EES Institutional Ownership
WisdomTree U.S. SmallCap Fund
1W: +0.0%
1M: -3.3%
3M: -2.9%
YTD: +15.7%
1Y: +17.3%
3Y: +57.1%
5Y: +43.6%
$65.63
+0.55 (+0.85%)
Weekly Expected Move ±1.5%
$64
$65
$66
$67
$68
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — EES
177
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
444M
Total Invested
18
New Positions
45
Increased
68
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (191 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 743,249 | 49M | +8,044 | +1.1% | 60Q | SEC ↗ |
| 2 | UBS Group AG | 705,777 | 46M | -9,986 | -1.4% | 47Q | SEC ↗ |
| 3 | LPL Financial LLC | 595,597 | 39M | +808 | +0.1% | 54Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 492,642 | 32M | -34,353 | -6.5% | 15Q | SEC ↗ |
| 5 | AMERIPRISE FINANCIAL INC | 445,820 | 29M | -6,990 | -1.5% | 16Q | SEC ↗ |
| 6 | Cetera Investment Advisers | 346,942 | 23M | -14,667 | -4.1% | 10Q | SEC ↗ |
| 7 | Savant Capital, LLC | 340,257 | 22M | +166,973 | +96.4% | 26Q | SEC ↗ |
| 8 | Key Financial Inc | 293,975 | 19M | +5,936 | +2.1% | 23Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 147,585 | 10M | -56,640 | -27.7% | 7Q | SEC ↗ |
| 10 | WELLS FARGO & COMPANY/MN | 144,722 | 9M | -755 | -0.5% | 73Q | SEC ↗ |
| 11 | Arkadios Wealth Advisors | 138,763 | 9M | -17,871 | -11.4% | 4Q | SEC ↗ |
| 12 | Linscomb Wealth, Inc. | 132,932 | 9M | -5,416 | -3.9% | 50Q | SEC ↗ |
| 13 | ROYAL BANK OF CANADA | 132,675 | 9M | +3,501 | +2.7% | 67Q | SEC ↗ |
| 14 | Mariner, LLC | 107,319 | 7M | -16,831 | -13.6% | 11Q | SEC ↗ |
| 15 | Shore Point Advisors, LLC | 93,890 | 6M | -398 | -0.4% | 19Q | SEC ↗ |
| 16 | TopTier Wealth Management, LLC | 93,282 | 6M | -1,448 | -1.5% | 3Q | SEC ↗ |
| 17 | Waverly Advisors, LLC | 78,844 | 5M | -60 | -0.1% | 7Q | SEC ↗ |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 76,582 | 5M | -1,913 | -2.4% | 66Q | SEC ↗ |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 74,292 | 5M | +27,144 | +57.6% | 11Q | SEC ↗ |
| 20 | Amplius Wealth Advisors, LLC | 65,656 | 4M | -49,214 | -42.8% | 5Q | SEC ↗ |
| 21 | OSAIC HOLDINGS, INC. | 65,232 | 4M | +23,810 | +57.5% | 26Q | SEC ↗ |
| 22 | CULBERTSON A N & CO INC | 61,043 | 4M | -666 | -1.1% | 62Q | SEC ↗ |
| 23 | NewSquare Capital LLC | 57,355 | 4M | +1,338 | +2.4% | 25Q | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 50,093 | 3M | +3,215 | +6.9% | 30Q | SEC ↗ |
| 25 | JPMORGAN CHASE & CO | 49,359 | 3M | +561 | +1.1% | 31Q | SEC ↗ |
| 26 | Private Advisor Group, LLC | 47,989 | 3M | -31,839 | -39.9% | 50Q | SEC ↗ |
| 27 | STIFEL FINANCIAL CORP | 47,249 | 3M | +1,250 | +2.7% | 22Q | SEC ↗ |
| 28 | Merit Financial Group, LLC | 44,589 | 3M | -31,046 | -41.0% | 3Q | SEC ↗ |
| 29 | &PARTNERS | 39,324 | 3M | +4,746 | +13.7% | 15Q | SEC ↗ |
| 30 | CITADEL ADVISORS LLC | 32,589 | 2M | +22,143 | +212.0% | 2Q | SEC ↗ |
