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NYSEARCA:EES

WisdomTree U.S. SmallCap Earnings Fund Institutional Ownership

$37.36
-0.07 (-0.19 %)
(As of 11/27/2020 12:00 AM ET)
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Today's Range
$37.12
Now: $37.36
$37.54
50-Day Range
$30.71
MA: $33.31
$37.79
52-Week Range
$19.16
Now: $37.36
$38.74
Volume45,609 shs
Average Volume118,237 shs
Market Capitalization$452.06 million
P/E RatioN/A
Dividend Yield1.26%
BetaN/A

Institutional Ownership

Institutional Ownership Changes (13F Filings) for WisdomTree U.S. SmallCap Earnings Fund (NYSEARCA:EES)

 

Institutional Buying and Selling by Quarter


WisdomTree U.S. SmallCap Earnings Fund (NYSEARCA EES) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
11/16/2020Intrua Financial LLC18,700$0.64M0.3%+11.7%0.153%
11/13/2020Morgan Stanley723,443$21.61M0.0%-1.2%5.930%
11/13/2020First Allied Advisory Services Inc.7,764$0.23M0.0%+5.7%0.064%
11/13/2020Cetera Advisor Networks LLC84,981$2.54M0.1%-5.4%0.697%
11/12/2020Forefront Analytics LLC175,807$5.25M2.5%+254.6%1.441%
11/10/2020Laurel Wealth Advisors LLC1,881$56K0.0%-24.1%0.016%
11/9/2020Means Investment CO. Inc.17,781$0.57M0.2%-4.2%0.148%
11/9/2020LPL Financial LLC95,401$2.85M0.0%-8.8%0.795%
11/5/2020Creative Planning33,573$1M0.0%-23.5%0.280%
11/5/2020Commonwealth Equity Services LLC182,548$5.45M0.0%-36.5%1.521%
11/5/2020Wells Fargo & Company MN85,973$2.57M0.0%-26.2%0.716%
11/4/2020NewSquare Capital LLC1,325$40K0.0%+62.6%0.011%
11/4/2020Savant Capital LLC599,055$17.89M1.2%-8.4%4.992%
11/4/2020Raymond James Financial Services Advisors Inc.287,612$8.59M0.0%+10.1%2.397%
11/4/2020Raymond James & Associates15,294$0.46M0.0%-2.2%0.127%
11/2/2020Townsend Asset Management Corp NC ADV37,310$1.11M0.9%-26.1%0.308%
11/2/2020Meeder Asset Management Inc.1,700$51K0.0%N/A0.014%
11/2/2020Private Advisor Group LLC10,928$0.33M0.0%-64.8%0.090%
10/30/2020Culbertson A N & Co. Inc.67,764$2.02M0.5%-1.4%0.553%
10/29/2020Stratos Wealth Partners LTD.14,283$0.43M0.0%-37.4%0.117%
10/29/2020IFP Advisors Inc2,000$61K0.0%+19.3%0.016%
10/29/2020Smithbridge Asset Management Inc. DE100,353$3M1.5%+5.8%0.819%
10/29/2020Howard Wealth Management LLC32,843$0.98M0.7%-1.7%0.268%
10/29/2020Harvest Investment Services LLC16,840$0.50M0.3%-13.6%0.137%
10/29/2020Cambridge Investment Research Advisors Inc.27,079$0.81M0.0%-74.5%0.221%
10/28/2020Wealthstreet Investment Advisors LLC26,735$0.80M0.1%+21.4%0.218%
10/27/2020SVA Wealth Management LLC8,017$0.24M0.0%-30.4%0.065%
10/23/2020Cadence Bank NA6,928$0.21M0.1%-6.6%0.057%
10/22/2020NEXT Financial Group Inc8,647$0.26M0.0%-13.7%0.071%
10/21/2020Patriot Financial Group Insurance Agency LLC11,414$0.34M0.1%-23.6%0.093%
10/21/2020Tennessee Valley Asset Management Partners44,382$1.33M0.8%N/A0.362%
10/16/2020Clearwater Capital Advisors LLC20,366$0.61M0.1%-13.0%0.164%
10/15/2020DAVENPORT & Co LLC17,964$0.54M0.0%-45.4%0.144%
10/15/2020Cutler Investment Counsel LLC8,996$0.27M0.1%-29.5%0.072%
10/14/2020Avantax Advisory Services Inc.75,357$2.25M0.0%+241.9%0.605%
10/13/2020Flagship Harbor Advisors LLC9,366$0.28M0.0%-17.2%0.075%
10/9/2020Envestnet Asset Management Inc.203,752$6.09M0.0%-2.4%1.604%
10/9/2020Global Retirement Partners LLC1,870$56K0.0%-69.2%0.015%
8/19/2020Cutler Investment Counsel LLC12,756$0.36M0.1%-88.7%0.097%
8/19/2020Orion Portfolio Solutions LLC950$27K0.0%N/A0.007%
8/17/2020Private Advisor Group LLC31,060$0.88M0.0%+128.5%0.235%
8/14/2020Bank of America Corp DE458,385$13.01M0.0%-58.5%3.473%
8/14/2020Advisor Group Holdings Inc.82,271$2.34M0.0%-29.4%0.623%
8/13/2020Means Investment CO. Inc.18,554$0.59M0.2%-23.9%0.141%
