Purchases and Sales Made in Q1 2023 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 2023. 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 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
170K
+ 27.46%
$7.03M - $8.32M
787K $42.7M
May 12, 2023 Q1 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
113K
New
$4.67M - $5.53M
113K $6.11M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
80.1K
+ 10.67%
$3.32M - $3.94M
832K $45.1M
May 15, 2023 Q1 2023
First Western Trust Bank

Denver, CO
BUY
 -
69.8K
New
$2.89M - $3.43M
69.8K $3.79M
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
69.6K
+ 55.13%
$2.89M - $3.42M
196K $10.6M
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
38.7K
+ 4.27%
$1.6M - $1.9M
946K $51.3M
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
37.8K
New
$1.57M - $1.85M
37.8K $2.05M
May 11, 2023 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
31K
+ 206.55%
$1.29M - $1.52M
46.1K $2.5M
May 14, 2024 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
31K
+ 206.55%
$1.29M - $1.52M
46.1K $2.5M
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
30.2K
+ 61.75%
$1.25M - $1.48M
79.2K $4.3M
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
12.4K
+ 21.18%
$513K - $607K
70.7K $3.84M
Apr 17, 2023 Q1 2023
Shore Point Advisors, LLC

BUY
 -
11.3K
+ 4.81%
$468K - $554K
246K $13.4M
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
7.82K
+ 4.44%
$324K - $384K
184K $9.98M
May 12, 2023 Q1 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
7.73K
New
$320K - $380K
7.73K $419K
May 03, 2023 Q1 2023
Insight Advisors, LLC

Newtown, PA
BUY
 -
7.36K
+ 44.0%
$305K - $362K
24.1K $1.31M
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
6.6K
+ 8.75%
$274K - $324K
82K $4.45M
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
6.34K
New
$263K - $311K
6.34K $344K
May 12, 2023 Q1 2023
Blair William & CO

Chicago, IL
BUY
 -
5.67K
+ 126.39%
$235K - $278K
10.2K $551K
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
4.69K
+ 264.92%
$194K - $230K
6.46K $351K
Apr 12, 2023 Q1 2023
Flagship Harbor Advisors, LLC

BUY
 -
3.62K
+ 31.06%
$150K - $178K
15.3K $828K
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
3.33K
+ 2.13%
$138K - $164K
159K $8.65M
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
2.1K
New
$87.1K - $103K
2.1K $114K
Aug 26, 2024 Q1 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
2.04K
New
$84.4K - $99.9K
2.04K $110K
Apr 25, 2023 Q1 2023
Psi Advisors, LLC

BUY
 -
1.33K
+ 18.42%
$55.3K - $65.5K
8.58K $465K
May 04, 2023 Q1 2023
Parkside Financial Bank & Trust

BUY
 -
1.33K
New
$55.3K - $65.5K
1.33K $72.3K
Apr 05, 2023 Q1 2023
Wiley Bros. Aintree Capital, LLC

BUY
 -
1.2K
+ 14.29%
$49.8K - $58.9K
9.6K $521K
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
953
+ 0.35%
$39.5K - $46.8K
271K $14.7M
May 12, 2023 Q1 2023
Prospera Financial Services Inc

BUY
 -
807
+ 3.48%
$33.5K - $39.6K
24K $1.3M
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
750
+ 6.67%
$31.1K - $36.8K
12K $651K
May 01, 2023 Q1 2023
New Square Capital LLC

BUY
 -
720
+ 4.3%
$29.9K - $35.4K
17.5K $947K
Apr 05, 2023 Q1 2023
Astoria Portfolio Advisors Llc.

BUY
 -
719
+ 13.28%
$29.8K - $35.3K
6.13K $333K
May 11, 2023 Q1 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
699
+ 1.47%
$29K - $34.3K
48.2K $2.62M
May 08, 2023 Q1 2023
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
503
+ 9.34%
$20.9K - $24.7K
5.89K $319K
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
353
+ 2.05%
$14.6K - $17.3K
17.6K $955K
Apr 17, 2023 Q1 2023
Claro Advisors LLC

Boston, MA
BUY
 -
269
+ 2.94%
$11.2K - $13.2K
9.41K $510K
May 03, 2023 Q1 2023
Advisors Preferred, LLC

Rockville, MD
BUY
 -
243
New
$10.1K - $11.9K
243 $13.2K
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
212
+ 2.99%
$8.79K - $10.4K
7.3K $396K
Apr 12, 2023 Q1 2023
Founders Capital Management

BUY
 -
126
New
$5.22K - $6.19K
126 $6.84K
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
124
New
$5.14K - $6.09K
124 $6.73K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
118
+ 226.92%
$4.89K - $5.79K
170 $9.23K
Apr 13, 2023 Q1 2023
Kmg Fiduciary Partners, LLC

BUY
 -
101
+ 1.15%
$4.19K - $4.96K
8.86K $481K
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
81
+ 1.03%
$3.36K - $3.98K
7.98K $433K
Nov 21, 2023 Q1 2023
Cibc Private Wealth Group, LLC

BUY
 -
79
+ 0.74%
$3.28K - $3.88K
10.8K $587K
May 11, 2023 Q1 2023
Cibc Private Wealth Group, LLC

BUY
 -
79
+ 0.74%
$3.28K - $3.88K
10.8K $587K
May 15, 2023 Q1 2023
Betterment LLC

New York, NY
BUY
 -
55
+ 0.72%
$2.28K - $2.7K
7.74K $420K
May 08, 2023 Q1 2023
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
55
+ 2.53%
$2.28K - $2.7K
2.23K $121K
May 15, 2023 Q1 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
40
+ 6.53%
$1.66K - $1.96K
653 $35.4K
May 08, 2023 Q1 2023
Means Investment Co., Inc.

BUY
 -
36
+ 0.18%
$1.49K - $1.77K
19.6K $1.06M
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
1
+ 0.01%
$41.5 - $49.1
11.4K $618K

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