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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Who bought or sold WisdomTree SmallCap Earnings Fund this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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UBS Group | 894k | $45M | 1% | Dec 2023 |
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Bank of America Corporation | 771k | $38M | 7% | Dec 2023 |
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Savant Capital Management | 348k | $17M | -2% | Dec 2023 |
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Shore Point Advisors | 283k | $14M | 4% | Dec 2023 |
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Linscomb & Williams | 228k | $11M | -6% | Dec 2023 |
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Raymond James Financial Services Advisors | 182k | $9.1M | -58% | Mar 2024 |
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Commonwealth Equity Services | 142k | $7.1M | -18% | Dec 2023 |
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Kathleen S. Wright Associates | 140k | $7.0M | -3% | Mar 2024 |
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Global Retirement Partners | 134k | $6.7M | 28% | Mar 2024 |
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AE Wealth Management | 101k | $4.9M | 20% | Dec 2023 |
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9258 Wealth Management | 86k | $4.3M | 0% | Dec 2023 |
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Wells Fargo & Company | 84k | $4.2M | -18% | Dec 2023 |
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Private Advisor | 81k | $4.0M | 3% | Dec 2023 |
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Royal Bank of Canada | 73k | $3.6M | -40% | Dec 2023 |
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First Western Trust Bank | 70k | $3.5M | 0% | Dec 2023 |
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A.N. Culbertson & Company | 63k | $3.2M | 0% | Dec 2023 |
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Jpmorgan Chase & Co | 60k | $3.0M | 441% | Dec 2023 |
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Smithbridge Asset Management | 57k | $2.9M | 0% | Dec 2023 |
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Stifel Financial | 48k | $2.4M | 3% | Dec 2023 |
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Raymond James & Associates | 44k | $2.2M | 3% | Mar 2024 |
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Invenio Wealth Partners | 43k | $2.1M | 47% | Dec 2023 |
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Advisor Group Holdings | 42k | $2.1M | -8% | Dec 2023 |
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H D Vest Advisory Services | 41k | $2.1M | -1% | Dec 2023 |
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Steward Partners Investment Advisory | 39k | $1.9M | 216% | Dec 2023 |
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Atria Investments | 39k | $1.9M | 100% | Dec 2023 |
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Herbst Group | 34k | $1.7M | 0% | Mar 2024 |
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New Perspectives | 32k | $1.6M | 100% | Mar 2024 |
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Insight Advisors, LLC/ PA | 32k | $1.6M | -3% | Dec 2023 |
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HighTower Advisors | 28k | $1.4M | -13% | Dec 2023 |
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Creative Planning | 25k | $1.2M | 12% | Dec 2023 |
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Beacon Pointe Advisors | 20k | $1.0M | 0% | Dec 2023 |
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Prospera Financial Services | 20k | $999k | -11% | Dec 2023 |
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Howard Wealth Management | 20k | $979k | 0% | Dec 2023 |
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True Wealth Design | 20k | $971k | -1% | Dec 2023 |
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Smartleaf Asset Management | 19k | $976k | 100% | Dec 2023 |
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Kestra Advisory Services | 19k | $966k | -7% | Dec 2023 |
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Cambridge Investment Research Advisors | 19k | $963k | -23% | Mar 2024 |
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Moller Financial Services | 19k | $927k | 0% | Mar 2024 |
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Wellington Shields Capital Management | 18k | $905k | 100% | Dec 2023 |
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Davenport & Co | 18k | $876k | 0% | Dec 2023 |
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Oxler Private Wealth | 17k | $841k | -2% | Mar 2024 |
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CFG Asset Management | 15k | $762k | -14% | Dec 2023 |
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Flagship Harbor Advisors | 15k | $766k | 4% | Mar 2024 |
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Goldman Sachs Group | 15k | $749k | 0% | Dec 2023 |
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Two Sigma Investments | 15k | $722k | 130% | Dec 2023 |
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Means Investment | 14k | $714k | -13% | Mar 2024 |
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Precedent Wealth Partners | 14k | $714k | 9% | Mar 2024 |
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Nemes Rush Group | 14k | $696k | 25% | Dec 2023 |
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Mercer Global Advisors | 14k | $691k | -1% | Dec 2023 |
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Citadel Advisors | 14k | $672k | -79% | Dec 2023 |
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Mariner Wealth Advisors | 13k | $624k | 100% | Dec 2023 |
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Rockefeller Capital Management | 12k | $601k | -2% | Dec 2023 |
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Sweet Financial Partners | 12k | $601k | 0% | Mar 2024 |
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S.A. Mason | 10k | $523k | -2% | Mar 2024 |
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Wiley Bros.-aintree Capital | 10k | $516k | 23% | Mar 2024 |
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William Blair $ Company | 10k | $506k | 0% | Dec 2023 |
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Tyler-Stone Wealth Management | 9.9k | $492k | -11% | Dec 2023 |
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Kmg Fiduciary Partners | 9.0k | $450k | 0% | Mar 2024 |
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Wealth Enhancement Advisory Services | 8.5k | $424k | -22% | Mar 2024 |
