Purchases and Sales Made in Q2 2023 in Wisdomtree U.S. Smallcap Fund (EES)
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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-559- 30.12% |
$22.5K - $25.3K
|
1.3K
$70.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-587- 5.84% |
$23.6K - $26.5K
|
9.46K
$513K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-641- 7.48% |
$25.7K - $29K
|
7.93K
$431K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-697- 5.81% |
$28K - $31.5K
|
11.3K
$613K
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-753- 12.79% |
$30.2K - $34K
|
5.13K
$279K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-926- 2.44% |
$37.2K - $41.8K
|
37.1K
$2.01M
|
|
|
Jul 12, 2023
Q2 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-1.03K- 2.39% |
$41.4K - $46.5K
|
42.1K
$2.28M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.11K- 6.16% |
$44.5K - $50K
|
16.9K
$915K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.16K- 3.38% |
$46.7K - $52.5K
|
33.3K
$1.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.17K- 4.59% |
$46.8K - $52.7K
|
24.2K
$1.31M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1.17K- 88.86% |
$47.1K - $53K
|
147
$7.98K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.24K- 1.75% |
$49.7K - $55.9K
|
69.5K
$3.77M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.55K- 0.79% |
$62.2K - $70K
|
194K
$10.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.56K- 12.25% |
$62.8K - $70.6K
|
11.2K
$607K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.98K- 13.68% |
$79.5K - $89.4K
|
12.5K
$678K
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.04KClosed |
$81.7K - $92K
|
0
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-2.76K- 2.76% |
$111K - $124K
|
97.2K
$5.28M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.95K- 3.73% |
$119K - $133K
|
76.2K
$4.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.13K- 14.62% |
$126K - $141K
|
18.3K
$991K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-4.39K- 4.83% |
$176K - $199K
|
86.6K
$4.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-8.91K- 20.92% |
$358K - $403K
|
33.7K
$1.83M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.22K- 6.07% |
$370K - $417K
|
143K
$7.74M
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-12.6K- 4.66% |
$507K - $571K
|
258K
$14M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-13.7K- 1.74% |
$549K - $618K
|
773K
$42M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-15.5K- 5.74% |
$624K - $702K
|
255K
$13.8M
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-15.7K- 6.65% |
$632K - $711K
|
221K
$12M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-16.2K- 4.17% |
$649K - $730K
|
372K
$20.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-20.4K- 28.75% |
$817K - $920K
|
50.4K
$2.74M
|
|
|
Jul 20, 2023
Q2 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-22K- 11.78% |
$885K - $996K
|
165K
$8.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-22.1K- 58.51% |
$888K - $998K
|
15.7K
$850K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-22.8K- 18.88% |
$916K - $1.03M
|
98K
$5.32M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-24.4K- 57.92% |
$979K - $1.1M
|
17.7K
$961K
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-31K- 67.38% |
$1.25M - $1.4M
|
15K
$816K
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-31K- 67.38% |
$1.25M - $1.4M
|
15K
$816K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-40.4K- 4.27% |
$1.62M - $1.83M
|
905K
$49.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-59.9K- 37.61% |
$2.41M - $2.71M
|
99.5K
$5.4M
|