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WisdomTree U.S. SmallCap Fund Stock Forecast, Price & News

-0.43 (-1.38 %)
(As of 10/30/2020 12:00 AM ET)
Today's Range
Now: $30.71
50-Day Range
MA: $31.31
52-Week Range
Now: $30.71
Volume34,190 shs
Average Volume123,531 shs
Market Capitalization$371.59 million
P/E RatioN/A
Dividend Yield1.52%
WisdomTree SmallCap Earnings Fund (the Fund) seeks investment results that correspond to the price and yield performance of the WisdomTree SmallCap Earnings Index (the Index). The Index is a fundamentally weighted index that measures the performance of earnings-generating companies within the small-capitalization segment of the United States stock market. The Index consists of the companies in the bottom 25% of the market capitalization of the WisdomTree Earnings Index after the 500 largest companies have been removed. Companies must be incorporated and listed in the United States, and must have generated positive cumulative earnings over their most recent four fiscal quarters prior to the Index measurement date. The Index is earnings-weighted in December to reflect the proportionate share of the aggregate earnings each component company has generated. Companies with greater earnings generally have larger weights in the Index. Its investment advisor is WisdomTree Asset Management, Inc.
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Geographic Exposure of EES

Currency Exposure of EES

Sector Exposure of EES

Industry Exposure of EES

Basic Details

Issuer WisdomTree
Fund NameWisdomTree U.S. SmallCap Fund
Tax ClassificationRegulated Investment Company
Inception Date2/23/2007
Fund ManagerKaren Q. Wong, Richard A. Brown, Thomas J. Durante

Fund Focus

Asset ClassEquity
BenchmarkWisdomTree U.S. SmallCap Earnings Index
CategorySize and Style
FocusSmall Cap
Development LevelDeveloped Markets
RegionNorth America

Fund Statistics

Assets Under Management$405.87 million
Average Daily Volume$41,501.70

ETF Expenses

Management Fee0.38%
Other Expenses0.00%
Total Expenses0.38%
Fee Waiver0.00%
Net Expenses0.38%

Administrator, Advisor and Custodian

AdministratorState Street Bank and Trust Company
AdvisorWisdomTree Asset Management, Inc.
CustodianState Street Bank and Trust Company
DistributorForeside Fund Services, LLC
Transfer AgentState Street Bank and Trust Company
Lead Market MakerSusquehanna
-0.43 (-1.38 %)
(As of 10/30/2020 12:00 AM ET)
30 days | 90 days | 365 days | Advanced Chart

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WisdomTree U.S. SmallCap Fund (NYSEARCA:EES) Frequently Asked Questions

How has WisdomTree U.S. SmallCap Fund's stock been impacted by Coronavirus?

WisdomTree U.S. SmallCap Fund's stock was trading at $25.36 on March 11th, 2020 when Coronavirus reached pandemic status according to the World Health Organization (WHO). Since then, EES shares have increased by 21.1% and is now trading at $30.71.
View which stocks have been most impacted by COVID-19

How often does WisdomTree U.S. SmallCap Fund pay dividends? What is the dividend yield for WisdomTree U.S. SmallCap Fund?

WisdomTree U.S. SmallCap Fund announced a quarterly dividend on Monday, December 23rd. Investors of record on Tuesday, December 24th will be paid a dividend of $0.1475 per share on Friday, December 27th. This represents a $0.59 dividend on an annualized basis and a dividend yield of 1.92%. The ex-dividend date of this dividend is Monday, December 23rd. This is an increase from WisdomTree U.S. SmallCap Fund's previous quarterly dividend of $0.09.
View WisdomTree U.S. SmallCap Fund's dividend history

What other stocks do shareholders of WisdomTree U.S. SmallCap Fund own?

Based on aggregate information from My MarketBeat watchlists, some companies that other WisdomTree U.S. SmallCap Fund investors own include WELL Health Technologies (WELL), Antero Midstream GP (AMGP), First Trust BICK Index Fund (BICK), Franklin Resources (BEN), Atmos Energy (ATO), Athene (ATH), Advanced Micro Devices (AMD), Alarm.com (ALRM), adidas (ADS) and iShares MSCI ACWI ex U.S. ETF (ACWX).

Who are WisdomTree U.S. SmallCap Fund's key executives?

WisdomTree U.S. SmallCap Fund's management team includes the following people:
  • Victor Ugolyn, Chairman of the Board of Trustees (Age 68)
  • Jonathan Lawrence Steinberg, President, Trustee (Age 53)
  • Amit Muni, Treasurer, Assistant Secretary (Age 48)
  • Richard Morris, Secretary, Chief Legal Officer (Age 46)
  • Gregory E. Barton J.D., Trustee (Age 56)
  • Toni Massaro, Trustee (Age 59)

What is WisdomTree U.S. SmallCap Fund's stock symbol?

WisdomTree U.S. SmallCap Fund trades on the New York Stock Exchange (NYSE)ARCA under the ticker symbol "EES."

Who are WisdomTree U.S. SmallCap Fund's major shareholders?

WisdomTree U.S. SmallCap Fund's stock is owned by a number of institutional and retail investors. Top institutional investors include Envestnet Asset Management Inc. (1.60%), Smithbridge Asset Management Inc. DE (0.82%), Avantax Advisory Services Inc. (0.61%), Culbertson A N & Co. Inc. (0.55%), Tennessee Valley Asset Management Partners (0.36%) and Howard Wealth Management LLC (0.27%).

Which institutional investors are selling WisdomTree U.S. SmallCap Fund stock?

EES stock was sold by a variety of institutional investors in the last quarter, including Cambridge Investment Research Advisors Inc., DAVENPORT & Co LLC, Stratos Wealth Partners LTD., Envestnet Asset Management Inc., Global Retirement Partners LLC, Cutler Investment Counsel LLC, Patriot Financial Group Insurance Agency LLC, and SVA Wealth Management LLC.

Which institutional investors are buying WisdomTree U.S. SmallCap Fund stock?

EES stock was purchased by a variety of institutional investors in the last quarter, including Avantax Advisory Services Inc., Tennessee Valley Asset Management Partners, Smithbridge Asset Management Inc. DE, Wealthstreet Investment Advisors LLC, and IFP Advisors Inc.

How do I buy shares of WisdomTree U.S. SmallCap Fund?

Shares of EES can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Vanguard Brokerage Services, TD Ameritrade, E*TRADE, Robinhood, Fidelity, and Charles Schwab.

What is WisdomTree U.S. SmallCap Fund's stock price today?

One share of EES stock can currently be purchased for approximately $30.71.

How big of a company is WisdomTree U.S. SmallCap Fund?

WisdomTree U.S. SmallCap Fund has a market capitalization of $371.59 million.

What is WisdomTree U.S. SmallCap Fund's official website?

The official website for WisdomTree U.S. SmallCap Fund is www.wisdomtree.com.

How can I contact WisdomTree U.S. SmallCap Fund?

WisdomTree U.S. SmallCap Fund's mailing address is 380 Madison Avenue 21st Floor, New York, NY 10017, United States. The company can be reached via phone at +1-866-9099473.

This page was last updated on 10/31/2020 by MarketBeat.com Staff

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