EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (ARCA)

WisdomTree Trust - WisdomTree U.S. SmallCap Fund
US ˙ ARCA ˙ US97717W5629

Grundlæggende statistik
Institutionelle ejere 141 total, 141 long only, 0 short only, 0 long/short - change of -3,42% MRQ
Gennemsnitlig porteføljeallokering 0.1721 % - change of -9,14% MRQ
Institutionelle aktier (lange) 6.986.679 (ex 13D/G) - change of -0,33MM shares -4,55% MRQ
Institutionel værdi (lang) $ 335.745 USD ($1000)
Institutionelt ejerskab og aktionærer

WisdomTree Trust - WisdomTree U.S. SmallCap Fund (US:EES) har 141 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 6,986,679 aktier. Største aktionærer omfatter Bank Of America Corp /de/, Morgan Stanley, UBS Group AG, LPL Financial LLC, Ameriprise Financial Inc, Cetera Investment Advisers, Shore Point Advisors, LLC, Key FInancial Inc, Savant Capital, LLC, and Laurel Wealth Advisors LLC .

WisdomTree Trust - WisdomTree U.S. SmallCap Fund (ARCA:EES) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.

The share price as of September 12, 2025 is 55,92 / share. Previously, on September 16, 2024, the share price was 51,85 / share. This represents an increase of 7,85% over that period.

EES / WisdomTree Trust - WisdomTree U.S. SmallCap Fund Institutional Ownership
Fondens stemningsscore

Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.

Opdateringsfrekvens: Dagligt

Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.

Institutionel Put/Call-forhold

Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.

Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.

EES / WisdomTree Trust - WisdomTree U.S. SmallCap Fund Historical Put/Call Ratio
13F og NPORT arkivering

Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.

Opgrader for at låse premium-data op og eksportere til Excel .

Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2025-08-19 13F Newbridge Financial Services Group, Inc. 375 0,00 19 5,56
2025-07-07 13F Nova Wealth Management, Inc. 118 81,54 6 100,00
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 6.512 -13,84 345 -6,50
2025-08-06 13F Golden State Wealth Management, LLC 535 0,19 27 3,85
2025-08-05 13F NewSquare Capital LLC 47.387 8,51 2.415 13,23
2025-07-09 13F Shore Point Advisors, LLC 277.857 3,67 14.160 8,17
2025-07-15 13F Optima Capital Llc 24.222 0,04 1.234 4,40
2025-07-22 13F Berger Financial Group, Inc 5.436 0,00 277 4,53
2025-08-11 13F Lowe Brockenbrough & Co Inc 1.200 61
2025-08-26 13F Claris Financial LLC 16.342 -33,43 833 -37,16
2025-07-22 13F Team Financial Group, LLC 2.769 141
2025-07-29 13F Smithbridge Asset Management Inc/de 6.591 -84,77 336 -84,15
2025-08-04 13F Linscomb & Williams, Inc. 171.819 -2,18 8.756 2,06
2025-08-12 13F Steward Partners Investment Advisory, Llc 21.854 -64,36 1.114 -62,83
2025-08-15 13F Kestra Advisory Services, LLC 20.427 8,17 1.041 12,80
2025-07-29 13F Chicago Partners Investment Group LLC 7.330 0,26 394 13,26
2025-08-14 13F Smartleaf Asset Management LLC 17.957 3,61 916 8,03
2025-08-11 13F Rothschild Investment Llc 1.400 0,00 71 4,41
2025-08-12 13F Coston, McIsaac & Partners 100 0,00 0
2025-08-11 13F HighTower Advisors, LLC 0 -100,00 0
2025-08-08 13F Cetera Investment Advisers 313.673 -1,66 15.985 2,61
2025-08-11 13F Covestor Ltd 109 15,96 0
2025-07-08 13F Nbc Securities, Inc. 10.125 2,26 1
2025-08-14 13F UBS Group AG 720.106 -1,88 36.697 2,38
2025-07-17 13F Janney Montgomery Scott LLC 4.810 0,00 0
2025-08-08 13F Larson Financial Group LLC 16.507 0,35 841 4,73
2025-08-13 13F Transce3nd, LLC 711 -0,70 36 5,88
2025-08-13 13F Cheviot Value Management, LLC 199 0,00 10 11,11
2025-08-12 13F CIBC Private Wealth Group, LLC 10.740 0,00 547 19,96
2025-07-14 13F S.A. Mason LLC 9.450 0,00 482 4,34
2025-07-23 13F Indiana Trust & Investment Management CO 2.143 0,00 109 4,81
2025-08-06 13F Prospera Financial Services Inc 15.653 -22,01 799 -18,65
2025-08-11 13F NewEdge Wealth, LLC 0 -100,00 0
2025-07-21 13F Ameriflex Group, Inc. 0 -100,00 0
2025-08-12 13F LPL Financial LLC 510.962 7,63 26.039 12,31
2025-04-09 13F Graves-Light Private Wealth Management, Inc. 0 -100,00 0
2025-08-15 13F Equitable Holdings, Inc. 4.795 244
2025-08-14 13F Qube Research & Technologies Ltd 133 0,00 7 0,00
2025-08-08 13F Creative Planning 26.177 0,42 1.334 4,79
2025-05-13 13F EPG Wealth Management LLC 0 -100,00 0 -100,00
2025-07-24 13F Us Bancorp \de\ 8.577 0,00 437 4,55
2025-08-12 13F PSI Advisors, LLC 5.971 0,00 304 4,47
2025-08-04 13F Assetmark, Inc 777 432,19 40 457,14
2025-08-11 13F Citigroup Inc 1.839 9,14 94 13,41
2025-07-10 13F Global Financial Private Client, LLC 0 -100,00 0
2025-07-22 13F DAVENPORT & Co LLC 7.158 57,39 365 63,96
2025-08-04 13F Pensionmark Financial Group, Llc 0 -100,00 0
2025-08-04 13F Atria Investments Llc 39.702 18,29 2.023 23,43
2025-08-11 13F Invenio Wealth Partners Llc 0 -100,00 0
2025-08-12 13F Clearwater Capital Advisors, LLC 4.230 -1,76 216 2,38
2025-07-24 13F Blair William & Co/il 12.599 -12,26 642 -8,42
2025-05-28 13F Intrua Financial, LLC 0 -100,00 0 -100,00
2025-07-15 13F FLP Wealth Management, LLC 0 -100,00 0
2025-08-14 13F Mariner, LLC 5.407 6,37 276 10,89
2025-07-08 13F Arlington Trust Co LLC 500 0,00 25 4,17
2025-07-24 13F Financial Connections Group, Inc. 1.350 0,00 0
2025-08-12 13F Laurel Wealth Advisors LLC 214.542 4.996,01 4 -98,05
