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 | 706k | $48M | -1% | Jun 2026 |
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| LPL Financial | 596k | $40M | 0% | Jun 2026 |
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| Bank of America Corporation | 493k | $33M | -7% | Jun 2026 |
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| Ameriprise Financial | 446k | $30M | -2% | Jun 2026 |
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| Cetera Investment Advisers | 347k | $24M | -4% | Jun 2026 |
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| Savant Capital Management | 340k | $21M | 96% | Jun 2026 |
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| Key FInancial | 294k | $20M | 2% | Jun 2026 |
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| Raymond James Financial | 148k | $10M | -28% | Jun 2026 |
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| Wells Fargo & Company | 145k | $9.8M | -1% | Jun 2026 |
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| Arkadios Wealth Advisors | 139k | $9.4M | -11% | Jun 2026 |
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| Linscomb & Williams | 133k | $9.0M | -4% | Jun 2026 |
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| Royal Bank of Canada | 133k | $9.0M | 3% | Jun 2026 |
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| Mariner Wealth Advisors | 107k | $7.3M | -14% | Jun 2026 |
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| Shore Point Advisors | 94k | $6.4M | 0% | Jun 2026 |
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| TopTier Wealth Management | 93k | $6.3M | -2% | Jun 2026 |
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| Warren Averett Asset Management | 79k | $5.3M | 0% | Jun 2026 |
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| Envestnet Asset Management | 77k | $5.2M | -2% | Jun 2026 |
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| Susquehanna International | 74k | $5.0M | 58% | Jun 2026 |
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| Amplius Wealth Advisors | 66k | $4.5M | -43% | Jun 2026 |
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| Advisor Group Holdings | 65k | $4.4M | 57% | Jun 2026 |
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| A.N. Culbertson & Company | 61k | $4.1M | -1% | Jun 2026 |
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| CFG Asset Management | 57k | $3.9M | 2% | Jun 2026 |
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| Rockefeller Capital Management | 50k | $3.4M | 7% | Jun 2026 |
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| Jpmorgan Chase & Co | 49k | $3.3M | 100% | Jun 2026 |
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| Private Advisor | 48k | $3.3M | -40% | Jun 2026 |
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| Stifel Financial | 47k | $3.2M | 3% | Jun 2026 |
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| Merit Financial Group | 45k | $3.0M | -41% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 39k | $2.7M | 14% | Jun 2026 |
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| Citadel Advisors | 33k | $2.2M | 212% | Jun 2026 |
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| Smartleaf Asset Management | 28k | $1.9M | 0% | Jun 2026 |
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| Atria Investments | 27k | $1.8M | -39% | Jun 2026 |
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| Creative Planning | 26k | $1.8M | -1% | Jun 2026 |
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| Optima Capital | 24k | $1.6M | 0% | Jun 2026 |
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| Claris Financial | 24k | $1.4M | -1% | Mar 2026 |
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| Cambridge Investment Research Advisors | 23k | $1.6M | -4% | Jun 2026 |
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| Nbc Securities | 22k | $1.5M | 5% | Jun 2026 |
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| New Perspectives | 21k | $1.2M | -5% | Mar 2026 |
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| Kestra Advisory Services | 21k | $1.4M | -7% | Jun 2026 |
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| Global Retirement Partners | 20k | $1.4M | -10% | Jun 2026 |
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| Howard Wealth Management | 19k | $1.3M | 0% | Jun 2026 |
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| Moller Financial Services | 18k | $1.2M | 0% | Jun 2026 |
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| Steward Partners Investment Advisory | 18k | $1.2M | -1% | Jun 2026 |
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| Streettalk Advisors | 17k | $1.1M | 0% | Jun 2026 |
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| Three Bearings Fiduciary Advisors | 17k | $1.1M | -2% | Jun 2026 |
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| Western Wealth Management | 17k | $1.1M | 214% | Jun 2026 |
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| CWM | 16k | $900k | 0% | Mar 2026 |
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| Ubs Global Asset Management Americas | 15k | $1.0M | 0% | Jun 2026 |
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| Goldman Sachs Group | 15k | $1.0M | 0% | Jun 2026 |
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| Larson Financial Group | 15k | $985k | -2% | Jun 2026 |
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| Titleist Asset Management | 14k | $940k | -1% | Jun 2026 |
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| Flagship Harbor Advisors | 13k | $853k | -6% | Jun 2026 |
