Purchases and Sales Made in Q1 2023 in Wisdomtree U.S. Smallcap Fund (EES)
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 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1+ 0.0% |
$41.5 - $49.1
|
22.7K
$1.23M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 0.01% |
$41.5 - $49.1
|
12.5K
$677K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-23- 15.13% |
$954 - $1.13K
|
129
$7K
|
|
|
May 08, 2023
Q1 2023
|
Capital Management Corp
|
SELL
|
- |
-25- 0.47% |
$1.04K - $1.23K
|
5.31K
$288K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-47- 0.1% |
$1.95K - $2.31K
|
45.3K
$2.46M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-81- 1.02% |
$3.36K - $3.98K
|
7.9K
$429K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-135- 1.33% |
$5.6K - $6.63K
|
10K
$545K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-146- 1.8% |
$6.05K - $7.17K
|
7.98K
$433K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-155- 0.4% |
$6.43K - $7.61K
|
39K
$2.11M
|
|
|
Apr 28, 2023
Q1 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-155- 0.36% |
$6.43K - $7.61K
|
43.1K
$2.34M
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-197- 0.94% |
$8.17K - $9.67K
|
20.7K
$1.13M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-302- 1.65% |
$12.5K - $14.8K
|
18K
$975K
|
|
|
May 10, 2023
Q1 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-313- 0.74% |
$13K - $15.4K
|
42.1K
$2.28M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-356- 36.22% |
$14.8K - $17.5K
|
627
$34K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-395- 1.94% |
$16.4K - $19.4K
|
20K
$1.08M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-717- 8.46% |
$29.7K - $35.2K
|
7.75K
$421K
|
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-750- 3.66% |
$31.1K - $36.8K
|
19.8K
$1.07M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-869- 3.91% |
$36K - $42.7K
|
21.4K
$1.16M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.06K- 4.0% |
$43.8K - $51.9K
|
25.4K
$1.38M
|
|
|
May 11, 2023
Q1 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-1.48K- 3.36% |
$61.4K - $72.7K
|
42.6K
$2.31M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.5K- 2.08% |
$62.2K - $73.7K
|
70.8K
$3.84M
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.72K- 21.63% |
$71.1K - $84.3K
|
6.22K
$337K
|
|
|
May 08, 2023
Q1 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-2.02K- 3.06% |
$83.8K - $99.3K
|
64K
$3.48M
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.36K- 23.55% |
$97.7K - $116K
|
7.65K
$415K
|
|
|
Apr 20, 2023
Q1 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-3.16K- 3.16% |
$131K - $155K
|
96.8K
$5.25M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.89K- 2.5% |
$161K - $191K
|
152K
$8.24M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.76K- 10.2% |
$197K - $234K
|
41.9K
$2.28M
|
|
|
May 04, 2023
Q1 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-5.36K- 39.56% |
$222K - $263K
|
8.18K
$444K
|
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-5.43K- 2.82% |
$225K - $267K
|
187K
$10.2M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-8.43K- 2.13% |
$349K - $414K
|
388K
$21M
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-8.66K- 3.53% |
$359K - $425K
|
236K
$12.8M
|
|
|
May 09, 2023
Q1 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-8.94K- 43.05% |
$371K - $439K
|
11.8K
$642K
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-18.9K- 6.53% |
$786K - $931K
|
271K
$14.7M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-36.3K- 23.12% |
$1.51M - $1.78M
|
121K
$6.56M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-60.6K- 97.03% |
$2.51M - $2.97M
|
1.86K
$101K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-76.9K- 66.93% |
$3.19M - $3.78M
|
38K
$2.06M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-135K- 26.97% |
$5.6M - $6.63M
|
366K
$19.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-290K- 99.55% |
$12M - $14.2M
|
1.32K
$71.6K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-479K- 97.41% |
$19.9M - $23.5M
|
12.8K
$692K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-630K- 58.66% |
$26.1M - $30.9M
|
444K
$24.1M
|