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 169 total, 169 long only, 0 short only, 0 long/short - change of 10,39% MRQ
Gennemsnitlig porteføljeallokering 0.1663 % - change of 7,61% MRQ
Institutionelle aktier (lange) 6.869.586 (ex 13D/G) - change of -0,10MM shares -1,37% MRQ
Institutionel værdi (lang) $ 386.513 USD ($1000)
Institutionelt ejerskab og aktionærer

WisdomTree Trust - WisdomTree U.S. SmallCap Fund (US:EES) har 169 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 6,869,586 aktier. Største aktionærer omfatter Morgan Stanley, UBS Group AG, LPL Financial LLC, Bank Of America Corp /de/, Ameriprise Financial Inc, Cetera Investment Advisers, Key FInancial Inc, Shore Point Advisors, LLC, Savant Capital, LLC, and Raymond James Financial Inc .

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 February 27, 2026 is 59,72 / share. Previously, on March 3, 2025, the share price was 50,84 / share. This represents an increase of 17,47% 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

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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.

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Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2026-02-10 13F Godfrey Financial Associates, Inc. 153 9
2026-01-23 13F Nbt Bank N A /ny 57 2
2026-01-29 13F UBS Group AG 720.592 -1,44 41.023 0,43
2026-01-27 13F Institute for Wealth Management, LLC. 4.290 0,00 244 2,09
2026-01-05 13F Horizons Wealth Management 832 0,00 47 2,17
2025-09-26 NP BLGR - Bluemonte Large Cap Growth ETF 4 0
2026-02-13 13F Pine Valley Investments Ltd Liability Co 6.666 3,19 380 5,28
2026-01-12 13F Lvm Capital Management Ltd/mi 3.916 -5,77 0
2026-02-11 13F Lowe Brockenbrough & Co Inc 1.200 0,00 68 1,49
2026-02-05 13F Wilson & Boucher Capital Management, LLC 5.400 0,00 307 1,99
2026-01-07 13F Precedent Wealth Partners, Llc 6.418 -9,97 365 -8,29
2026-02-17 13F Claro Advisors LLC 7.049 -14,18 401 -12,45
2026-01-26 13F Asset Dedication, LLC 3.162 0,00 180 2,27
2026-01-30 13F Arlington Trust Co LLC 0 -100,00 0
2026-02-17 13F Fmr Llc 6.278 -0,03 357 2,00
2026-02-12 13F Columbia River Financial Group, LLC 9.175 0,00 1
2026-01-12 13F Roble, Belko & Company, Inc 9.000 1
2026-01-16 13F Ronald Blue Trust, Inc. 2.708 0,00 154 1,99
2026-02-13 13F Arkadios Wealth Advisors 158.396 26,48 9.017 28,89
2026-02-17 13F Ancora Advisors, LLC 95 0,00 5 0,00
2026-01-08 13F Moller Financial Services 18.397 -0,24 1.047 1,65
2026-01-29 13F Howard Wealth Management, Llc 19.170 0,00 1.091 1,87
2026-02-17 13F Creative Planning 25.869 1,71 1.473 3,66
2026-02-11 13F Nemes Rush Group LLC 8.956 -2,47 510 -0,78
2026-02-17 13F Forefront Analytics, LLC 17.760 -0,89 1.011 1,00
2026-02-17 13F Ameriflex Group, Inc. 1.355 77
2026-01-20 13F Savvy Advisors, Inc. 6.212 5,11 354 6,97
2025-09-26 NP BINT - Bluemonte Global Equity ETF 19 1
2026-02-17 13F Raymond James Financial Inc 174.318 3,88 9.924 5,85
2026-01-13 13F CoreCap Advisors, LLC 2.377 0,00 135 2,27
2026-01-21 13F Flagship Harbor Advisors, Llc 14.493 -1,86 825 0,00
