Purchases and Sales Made in Q2 2022 in Wisdomtree U.S. Smallcap Fund (EES)
This table provides information about the institutional ownership of Wisdomtree U.S. Smallcap Fund (EES) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
70.5K+ 76.1% |
$2.85M - $3.4M
|
163K
$8.85M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
61KNew |
$2.46M - $2.94M
|
61K
$3.31M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
54.1K+ 14.71% |
$2.19M - $2.61M
|
422K
$22.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
48.3KNew |
$1.95M - $2.33M
|
48.3K
$2.62M
|
|
|
Aug 08, 2022
Q2 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
42.9K+ 100.0% |
$1.73M - $2.07M
|
85.7K
$4.65M
|
|
|
Aug 05, 2022
Q2 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
42.9KNew |
$1.73M - $2.07M
|
42.9K
$2.33M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
31K+ 23.62% |
$1.25M - $1.5M
|
162K
$8.81M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
19.6K+ 1.79% |
$791K - $945K
|
1.11M
$60.5M
|
|
|
Jul 21, 2022
Q2 2022
|
Shore Point Advisors, LLC
|
BUY
|
- |
18.3K+ 8.65% |
$739K - $883K
|
230K
$12.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18KNew |
$725K - $867K
|
18K
$975K
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14.8K+ 13.46% |
$598K - $714K
|
125K
$6.77M
|
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
14.1K+ 48.49% |
$570K - $681K
|
43.2K
$2.35M
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
13.2K+ 35.99% |
$531K - $635K
|
49.7K
$2.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11.9K+ 591.05% |
$480K - $573K
|
13.9K
$754K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.85K+ 15.06% |
$398K - $475K
|
75.2K
$4.08M
|
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.53KNew |
$385K - $460K
|
9.53K
$517K
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.73KNew |
$312K - $373K
|
7.73K
$419K
|
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
6.96KNew |
$281K - $336K
|
6.96K
$378K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.39K+ 33.24% |
$258K - $308K
|
25.6K
$1.39M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.7K+ 34.53% |
$189K - $226K
|
18.3K
$993K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
3.86K+ 30.35% |
$156K - $186K
|
16.6K
$899K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.5K+ 44.48% |
$141K - $169K
|
11.4K
$617K
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
3.42K+ 22.07% |
$138K - $165K
|
18.9K
$1.03M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.8K+ 2.27% |
$113K - $135K
|
126K
$6.84M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.64KNew |
$66.2K - $79K
|
1.64K
$88.9K
|
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.63KNew |
$65.7K - $78.5K
|
1.63K
$88.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.44K+ 9.8% |
$58.1K - $69.4K
|
16.1K
$875K
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
1.29K+ 22.84% |
$51.9K - $62.1K
|
6.92K
$376K
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.25KNew |
$50.5K - $60.3K
|
1.25K
$67.8K
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.24K+ 6.25% |
$50.2K - $59.9K
|
21.1K
$1.15M
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
978New |
$39.5K - $47.2K
|
978
$53.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
834+ 0.59% |
$33.7K - $40.2K
|
141K
$7.68M
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
604+ 16.49% |
$24.4K - $29.1K
|
4.27K
$232K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
520+ 12.57% |
$21K - $25.1K
|
4.66K
$253K
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
255+ 3.23% |
$10.3K - $12.3K
|
8.15K
$442K
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
246+ 3.08% |
$9.93K - $11.9K
|
8.23K
$447K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
125+ 12.38% |
$5.05K - $6.03K
|
1.14K
$61.6K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
100New |
$4.04K - $4.82K
|
100
$5.43K
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
91+ 0.23% |
$3.67K - $4.39K
|
40.2K
$2.18M
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
89New |
$3.59K - $4.29K
|
89
$4.83K
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
83New |
$3.35K - $4K
|
83
$4.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
42+ 0.19% |
$1.7K - $2.03K
|
21.6K
$1.17M
|
|
|
Jul 21, 2022
Q2 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
28+ 0.14% |
$1.13K - $1.35K
|
19.3K
$1.05M
|
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
BUY
|
- |
20New |
$807 - $965
|
20
$1.09K
|
|
|
Jul 13, 2022
Q2 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
20+ 0.23% |
$807 - $965
|
8.69K
$472K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
16+ 0.05% |
$646 - $772
|
29.3K
$1.59M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12New |
$484 - $579
|
12
$651
|
|
|
Aug 15, 2022
Q2 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
6+ 0.08% |
$242 - $289
|
7.66K
$415K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2+ 0.01% |
$80.7 - $96.5
|
14.4K
$784K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|