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Get Institutions for : 
WisdomTree SmallCap Earnings (EES)  
$49.43 0.00 (0.00%) as of 4:30 Thu 5/16


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 128    2
Total shares held : 
 7,757,774  
% of shares held : 
 63.59%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -5  
Amount of shares held : 
 332,445  
% of shares held change : 
   2.72%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $42.72  
Last Quarter's Ending Price : 
 $49.82  
Last Quarter's Average Price : 
 $44.24  
Change from last quarter's     
avg. price to the last closing  : 
5.19 (11.73%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 287,741
 3.71%
 
Increased Positions :
39
 553,540
 7.14%
 
Unchanged Positions :
33
 249,688
 3.22%
 
Decreased Positions :
46
-286,629
-3.69%
 
Closed Positions :
8
-222,207
-2.86%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 1842 - 2024-03-31 907,717 $45,495,000 9,687
   UBS Group AG 836 - 2024-03-31 817,536 $40,975,000 -75,952
   BANK OF AMERICA CORP /DE/ 1419 - 2024-03-31 796,564 $39,924,000 25,163
   AMERIPRISE FINANCIAL INC 1134 - 2024-03-31 523,437 $26,216,000 16,487
   LPL FINANCIAL CORP 817 - 2024-03-31 520,503 $26,088,000 41,459
   SAVANT CAPITAL MANAGEMENT INC 87 - 2024-03-31 343,254 $17,204,000 -4,946
   Shore Point Advisors LLC 4 - 2024-03-31 279,448 $14,006,000 -3,787
   LINSCOMB & WILLIAMS INC 31 - 2024-03-31 221,330 $11,093,000 -6,668
   FINANCIAL NETWORK 380 - 2024-03-31 199,511 $9,999,000 3,000
   EQIS CAPITAL MANAGEMENT, INC. 24 - 2024-03-31 191,675 $9,607,000 -6,178
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 838 - 2024-03-31 182,047 $9,124,000 -249,812
   MULTIFINANCIAL SECURITIES CORP 279 - 2024-03-31 181,842 $9,114,000 10,833
   Kathleen S. Wright Associates Inc. 6 - 2024-03-31 140,116 $7,023,000 -3,771
   COMMONWEALTH EQUITY SERVICES LLC. 964 - 2024-03-31 137,398 $6,886,000 -4,428
   ENVESTNET ASSET MANAGEMENT INC 1764 - 2024-03-31 135,218 $6,777,000 1,015
   Global Retirement Partners LLC 89 - 2024-03-31 134,191 $6,726,000 29,686
   INVENIO WEALTH PARTNERS LLC 12 - 2024-03-31 115,338 $5,781,000 72,647
   ROYAL BANK OF CANADA 1872 - 2024-03-31 104,246 $5,225,000 31,538
   9258 Wealth Management LLC 31 - 2024-03-31 86,347 $4,328,000 0
   Steward Partners Investment Advisory LLC 363 - 2024-03-31 86,064 $4,314,000 47,050
   WELLS FARGO & CO/MN 2106 - 2024-03-31 79,855 $4,002,000 -4,379
   FIRST WESTERN TRUST BANK 52 - 2024-03-31 69,790 $3,498,000 0
   Private Advisor Group LLC 588 - 2024-03-31 68,970 $3,457,000 -12,008
   CULBERTSON A N & CO INC 53 - 2024-03-31 62,787 $3,147,000 -496
   SMITHBRIDGE ASSET MANAGEMENT INC/DE 64 - 2024-03-31 57,094 $2,862,000 -263
   CITADEL ADVISORS LLC 2200 - 2024-03-31 50,822 $2,547,000 37,327
   RAYMOND JAMES & ASSOCIATES 2097 - 2024-03-31 43,456 $2,178,000 1,213
   H D Vest Advisory Services 527 - 2024-03-31 42,559 $2,133,000 1,138
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 722 - 2023-09-30 47,907 $2,073,000 -956
   GTS SECURITIES LLC 342 *New 2024-03-31 41,012 $2,056,000 41,012
   Advisor Group Holdings Inc. 1684 - 2024-03-31 40,043 $2,007,000 -1,732
   BANK OF NOVA SCOTIA / 642 *New 2024-03-31 39,760 $1,993,000 39,760
   STIFEL FINANCIAL CORP 1727 - 2024-03-31 39,197 $1,965,000 -9,125
   ATRIA INVESTMENTS LLC 611 *New 2023-12-31 38,791 $1,933,000 38,791
   HERBST GROUP LLC 42 - 2024-03-31 34,294 $1,719,000 -100
   New Perspectives Inc 11 - 2024-03-31 32,371 $1,622,000 -730
   J P MORGAN CHASE & CO 3118 - 2024-03-31 31,349 $1,571,000 -28,879
   Insight Advisors LLC/ PA 58 - 2024-03-31 31,126 $1,560,000 -680
   HIGHTOWER ADVISORS, LLC 1582 - 2024-03-31 27,819 $1,397,000 125
   Forefront Analytics LLC 33 - 2024-03-31 26,730 $1,340,000 -6,522
   CREATIVE PLANNING 1189 - 2024-03-31 24,939 $1,250,000 0
   Kestra Advisory Services LLC 1192 - 2024-03-31 21,202 $1,063,000 1,816
   Smartleaf Asset Management LLC 97 - 2024-03-31 20,609 $1,038,000 1,219
