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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
   UBS Group AG 836 - 2024-03-31 817,536 $40,975,000 -75,952
   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
   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
   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
   WELLS FARGO & CO/MN 2106 - 2024-03-31 79,855 $4,002,000 -4,379
   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
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 722 - 2023-09-30 47,907 $2,073,000 -956
   Advisor Group Holdings Inc. 1684 - 2024-03-31 40,043 $2,007,000 -1,732
   STIFEL FINANCIAL CORP 1727 - 2024-03-31 39,197 $1,965,000 -9,125
   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
   Forefront Analytics LLC 33 - 2024-03-31 26,730 $1,340,000 -6,522
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2541 - 2024-03-31 20,307 $1,018,000 -10,167
   PROSPERA FINANCIAL SERVICES 468 - 2023-12-31 20,056 $999,000 -2,445
   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
   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
   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
   Rockefeller Capital Management L.P. 1415 - 2024-03-31 11,725 $588,000 -329
   S.A. Mason LLC 86 - 2024-03-31 10,425 $523,000 -250
   Tyler-Stone Wealth Management 95 - 2024-03-31 9,543 $478,000 -324
   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
   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
   Team Financial Group LLC 25 - 2024-03-31 7,082 $355,000 -170
   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
   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
   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
   CAPTRUST FINANCIAL ADVISORS 1861 - 2024-03-31 5,065 $254,000 -869
   COMERICA BANK 2218 - 2024-03-31 4,852 $243,000 -1,332
   Leicht Financial Planning & Wealth Management Inc. 20 - 2024-03-31 4,390 $220,000 -3,319
   LVM CAPITAL MANAGEMENT LTD/MI 128 - 2024-03-31 4,363 $219,000 -113
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1599 - 2024-03-31 2,039 $102,000 -198
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1802 - 2024-03-31 1,944 $97,000 -2,280
   IFP Advisors Inc 1695 - 2023-12-31 647 $32,000 -841
   BENJAMIN F. EDWARDS & COMPANY INC. 1591 - 2024-03-31 300 $15,000 -200
   HANSON MCCLAIN, INC. 3174 - 2024-03-31 18 $1,000 -114
  55 Records found
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