Purchases and Sales Made in Q1 2022 in Wisdomtree U.S. Smallcap Fund (EES)
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 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
36New |
$1.67K - $1.89K
|
36
$2.01K
|
|
Apr 20, 2022
Q1 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
35+ 0.16% |
$1.63K - $1.84K
|
21.7K
$1.21M
|
|
Apr 19, 2022
Q1 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
14+ 0.16% |
$651 - $734
|
8.67K
$483K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3+ 0.14% |
$140 - $157
|
2.08K
$116K
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.01% |
$46.5 - $52.4
|
10.7K
$599K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-12Closed |
$558 - $629
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
SELL
|
- |
-17- 0.35% |
$791 - $891
|
4.81K
$268K
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-115- 0.17% |
$5.35K - $6.03K
|
66.8K
$3.73M
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-118- 0.75% |
$5.49K - $6.19K
|
15.5K
$865K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-144- 1.39% |
$6.7K - $7.55K
|
10.2K
$570K
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-163Closed |
$7.58K - $8.55K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-183Closed |
$8.51K - $9.59K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-189- 2.52% |
$8.79K - $9.91K
|
7.31K
$407K
|
|
May 09, 2022
Q1 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-196- 14.8% |
$9.12K - $10.3K
|
1.13K
$62.9K
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-200Closed |
$9.3K - $10.5K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-200Closed |
$9.3K - $10.5K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-219- 4.13% |
$10.2K - $11.5K
|
5.08K
$283K
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-239- 5.46% |
$11.1K - $12.5K
|
4.14K
$231K
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-290Closed |
$13.5K - $15.2K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-300- 22.9% |
$14K - $15.7K
|
1.01K
$56.3K
|
|
May 12, 2022
Q1 2022
|
S.A. Mason LLC
|
SELL
|
- |
-312- 2.39% |
$14.5K - $16.4K
|
12.7K
$710K
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-343- 7.19% |
$16K - $18K
|
4.43K
$247K
|
|
Apr 13, 2022
Q1 2022
|
Lvm Capital Management LTD
|
SELL
|
- |
-365- 5.83% |
$17K - $19.1K
|
5.9K
$329K
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-368- 1.4% |
$17.1K - $19.3K
|
25.9K
$1.44M
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-589- 2.66% |
$27.4K - $30.9K
|
21.6K
$1.2M
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-745Closed |
$34.6K - $39.1K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.5K- 15.91% |
$69.7K - $78.5K
|
7.92K
$441K
|
|
Apr 19, 2022
Q1 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.61K- 2.38% |
$74.9K - $84.4K
|
66.2K
$3.69M
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.73KClosed |
$80.6K - $90.8K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.76K- 5.01% |
$81.8K - $92.2K
|
33.4K
$1.86M
|
|
May 16, 2022
Q1 2022
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-2.75K- 5.89% |
$128K - $144K
|
43.9K
$2.45M
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.79K- 27.46% |
$130K - $146K
|
7.36K
$410K
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.19K- 1.45% |
$149K - $167K
|
218K
$12.1M
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-3.72K- 43.17% |
$173K - $195K
|
4.9K
$273K
|
|
Apr 22, 2022
Q1 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-3.94KClosed |
$183K - $207K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-4.05KClosed |
$188K - $212K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.51K- 3.32% |
$210K - $237K
|
131K
$7.32M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.7K- 32.17% |
$219K - $246K
|
9.91K
$552K
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.38K- 76.03% |
$297K - $334K
|
2.01K
$112K
|
|
May 16, 2022
Q1 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-7.42KClosed |
$345K - $389K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-8.3K- 2.25% |
$386K - $435K
|
361K
$20.1M
|
|
May 04, 2022
Q1 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-8.35K- 20.73% |
$389K - $438K
|
31.9K
$1.78M
|
|
Apr 20, 2022
Q1 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-8.41KClosed |
$391K - $441K
|
0
$0
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
SELL
|
- |
-9.14K- 28.57% |
$425K - $479K
|
22.8K
$1.27M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10.5K- 20.74% |
$488K - $550K
|
40.1K
$2.24M
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
SELL
|
- |
-12.3K- 2.73% |
$572K - $645K
|
438K
$24.4M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-16.6K- 39.68% |
$771K - $869K
|
25.2K
$1.4M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-19.1KClosed |
$888K - $1M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-42.5K- 58.3% |
$1.98M - $2.23M
|
30.4K
$1.7M
|