| 31 | Smartleaf Asset Management LLC | 28,163 | 2M | — | +0.0% | 11Q | SEC ↗ |
| 32 | Atria Investments, Inc | 27,111 | 2M | -17,084 | -38.7% | 11Q | SEC ↗ |
| 33 | Creative Planning | 25,857 | 2M | -223 | -0.9% | 26Q | SEC ↗ |
| 34 | OPTIMA CAPITAL LLC | 24,255 | 2M | +10 | +0.0% | 7Q | SEC ↗ |
| 35 | Claris Financial LLC | 24,219 | 2M | -218 | -0.9% | 6Q | SEC ↗ |
| 36 | Cambridge Investment Research Advisors | 23,378 | 2M | -886 | -3.7% | 69Q | SEC ↗ |
| 37 | LANARK FINANCIAL, INC. | 21,887 | 1M | +990 | +4.7% | 12Q | SEC ↗ |
| 38 | Kestra Advisory Services, LLC | 20,831 | 1M | -1,497 | -6.7% | 23Q | SEC ↗ |
| 39 | New Perspectives, Inc | 20,533 | 1M | -380 | -1.8% | 10Q | SEC ↗ |
| 40 | Global Retirement Partners, LLC NEW | 20,207 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 41 | HOWARD WEALTH MANAGEMENT, LLC | 19,178 | 1M | -5 | -0.0% | 27Q | SEC ↗ |
| 42 | MOLLER WEALTH PARTNERS | 18,397 | 1M | — | +0.0% | 67Q | SEC ↗ |
| 43 | Steward Partners Investment Advisory, | 17,892 | 1M | -149 | -0.8% | 29Q | SEC ↗ |
| 44 | Avidian Wealth Enterprises, LLC | 16,897 | 1M | +1 | +0.0% | 2Q | SEC ↗ |
| 45 | Three Bearings Fiduciary Advisors, Inc | 16,774 | 1M | -372 | -2.2% | 3Q | SEC ↗ |
| 46 | Western Wealth Management, LLC | 16,761 | 1M | +11,422 | +213.9% | 2Q | SEC ↗ |
| 47 | CWM, LLC | 15,507 | 1M | +1 | +0.0% | 6Q | SEC ↗ |
| 48 | UBS AM, a distinct business unit of UB | 15,186 | 997K | — | +0.0% | 3Q | SEC ↗ |
| 49 | GOLDMAN SACHS GROUP INC | 15,029 | 986K | -22 | -0.1% | 15Q | SEC ↗ |
| 50 | Larson Financial Group LLC | 14,536 | 954K | -260 | -1.8% | 9Q | SEC ↗ |
Recent Activity
New Positions (18)
| Holder | Shares | Value |
|---|---|---|
| Global Retirement Partners, LLC | 20,207 | 1M |
| FIDUCIARY FINANCIAL ADVISORS | 4,768 | 313K |
| Arax Advisory Partners | 3,807 | 250K |
| WESBANCO BANK INC | 3,425 | 225K |
| Peak Financial Management, Inc. | 3,400 | 223K |
| Integrated Wealth Concepts LLC | 3,336 | 219K |
| PINNACLE ASSOCIATES LTD | 3,270 | 215K |
| Summit Financial, LLC | 3,261 | 214K |
| CATHY PARETO & ASSOCIATES, INC | 3,228 | 212K |
| Sensible Money, LLC | 3,162 | 208K |
| Joel Isaacson & Co., LLC | 3,022 | 198K |
| Wealthcare Capital Partners, LLC | 3,008 | 197K |
| MERCER GLOBAL ADVISORS INC /ADV | 767 | 50K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 745 | 49K |
| EPG Wealth Management LLC | 40 | 3K |
| Continuum Advisory, LLC | 25 | 2K |
| Planning Strategies Inc. | 17 | 1K |
| Luminist Capital LLC | 7 | 0K |
Sold Out (16)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Concurrent Investment Advisors, LLC | 18,469 | 1M |
| Roble, Belko & Company, Inc | 9,000 | 591K |
| KMG FIDUCIARY PARTNERS, LLC | 8,106 | 532K |
| Empowered Funds, LLC | 6,722 | 441K |
