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Disclosery

EES WISDOMTREE TR

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US SMALLCAP FUND (fund)

161 managers (161 13F filers) reported a position in EES shares at 2024-12-31, 7,606,312 shares in all. 7 filers opened a position and 7 filers sold out during the quarter.

Managers
161
13F filers
161
New
7
Added
33
Reduced
58
Sold out
7
Shares held by filers
7,606,312

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/849,166$45.8M<0.01%-40,68513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY775,993$41.9M<0.01%+1,91313F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG729,030$39.3M0.01%-15,61813F-HRTimelineGroup
Essential Planning, LLC.536,780$29.4M0.19%+527,86813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC499,389$26.9M0.01%-3,26113F-HRTimelineGroup
LPL Financial LLC395,828$21.4M0.01%+30,39213F-HRTimeline
Cetera Investment Advisers319,934$17.3M0.04%-71,87813F-HRTimeline
Shore Point Advisors, LLC280,874$15.2M8.15%+1,59313F-HRTimeline
Global Retirement Partners, LLC272,463$14.7M0.42%+26,05613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC258,633$14M0.11%-40,19213F-HRTimelineGroup
Linscomb Wealth, Inc.186,785$10.1M0.5%-8,41813F-HRTimeline
Kathleen S. Wright Associates Inc.137,283$7.41M3.08%-2,55913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC119,428$6.44M0.01%-6,36313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA112,206$6.05M<0.01%+1,16813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC110,786$5.98M<0.01%-2,71513F-HRTimelineGroup
INVENIO WEALTH PARTNERS LLC107,964$5.82M2.44%-9,72213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC96,108$5.18M<0.01%13F-HR/ATimelineGroup
Waverly Advisors, LLC79,965$4.31M0.07%new13F-HRTimeline
HOWARD BAILEY SECURITIES, LLC73,642$3.97M1.47%-1,00413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN70,149$3.78M<0.01%-57713F-HRTimelineGroup
First Western Trust Bank69,790$3.76M0.17%013F-HRTimeline
Private Advisor Group, LLC67,470$3.64M0.02%-1,97013F-HRTimeline
CULBERTSON A N & CO INC63,414$3.42M0.54%-19013F-HRTimeline
Steward Partners Investment Advisory, L…60,291$3.25M0.03%-6,34813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO51,620$2.78M<0.01%-7,68013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.44,758$2.41M0.02%-1,35713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP43,632$2.35M<0.01%-16013F-HRTimelineGroup
NewSquare Capital LLC42,778$2.31M0.18%+22,22813F-HRTimeline
World Investment Advisors42,656$2.3M0.06%+95813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…42,019$2.27M<0.01%+22,72513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.37,180$2.01M<0.01%+4,06013F-HR/ATimelineGroup
Insight Advisors, LLC/ PA36,692$1.97M0.34%+53813F-HRTimeline
&PARTNERS33,873$1.83M0.02%-84713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC33,770$1.82M<0.01%new13F-HRTimelineGroup
Atria Investments, Inc31,286$1.69M0.02%+26213F-HRTimeline
Defined Financial Planning LLC31,229$1.68M1.8%13F-HRTimeline
New Perspectives, Inc30,940$1.67M0.89%-50613F-HRTimeline
HERBST GROUP, LLC30,356$1.64M1.02%-1,64013F-HRTimeline
Forefront Analytics, LLC25,665$1.38M0.64%-38713F-HRTimeline
Creative Planningin group Creative Planning24,939$1.35M<0.01%013F-HRTimelineGroup
Claris Financial LLC24,547$1.32M0.87%13F-HRTimeline
OPTIMA CAPITAL LLC24,203$1.31M0.9%13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC21,738$1.17M0.01%+3,64213F-HRTimelineGroup
HighTower Advisors, LLC20,954$1.13M<0.01%-3,37813F-HRTimeline
Prospera Financial Services Inc20,616$1.11M0.03%-11613F-HRTimeline