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| Jane Street | 13k | $847k | -14% | Jun 2026 |
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| HighPoint Advisor | 12k | $777k | 12% | Jun 2026 |
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| Oxler Private Wealth | 11k | $734k | -5% | Jun 2026 |
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| Harbour Investments | 11k | $733k | 0% | Jun 2026 |
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| CIBC Bancorp USA | 11k | $728k | 0% | Jun 2026 |
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| Means Investment | 11k | $717k | -3% | Jun 2026 |
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| Two Sigma Investments | 11k | $712k | -43% | Jun 2026 |
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| S.A. Mason | 9.5k | $641k | 0% | Jun 2026 |
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| Columbia River Financial Group | 9.4k | $640k | -1% | Jun 2026 |
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| AQR Capital Management | 9.4k | $639k | 40% | Jun 2026 |
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| RFG Advisory | 8.6k | $580k | 1% | Jun 2026 |
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| Us Bancorp | 8.5k | $574k | -1% | Jun 2026 |
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| Pine Valley Investments Ltd Liability | 8.1k | $550k | 5% | Jun 2026 |
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| Mml Investors Services | 8.0k | $542k | 72% | Jun 2026 |
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| Cresset Asset Management | 8.0k | $540k | 3% | Jun 2026 |
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| Nemes Rush Group | 7.7k | $521k | -1% | Jun 2026 |
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| Betterment | 7.6k | $518k | -6% | Jun 2026 |
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| Essential Planning | 7.5k | $511k | 0% | Jun 2026 |
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| Chicago Partners Investment | 7.5k | $502k | 19% | Jun 2026 |
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| Claro Advisors | 7.1k | $479k | 0% | Jun 2026 |
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| Forefront Analytics | 7.0k | $476k | -15% | Jun 2026 |
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| Eqis Capital Management | 7.0k | $475k | 5% | Jun 2026 |
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| Precedent Wealth Partners | 6.7k | $456k | 0% | Jun 2026 |
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| Sanctuary Advisors | 6.5k | $439k | -1% | Jun 2026 |
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| FMR | 6.4k | $437k | -1% | Jun 2026 |
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| William Blair $ Company | 6.4k | $435k | 0% | Jun 2026 |
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| Dala Group | 6.3k | $424k | -22% | Jun 2026 |
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| Savvy Advisors | 6.2k | $421k | 0% | Jun 2026 |
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| Davenport & Co | 6.1k | $415k | 0% | Jun 2026 |
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| World Equity Group | 5.8k | $394k | 0% | Jun 2026 |
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| PSI Advisors | 5.7k | $389k | -3% | Jun 2026 |
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| NewEdge Wealth | 5.7k | $385k | 30% | Jun 2026 |
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| Uhlmann Price Securities | 5.3k | $357k | 0% | Jun 2026 |
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| Kingsview Wealth Management | 5.2k | $303k | 0% | Mar 2026 |
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| IHT Wealth Management | 5.1k | $344k | 0% | Jun 2026 |
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| Advisory Services Network | 4.9k | $335k | -5% | Jun 2026 |
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| Laurel Wealth Advisors | 4.8k | $327k | -1% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 4.8k | $324k | 100% | Jun 2026 |
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| Integrated Wealth Concepts | 4.8k | $324k | 100% | Jun 2026 |
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| Action Point Financial Planning | 4.8k | $323k | 100% | Jun 2026 |
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| Howard Bailey Securities | 4.7k | $317k | -17% | Jun 2026 |
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| Crux Wealth Advisors | 4.6k | $312k | -3% | Jun 2026 |
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| Capital Management Corporation | 4.6k | $309k | -1% | Jun 2026 |
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| Equitable Holdings | 4.3k | $293k | 4% | Jun 2026 |
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| Institute For Wealth Management | 4.3k | $291k | 0% | Jun 2026 |
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| Essex Savings Bank | 4.2k | $285k | 0% | Jun 2026 |
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| Janney Montgomery Scott | 4.1k | $275k | 0% | Jun 2026 |
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| Captrust Financial Advisors | 3.9k | $267k | 0% | Jun 2026 |
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| Lvm Capital Management | 3.9k | $266k | 0% | Jun 2026 |
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| Graves-Light Private Wealth Management | 3.9k | $264k | 0% | Jun 2026 |
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| Wilson & Boucher Capital Management | 3.9k | $226k | -28% | Mar 2026 |