| Insight Advisors, LLC/ PA | 5,146 | 338K |
| Wilson & Boucher Capital Management | 3,900 | 256K |
| Team Financial Group, LLC | 2,745 | 180K |
| Root Financial Partners, LLC | 567 | 37K |
| BANK OF MONTREAL /CAN | 475 | 31K |
| Quattro Advisors LLC | 238 | 16K |
| Addison Advisors LLC | 225 | 15K |
| Abound Wealth Management | 84 | 6K |
| TUCKER ASSET MANAGEMENT LLC | 61 | 4K |
| EXCHANGE TRADED CONCEPTS, LLC | 52 | 3K |
| Sunbelt Securities, Inc. | 39 | 3K |
| Tower Research Capital LLC (TRC) | 18 | 1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Savant Capital, LLC | +166,973 | +96.4% | 340,257 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +27,144 | +57.6% | 74,292 |
| OSAIC HOLDINGS, INC. | +23,810 | +57.5% | 65,232 |
| CITADEL ADVISORS LLC | +22,143 | +212.0% | 32,589 |
| Western Wealth Management, LLC | +11,422 | +213.9% | 16,761 |
| MORGAN STANLEY | +8,044 | +1.1% | 743,249 |
| Key Financial Inc | +5,936 | +2.1% | 293,975 |
| &PARTNERS | +4,746 | +13.7% | 39,324 |
| ROYAL BANK OF CANADA | +3,501 | +2.7% | 132,675 |
| MML INVESTORS SERVICES, LLC | +3,343 | +71.8% | 7,997 |
| Golden State Wealth Management, LLC | +3,221 | +597.6% | 3,760 |
| Rockefeller Capital Management L.P. | +3,215 | +6.9% | 50,093 |
| AQR CAPITAL MANAGEMENT LLC | +2,701 | +40.2% | 9,421 |
| NewSquare Capital LLC | +1,338 | +2.4% | 57,355 |
| NewEdge Wealth, LLC | +1,301 | +29.7% | 5,681 |
| HighPoint Advisor Group LLC | +1,252 | +12.3% | 11,463 |
| STIFEL FINANCIAL CORP | +1,250 | +2.7% | 47,249 |
| Chicago Partners Investment Group L | +1,216 | +19.4% | 7,487 |
| LANARK FINANCIAL, INC. | +990 | +4.7% | 21,887 |
| LPL Financial LLC | +808 | +0.1% | 595,597 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | -56,640 | -27.7% | 147,585 |
| Amplius Wealth Advisors, LLC | -49,214 | -42.8% | 65,656 |
| BANK OF AMERICA CORP /DE | -34,353 | -6.5% | 492,642 |
| Private Advisor Group, LLC | -31,839 | -39.9% | 47,989 |
| Merit Financial Group, LLC | -31,046 | -41.0% | 44,589 |
| Arkadios Wealth Advisors | -17,871 | -11.4% | 138,763 |
| Atria Investments, Inc | -17,084 | -38.7% | 27,111 |
| Mariner, LLC | -16,831 | -13.6% | 107,319 |
| Cetera Investment Advisers | -14,667 | -4.1% | 346,942 |
| UBS Group AG | -9,986 | -1.4% | 705,777 |
| TWO SIGMA INVESTMENTS, LP | -8,000 | -43.2% | 10,500 |
| AMERIPRISE FINANCIAL INC | -6,990 | -1.5% | 445,820 |
| Linscomb Wealth, Inc. | -5,416 | -3.9% | 132,932 |
| Modera Wealth Management, LLC | -3,700 | -50.5% | 3,621 |
| JANE STREET GROUP, LLC | -2,089 | -14.3% | 12,489 |
| ENVESTNET ASSET MANAGEMENT INC | -1,913 | -2.4% | 76,582 |
| Dala Group, LLC | -1,753 | -21.9% | 6,255 |
| Kestra Advisory Services, LLC | -1,497 | -6.7% | 20,831 |
| TopTier Wealth Management, LLC | -1,448 | -1.5% | 93,282 |
| Forefront Analytics, LLC | -1,212 | -14.7% | 7,020 |