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Claro Advisors | 8.3k | $414k | -20% | Mar 2024 |
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RFG Advisory | 8.0k | $402k | 5% | Mar 2024 |
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Patriot Financial Group Insurance Agency | 7.9k | $395k | -1% | Dec 2023 |
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Atria Wealth Solutions | 7.7k | $384k | -5% | Dec 2023 |
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Leicht Financial Planning & Wealth Management | 7.7k | $384k | 100% | Dec 2023 |
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Betterment | 7.5k | $373k | -5% | Dec 2023 |
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PSI Advisors | 7.3k | $366k | -4% | Mar 2024 |
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Team Financial Group | 7.3k | $361k | 1% | Dec 2023 |
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Chicago Partners Investment | 7.2k | $346k | 6% | Mar 2024 |
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Nbc Securities | 7.1k | $357k | 55% | Mar 2024 |
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Berger Financial Group | 7.0k | $349k | 0% | Mar 2024 |
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Modera Wealth Management | 6.8k | $340k | 0% | Dec 2023 |
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Us Bancorp | 6.8k | $337k | 3% | Dec 2023 |
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Pine Valley Investments Ltd Liability | 6.6k | $331k | 10% | Dec 2023 |
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Kingsview Wealth Management | 6.2k | $310k | -3% | Dec 2023 |
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Bsc Private Wealth Management | 5.9k | $296k | 0% | Dec 2023 |
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Captrust Financial Advisors | 5.9k | $296k | 0% | Dec 2023 |
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Essex Financial Services | 5.6k | $283k | 0% | Mar 2024 |
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Wilson & Boucher Capital Management | 5.4k | $269k | 0% | Dec 2023 |
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Citigroup | 5.3k | $266k | -14% | Dec 2023 |
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Janney Montgomery Scott | 5.3k | $262k | -14% | Dec 2023 |
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Capital Management Corporation | 5.3k | $262k | -1% | Dec 2023 |
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Collaborative Wealth Managment | 4.5k | $222k | 100% | Dec 2023 |
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Lvm Capital Management | 4.4k | $219k | -3% | Mar 2024 |
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Institute For Wealth Management | 4.3k | $214k | 100% | Dec 2023 |
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Essex Savings Bank | 4.2k | $209k | 0% | Mar 2024 |
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Envestnet Portfolio Solutions | 4.0k | $201k | 100% | Dec 2023 |
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Pnc Financial Services | 3.7k | $183k | 0% | Dec 2023 |
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Asset Dedication | 3.2k | $158k | 0% | Mar 2024 |
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O'shaughnessy Asset Management | 2.2k | $111k | 0% | Dec 2023 |
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Indiana Trust & Investment Management | 2.1k | $107k | 0% | Mar 2024 |
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Register Financial Advisors | 1.9k | $94k | 100% | Mar 2024 |
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JFS Wealth Advisors | 1.8k | $90k | 0% | Dec 2023 |
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Financial Connections Group | 1.4k | $67k | 0% | Dec 2023 |
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Harbour Investments | 1.3k | $63k | 261% | Dec 2023 |
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Cullen Frost Bankers | 837.00 | $42k | 0% | Dec 2023 |
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Horizons Wealth Management | 832.00 | $41k | -17% | Mar 2024 |
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EPG Wealth Management | 653.00 | $31k | 0% | Dec 2023 |
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IFP Advisors | 647.00 | $32k | -57% | Dec 2023 |
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Benjamin F. Edwards & Company | 500.00 | $25k | 0% | Dec 2023 |
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Simplex Trading | 453.00 | $22k | 100% | Mar 2024 |
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Principal Securities | 379.00 | $19k | 100% | Dec 2023 |
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Newbridge Financial Services Group | 375.00 | $19k | 0% | Mar 2024 |
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Addison Advisors | 225.00 | $11k | 0% | Dec 2023 |
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Key FInancial | 145.00 | $7.2k | 0% | Dec 2023 |
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Pinnacle Bank | 135.00 | $6.8k | 13% | Mar 2024 |
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Frazier Financial Advisors | 126.00 | $6.3k | 100% | Dec 2023 |
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Coston, McIsaac & Partners | 100.00 | $5.0k | 0% | Mar 2024 |
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Ancora Advisors | 95.00 | $4.7k | 0% | Dec 2023 |
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Gradient Investments | 75.00 | $3.8k | 0% | Mar 2024 |
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Dunhill Financial | 61.00 | $3.0k | 100% | Dec 2023 |
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Tucker Asset Management | 59.00 | $2.9k | 0% | Dec 2023 |
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Opal Wealth Advisors | 53.00 | $2.7k | 100% | Mar 2024 |
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Covestor | 41.00 | $2.0k | -42% | Dec 2023 |
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Archer Investment Corp | 20.00 | $1.0k | 0% | Dec 2023 |
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Hanson McClain Advisors | 18.00 | $903.000600 | -86% | Mar 2024 |
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Who sold out of WisdomTree SmallCap Earnings Fund?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Flow Traders US | Sep 2023 | 12k | $538k |
Tennessee Valley Asset Management Partners | Dec 2023 | 4.0k | $199k |
GPS Wealth Strategies Group | Sep 2023 | 64.00 | $2.8k |
Ronald Blue Trust | Sep 2023 | 63.00 | $3.0k |
Sheets Smith Wealth Management | Sep 2023 | 54.00 | $2.3k |