2026-02-09 13F Kingsview Wealth Management, LLC 5.210 0,00 297 1,72
2026-01-13 13F Team Financial Group, LLC 2.740 0,33 156 1,97
2026-02-17 13F Advisory Services Network, LLC 5.195 0,35 296 2,08
2026-02-06 13F Addison Advisors LLC 225 0,00 13 0,00
2026-01-28 13F Geneos Wealth Management Inc. 1.900 108
2026-02-13 13F Golden State Wealth Management, LLC 538 0,19 31 0,00
2026-02-03 13F Cheviot Value Management, LLC 199 0,00 12 0,00
2026-02-17 13F Private Advisor Group, LLC 73.194 17,62 4.167 19,85
2026-02-13 13F Ubs Asset Management Americas Inc 882 50
2026-01-29 13F Concurrent Investment Advisors, LLC 18.469 64,23 1.051 67,36
2026-02-11 13F Jpmorgan Chase & Co 44.796 -0,26 2.550 1,63
2026-02-17 13F Susquehanna International Group, Llp 5.128 -51,94 292 -51,17
2026-02-11 13F O'shaughnessy Asset Management, Llc 3.417 0,00 195 2,11
2026-01-23 13F Oxler Private Wealth LLC 11.862 -6,19 675 -4,39
2025-10-15 13F Defined Financial Planning LLC 51.262 32,85 2.850 43,02
2026-02-06 13F Global Retirement Partners, LLC 22.397 -5,03 1.275 -3,19
2026-01-26 13F AE Wealth Management LLC 2.974 13,95 169 16,55
2026-02-12 13F Ankerstar Wealth, LLC 264 15
2025-09-26 NP AAAA - Amplius Aggressive Asset Allocation ETF 5.049 260
2026-02-17 13F Cresset Asset Management, LLC 7.728 0,00 440 1,86
2026-02-17 13F Royal Bank Of Canada 101.675 -8,04 5.789 -6,30
2026-01-26 13F Merit Financial Group, LLC 64.594 3.677
2025-11-12 13F CIBC Bancorp USA Inc. 10.740 600
2026-02-06 13F Pnc Financial Services Group, Inc. 1.605 0,00 91 2,25
2026-01-29 13F Sanctuary Advisors, LLC 6.523 371
2026-01-29 13F Nbc Securities, Inc. 17.762 55,96 1.011 58,96
2026-01-21 13F Indiana Trust & Investment Management CO 2.143 0,00 122 2,52
2026-02-17 13F IHT Wealth Management, LLC 5.064 -5,56 288 -3,68
2026-02-05 13F Plante Moran Financial Advisors, LLC 249 14
2026-02-10 13F/A Northwestern Mutual Wealth Management Co 4.046 31,36 230 33,72
2026-02-13 13F Pinnacle Wealth Planning Services, Inc. 73 4
2026-01-21 13F Culbertson A N & Co Inc 61.811 -1,04 3.519 0,83
2026-02-14 13F Rockefeller Capital Management L.P. 46.139 379,96 2.627 389,01
2026-02-06 13F Larson Financial Group LLC 15.121 -1,82 861 0,00
2025-09-26 NP BLUX - Bluemonte Dynamic Total Market ETF 51 3
2026-02-06 13F Eqis Capital Management, Inc. 7.030 -0,14 400 1,78
2026-01-09 13F Graves-Light Private Wealth Management, Inc. 3.900 0,00 222 2,30
2026-02-05 13F Atria Investments Llc 45.103 -10,61 2.568 -8,94
2026-02-12 13F Laurel Oak Wealth Management, Llc 3.887 221
2026-02-09 13F Harbour Investments, Inc. 6.854 12,16 390 14,37
2026-01-15 13F Essential Planning, LLC. 7.538 -3,41 429 -1,61
2026-02-12 13F Commonwealth Equity Services, Llc 3.871 -95,93 220 4.300,00
2026-02-06 13F Covestor Ltd 133 2,31 0
2025-10-10 13F Kathleen S. Wright Associates Inc. 134.121 -0,43 7.493 9,16
2026-02-12 13F TopTier Wealth Management, LLC 95.044 5.411
2026-02-12 13F Wealthspire Advisors, LLC 0 -100,00 0
2026-02-12 13F Principal Securities, Inc. 0 -100,00 0
2026-02-13 13F Morgan Stanley 733.144 -3,71 41.738 -1,88
