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 | 735k | $43M | 0% | Mar 2026 |
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| UBS Group | 716k | $42M | -1% | Mar 2026 |
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| LPL Financial | 595k | $35M | 3% | Mar 2026 |
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| Bank of America Corporation | 527k | $31M | 100% | Mar 2026 |
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| Ameriprise Financial | 453k | $26M | -2% | Mar 2026 |
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| Cetera Investment Advisers | 362k | $21M | -4% | Mar 2026 |
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| Key FInancial | 288k | $17M | 1% | Mar 2026 |
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| Raymond James Financial | 174k | $9.9M | 4% | Dec 2025 |
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| Savant Capital Management | 173k | $10M | -5% | Mar 2026 |
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| Arkadios Wealth Advisors | 157k | $9.1M | -1% | Mar 2026 |
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| Wells Fargo & Company | 146k | $8.4M | 3% | Mar 2026 |
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| Linscomb & Williams | 138k | $8.0M | -13% | Mar 2026 |
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| Royal Bank of Canada | 129k | $7.5M | 17% | Mar 2026 |
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| Mariner Wealth Advisors | 124k | $7.2M | 143% | Mar 2026 |
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| Amplius Wealth Advisors | 115k | $6.7M | -4% | Mar 2026 |
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| TopTier Wealth Management | 95k | $5.5M | 100% | Mar 2026 |
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| Shore Point Advisors | 94k | $5.5M | -64% | Mar 2026 |
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| Private Advisor | 80k | $4.6M | 9% | Mar 2026 |
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| Warren Averett Asset Management | 79k | $4.5M | 0% | Dec 2025 |
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| Envestnet Asset Management | 79k | $4.6M | 1% | Mar 2026 |
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| Merit Financial Group | 76k | $4.4M | 17% | Mar 2026 |
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| A.N. Culbertson & Company | 62k | $3.6M | 0% | Mar 2026 |
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| CFG Asset Management | 56k | $3.3M | 4% | Mar 2026 |
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| Rockefeller Capital Management | 47k | $2.7M | 2% | Mar 2026 |
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| Stifel Financial | 46k | $2.7M | -6% | Mar 2026 |
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| Atria Investments | 44k | $2.6M | -2% | Mar 2026 |
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| Advisor Group Holdings | 43k | $2.4M | -5% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 35k | $2.0M | 0% | Dec 2025 |
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| Smartleaf Asset Management | 28k | $1.6M | 12% | Mar 2026 |
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| Creative Planning | 26k | $1.5M | 1% | Mar 2026 |
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| Cambridge Investment Research Advisors | 24k | $1.4M | 5% | Mar 2026 |
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| Optima Capital | 24k | $1.4M | 0% | Mar 2026 |
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| Claris Financial | 24k | $1.4M | -1% | Mar 2026 |
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| Global Retirement Partners | 22k | $1.3M | -5% | Dec 2025 |
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| Kestra Advisory Services | 22k | $1.3M | 2% | Mar 2026 |
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| New Perspectives | 21k | $1.2M | -5% | Mar 2026 |
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| Nbc Securities | 21k | $1.2M | 18% | Mar 2026 |
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| Howard Wealth Management | 19k | $1.1M | 0% | Mar 2026 |
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| Two Sigma Investments | 19k | $1.1M | 83% | Mar 2026 |
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| Moller Financial Services | 18k | $1.1M | 0% | Mar 2026 |
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| Steward Partners Investment Advisory | 18k | $1.0M | 0% | Mar 2026 |
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| Streettalk Advisors | 17k | $981k | 100% | Mar 2026 |
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| CWM | 16k | $883k | 24% | Dec 2025 |
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| Ubs Global Asset Management Americas | 15k | $882k | 1622% | Mar 2026 |
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| Larson Financial Group | 15k | $861k | -2% | Dec 2025 |
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| Goldman Sachs Group | 15k | $874k | 0% | Mar 2026 |
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| Jane Street | 15k | $846k | -39% | Mar 2026 |
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| Titleist Asset Management | 14k | $811k | 4% | Mar 2026 |
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| Flagship Harbor Advisors | 13k | $776k | -8% | Mar 2026 |
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| Oxler Private Wealth | 11k | $661k | -4% | Mar 2026 |
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| Means Investment | 11k | $634k | 0% | Mar 2026 |
