Purchases and Sales Made in Q2 2024 in Wisdomtree U.S. Smallcap Fund (EES)
This table provides information about the institutional ownership of Wisdomtree U.S. Smallcap Fund (EES) during Q2 2024. 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 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
70.2K+ 52.29% |
$3.23M - $3.48M
|
204K
$11.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
48KNew |
$2.21M - $2.38M
|
48K
$2.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
27.4K+ 26.25% |
$1.26M - $1.36M
|
132K
$7.34M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
19.7K+ 190.97% |
$904K - $976K
|
30K
$1.67M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
16.8KNew |
$771K - $832K
|
16.8K
$935K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.1K+ 41.91% |
$604K - $652K
|
44.5K
$2.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.73K+ 100.0% |
$355K - $384K
|
15.5K
$862K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.57K+ 37.26% |
$348K - $376K
|
27.9K
$1.55M
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
6.56K+ 21.09% |
$302K - $326K
|
37.7K
$2.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.44KNew |
$296K - $320K
|
6.44K
$359K
|
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
6.08K+ 5.27% |
$280K - $302K
|
121K
$6.77M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.96K+ 8.64% |
$274K - $296K
|
74.9K
$4.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.59K+ 0.7% |
$257K - $277K
|
802K
$44.7M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.81K+ 1.25% |
$221K - $239K
|
389K
$21.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.31K+ 10.12% |
$198K - $214K
|
46.9K
$2.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
3.69K+ 13.82% |
$170K - $183K
|
30.4K
$1.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.69KNew |
$124K - $133K
|
2.69K
$150K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.17K+ 5.53% |
$99.7K - $108K
|
41.4K
$2.31M
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
1.99KNew |
$91.5K - $98.8K
|
1.99K
$111K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.88K+ 0.98% |
$86.2K - $93.1K
|
194K
$10.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.4KNew |
$64.4K - $69.5K
|
1.4K
$78.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.12K+ 5.43% |
$51.5K - $55.5K
|
21.7K
$1.21M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
934+ 2.15% |
$42.9K - $46.4K
|
44.4K
$2.47M
|
|
|
Jul 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
917+ 1.46% |
$42.2K - $45.5K
|
63.7K
$3.55M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
904+ 12.66% |
$41.6K - $44.9K
|
8.05K
$449K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
805+ 0.57% |
$37K - $40K
|
141K
$7.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
772+ 3.85% |
$35.5K - $38.3K
|
20.8K
$1.16M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
744+ 9.29% |
$34.2K - $36.9K
|
8.76K
$488K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
595+ 2.96% |
$27.4K - $29.5K
|
20.7K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
542+ 7.25% |
$24.9K - $26.9K
|
8.02K
$447K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
479+ 21.89% |
$22K - $23.8K
|
2.67K
$149K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
328+ 6.3% |
$15.1K - $16.3K
|
5.54K
$309K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
276+ 6.26% |
$12.7K - $13.7K
|
4.68K
$261K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
275New |
$12.6K - $13.6K
|
275
$15.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
243+ 1.66% |
$11.2K - $12.1K
|
14.8K
$827K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
227+ 4.13% |
$10.4K - $11.3K
|
5.72K
$319K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
205+ 2.48% |
$9.43K - $10.2K
|
8.46K
$472K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
179New |
$8.23K - $8.88K
|
179
$9.98K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
152+ 1.73% |
$6.99K - $7.54K
|
8.95K
$499K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
114+ 1.84% |
$5.24K - $5.66K
|
6.3K
$351K
|
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
96+ 0.17% |
$4.41K - $4.76K
|
57.2K
$3.19M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
91+ 24.01% |
$4.18K - $4.52K
|
470
$26.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
48New |
$2.21K - $2.38K
|
48
$2.68K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
45+ 1.3% |
$2.07K - $2.23K
|
3.51K
$196K
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
36+ 0.4% |
$1.66K - $1.79K
|
9.01K
$502K
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
BUY
|
- |
25+ 0.24% |
$1.15K - $1.24K
|
10.5K
$583K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
21+ 0.29% |
$966 - $1.04K
|
7.26K
$405K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Management Corp
|
BUY
|
- |
17+ 0.33% |
$782 - $844
|
5.25K
$293K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
11+ 23.91% |
$506 - $546
|
57
$3.18K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6New |
$276 - $298
|
6
$335
|