Cambridge Investment Research Advisors,…19,972$1.08M<0.01%+4,29813F-HRTimeline
BLAIR WILLIAM & CO/IL19,317$1.04M<0.01%+14,33113F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC19,255$1.04M0.56%013F-HRTimeline
MOLLER WEALTH PARTNERS18,442$995K0.26%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,745$957K<0.01%new13F-HRTimelineGroup
Tyler-Stone Wealth Management17,377$937K0.17%+25013F-HRTimeline
Smartleaf Asset Management LLC17,426$937K0.1%-77713F-HRTimeline
Larson Financial Group LLC16,707$901K0.05%-4013F-HRTimeline
Nemes Rush Group LLC15,904$858K0.11%+1,30713F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP15,900$858K<0.01%+80013F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC15,399$831K0.04%-10913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,029$811K<0.01%013F-HRTimelineGroup
Blue Capital, Inc.14,813$799K0.56%13F-HRTimeline
CRUX WEALTH ADVISORS14,757$796K0.44%13F-HRTimeline
Oxler Private Wealth LLC14,418$778K0.26%-1,08913F-HRTimeline
MEANS INVESTMENT CO., INC.13,621$735K0.08%-5613F-HRTimeline
CWM, LLCin group CWM, LLC12,351$666K<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…11,371$613K<0.01%+4113F-HRTimelineGroup
Wellington Shields Capital Management, …in group Wellington Shields Capital Ma…11,360$613K0.11%-6,40013F-HRTimelineGroup
WORLD EQUITY GROUP, INC.11,152$602K0.13%+6,70113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.10,740$575K<0.01%013F-HRTimelineGroup
Columbia River Financial Group, LLC10,221$551K0.38%13F-HRTimeline
S.A. Mason LLC9,450$510K0.27%-1,00013F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC9,347$504K0.16%-2,08013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC9,154$494K0.04%+11513F-HRTimeline
NewEdge Wealth, LLC9,142$493K0.01%+12513F-HRTimeline
Mariner, LLCin group Mariner, LLC9,062$489K<0.01%-43413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC8,931$482K<0.01%+10913F-HRTimeline
Claro Advisors Inc.8,239$444K0.06%013F-HRTimeline
Cresset Asset Management, LLC7,728$417K<0.01%-7,72813F-HRTimeline
Betterment LLC7,555$408K<0.01%-35713F-HRTimeline
Pine Valley Investments Ltd Liability Co7,381$398K0.03%+75513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth7,265$392K<0.01%013F-HR/ATimelineGroup
Chicago Partners Investment Group LLC7,298$391K0.01%+1913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\7,010$378K<0.01%013F-HRTimelineGroup
Parkside Financial Bank & Trust6,993$377K0.05%new13F-HRTimeline
Berger Financial Group, Inc6,966$376K0.03%013F-HRTimeline
PSI Advisors, LLC6,915$373K0.11%-43613F-HRTimeline
Modera Wealth Management, LLC6,821$368K<0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,703$362K<0.01%+29213F-HR/ATimeline
RFG Advisory, LLC6,543$353K0.01%-1,09713F-HRTimeline
FSA Advisors, Inc.6,469$349K0.43%-1,00413F-HRTimeline
Envision Financial LLC5,623$303K0.24%13F-HR/ATimeline
Wilson & Boucher Capital Management, LLC5,400$291K0.21%013F-HRTimeline
Kingsview Wealth Management, LLC5,333$288K0.01%-2013F-HRTimeline
FMR LLCin group FMR LLC5,249$283K<0.01%+81313F-HRTimelineGroup
CAPITAL MANAGEMENT CORP /VA5,248$283K0.05%+113F-HRTimeline
Savvy Advisors, Inc.5,232$282K0.03%013F-HRTimeline
Freedom Investment Management, Inc.5,074$274K0.02%+2013F-HRTimeline
Janney Montgomery Scott LLC4,870$263K<0.01%-8413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS4,870$263K<0.01%013F-HRTimeline
Intrua Financial, LLC4,706$254K0.04%-1,21713F-HRTimeline
DAVENPORT & Co LLC4,642$250K<0.01%-86513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,360$235K<0.01%-49813F-HRTimelineGroup
Clearwater Capital Advisors, LLC4,306$232K0.02%-9413F-HRTimeline