2025-07-25 13F Ruedi Wealth Management, Inc. 0 -100,00 0
2025-07-30 13F Insight Advisors, LLC/ PA 40.118 4,60 2.044 9,13
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 18.553 -4,04 1
2025-07-10 13F Kmg Fiduciary Partners, Llc 10.334 11,43 527 16,37
2025-08-11 13F Culbertson A N & Co Inc 62.454 -1,45 3.183 2,81
2025-07-15 13F Fifth Third Bancorp 0 -100,00 0
2025-08-11 13F Private Advisor Group, LLC 64.768 5,03 3.301 9,60
2025-08-14 13F Royal Bank Of Canada 111.081 -1,16 5.660 3,12
2025-08-07 13F Allworth Financial LP 638 16,00 33 28,00
2025-08-14 13F/A Rockefeller Capital Management L.P. 11.375 0,02 580 4,32
2025-07-21 13F Precedent Wealth Partners, Llc 8.079 0,90 412 5,12
2025-08-14 13F/A Forefront Analytics, LLC 20.571 -20,90 1.048 -17,42
2025-08-08 13F Hartland & Co., LLC 751 38
2025-07-28 13F Frazier Financial Advisors, LLC 133 0,00 7 0,00
2025-07-15 13F World Equity Group, Inc. 5.751 -2,13 293 0,69
2025-08-14 13F Susquehanna International Group, Llp 27.966 -79,01 1.425 -78,10
2025-08-15 13F Captrust Financial Advisors 3.945 -23,10 201 -19,60
2025-07-24 13F Jfs Wealth Advisors, Llc 1.813 0,00 92 4,55
2025-08-08 13F Kingsview Wealth Management, LLC 5.210 -1,14 266 3,11
2025-05-21 13F/A Geneos Wealth Management Inc. 0 -100,00 0 -100,00
2025-07-23 13F Defined Financial Planning LLC 38.586 17,54 1.993 24,03
2025-07-07 13F Horizons Wealth Management 832 0,00 42 5,00
2025-07-29 13F Uhlmann Price Securities, Llc 4.587 -5,03 234 -0,85
2025-08-14 13F Mml Investors Services, Llc 7.734 -11,04 0
2025-08-11 13F Howard Wealth Management, Llc 19.255 0,00 981 4,36
2025-08-11 13F Principal Securities, Inc. 739 -15,93 38 -21,28
2025-08-19 13F Asset Dedication, LLC 3.162 0,00 161 4,55
2025-07-24 13F Ronald Blue Trust, Inc. 2.708 0,00 138 4,55
2025-08-14 13F Ancora Advisors, LLC 95 0,00 5 0,00
2025-04-10 13F Cathy Pareto & Associates, Inc 0 -100,00 0
2025-07-28 13F Capital Management Corp /va 5.427 3,37 277 7,81
2025-08-05 13F Dunhill Financial, LLC 62 0,00 3 0,00
2025-08-14 13F Bank Of America Corp /de/ 769.014 -5,23 39.189 -1,12
2025-08-15 13F Tower Research Capital LLC (TRC) 20 566,67 1
2025-07-25 13F Concurrent Investment Advisors, LLC 14.478 28,19 738 33,76
2025-08-06 13F Columbia River Financial Group, LLC 10.080 0,24 1
2025-08-13 13F Oxler Private Wealth LLC 13.164 -8,96 671 -5,10
2025-08-04 13F Amplius Wealth Advisors, LLC 144.551 7.366
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F Betterment LLC 9.443 9,80 0
2025-08-01 13F Envestnet Asset Management Inc 113.183 3,72 5.768 8,22
2025-05-15 13F D. E. Shaw & Co., Inc. 0 -100,00 0
2025-07-11 13F Essex Savings Bank 4.200 0,00 214 3,90
2025-07-10 13F Moller Financial Services 18.442 0,00 940 4,33
2025-08-12 13F Archer Investment Corp 0 -100,00 0
2025-08-12 13F Global Retirement Partners, LLC 24.890 -90,86 1.268 -91,37
2025-05-19 13F Heck Capital Advisors, LLC 0 -100,00 0 -100,00
2025-07-15 13F Herbst Group, Llc 29.806 -1,97 1.519 2,22
2025-08-13 13F Cresset Asset Management, LLC 7.728 0,00 394 4,24
2025-08-12 13F Jpmorgan Chase & Co 44.080 -15,62 2.246 -11,96
2025-08-14 13F Ameriprise Financial Inc 488.696 -0,15 24.909 4,44
2025-07-11 13F Pinnacle Bancorp, Inc. 0 -100,00 0
2025-07-25 13F Means Investment Co., Inc. 12.836 0,10 654 4,47
2025-07-31 13F Kathleen S. Wright Associates Inc. 134.700 -1,71 6.864 2,57
2025-08-06 13F Commonwealth Equity Services, Llc 104.907 -8,76 5 0,00
2025-08-14 13F Blue Capital, Inc. 0 -100,00 0
2025-07-30 13F Eqis Capital Management, Inc. 4.962 -1,70 253 2,44