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| Commonwealth Equity Services | 3.9k | $262k | 0% | Jun 2026 |
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| Berger Financial Group | 3.8k | $260k | 0% | Jun 2026 |
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| SRS Capital Advisors | 3.8k | $258k | 100% | Jun 2026 |
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| U.S. Capital Wealth Advisors | 3.8k | $221k | 0% | Mar 2026 |
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| Golden State Wealth Management | 3.8k | $255k | 598% | Jun 2026 |
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| D. E. Shaw & Co | 3.8k | $255k | 0% | Jun 2026 |
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| Smithbridge Asset Management | 3.7k | $253k | -4% | Jun 2026 |
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| Modera Wealth Management | 3.6k | $246k | -51% | Jun 2026 |
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| Laurel Oak Wealth Management | 3.5k | $240k | 0% | Jun 2026 |
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| Clear Creek Financial Management | 3.5k | $237k | 0% | Jun 2026 |
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| Kestra Private Wealth Services | 3.5k | $235k | -3% | Jun 2026 |
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| Wesbanco Trust And Investments | 3.4k | $232k | 100% | Jun 2026 |
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| Peak Financial Management | 3.4k | $231k | 100% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 3.4k | $229k | 3% | Jun 2026 |
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| Gail Mannix | 3.3k | $222k | 100% | Jun 2026 |
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| Pinnacle Wealth Management Advisory | 3.3k | $222k | 100% | Jun 2026 |
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| Summit Financial | 3.3k | $221k | 100% | Jun 2026 |
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| Colony | 3.3k | $221k | -8% | Jun 2026 |
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| Cathy Pareto & Associates | 3.2k | $219k | 100% | Jun 2026 |
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| Asset Dedication | 3.2k | $214k | 0% | Jun 2026 |
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| Sensible Money | 3.2k | $214k | 100% | Jun 2026 |
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| Joel Isaacson & Co | 3.0k | $205k | 100% | Jun 2026 |
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| Wealthcare Capital Partners | 3.0k | $204k | 100% | Jun 2026 |
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| O'shaughnessy Asset Management | 2.9k | $197k | -15% | Jun 2026 |
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| AE Wealth Management | 2.8k | $189k | 22% | Jun 2026 |
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| Ronald Blue Trust | 2.7k | $184k | 0% | Jun 2026 |
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| Pnc Financial Services | 2.6k | $179k | 0% | Jun 2026 |
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| Jones Financial Companies, L.L | 2.4k | $164k | 47% | Jun 2026 |
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| CoreCap Advisors | 2.3k | $153k | -4% | Jun 2026 |
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| Indiana Trust & Investment Management | 2.1k | $145k | 0% | Jun 2026 |
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| Fifth Third Bancorp | 1.9k | $130k | -2% | Jun 2026 |
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| Geneos Wealth Management | 1.9k | $129k | 0% | Jun 2026 |
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| Centaurus Financial | 1.9k | $127k | 7% | Jun 2026 |
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| Citigroup | 1.8k | $107k | 100% | Mar 2026 |
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| JFS Wealth Advisors | 1.8k | $123k | 0% | Jun 2026 |
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| Register Financial Advisors | 1.6k | $112k | 0% | Jun 2026 |
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| Ameriflex Group | 1.4k | $92k | 0% | Jun 2026 |
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| Financial Connections Group | 1.4k | $78k | 0% | Mar 2026 |
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| BlackRock | 1.3k | $90k | 0% | Jun 2026 |
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| Hanson McClain Advisors | 1.2k | $83k | 118% | Jun 2026 |
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| Lowe, Brockenbrough & Company | 1.2k | $81k | 0% | Jun 2026 |
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| Frazier Financial Advisors | 1.0k | $70k | 0% | Jun 2026 |
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| IFP Advisors | 957.00 | $65k | 56% | Jun 2026 |
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| Rothschild Investment | 900.00 | $61k | 0% | Jun 2026 |
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| Assetmark | 864.00 | $59k | 0% | Jun 2026 |
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| Horizons Wealth Management | 832.00 | $48k | 0% | Mar 2026 |
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| Mercer Global Advisors | 767.00 | $52k | 100% | Jun 2026 |
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Who sold out of WisdomTree SmallCap Earnings Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Kmg Fiduciary Partners | Mar 2026 | 8.1k | $471k |
| Insight Advisors, LLC/ PA | Mar 2026 | 5.1k | $299k |
| Team Financial Group | Mar 2026 | 2.7k | $159k |