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| Harbour Investments | 11k | $628k | 58% | Mar 2026 |
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| CIBC Bancorp USA | 11k | $623k | 100% | Mar 2026 |
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| Atlantic Trust | 11k | $611k | 0% | Dec 2025 |
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| Citadel Advisors | 10k | $606k | 100% | Mar 2026 |
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| Columbia River Financial Group | 9.6k | $555k | 4% | Mar 2026 |
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| S.A. Mason | 9.5k | $549k | 0% | Mar 2026 |
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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 | 8.5k | $493k | 2% | Mar 2026 |
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| Forefront Analytics | 8.2k | $478k | -54% | Mar 2026 |
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| Kmg Fiduciary Partners | 8.1k | $471k | -24% | Mar 2026 |
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| Nemes Rush Group | 7.7k | $450k | -14% | Mar 2026 |
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| Cresset Asset Management | 7.7k | $449k | 0% | Mar 2026 |
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| Essential Planning | 7.5k | $438k | 0% | Mar 2026 |
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| Modera Wealth Management | 7.3k | $425k | 0% | Mar 2026 |
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| Claro Advisors | 7.1k | $410k | 0% | Mar 2026 |
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| Precedent Wealth Partners | 6.7k | $392k | 5% | Mar 2026 |
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| Empowered Funds | 6.7k | $383k | -5% | Dec 2025 |
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| AQR Capital Management | 6.7k | $390k | 89% | Mar 2026 |
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| Pine Valley Investments Ltd Liability | 6.7k | $380k | 3% | Dec 2025 |
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| Eqis Capital Management | 6.7k | $386k | -5% | Mar 2026 |
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| Sanctuary Advisors | 6.5k | $379k | 0% | Mar 2026 |
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| William Blair $ Company | 6.4k | $373k | 0% | Mar 2026 |
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| FMR | 6.3k | $357k | 0% | Dec 2025 |
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| Chicago Partners Investment | 6.3k | $394k | 0% | Mar 2026 |
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| Savvy Advisors | 6.2k | $361k | 0% | Mar 2026 |
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| Davenport & Co | 6.1k | $357k | -9% | Mar 2026 |
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| PSI Advisors | 5.9k | $336k | -1% | Dec 2025 |
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| World Equity Group | 5.8k | $337k | 0% | Mar 2026 |
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| Howard Bailey Securities | 5.6k | $327k | -92% | Mar 2026 |
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| Western Wealth Management | 5.3k | $310k | 100% | Mar 2026 |
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| Uhlmann Price Securities | 5.3k | $305k | 0% | Mar 2026 |
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| Kingsview Wealth Management | 5.2k | $303k | 0% | Mar 2026 |
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| Advisory Services Network | 5.2k | $296k | 0% | Dec 2025 |
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| Insight Advisors, LLC/ PA | 5.1k | $299k | -91% | Mar 2026 |
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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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| Laurel Wealth Advisors | 4.9k | $312k | 17% | Mar 2026 |
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| Crux Wealth Advisors | 4.8k | $276k | 0% | Mar 2026 |
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| Mml Investors Services | 4.7k | $270k | -41% | Mar 2026 |
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| Capital Management Corporation | 4.6k | $267k | -15% | Mar 2026 |
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| NewEdge Wealth | 4.4k | $254k | 100% | Mar 2026 |
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| Institute For Wealth Management | 4.3k | $249k | 0% | Mar 2026 |
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| Colony | 4.2k | $240k | 12% | Dec 2025 |
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| Essex Savings Bank | 4.2k | $244k | 0% | Mar 2026 |
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| Equitable Holdings | 4.2k | $237k | -8% | Mar 2026 |
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| Janney Montgomery Scott | 4.1k | $236k | -7% | Mar 2026 |
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| Captrust Financial Advisors | 3.9k | $225k | 0% | Dec 2025 |
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| Lvm Capital Management | 3.9k | $228k | 0% | Mar 2026 |
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| Graves-Light Private Wealth Management | 3.9k | $226k | 0% | Mar 2026 |
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| Wilson & Boucher Capital Management | 3.9k | $226k | -28% | Mar 2026 |
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| Smithbridge Asset Management | 3.9k | $226k | -52% | Mar 2026 |
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| Commonwealth Equity Services | 3.9k | $225k | 0% | Mar 2026 |
