AMEX : EES

WisdomTree U.S. SmallCap Fund — Institutional Ownership

$68.56 USD

-$0.41 (-0.59%)

Volume
10.29K
Average Volume
13.87K
Market Capitalization
$735.25M
P/E Ratio
Dividend Yield
%
Price Target
Year High
$69.98
Year Low
$51.88
Day High
Day Low
Payout Ratio
Current Ratio
Institutional Ownership Summary
Institutional Ownership %

21.88%

Investors Holding

102

change: -62.0 | last: 164
Increased Positions

38

change: -32.0 | last: 70
Reduced Positions

34

change: -17.0 | last: 51
New Positions

16

change: 3.0 | last: 13
Sold Positions

78

change: 64.0 | last: 14
Total Calls

-

Total Puts

-

Put-Call Ratio

0.00

change: 0.0 | last: 0
Total Invested

150.53M

Beneficial Ownership Filings
Filing Date Reporting Person Amount Beneficially Owned % of Class
2026-04-30 Alchemi Wealth, LLC 4540.0 5.04%
2026-03-12 HALBERT HARGROVE GLOBAL ADVISORS, LLC 5.7M 24.50%
2026-02-06 The PNC Financial Services Group, Inc. 3.89M 6.16%
2025-11-07 The PNC Financial Services Group, Inc. 14.76M 8.07%
2025-08-18 WIN ADVISORS, INC 36430.0 0.60%
2025-07-18 Bank of New York Mellon Corp 123.79K 4.80%
2025-05-07 WIN ADVISORS, INC 382.5K 6.50%
2025-04-21 Bank of New York Mellon Corp 206.44K 8.60%
2025-02-14 WIN ADVISORS, INC 41271.0 0.60%
2025-02-07 The PNC Financial Services Group, Inc. 3.46M 5.93%
2025-02-07 The PNC Financial Services Group, Inc. 18.06M 9.95%
2024-11-14 WIN ADVISORS, INC 459.15K 5.80%
2023-02-09 FMR LLC 210.33K 7.65%
2023-02-09 Abigail P. Johnson 210.33K 7.65%
EES Enterprise Value History
Annual
Date Stock Price Shares Outstanding Market Cap Cash & Equivalents Total Debt Enterprise Value
Quarterly
Date Stock Price Shares Outstanding Market Cap Cash & Equivalents Total Debt Enterprise Value