2025-08-14 13F Fmr Llc 6.412 22,23 327 27,34
2025-08-05 13F Claro Advisors LLC 8.199 3,12 418 7,47
2025-08-12 13F Nemes Rush Group LLC 9.215 -37,70 470 -35,04
2025-08-13 13F Jones Financial Companies Lllp 1.144 12,27 58 18,37
2025-08-14 13F Citadel Advisors Llc 0 -100,00 0
2025-08-07 13F Howard Bailey Securities, Llc 48.781 -0,52 2.486 3,76
2025-08-14 13F CoreCap Advisors, LLC 2.434 -0,65 124 4,20
2025-08-14 13F Stifel Financial Corp 46.487 6,99 2.369 11,59
2025-07-18 13F Institute for Wealth Management, LLC. 4.290 0,00 219 4,31
2025-07-24 13F IFP Advisors, Inc 624 0,00 32 3,33
2025-08-06 13F Modera Wealth Management, LLC 6.821 0,00 348 4,20
2025-08-15 13F Morgan Stanley 726.470 -3,13 37.021 1,07
2025-08-12 13F O'shaughnessy Asset Management, Llc 3.417 125,10 174 135,14
2025-09-04 13F/A Advisor Group Holdings, Inc. 48.005 44,22 2.447 50,52
2025-07-25 13F Cwm, Llc 12.502 1,22 1
2025-08-14 13F Warren Averett Asset Management, LLC 79.765 0,00 4.065 4,34
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 34.555 0,00 1.761 4,14
2025-08-27 NP FFOX - FundX Future Fund Opportunities ETF 1.078 55
2025-08-14 13F Jane Street Group, Llc 9.970 508
2025-08-07 13F Addison Advisors LLC 225 0,00 11 10,00
2025-05-08 13F FSA Advisors, Inc. 0 -100,00 0
2025-08-14 13F Colony Group, LLC 3.975 -37,15 203 -34,42
2025-05-01 13F Quest 10 Wealth Builders, Inc. 46 -50,00 2 -50,00
2025-08-14 13F Talon Private Wealth, LLC 168 9
2025-08-13 13F Beacon Pointe Advisors, LLC 0 -100,00 0
2025-08-18 13F Tyler-Stone Wealth Management 18.197 0,12 927 4,51
2025-04-29 13F U.S. Capital Wealth Advisors, LLC 0 -100,00 0
2025-08-07 13F Parkside Financial Bank & Trust 0 -100,00 0
2025-04-25 13F Joel Isaacson & Co., LLC 0 -100,00 0
2025-08-19 13F Advisory Services Network, LLC 5.167 -2,18 266 3,50
2025-05-12 13F First Western Trust Bank 0 -100,00 0
2025-08-14 13F Goldman Sachs Group Inc 15.029 0,00 766 4,22
2025-05-07 13F Motco 0 -100,00 0
2025-08-13 13F Luminist Capital LLC 7 0,00 0
2025-08-13 13F Northwestern Mutual Wealth Management Co 821 22,90 42 28,13
2025-08-14 13F Two Sigma Investments, Lp 45.700 -43,58 2.329 -41,15
2025-05-08 13F Wellington Shields Capital Management, LLC 0 -100,00 0 -100,00
2025-08-14 13F Raymond James Financial Inc 106.755 -0,52 5.440 3,80
2025-08-14 13F Comerica Bank 2.905 -20,13 148 -16,38
2025-08-14 13F Wells Fargo & Company/mn 124.571 73,19 6.348 80,75
2025-07-10 13F Envision Financial LLC 4.632 0,00 236 4,42
2025-07-28 13F Harbour Investments, Inc. 3.712 11,17 189 15,95
2025-07-29 13F Crux Wealth Advisors 4.988 -65,58 254 -64,07
2025-07-07 13F Wilson & Boucher Capital Management, LLC 5.400 0,00 275 4,56
2025-08-08 13F Pnc Financial Services Group, Inc. 1.605 0,00 82 3,85
2025-08-05 13F Key FInancial Inc 255.510 -19,37 13.021 -15,87
2025-08-06 13F Savant Capital, LLC 215.894 -7,90 11.002 -3,90
2025-08-04 13F Flagship Harbor Advisors, Llc 14.957 1,78 762 6,28
2025-08-13 13F Continuum Advisory, LLC 0 -100,00 0
2025-08-14 13F Essential Planning, LLC. 7.803 0,01 398 4,20
2025-07-02 13F Lvm Capital Management Ltd/mi 4.326 -0,69 0
2025-07-28 13F RFG Advisory, LLC 5.912 -6,34 301 -2,27
2025-08-06 13F AE Wealth Management LLC 2.309 -5,02 118 -0,85
2025-07-17 13F New Perspectives, Inc 25.905 -16,30 1.320 -12,64
2025-07-10 13F Exchange Traded Concepts, Llc 669 34
2025-08-08 13F Avantax Advisory Services, Inc. 48.331 -0,45 2.463 3,84
2025-08-04 13F Savvy Advisors, Inc. 5.908 0,03 301 4,51
Other Listings
MX:EES
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