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| Berger Financial Group | 3.8k | $223k | -23% | Mar 2026 |
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| U.S. Capital Wealth Advisors | 3.8k | $221k | 0% | Mar 2026 |
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| D. E. Shaw & Co | 3.8k | $218k | 0% | Mar 2026 |
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| Kestra Private Wealth Services | 3.6k | $207k | 100% | Mar 2026 |
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| Laurel Oak Wealth Management | 3.5k | $205k | 100% | Mar 2026 |
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| Clear Creek Financial Management | 3.5k | $203k | 100% | Mar 2026 |
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| O'shaughnessy Asset Management | 3.4k | $198k | 0% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 3.3k | $191k | -19% | Mar 2026 |
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| Asset Dedication | 3.2k | $184k | 0% | Mar 2026 |
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| Team Financial Group | 2.7k | $159k | 0% | Mar 2026 |
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| Ronald Blue Trust | 2.7k | $157k | 0% | Mar 2026 |
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| Pnc Financial Services | 2.6k | $153k | 65% | Mar 2026 |
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| CoreCap Advisors | 2.4k | $136k | -1% | Mar 2026 |
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| AE Wealth Management | 2.3k | $132k | -24% | Mar 2026 |
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| Indiana Trust & Investment Management | 2.1k | $124k | 0% | Mar 2026 |
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| Brian McDonald | 2.0k | $112k | -31% | Dec 2025 |
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| Fifth Third Bancorp | 1.9k | $113k | 100% | Mar 2026 |
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| Geneos Wealth Management | 1.9k | $110k | 0% | Mar 2026 |
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| Citigroup | 1.8k | $107k | 100% | Mar 2026 |
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| JFS Wealth Advisors | 1.8k | $105k | 0% | Mar 2026 |
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| Centaurus Financial | 1.7k | $101k | 100% | Mar 2026 |
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| Register Financial Advisors | 1.6k | $96k | 9% | Mar 2026 |
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| Jones Financial Companies, L.L | 1.4k | $78k | 7% | Dec 2025 |
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| Ameriflex Group | 1.4k | $77k | 100% | Dec 2025 |
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| Financial Connections Group | 1.4k | $78k | 0% | Mar 2026 |
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| BlackRock | 1.3k | $77k | 100% | Mar 2026 |
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| Lowe, Brockenbrough & Company | 1.2k | $70k | 0% | Mar 2026 |
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| Frazier Financial Advisors | 1.0k | $60k | 0% | Mar 2026 |
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| Rothschild Investment | 900.00 | $52k | 0% | Mar 2026 |
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| Assetmark | 864.00 | $50k | 15% | Mar 2026 |
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| Horizons Wealth Management | 832.00 | $48k | 0% | Mar 2026 |
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| IFP Advisors | 615.00 | $36k | -1% | Mar 2026 |
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| Root Financial Partners | 567.00 | $33k | 0% | Mar 2026 |
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| Golden State Wealth Management | 539.00 | $31k | 0% | Mar 2026 |
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| Hanson McClain Advisors | 513.00 | $29k | 0% | Dec 2025 |
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| Aptus Capital Advisors | 410.00 | $24k | 0% | Mar 2026 |
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| Newbridge Financial Services Group | 375.00 | $22k | 0% | Mar 2026 |
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| Medallion Wealth Advisors | 365.00 | $21k | -35% | Mar 2026 |
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| Golden State Equity Partners | 282.00 | $16k | 100% | Mar 2026 |
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| Ankerstar Wealth | 264.00 | $15k | 100% | Mar 2026 |
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| Vanguard Advisers | 250.00 | $15k | 100% | Mar 2026 |
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| Plante Moran Financial Advisors | 249.00 | $15k | 0% | Mar 2026 |
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| Addison Advisors | 225.00 | $13k | 0% | Mar 2026 |
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| Chevoit Value Management | 199.00 | $12k | 0% | Mar 2026 |
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| Covestor | 190.00 | $11k | 43% | Mar 2026 |
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| Johnson Financial Group | 160.00 | $9.3k | 0% | Mar 2026 |
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Who sold out of WisdomTree SmallCap Earnings Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 45k | $2.5M |
| Concurrent Investment Advisors | Dec 2025 | 19k | $1.1M |
| Roble, Belko & Company | Dec 2025 | 9.0k | $512k |
| Wealth Enhancement Advisory Services | Dec 2025 | 6.2k | $363k |
| Mercer Global Advisors | Dec 2025 | 5.7k | $323k |