Purchases and Sales Made in Q1 2022 in Wisdomtree U.S. Smallcap Fund (EES)

EES Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree U.S. Smallcap Fund (EES) during Q1 2022. The information is specifically focused on institutions that hold shares of WISDOMTREE U.S. SMALLCAP FUND .

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 26, 2022 Q1 2022
Gradient Investments LLC

BUY
 -
335K
+ 446277.34%
$15.6M - $17.5M
335K $18.2M
May 16, 2022 Q1 2022
Ubs Group Ag

BUY
 -
333K
+ 43.74%
$15.5M - $17.5M
1.09M $59.4M
May 13, 2022 Q1 2022
Morgan Stanley

New York, NY
BUY
 -
196K
+ 26.74%
$9.11M - $10.3M
928K $50.4M
May 04, 2022 Q1 2022
Janney Montgomery Scott LLC

BUY
 -
164K
New
$7.64M - $8.61M
164K $8.91M
Apr 21, 2022 Q1 2022
Empowered Funds, LLC

BUY
 -
133K
New
$6.18M - $6.96M
133K $7.21M
Oct 27, 2022 Q1 2022
Morgan Stanley

New York, NY
BUY
 -
87.5K
+ 10.41%
$4.07M - $4.59M
928K $50.4M
May 16, 2022 Q1 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
74.2K
+ 13.23%
$3.45M - $3.89M
635K $34.5M
May 16, 2022 Q1 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
64.2K
+ 84.01%
$2.99M - $3.37M
141K $7.63M
Sep 06, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
59K
+ 2952.3%
$2.75M - $3.1M
61K $3.31M
May 11, 2022 Q1 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
51.9K
+ 16.41%
$2.41M - $2.72M
368K $20M
Jul 14, 2022 Q1 2022
Global Retirement Partners, LLC

BUY
 -
29.3K
New
$1.36M - $1.54M
29.3K $1.59M
May 04, 2022 Q1 2022
Commonwealth Equity Services, LLC

BUY
 -
27.4K
+ 28.6%
$1.28M - $1.44M
123K $6.69M
May 09, 2022 Q1 2022
Amplius Wealth Advisors, LLC

BUY
 -
24.1K
+ 253.69%
$1.12M - $1.27M
33.7K $1.83M
May 13, 2022 Q1 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
21.3K
+ 42.92%
$989K - $1.11M
70.8K $3.84M
May 12, 2022 Q1 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
20.5K
New
$955K - $1.08M
20.5K $1.11M
May 17, 2022 Q1 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
20.3K
New
$946K - $1.07M
20.3K $1.1M
Apr 26, 2022 Q1 2022
Shore Point Advisors, LLC

BUY
 -
16.5K
+ 8.47%
$768K - $866K
212K $11.5M
May 12, 2022 Q1 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
16.3K
+ 33.27%
$759K - $856K
65.4K $3.55M
May 04, 2022 Q1 2022
Prospera Financial Services Inc

BUY
 -
12.7K
New
$591K - $667K
12.7K $690K
May 16, 2022 Q1 2022
J.W. Cole Advisors, Inc.

BUY
 -
12K
New
$558K - $629K
12K $651K
Sep 06, 2024 Q1 2022
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
10.8K
New
$504K - $568K
10.8K $588K
May 16, 2022 Q1 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
7.99K
New
$371K - $419K
7.99K $433K
May 16, 2022 Q1 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
6.27K
+ 7.26%
$292K - $329K
92.6K $5.03M
May 16, 2022 Q1 2022
Betterment LLC

New York, NY
BUY
 -
5.64K
New
$262K - $295K
5.64K $306K
Apr 27, 2022 Q1 2022
Avantax Advisory Services, Inc.

BUY
 -
5.5K
+ 40.13%
$256K - $289K
19.2K $1.04M
May 10, 2022 Q1 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
4.55K
New
$211K - $238K
4.55K $247K
May 12, 2022 Q1 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
3.96K
+ 12.1%
$184K - $208K
36.7K $1.99M
May 13, 2022 Q1 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
3.28K
+ 31.84%
$153K - $172K
13.6K $738K
May 11, 2022 Q1 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
3.15K
+ 611.07%
$146K - $165K
3.66K $199K
May 10, 2022 Q1 2022
New Square Capital LLC

BUY
 -
2.34K
+ 42.16%
$109K - $123K
7.89K $428K
May 13, 2022 Q1 2022
Money Concepts Capital Corp

BUY
 -
2.32K
New
$108K - $122K
2.32K $126K
May 12, 2022 Q1 2022
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
2.16K
+ 17.2%
$100K - $113K
14.7K $797K
May 12, 2022 Q1 2022
Private Advisor Group, LLC

BUY
 -
1.57K
+ 8.56%
$72.9K - $82.2K
19.9K $1.08M
May 13, 2022 Q1 2022
Blair William & CO

Chicago, IL
BUY
 -
1.35K
+ 5.26%
$62.8K - $70.8K
27K $1.47M
Apr 25, 2022 Q1 2022
Smithbridge Asset Management Inc

BUY
 -
1.21K
+ 1.2%
$56.4K - $63.6K
103K $5.57M
May 16, 2022 Q1 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
1.17K
+ 3.3%
$54.4K - $61.3K
36.6K $1.98M
Apr 21, 2022 Q1 2022
Essex Financial Services, Inc.

BUY
 -
1.02K
+ 18.05%
$47.3K - $53.4K
6.66K $361K
Apr 29, 2022 Q1 2022
Kathleen S. Wright Associates Inc.

BUY
 -
927
+ 0.52%
$43.1K - $48.6K
178K $9.67M
May 04, 2022 Q1 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
905
+ 1.89%
$42.1K - $47.4K
48.9K $2.65M
May 12, 2022 Q1 2022
Quent Capital, LLC

BUY
 -
702
New
$32.7K - $36.8K
702 $38.1K
May 16, 2022 Q1 2022
Oxler Private Wealth LLC

New York, NY
BUY
 -
544
+ 1.9%
$25.3K - $28.5K
29.1K $1.58M
Feb 08, 2024 Q1 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
527
+ 8.46%
$24.5K - $27.6K
6.76K $367K
May 13, 2022 Q1 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
511
+ 3.67%
$23.8K - $26.8K
14.4K $784K
May 09, 2022 Q1 2022
Lwm Advisory Services, LLC

Plantation, FL
BUY
 -
312
+ 4.25%
$14.5K - $16.4K
7.65K $415K
May 09, 2022 Q1 2022
Forefront Analytics, LLC

West Conshohocken, PA
BUY
 -
201
+ 0.18%
$9.35K - $10.5K
112K $6.09M
Apr 12, 2022 Q1 2022
Choice Wealth Advisors, LLC

Waterville, ME
BUY
 -
117
+ 1.95%
$5.44K - $6.13K
6.11K $332K
May 02, 2022 Q1 2022
Steward Partners Investment Advisory, LLC

BUY
 -
100
+ 1.29%
$4.65K - $5.24K
7.87K $427K
Aug 08, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
78
+ 4.06%
$3.63K - $4.09K
2K $109K
May 10, 2022 Q1 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
54
+ 0.34%
$2.51K - $2.83K
16.1K $874K

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