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 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2+ 0.02% |
$96.7 - $112
|
11.4K
$560K
|
|
|
May 05, 2025
Q1 2025
|
Capital Management Corp
|
BUY
|
- |
2+ 0.04% |
$96.7 - $112
|
5.25K
$259K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1+ 0.15% |
$48.4 - $55.8
|
668
$32.9K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3- 50.0% |
$145 - $168
|
3
$148
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-26- 0.51% |
$1.26K - $1.45K
|
5.05K
$249K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-33- 18.44% |
$1.6K - $1.84K
|
146
$7.19K
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-40- 0.06% |
$1.93K - $2.23K
|
63.4K
$3.12M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-46- 50.0% |
$2.23K - $2.57K
|
46
$2.27K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-51- 30.72% |
$2.47K - $2.85K
|
115
$5.67K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-60- 1.23% |
$2.9K - $3.35K
|
4.81K
$237K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-63- 1.18% |
$3.05K - $3.52K
|
5.27K
$260K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-66- 3.77% |
$3.19K - $3.69K
|
1.69K
$83K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-80- 2.15% |
$3.87K - $4.47K
|
3.64K
$179K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-85- 56.67% |
$4.11K - $4.75K
|
65
$3.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-94- 2.02% |
$4.55K - $5.25K
|
4.55K
$224K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-95- 0.55% |
$4.6K - $5.3K
|
17.3K
$854K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-165- 1.61% |
$7.98K - $9.21K
|
10.1K
$495K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-181- 0.41% |
$8.75K - $10.1K
|
43.5K
$2.14M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-200- 0.25% |
$9.67K - $11.2K
|
79.8K
$3.93M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-231- 3.53% |
$11.2K - $12.9K
|
6.31K
$311K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-237- 2.65% |
$11.5K - $13.2K
|
8.69K
$428K
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-246- 0.18% |
$11.9K - $13.7K
|
137K
$6.75M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-257- 1.54% |
$12.4K - $14.4K
|
16.5K
$810K
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-267- 1.81% |
$12.9K - $14.9K
|
14.5K
$714K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-288- 3.5% |
$13.9K - $16.1K
|
7.95K
$392K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-316- 30.62% |
$15.3K - $17.6K
|
716
$35.3K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-474- 23.8% |
$22.9K - $26.5K
|
1.52K
$74.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-534- 50.0% |
$25.8K - $29.8K
|
534
$26.3K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-545- 2.64% |
$26.4K - $30.4K
|
20.1K
$989K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-637- 3.19% |
$30.8K - $35.6K
|
19.3K
$953K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-656- 21.25% |
$31.7K - $36.6K
|
2.43K
$120K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-703- 4.57% |
$34K - $39.3K
|
14.7K
$724K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-798- 5.86% |
$38.6K - $44.6K
|
12.8K
$632K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-944- 13.65% |
$45.7K - $52.7K
|
5.97K
$294K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-955- 0.3% |
$46.2K - $53.3K
|
319K
$15.7M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-986- 2.88% |
$47.7K - $55.1K
|
33.3K
$1.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-991- 17.62% |
$47.9K - $55.3K
|
4.63K
$228K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.11K- 52.11% |
$53.6K - $61.9K
|
1.02K
$50.2K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-1.11K- 7.0% |
$53.8K - $62.1K
|
14.8K
$729K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.28K- 41.09% |
$61.8K - $71.4K
|
1.83K
$90.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.34K- 14.34% |
$64.8K - $74.8K
|
8.01K
$395K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.53K- 21.96% |
$74K - $85.4K
|
5.44K
$268K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.67K- 1.5% |
$80.6K - $93.1K
|
109K
$5.38M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.76K- 19.23% |
$85K - $98.2K
|
7.38K
$364K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.85K- 13.13% |
$138K - $159K
|
18.9K
$930K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.98K- 43.91% |
$192K - $222K
|
5.08K
$250K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.45K- 3.73% |
$215K - $248K
|
115K
$5.67M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-4.71KClosed |
$228K - $263K
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.96K- 25.67% |
$240K - $277K
|
14.4K
$707K
|