Purchases and Sales Made in Q2 2023 in Wisdomtree U.S. Smallcap Fund (EES)

EES Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree U.S. Smallcap Fund (EES) during Q2 2023. 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
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
32.6K
+ 8.91%
$1.31M - $1.47M
398K $21.6M
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
29.2K
+ 20.38%
$1.17M - $1.32M
172K $9.36M
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
27.6K
+ 3.32%
$1.11M - $1.25M
859K $46.6M
Jul 14, 2023 Q2 2023
Shore Point Advisors, LLC

BUY
 -
16.4K
+ 6.67%
$659K - $741K
262K $14.2M
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
12.2K
+ 2.75%
$491K - $552K
456K $24.8M
Aug 07, 2023 Q2 2023
Insight Advisors, LLC

Newtown, PA
BUY
 -
9.4K
+ 39.01%
$378K - $425K
33.5K $1.82M
Aug 07, 2023 Q2 2023
Chicago Partners Investment Group LLC

BUY
 -
6.65K
New
$267K - $301K
6.65K $361K
Aug 14, 2023 Q2 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
5.48K
New
$220K - $248K
5.48K $297K
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
5.47K
New
$220K - $247K
5.47K $297K
Aug 02, 2023 Q2 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
3.99K
New
$160K - $180K
3.99K $217K
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
2.48K
+ 3.02%
$99.5K - $112K
84.5K $4.58M
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
2.03K
+ 1.1%
$81.4K - $91.6K
186K $10.1M
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
1.27K
+ 3.27%
$51.1K - $57.5K
40.2K $2.18M
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
1.24K
+ 2.74%
$49.8K - $56K
46.5K $2.53M
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
956
+ 35.29%
$38.4K - $43.2K
3.67K $199K
Jul 26, 2023 Q2 2023
Janney Montgomery Scott LLC

BUY
 -
910
+ 17.43%
$36.6K - $41.1K
6.13K $333K
Aug 08, 2023 Q2 2023
Claro Advisors LLC

Boston, MA
BUY
 -
705
+ 7.5%
$28.3K - $31.9K
10.1K $549K
Jul 28, 2023 Q2 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
649
+ 1.35%
$26.1K - $29.3K
48.9K $2.65M
Aug 14, 2023 Q2 2023
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
350
+ 15.73%
$14.1K - $15.8K
2.58K $140K
Aug 03, 2023 Q2 2023
New Square Capital LLC

BUY
 -
320
+ 1.83%
$12.9K - $14.5K
17.8K $964K
Jul 17, 2023 Q2 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
315
+ 4.06%
$12.7K - $14.2K
8.07K $438K
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
275
+ 0.66%
$11K - $12.4K
42.2K $2.29M
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
227
+ 2.87%
$9.12K - $10.3K
8.13K $441K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
175
+ 102.94%
$7.03K - $7.91K
345 $18.7K
Aug 04, 2023 Q2 2023
Ever Source Wealth Advisors, LLC

BUY
 -
50
New
$2.01K - $2.26K
50 $2.71K
Jul 14, 2023 Q2 2023
Kmg Fiduciary Partners, LLC

BUY
 -
37
+ 0.42%
$1.49K - $1.67K
8.89K $483K
Aug 14, 2023 Q2 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
17
New
$683 - $768
17 $923
Jul 27, 2023 Q2 2023
Capital Management Corp

BUY
 -
3
+ 0.06%
$121 - $136
5.31K $288K
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
1
+ 0.01%
$40.2 - $45.2
7.3K $396K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 11, 2023 Q2 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
SELL
 -
-6
- 0.27%
$241 - $271
2.24K $121K
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-28
- 0.22%
$1.12K - $1.27K
12.4K $676K
Aug 08, 2023 Q2 2023
Clearwater Capital Advisors, LLC

SELL
 -
-35
- 0.56%
$1.41K - $1.58K
6.18K $335K
Aug 11, 2023 Q2 2023
Covestor LTD

Boston, MA
SELL
 -
-62
- 48.06%
$2.49K - $2.8K
67 $3.64K
Aug 10, 2023 Q2 2023
Cibc Private Wealth Group, LLC

SELL
 -
-79
- 0.73%
$3.17K - $3.57K
10.7K $583K
Aug 07, 2023 Q2 2023
Betterment LLC

New York, NY
SELL
 -
-91
- 1.18%
$3.66K - $4.11K
7.65K $415K
Aug 01, 2023 Q2 2023
Howard Wealth Management, LLC

Madison, CT
SELL
 -
-100
- 0.51%
$4.02K - $4.52K
19.7K $1.07M
Aug 10, 2023 Q2 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-100
- 1.53%
$4.02K - $4.52K
6.46K $350K
Jul 07, 2023 Q2 2023
Lvm Capital Management LTD

SELL
 -
-125
- 2.62%
$5.02K - $5.65K
4.65K $252K
Aug 14, 2023 Q2 2023
True Wealth Design, LLC

Akron, OH
SELL
 -
-127
- 0.61%
$5.1K - $5.74K
20.6K $1.12M
Jul 11, 2023 Q2 2023
Flagship Harbor Advisors, LLC

SELL
 -
-182
- 1.19%
$7.31K - $8.22K
15.1K $818K
Aug 10, 2023 Q2 2023
Citigroup Inc

SELL
 -
-264
- 4.09%
$10.6K - $11.9K
6.2K $336K
Aug 08, 2023 Q2 2023
Prospera Financial Services Inc

SELL
 -
-343
- 1.43%
$13.8K - $15.5K
23.7K $1.28M
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-401
- 6.33%
$16.1K - $18.1K
5.93K $322K
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
SELL
 -
-407
- 2.31%
$16.3K - $18.4K
17.2K $933K
Jul 31, 2023 Q2 2023
Means Investment Co., Inc.

SELL
 -
-413
- 2.11%
$16.6K - $18.7K
19.2K $1.04M
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

SELL
 -
-481
- 4.23%
$19.3K - $21.7K
10.9K $591K
Aug 14, 2023 Q2 2023
Qube Research & Technologies LTD

London, X0
SELL
 -
-515
- 82.14%
$20.7K - $23.3K
112 $6.08K
Jul 18, 2023 Q2 2023
Culbertson A N & CO Inc

SELL
 -
-518
- 0.81%
$20.8K - $23.4K
63.5K $3.45M

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