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.
Basic Details
Issuer WisdomTree
Fund NameWisdomTree U.S. SmallCap Fund
Tax ClassificationRegulated Investment Company
SymbolNYSEARCA:EES
Inception Date2/23/2007
Fund ManagerKaren Q. Wong, Richard A. Brown, Thomas J. Durante
Phone+1-866-9099473
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$761.60 million
Average Daily Volume$105,590.60
Discount/Premium-0.01%
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
Trustee
Lead Market MakerSusquehanna
WisdomTree U.S. SmallCap Fund (NYSEARCA:EES) Frequently Asked Questions
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."
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. Stockholders 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 1.63%. 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.
Has WisdomTree U.S. SmallCap Fund been receiving favorable news coverage?
News stories about EES stock have been trending somewhat positive recently, according to InfoTrie Sentiment Analysis. The research firm ranks the sentiment of press coverage by analyzing more than six thousand blog and news sources in real time. The firm ranks coverage of public companies on a scale of -5 to 5, with scores nearest to five being the most favorable. WisdomTree U.S. SmallCap Fund earned a media sentiment score of 0.5 on InfoTrie's scale. They also assigned news stories about the company a news buzz of 0.0 out of 10, indicating that recent press coverage is extremely unlikely to have an impact on the stock's share price in the near term. View News Stories for WisdomTree U.S. SmallCap Fund.
What other stocks do shareholders of WisdomTree U.S. SmallCap Fund own?
Who are WisdomTree U.S. SmallCap Fund's key executives?
WisdomTree U.S. SmallCap Fund's management team includes the folowing 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)
Who are WisdomTree U.S. SmallCap Fund's major shareholders?
WisdomTree U.S. SmallCap Fund's stock is owned by a variety of of retail and institutional investors. Top institutional investors include Bank of America Corp DE (7.73%), Huber Financial Advisors LLC (1.88%), UBS Group AG (1.70%), Raymond James Financial Services Advisors Inc. (1.36%), Envestnet Asset Management Inc. (1.31%) and Clear Creek Financial Management LLC (1.17%).
Which major investors are selling WisdomTree U.S. SmallCap Fund stock?
EES stock was sold by a variety of institutional investors in the last quarter, including Jane Street Group LLC, ACG Wealth, Ladenburg Thalmann Financial Services Inc., Raymond James & Associates, Cutler Investment Counsel LLC, UBS Group AG, Clearwater Capital Advisors LLC and Kelman Lazarov Inc..
Which major investors are buying WisdomTree U.S. SmallCap Fund stock?
EES stock was acquired by a variety of institutional investors in the last quarter, including 9258 Wealth Management LLC, Bank of America Corp DE, Clear Creek Financial Management LLC, PSI Advisors LLC, Howard Wealth Management LLC, Townsend Asset Management Corp NC ADV, Huber Financial Advisors LLC and Perritt Capital Management 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 $36.16.
How big of a company is WisdomTree U.S. SmallCap Fund?
What is WisdomTree U.S. SmallCap Fund's official website?
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.
MarketBeat Community Rating for WisdomTree U.S. SmallCap Fund (NYSEARCA EES)
MarketBeat's community ratings are surveys of what our community members think about WisdomTree U.S. SmallCap Fund and other stocks. Vote "Outperform" if you believe EES will outperform the S&P 500 over the long term. Vote "Underperform" if you believe EES will underperform the S&P 500 over the long term. You may vote once every thirty days.
