Purchases and Sales Made in Q1 2025 in Wisdomtree U.S. Smallcap Fund (EES)
This table provides information about the institutional ownership of Wisdomtree U.S. Smallcap Fund (EES) during Q1 2025. 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 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
316K+ 24541.21% |
$15.3M - $17.6M
|
317K
$15.6M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
91.2K+ 217.11% |
$4.41M - $5.09M
|
133K
$6.57M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
78.9K+ 19.93% |
$3.82M - $4.41M
|
475K
$23.4M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
65.1K+ 409.43% |
$3.15M - $3.64M
|
81K
$3.99M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
20.2KNew |
$978K - $1.13M
|
20.2K
$996K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.3KNew |
$546K - $631K
|
11.3K
$556K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11.2K+ 11.66% |
$542K - $626K
|
107K
$5.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.89K+ 123662.5% |
$479K - $552K
|
9.9K
$488K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.28KNew |
$255K - $295K
|
5.28K
$260K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
4.86K+ 0.67% |
$235K - $271K
|
734K
$36.2M
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
4.65K+ 4.3% |
$225K - $259K
|
113K
$5.55M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.79K+ 8.47% |
$183K - $212K
|
48.6K
$2.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.7K+ 33750.0% |
$131K - $151K
|
2.71K
$133K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.28K+ 7.27% |
$110K - $127K
|
33.6K
$1.65M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.78K+ 2.53% |
$86K - $99.2K
|
71.9K
$3.54M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.66K+ 4.53% |
$80.3K - $92.8K
|
38.4K
$1.89M
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
1.6K+ 5.12% |
$77.4K - $89.3K
|
32.8K
$1.62M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.57K+ 22.35% |
$75.8K - $87.5K
|
8.58K
$423K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.37K+ 179.27% |
$66.1K - $76.3K
|
2.13K
$105K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.13K+ 4.52% |
$54.6K - $63K
|
26.1K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.05K+ 13.83% |
$50.5K - $58.4K
|
8.6K
$424K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.02K+ 1.69% |
$49.4K - $57K
|
61.3K
$3.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
951+ 812.82% |
$46K - $53.1K
|
1.07K
$52.6K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
894+ 2.09% |
$43.2K - $49.9K
|
43.7K
$2.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
855+ 12.76% |
$41.4K - $47.7K
|
7.56K
$372K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
799+ 4.6% |
$38.6K - $44.6K
|
18.2K
$896K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
681+ 2.01% |
$32.9K - $38K
|
34.6K
$1.7M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
674+ 12.88% |
$32.6K - $37.6K
|
5.91K
$291K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
619+ 1.2% |
$29.9K - $34.6K
|
52.2K
$2.57M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
558+ 20.06% |
$27K - $31.2K
|
3.34K
$165K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
500New |
$24.2K - $27.9K
|
500
$24.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
405+ 85.44% |
$19.6K - $22.6K
|
879
$43.3K
|
|
|
May 13, 2025
Q1 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
341+ 1.33% |
$16.5K - $19K
|
26K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
260+ 5.34% |
$12.6K - $14.5K
|
5.13K
$253K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
239+ 10.81% |
$11.6K - $13.3K
|
2.45K
$121K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
210+ 5.25% |
$10.2K - $11.7K
|
4.21K
$207K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
199New |
$9.63K - $11.1K
|
199
$9.8K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
173+ 0.15% |
$8.37K - $9.66K
|
112K
$5.54M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
150New |
$7.26K - $8.38K
|
150
$7.39K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
120+ 1.31% |
$5.8K - $6.7K
|
9.27K
$457K
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
115+ 2.71% |
$5.56K - $6.42K
|
4.36K
$215K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
59+ 12.02% |
$2.85K - $3.29K
|
550
$27.1K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
51+ 8.9% |
$2.47K - $2.85K
|
624
$30.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
50+ 0.16% |
$2.42K - $2.79K
|
30.4K
$1.5M
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
42+ 0.29% |
$2.03K - $2.35K
|
14.5K
$712K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
26+ 38.24% |
$1.26K - $1.45K
|
94
$4.63K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
13+ 0.18% |
$629 - $726
|
7.31K
$360K
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
9+ 0.04% |
$435 - $503
|
24.2K
$1.19M
|
|
|
Apr 25, 2025
Q1 2025
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
8+ 0.03% |
$387 - $447
|
30.9K
$1.52M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
7+ 5.56% |
$339 - $391
|
133
$6.55K
|