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Get Institutions for : 
WisdomTree SmallCap Earnings (EES)  
$47.52 0.31 (0.66%) as of 4:30 Fri 4/26


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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  : 
3.28 (7.41%)  




 
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 1837 - 2023-12-31 898,030 $44,740,000 19,634
   UBS Group AG 717 - 2023-12-31 893,488 $44,514,000 7,041
   BANK OF AMERICA CORP /DE/ 1324 - 2023-12-31 771,401 $38,431,000 48,447
   AMERIPRISE FINANCIAL INC 1116 - 2023-12-31 506,950 $25,322,000 266,998
   LPL FINANCIAL CORP 797 - 2023-12-31 479,044 $23,866,000 9,073
   SAVANT CAPITAL MANAGEMENT INC 83 - 2023-12-31 348,200 $17,347,000 -7,160
   Shore Point Advisors LLC 4 - 2023-12-31 283,235 $14,111,000 9,729
   LINSCOMB & WILLIAMS INC 28 - 2023-12-31 227,998 $11,359,000 -13,716
   EQIS CAPITAL MANAGEMENT, INC. 23 *New 2023-12-31 197,853 $9,857,000 197,853
   FINANCIAL NETWORK 352 - 2023-12-31 196,511 $9,790,000 2,821
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 838 - 2024-03-31 182,047 $9,124,000 -249,812
   MULTIFINANCIAL SECURITIES CORP 169 - 2023-12-31 171,009 $8,520,000 -13,167
   COMMONWEALTH EQUITY SERVICES LLC. 892 - 2023-12-31 141,826 $7,066,000 -31,177
   Kathleen S. Wright Associates Inc. 6 - 2024-03-31 140,116 $7,023,000 -3,771
   Global Retirement Partners LLC 89 - 2024-03-31 134,191 $6,726,000 29,686
   ENVESTNET ASSET MANAGEMENT INC 1699 - 2023-12-31 134,203 $6,686,000 -1,059
   AE Wealth Management LLC 594 - 2023-12-31 100,562 $4,864,000 16,489
   9258 Wealth Management LLC 29 - 2023-12-31 86,347 $4,302,000 -300
   WELLS FARGO & CO/MN 2030 - 2023-12-31 84,234 $4,197,000 -17,983
   Private Advisor Group LLC 512 - 2023-12-31 80,978 $4,034,000 2,138
   ROYAL BANK OF CANADA 2109 - 2023-12-31 72,708 $3,622,000 -47,927
   FIRST WESTERN TRUST BANK 51 - 2023-12-31 69,790 $3,477,000 0
   CULBERTSON A N & CO INC 48 - 2023-12-31 63,283 $3,153,000 -180
   J P MORGAN CHASE & CO 2734 - 2023-12-31 60,228 $3,001,000 49,090
   SMITHBRIDGE ASSET MANAGEMENT INC/DE 58 - 2023-12-31 57,357 $2,858,000 -281
   STIFEL FINANCIAL CORP 1541 - 2023-12-31 48,322 $2,407,000 1,478
   RAYMOND JAMES & ASSOCIATES 2097 - 2024-03-31 43,456 $2,178,000 1,213
   INVENIO WEALTH PARTNERS LLC 18 - 2023-12-31 42,691 $2,127,000 13,708
   Advisor Group Holdings Inc. 1824 - 2023-12-31 41,775 $2,081,000 -3,452
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 722 - 2023-09-30 47,907 $2,073,000 -956
   H D Vest Advisory Services 489 - 2023-12-31 41,421 $2,064,000 -306
   Steward Partners Investment Advisory LLC 508 - 2023-12-31 39,014 $1,944,000 26,685
   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
   Forefront Analytics LLC 29 - 2023-12-31 33,252 $1,657,000 77
   New Perspectives Inc 11 - 2024-03-31 32,371 $1,622,000 -730
   Insight Advisors LLC/ PA - 2023-12-31 31,806 $1,585,000 -817
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2212 - 2023-12-31 30,474 $1,518,000 30,474
   HIGHTOWER ADVISORS, LLC 1629 - 2023-12-31 27,694 $1,381,000 -4,169
   CREATIVE PLANNING 1116 - 2023-12-31 24,939 $1,242,000 2,573
   Beacon Pointe Advisors LLC 653 - 2023-12-31 20,222 $1,007,000 0
   PROSPERA FINANCIAL SERVICES 468 - 2023-12-31 20,056 $999,000 -2,445
   Howard Wealth Management LLC 33 - 2023-12-31 19,655 $979,000 0
   Smartleaf Asset Management LLC 92 - 2023-12-31 19,390 $976,000 0
