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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-5.28K- 47.31% |
$255K - $295K
|
5.88K
$290K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.8K- 8.6% |
$281K - $324K
|
61.7K
$3.04M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.81K- 32.5% |
$329K - $380K
|
14.1K
$697K
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-9.75K- 18.38% |
$471K - $544K
|
43.3K
$2.13M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.95K- 1.99% |
$481K - $556K
|
489K
$24.1M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-11.1K- 5.97% |
$539K - $622K
|
176K
$8.65M
|
|
|
Apr 24, 2025
Q1 2025
|
Shore Point Advisors, LLC
|
SELL
|
- |
-12.9K- 4.58% |
$622K - $718K
|
268K
$13.2M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-13.5K- 39.83% |
$651K - $751K
|
20.3K
$1M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-24.2K- 9.36% |
$1.17M - $1.35M
|
234K
$11.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-24.6K- 33.41% |
$1.19M - $1.37M
|
49K
$2.42M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-26K- 3.36% |
$1.26M - $1.45M
|
750K
$37M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-37.7K- 4.44% |
$1.82M - $2.1M
|
811K
$40M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-38.5K- 90.2% |
$1.86M - $2.15M
|
4.18K
$206K
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-529K- 98.55% |
$25.6M - $29.5M
|
7.8K
$384K
|