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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  
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            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
   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
   FINANCIAL NETWORK 380 - 2024-03-31 199,511 $9,999,000 3,000
   MULTIFINANCIAL SECURITIES CORP 279 - 2024-03-31 181,842 $9,114,000 10,833
   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
   Steward Partners Investment Advisory LLC 363 - 2024-03-31 86,064 $4,314,000 47,050
   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
   HIGHTOWER ADVISORS, LLC 1582 - 2024-03-31 27,819 $1,397,000 125
   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
   CFG ASSET MANAGEMENT LLC 119 - 2024-03-31 20,100 $1,007,000 4,805
   FLAGSHIP HARBOR ADVISORS LLC 288 - 2024-03-31 15,274 $766,000 641
   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
   BLAIR WILLIAM & CO/IL 1067 - 2024-03-31 10,695 $536,000 539
   WILEY BROS.-AINTREE CAPITAL LLC 262 - 2024-03-31 10,300 $516,000 1,900
   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
   RFG Advisory Group LLC 545 - 2024-03-31 8,011 $402,000 389
   NBC SECURITIES INC. 543 - 2024-03-31 7,141 $357,000 2,522
   Chicago Partners Investment Group LLC 535 - 2024-03-31 7,242 $346,000 422
   CITIGROUP INC 3003 - 2024-03-31 5,492 $275,000 149
   Envestnet Portfolio Solutions Inc. 1514 - 2024-03-31 4,406 $221,000 364
   Laurel Wealth Advisors LLC 187 - 2024-03-31 3,465 $174,000 170
   FMR LLC 2938 - 2024-03-31 3,223 $162,000 396
   Register Financial Advisors LLC 272 - 2024-03-31 1,868 $94,000 1,868
   Key Financial Inc 395 - 2024-03-31 1,286 $64,000 1,141
   HARBOUR INVESTMENTS INC. 1348 - 2023-12-31 1,270 $63,000 918
   Pinnacle Bank 700 - 2024-03-31 135 $7,000 16
   Covestor Ltd 1868 - 2024-03-31 46 $2,000 5
   Ronald Blue Trust Inc. 2069 - 2024-03-31 8 $0 8

  39 Records found
  1    
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