   True Wealth Design LLC 32 - 2023-12-31 19,479 $970,000 -167
   Kestra Advisory Services LLC 1130 - 2023-12-31 19,386 $966,000 -1,467
   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 113 *New 2023-12-31 18,160 $905,000 18,160
   DAVENPORT & CO LLC - 2023-12-31 17,575 $876,000 30
   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
   FLAGSHIP HARBOR ADVISORS LLC 288 - 2024-03-31 15,274 $766,000 641
   CFG ASSET MANAGEMENT LLC 123 - 2023-12-31 15,295 $762,000 -2,565
   GOLDMAN SACHS GROUP INC/ 3650 - 2023-12-31 15,029 $749,000 0
   TWO SIGMA INVESTMENTS LLC 2133 - 2023-12-31 14,500 $722,000 8,200
   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
   Nemes Rush Group LLC 108 - 2023-12-31 13,965 $696,000 2,761
   MERCER GLOBAL ADVISORS INC /ADV 1145 - 2023-12-31 13,860 $691,000 -182
   CITADEL ADVISORS LLC 3304 - 2023-12-31 13,495 $672,000 -51,585
   MARINER WEALTH ADVISORS, LLC 1792 *New 2023-12-31 12,516 $624,000 12,516
   Rockefeller Capital Management L.P. 1294 - 2023-12-31 12,054 $601,000 -303
   Sweet Financial Partners LLC 110 - 2024-03-31 12,000 $601,000 0
   Atlantic Trust Group LLC 782 - 2023-12-31 10,740 $535,000 0
   Essential Planning LLC. 34 - 2023-12-31 10,726 $534,000 -297
   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
   BLAIR WILLIAM & CO/IL 1064 - 2023-12-31 10,156 $506,000 0
   Tyler-Stone Wealth Management 80 - 2023-12-31 9,867 $492,000 -1,186
   KMG FIDUCIARY PARTNERS LLC 182 - 2024-03-31 8,974 $450,000 26
   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
   RFG Advisory Group LLC 545 - 2024-03-31 8,011 $402,000 389
   Patriot Financial Group Insurance Agency LLC 283 - 2023-12-31 7,930 $395,000 -51
   Cresset Asset Management LLC 1344 - 2023-12-31 7,728 $385,000 0
   Atria Wealth Solutions Inc. 1327 - 2023-12-31 7,715 $384,000 -439
   Leicht Financial Planning & Wealth Management Inc. 20 *New 2023-12-31 7,709 $384,000 7,709
   Betterment LLC 256 - 2023-12-31 7,478 $373,000 -358
   PSI Advisors LLC 95 - 2024-03-31 7,311 $366,000 -300
   Team Financial Group LLC 22 - 2023-12-31 7,252 $361,000 87
   NBC SECURITIES INC. 543 - 2024-03-31 7,141 $357,000 2,522
   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 446 - 2023-12-31 6,821 $340,000 -6,160
   US BANCORP 1714 - 2023-12-31 6,762 $337,000 185
   Pine Valley Investments Ltd Liability Co 335 - 2023-12-31 6,639 $331,000 606
   MML INVESTORS SERVICES LLC 1993 - 2023-12-31 6,553 $326,000 -30,826
   Kingsview Wealth Management LLC 754 - 2023-12-31 6,230 $310,000 -225
   COMERICA BANK 2076 - 2023-12-31 6,184 $308,000 409
   CAPTRUST FINANCIAL ADVISORS 2111 - 2023-12-31 5,934 $296,000 0
   BSC PRIVATE WEALTH MANAGEMENT LLC 125 - 2023-12-31 5,943 $296,000 -29
   ESSEX FINANCIAL SERVICES INC 434 - 2024-03-31 5,640 $283,000 0
   Wilson & Boucher Capital Management LLC 91 - 2023-12-31 5,400 $269,000 0
   CITIGROUP INC 2920 - 2023-12-31 5,343 $266,000 -868
   JANNEY MONTGOMERY SCOTT LLC 2284 - 2023-12-31 5,259 $262,000 -866
   CAPITAL MANAGEMENT CORP /VA 62 - 2023-12-31 5,250 $262,000 -63
   Collaborative Wealth Managment Inc. 145 - 2023-12-31 4,451 $222,000 4,451
   LVM CAPITAL MANAGEMENT LTD/MI 128 - 2024-03-31 4,363 $219,000 -113
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 445 *New 2023-12-31 4,290 $214,000 4,290
  100 Records found
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