2026-01-14 13F Kmg Fiduciary Partners, Llc 10.599 0,34 603 2,20
2026-02-17 13F Jones Financial Companies Lllp 1.366 7,14 78 8,45
2026-01-29 13F Comerica Bank 1.969 -31,08 112 -29,56
2026-02-17 13F Equitable Holdings, Inc. 4.498 -6,25 256 -4,48
2026-01-29 13F Dunhill Financial, LLC 63 1,61 4 0,00
2026-02-12 13F CIBC Private Wealth Group, LLC 10.740 0,00 611 1,83
2026-02-12 13F Betterment LLC 8.757 -5,68 0
2026-01-12 13F Amplius Wealth Advisors, LLC 119.390 -2,37 6.797 -0,53
2026-01-12 13F World Equity Group, Inc. 5.826 0,43 332 2,16
2026-01-12 13F Uhlmann Price Securities, Llc 5.239 0,33 298 2,41
2026-02-17 13F Bank Of America Corp /de/ 546.338 -2,54 31.103 -0,68
2026-01-21 13F Newbridge Financial Services Group, Inc. 375 0,00 21 5,00
2026-01-23 13F U.S. Capital Wealth Advisors, LLC 3.807 0,00 217 1,89
2026-02-11 13F Insight Advisors, LLC/ PA 54.192 34,67 3.085 37,23
2026-02-05 13F Cambridge Investment Research Advisors, Inc. 23.022 25,93 1 0,00
2026-02-13 13F Kestra Advisory Services, LLC 0 -100,00 0
2026-02-13 13F Mariner, LLC 51.193 846,79 2.914 864,90
2026-02-17 13F Captrust Financial Advisors 3.945 0,00 225 1,82
2025-11-10 13F Hartland & Co., LLC 0 -100,00 0
2026-01-29 13F Quest 10 Wealth Builders, Inc. 0 -100,00 0
2026-01-27 13F Berger Financial Group, Inc 4.963 0,00 283 1,81
2026-01-28 13F Chicago Partners Investment Group LLC 6.262 -14,77 374 -9,00
2026-02-17 13F Mercer Global Advisors Inc /adv 5.668 323
2026-02-13 13F Quattro Advisors LLC 238 14
2026-02-13 13F Wells Fargo & Company/mn 141.392 15,17 8.049 17,35
2026-02-10 13F Linscomb & Williams, Inc. 158.502 -3,67 9.024 -1,85
2026-02-09 13F Key FInancial Inc 284.006 3,11 16.168 4,93
2026-02-12 13F Steward Partners Investment Advisory, Llc 18.129 -3,58 1.032 -1,71
2026-02-17 13F Citadel Advisors Llc 0 -100,00 0
2026-02-17 13F Ameriprise Financial Inc 463.887 -0,89 26.409 1,01
2026-01-26 13F Means Investment Co., Inc. 10.902 0,21 621 2,14
2025-10-10 13F Envision Financial LLC 0 -100,00 0
2026-02-17 13F Qube Research & Technologies Ltd 133 0,00 8 0,00
2026-02-12 13F Johnson Financial Group, Inc. 160 0,00 9 12,50
2026-02-17 13F D. E. Shaw & Co., Inc. 3.755 0,00 214 1,91
2025-09-26 NP BLUC - Bluemonte Large Cap Core ETF 15 1
2026-02-12 13F Bank Of Montreal /can/ 475 26
2026-02-20 13F Sunbelt Securities, Inc. 39 0,00 2 0,00
2026-02-05 13F Allworth Financial LP 513 0,00 29 3,57
2026-02-17 13F Cetera Investment Advisers 376.996 2,94 21.462 4,89
2026-01-29 13F S.A. Mason LLC 9.450 0,00 538 1,90
2026-02-12 13F Jane Street Group, Llc 23.842 1.357
2026-02-17 13F Aqr Capital Management Llc 3.550 202
2026-02-13 13F Luminist Capital LLC 7 0,00 0
2026-02-17 13F Advisor Group Holdings, Inc. 42.569 -4,85 2.424 -3,23
2026-01-14 13F Exchange Traded Concepts, Llc 52 -28,77 3 -50,00
2026-01-21 13F Crux Wealth Advisors 4.744 -2,29 270 -0,37
2025-11-14 13F Herbst Group, Llc 0 -100,00 0
2026-01-21 13F Modera Wealth Management, LLC 7.321 7,33 417 9,19
2026-01-05 13F GAMMA Investing LLC 106 0,00 6 20,00
2026-02-03 13F Coston, McIsaac & Partners 100 0,00 0
2026-02-10 13F Savant Capital, LLC 182.618 -8,98 10.396 -7,24