Institute for Wealth Management, LLC.4,290$231K0.03%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC4,277$231K0.01%+47013F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI4,241$229K0.02%-6913F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.4,200$227K0.06%013F-HRTimelineGroup
Laurel Wealth Advisors LLC4,000$216K0.03%-10013F-HRTimeline
Joel Isaacson & Co., LLC3,965$214K0.01%-7513F-HRTimeline
Graves Light Lenhart Wealth, Inc.3,900$210K0.03%013F-HRTimeline
Team Financial Group, LLC3,883$209K0.12%-24813F-HRTimeline
CATHY PARETO & ASSOCIATES, INC3,811$206K0.19%13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.3,755$203K<0.01%new13F-HRTimelineGroup
COMERICA BANK3,717$200K<0.01%-7013F-HR/ATimeline
AMERIFLEX GROUP, INC.3,110$172K0.08%13F-HRTimeline
Asset Dedication, LLC3,162$171K0.01%013F-HRTimeline
AE Wealth Management LLC3,087$167K<0.01%-2,32213F-HRTimeline
HARBOUR INVESTMENTS, INC.2,781$150K<0.01%-23113F-HRTimeline
CoreCap Advisors, LLC2,211$119K0.01%-44713F-HRTimeline
Indiana Trust & Investment Management Co2,143$116K0.04%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,992$107K<0.01%-1013F-HRTimeline
MOTCO1,991$107K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC1,813$97.8K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,751$94.4K<0.01%-4,24713F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,605$86.6K<0.01%-2,06013F-HRTimelineGroup
Global Financial Private Client, LLC1,500$80.9K0.03%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,400$75.5K<0.01%013F-HRTimeline
Financial Connections Group, Inc.1,350$72K0.03%013F-HRTimeline
Key Financial Inc1,286$69.4K0.02%013F-HRTimeline
Transce3nd, LLC1,032$55.7K0.02%13F-HRTimeline
Horizons Wealth Management832$44.9K0.03%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP762$41.1K<0.01%+10413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…667$36K<0.01%-46013F-HRTimelineGroup
EPG Wealth Management LLC653$35.2K0.01%013F-HRTimeline
IFP Advisors, Inc573$30.9K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC590$30.8K0.02%13F-HRTimeline
Allworth Financial LP491$27K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC474$25.6K<0.01%-613F-HRTimelineGroup
NFSG Corp375$20.2K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…305$16.5K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.275$14.8K<0.01%013F-HRTimeline
Addison Advisors LLC225$12.1K<0.01%013F-HRTimeline
FLP Wealth Management, LLC183$9.86K0.03%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC179$9.65K<0.01%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.166$8.95K<0.01%013F-HRTimeline
Ruedi Wealth Management, Inc.163$8.79K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.150$8.11K0.01%13F-HRTimeline
Qube Research & Technologies Ltd133$7.17K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC126$6.75K0.01%013F-HRTimeline
Golden State Wealth Management, LLC117$6.31K<0.01%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC95$5.12K<0.01%013F-HRTimelineGroup
Coston, McIsaac & Partners100$5K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.92$4.96K<0.01%13F-HRTimeline
Talon Private Wealth, LLC84$4.53K<0.01%013F-HR/ATimeline
Covestor Ltd68$4K<0.01%+2213F-HRTimeline
Dunhill Financial, LLC62$3.33K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC60$3.23K<0.01%013F-HRTimeline
Continuum Advisory, LLC25$1.35K<0.01%013F-HRTimeline
Archer Investment Corp21$1.12K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.8$4400.04%-7,86313F-HRTimeline
Blue Trust, Inc.8$432<0.01%013F-HR/ATimeline
Luminist Capital LLC7$378<0.01%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6$324<0.01%+513F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.