k
Advisors Preferred Mar 2021 437.00 $21k
Fifth Third Bancorp Mar 2021 374.00 $18k
Geneos Wealth Management Mar 2021 275.00 $13k
Founders Financial Alliance Mar 2021 140.00 $7.0k
RMR Wealth Builders Mar 2021 56.00 $3.0k