8/13/2020First Republic Investment Management Inc.49,318$1.40M0.0%+0.7%0.374%
8/12/2020Blair William & Co. IL1,124$32K0.0%-52.5%0.009%
8/12/2020Rockefeller Capital Management L.P.16,653$0.47M0.0%+15.2%0.126%
8/12/2020Commonwealth Equity Services LLC287,354$8.16M0.0%+11.3%2.177%
8/11/2020Savant Capital LLC653,942$18.56M1.4%+17.2%4.954%
8/10/2020HighTower Advisors LLC44,918$1.27M0.0%-59.1%0.334%
8/7/2020US Bancorp DE890$25K0.0%-67.4%0.007%
8/6/2020Steward Partners Investment Advisory LLC5,248$0.15M0.0%-27.1%0.039%
8/6/2020Laurel Wealth Advisors LLC2,479$70K0.0%+20.6%0.018%
8/6/2020Avantax Advisory Services Inc.22,043$0.63M0.0%+6.4%0.164%
8/6/2020Meristem Family Wealth LLC7,728$0.22M0.1%N/A0.057%
8/4/2020SVA Wealth Management LLC11,520$0.33M0.0%-99.1%0.086%
8/4/2020PSI Advisors LLC73,625$37.78M4.3%+1.3%0.547%
8/3/2020Howard Wealth Management LLC33,403$0.95M0.8%-28.4%0.248%
7/31/2020Cadence Bank NA7,414$0.21M0.1%N/A0.055%
7/31/2020UBS Group AG508,559$14.43M0.0%+3.3%3.726%
7/30/2020Clearwater Capital Advisors LLC23,399$0.66M0.1%-20.7%0.171%
7/29/2020Kelman Lazarov Inc.8,685$0.25M0.1%-50.0%0.063%
7/28/2020Stratos Wealth Partners LTD.22,819$0.65M0.0%-79.3%0.165%
7/28/2020DAVENPORT & Co LLC32,897$0.93M0.0%-37.7%0.238%
7/27/2020Cambridge Investment Research Advisors Inc.106,087$3.01M0.0%-41.1%0.766%
7/24/20203D Asset Management Inc.487,369$13.83M3.9%-13.6%3.519%
7/24/2020Culbertson A N & Co. Inc.68,753$1.95M0.5%+1.1%0.496%
7/23/2020Creative Planning43,858$1.25M0.0%+27.2%0.317%
7/23/2020Janney Montgomery Scott LLC93,103$2.64M0.0%+284.3%0.672%
7/22/2020KMG Fiduciary Partners LLC7,870$0.22M0.1%N/A0.057%
7/20/2020Valeo Financial Advisors LLC2,135$61K0.0%-48.3%0.015%
7/17/2020Raymond James Financial Services Advisors Inc.261,317$7.42M0.0%-28.1%1.887%
7/16/2020Clear Creek Financial Management LLC34,101$0.97M0.3%-16.4%0.246%
7/13/2020LVM Capital Management Ltd. MI7,745$0.22M0.0%N/A0.056%
7/13/2020Global Retirement Partners LLC6,070$0.17M0.0%-81.4%0.044%
7/10/2020Patriot Financial Group Insurance Agency LLC14,937$0.42M0.2%-56.3%0.106%
7/9/2020Cottage Street Advisors LLC7,201$0.20M0.2%-66.0%0.051%
7/8/2020Envestnet Asset Management Inc.208,698$5.92M0.0%-12.9%1.485%
6/16/2020Royal Bank of Canada94,419$2.11M0.0%-34.8%0.665%
5/26/2020Morgan Stanley1,313,510$29.33M0.0%+0.2%8.728%
5/21/2020HighTower Advisors LLC109,747$2.45M0.0%-42.9%0.715%
5/18/2020Advisor Group Holdings Inc.116,515$2.60M0.0%N/A0.737%
5/15/2020Jane Street Group LLC35,680$0.80M0.0%+153.6%0.226%
5/15/2020Tower Research Capital LLC TRC 16,898$0.38M0.0%-8.9%0.107%
5/15/2020Morgan Stanley1,313,510$29.33M0.0%+0.2%8.287%
5/15/2020United Capital Financial Advisers LLC40,144$0.90M0.0%+26.8%0.253%
5/15/2020Two Sigma Securities LLC17,883$0.40M0.0%N/A0.113%
5/14/2020Wells Fargo & Company MN151,072$3.37M0.0%-28.3%0.953%
5/14/2020Cutler Investment Counsel LLC112,949$2.52M0.6%+2.5%0.713%
5/13/2020Pinnacle Associates Ltd.35,156$0.79M0.0%-34.4%0.222%
5/13/2020US Bancorp DE2,734$61K0.0%-13.8%0.017%
5/12/2020Private Advisor Group LLC13,594$0.30M0.0%-7.9%0.086%
5/12/2020Portfolio Solutions LLC11,417$0.26M0.0%-23.4%0.072%
5/12/2020Flagship Harbor Advisors LLC11,314$0.25M0.1%-11.6%0.071%
5/12/2020Citigroup Inc.16,223$0.36M0.0%-84.7%0.102%
5/12/2020Rockefeller Capital Management L.P.14,456$0.32M0.0%+980.4%0.091%
5/12/2020JPMorgan Chase & Co.2,015$45K0.0%+34.3%0.013%
5/12/2020SVA Wealth Management LLC1,235,213$27.58M3.2%+5.9%7.793%
5/11/2020Commonwealth Equity Services LLC258,292$5.77M0.0%-2.7%1.630%
5/11/2020Blair William & Co. IL2,368$53K0.0%-56.2%0.015%
(Data available from 1/1/2016 forward)

This page was last updated on 11/29/2020 by MarketBeat.com Staff

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