2026-01-12 13F DAVENPORT & Co LLC 6.741 -11,14 384 -9,46
2026-01-26 13F Cwm, Llc 15.506 24,01 1
2026-02-17 13F Blair William & Co/il 6.419 -3,42 365 -1,62
2026-01-12 13F Abound Wealth Management 84 -49,40 5 -55,56
2026-02-06 13F Forefront Wealth Partners, LLC 0 -100,00 0
2026-02-17 13F NewSquare Capital LLC 53.713 9,98 3.058 12,06
2026-02-12 13F Titleist Asset Management, Llc 13.501 769
2025-11-12 13F Transce3nd, LLC 0 -100,00 0
2026-02-13 13F Stifel Financial Corp 49.133 -0,39 2.797 1,52
2026-02-17 13F Tower Research Capital LLC (TRC) 15 -21,05 1 -100,00
2026-01-23 13F Assetmark, Inc 751 0,00 43 2,44
2026-02-03 13F RFG Advisory, LLC 8.363 41,31 476 44,24
2026-01-30 13F Us Bancorp \de\ 8.577 0,00 488 1,88
2026-02-05 13F Tucker Asset Management Llc 61 3
2026-01-14 13F Jfs Wealth Advisors, Llc 1.813 0,00 103 1,98
2026-02-17 13F Warren Averett Asset Management, LLC 79.105 -0,20 4.503 1,69
2026-02-11 13F LPL Financial LLC 580.190 5,24 33.030 7,24
2026-02-02 13F Capital Management Corp /va 5.417 0,00 308 1,99
2026-02-19 13F Claris Financial LLC 24.437 49,53 1.391 67,19
2026-02-13 13F Smartleaf Asset Management LLC 25.109 35,75 1.440 39,57
2026-02-11 13F Howard Bailey Securities, Llc 5.702 -91,86 325 -91,72
2026-02-02 13F Essex Savings Bank 4.200 0,00 239 2,14
2026-02-11 13F Smithbridge Asset Management Inc/de 8.058 81,12 459 84,68
2025-09-26 NP BVAL - Bluemonte Large Cap Value ETF 16 1
2026-01-14 13F Nova Wealth Management, Inc. 53 0,00 3 50,00
2026-02-17 13F Wiley Bros.-aintree Capital, Llc 34.577 0,00 1.968 1,92
2026-02-09 13F Prospera Financial Services Inc 0 -100,00 0
2026-02-13 13F Citigroup Inc 1.840 0,00 105 1,96
2026-02-10 13F Operose Advisors LLC 27 2
2026-02-10 13F Rothschild Investment Llc 900 -35,71 51 -34,62
2026-02-09 13F PSI Advisors, LLC 5.893 -1,31 335 0,60
2026-02-09 13F Frazier Financial Advisors, LLC 1.032 0,00 59 1,75
2026-01-23 13F Financial Connections Group, Inc. 1.350 0,00 0
2026-01-30 13F Laurel Wealth Advisors LLC 4.180 238
2026-01-08 13F Wealth Enhancement Advisory Services, Llc 6.195 0,08 363 6,47
2026-01-23 13F Farther Finance Advisors, LLC 1 0
2026-02-06 13F IFP Advisors, Inc 624 0,00 36 2,94
2026-02-13 13F Mml Investors Services, Llc 7.842 -0,41 446 1,59
2026-01-23 13F Optima Capital Llc 24.240 0,04 1.380 1,92
2026-02-10 13F Envestnet Asset Management Inc 77.682 -31,51 4.422 -30,21
2026-02-13 13F Aptus Capital Advisors, LLC 410 23
2026-01-21 13F Register Financial Advisors LLC 1.507 0,07 86 1,19
2026-01-28 13F New Perspectives, Inc 21.928 -6,15 1.248 -4,37
2026-02-17 13F Two Sigma Investments, Lp 10.100 140,48 575 145,30
2026-02-13 13F Colony Group, LLC 4.222 11,84 240 14,29
2026-01-23 13F Shore Point Advisors, LLC 263.725 -0,28 15.014 1,61
2026-02-10 13F Root Financial Partners, LLC 567 0,00 32 3,23
2026-02-11 13F Empowered Funds, LLC 6.722 -5,10 383 -3,29
2026-02-10 13F Goldman Sachs Group Inc 15.029 0,00 856 1,91
2026-02-11 13F Janney Montgomery Scott LLC 4.349 -9,58 0
2025-11-14 13F Clearwater Capital Advisors, LLC 0 -100,00 0
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