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2541 - 2024-03-31 20,307 $1,018,000 -10,167
   CFG ASSET MANAGEMENT LLC 119 - 2024-03-31 20,100 $1,007,000 4,805
   PROSPERA FINANCIAL SERVICES 468 - 2023-12-31 20,056 $999,000 -2,445
   Howard Wealth Management LLC 31 - 2024-03-31 19,655 $985,000 0
   True Wealth Design LLC 40 - 2024-03-31 19,339 $969,000 -140
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1745 - 2024-03-31 19,208 $963,000 -5,581
   MOLLER FINANCIAL SERVICES 32 - 2024-03-31 18,491 $927,000 0
   WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC 110 - 2024-03-31 18,160 $910,000 0
   Oxler Private Wealth LLC 49 - 2024-03-31 16,782 $841,000 -368
   Intrua Financial LLC 124 - 2023-03-31 19,950 $815,000 -395
   DAVENPORT & CO LLC 650 - 2024-03-31 16,069 $805,000 -1,506
   FLAGSHIP HARBOR ADVISORS LLC 288 - 2024-03-31 15,274 $766,000 641
   GOLDMAN SACHS GROUP INC/ 3723 - 2024-03-31 15,029 $753,000 0
   TWO SIGMA INVESTMENTS LLC 2027 - 2024-03-31 14,900 $747,000 400
   Nemes Rush Group LLC 104 - 2024-03-31 14,597 $732,000 632
   PRECEDENT WEALTH PARTNERS LLC 82 - 2024-03-31 14,247 $714,000 1,134
   MEANS INVESTMENT CO. INC. 108 - 2024-03-31 14,254 $714,000 -2,121
   MERCER GLOBAL ADVISORS INC /ADV 1136 - 2024-03-31 13,095 $656,000 -765
   Sweet Financial Partners LLC 110 - 2024-03-31 12,000 $601,000 0
   Rockefeller Capital Management L.P. 1415 - 2024-03-31 11,725 $588,000 -329
   BLAIR WILLIAM & CO/IL 1067 - 2024-03-31 10,695 $536,000 539
   Essential Planning LLC. 34 - 2024-03-31 10,726 $534,000 0
   Atlantic Trust Group LLC 823 - 2024-03-31 10,740 $533,000 0
   S.A. Mason LLC 86 - 2024-03-31 10,425 $523,000 -250
   WILEY BROS.-AINTREE CAPITAL LLC 262 - 2024-03-31 10,300 $516,000 1,900
   Tyler-Stone Wealth Management 95 - 2024-03-31 9,543 $478,000 -324
   KMG FIDUCIARY PARTNERS LLC 182 - 2024-03-31 8,974 $450,000 26
   MML INVESTORS SERVICES LLC 1861 - 2024-03-31 8,799 $441,000 2,246
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1676 - 2024-03-31 8,467 $424,000 -2,429
   Claro Advisors LLC 260 - 2024-03-31 8,259 $414,000 -2,101
   MARINER WEALTH ADVISORS, LLC 2184 - 2024-03-31 8,176 $410,000 -4,340
   RFG Advisory Group LLC 545 - 2024-03-31 8,011 $402,000 389
   Cresset Asset Management LLC 1444 - 2024-03-31 7,728 $387,000 0
   Patriot Financial Group Insurance Agency LLC 313 - 2024-03-31 7,604 $381,000 -326
   Betterment LLC 287 - 2024-03-31 7,473 $375,000 -5
   PSI Advisors LLC 95 - 2024-03-31 7,311 $366,000 -300
   Atria Wealth Solutions Inc. 1410 - 2024-03-31 7,267 $364,000 -448
   NBC SECURITIES INC. 543 - 2024-03-31 7,141 $357,000 2,522
   Team Financial Group LLC 25 - 2024-03-31 7,082 $355,000 -170
   Berger Financial Group Inc 255 - 2024-03-31 6,966 $349,000 0
   Chicago Partners Investment Group LLC 535 - 2024-03-31 7,242 $346,000 422
   MODERA WEALTH MANAGEMENT, LLC 455 - 2024-03-31 6,821 $342,000 0
   US BANCORP 1743 - 2024-03-31 6,577 $330,000 -185
   Pine Valley Investments Ltd Liability Co 361 - 2024-03-31 6,182 $310,000 -457
   InterOcean Capital Group LLC 383 *New 2024-03-31 6,055 $303,000 6,055
   BSC PRIVATE WEALTH MANAGEMENT LLC 132 - 2024-03-31 5,803 $291,000 -140
   Kingsview Wealth Management LLC 825 - 2024-03-31 5,749 $288,000 -481
   ESSEX FINANCIAL SERVICES INC 434 - 2024-03-31 5,640 $283,000 0
   CITIGROUP INC 3003 - 2024-03-31 5,492 $275,000 149
   Wilson & Boucher Capital Management LLC 98 - 2024-03-31 5,400 $271,000 0
   JANNEY MONTGOMERY SCOTT LLC 2399 - 2024-03-31 5,250 $263,000 -9
   CAPITAL MANAGEMENT CORP /VA 67 - 2024-03-31 5,230 $262,000 -20
   Savvy Advisors Inc. 179 *New 2024-03-31 5,232 $262,000 5,232
   Equitable Holdings Inc. 998 *New 2024-03-31 5,209 $261,000 5,209
   CAPTRUST FINANCIAL ADVISORS 1861 - 2024-03-31 5,065 $254,000 -869
   COMERICA BANK 2218 - 2024-03-31 4,852 $243,000 -1,332
   Envestnet Portfolio Solutions Inc. 1514 - 2024-03-31 4,406 $221,000 364
  100 Records found
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