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 02, 2022
Q2 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-19.4K- 7.71% |
$783K - $936K
|
232K
$12.6M
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-20.5KClosed |
$829K - $991K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-28.6K- 84.96% |
$1.15M - $1.38M
|
5.07K
$275K
|
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-31.9KClosed |
$1.29M - $1.54M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-39.7K- 6.24% |
$1.6M - $1.91M
|
596K
$32.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-42.9K- 50.0% |
$1.73M - $2.07M
|
42.9K
$2.33M
|
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-52K- 14.39% |
$2.1M - $2.51M
|
309K
$16.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-55.5K- 49.47% |
$2.24M - $2.68M
|
56.7K
$3.08M
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-61KClosed |
$2.46M - $2.94M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-64.9K- 29.82% |
$2.62M - $3.13M
|
153K
$8.29M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-87.5K- 9.43% |
$3.53M - $4.22M
|
841K
$45.6M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-87.5K- 9.43% |
$3.53M - $4.22M
|
841K
$45.6M
|
|
|
Aug 01, 2022
Q2 2022
|
Empowered Funds, LLC
|
SELL
|
- |
-133KClosed |
$5.36M - $6.4M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-159K- 96.58% |
$6.4M - $7.65M
|
5.61K
$305K
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-172K- 61.8% |
$6.95M - $8.31M
|
107K
$5.78M
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-335K- 99.98% |
$13.5M - $16.1M
|
75
$4.07K
|