Summary
EES Chart
Is WisdomTree U.S. SmallCap ETF (EES) a Strong ETF Right Now?
The WisdomTree U.S. SmallCap ETF (EES) made its debut on 02/23/2007, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Small Cap Value category of the market.
Corporate Profits Climb to Fresh Highs: ETFs in Focus
Record corporate profits and elevated margins put earnings-focused ETFs like EPS, EZM and EES in the spotlight.
Should WisdomTree U.S. SmallCap ETF (EES) Be on Your Investing Radar?
Designed to provide broad exposure to the Small Cap Value segment of the US equity market, the WisdomTree U.S. SmallCap ETF (EES) is a passively managed exchange traded fund launched on February 23, 2007.
WisdomTree U.S. SmallCap Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 900 | $44,838 | $61,182 | $16,344 | 36.45% |
 Means Investment Company Means Investment Company Inc. | 10,915 | $376,669.76 | $742,001.7 | $365,331.94 | 96.99% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 10,825 | $591,038.64 | $733,393.75 | $142,355.11 | 24.09% |
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 5,811 | $313,621.31 | $394,654.06 | $81,032.75 | 25.84% |
| YA Yinka Akinsola Blue Trust Inc. | 2,708 | $132,268.96 | $183,358.68 | $51,089.72 | 38.63% |
WisdomTree U.S. SmallCap Fund (EES) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has WisdomTree U.S. SmallCap Fund ever had a stock split?
WisdomTree U.S. SmallCap Fund Profile
| ARCA Exchange | US Country |
Overview
The described company is an investment fund that focuses primarily on investing in the small-capitalization segment of the U.S. stock market. It aims to replicate the performance of a fundamentally weighted index comprised of earnings-generating companies within this segment. Adhering to a specific investment strategy, the fund commits at least 95% of its total assets (excluding collateral obtained from securities lending) to securities that are either part of its target index or possess economic characteristics nearly identical to those of the index components. This approach underscores the fund’s dedication to closely tracking the index's returns. While the fund is categorized as non-diversified, its specialized investment concentration enables it to offer investors a targeted opportunity to capitalize on the potential growth and earnings of small-cap U.S. companies.
Products and Services
- Index-Based Investment Fund
This product represents the core offering of the company, targeting the small-cap U.S. stock market segment. The fund invests primarily in a pre-determined basket of earnings-generating small-cap companies, identified through a fundamentally weighted index. Such index-based investing allows for a replicative strategy, aiming to mirror the performance of the index by closely following its composition and adjustments. This offers investors a focused exposure to the potential growth and performance of the small-capitalization companies in the U.S. market.
- Economic Characteristics Mimicking
In addition to direct investments in the index components, the fund seeks out investments that have economic characteristics essentially identical to those of the securities within its target index. This method expands the fund's investment universe beyond the strict confines of the index, enabling the capture of similar growth and earnings potential from companies not directly listed in the index but parallel in economic nature. This strategy enhances the fund's capacity to achieve its performance objectives while adhering to its investment mandate.
