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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3+ 0.15% |
$138 - $149
|
1.95K
$109K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2+ 0.02% |
$92 - $99.3
|
8.18K
$456K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2+ 0.02% |
$92 - $99.3
|
11.7K
$654K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-51- 0.39% |
$2.34K - $2.53K
|
13K
$727K
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-53- 1.21% |
$2.44K - $2.63K
|
4.31K
$240K
|
|
|
Jul 19, 2024
Q2 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-53- 1.21% |
$2.44K - $2.63K
|
4.34K
$242K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-59- 0.55% |
$2.71K - $2.93K
|
10.6K
$593K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-100- 0.67% |
$4.6K - $4.96K
|
14.8K
$825K
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-108- 0.76% |
$4.97K - $5.36K
|
14.1K
$789K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-117- 2.23% |
$5.38K - $5.81K
|
5.13K
$286K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-163- 55.07% |
$7.49K - $8.09K
|
133
$7.41K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-208- 11.13% |
$9.56K - $10.3K
|
1.66K
$92.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-214- 2.81% |
$9.84K - $10.6K
|
7.39K
$412K
|
|
|
Jul 17, 2024
Q2 2024
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-284- 0.88% |
$13.1K - $14.1K
|
32.1K
$1.79M
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-312- 1.61% |
$14.3K - $15.5K
|
19K
$1.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-350- 6.09% |
$16.1K - $17.4K
|
5.4K
$301K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-378- 1.78% |
$17.4K - $18.8K
|
20.8K
$1.16M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-393- 5.41% |
$18.1K - $19.5K
|
6.87K
$383K
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-481- 3.38% |
$22.1K - $23.9K
|
13.8K
$767K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-644- 6.75% |
$29.6K - $32K
|
8.9K
$496K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-653Closed |
$30K - $32.4K
|
0
$0
|
|
|
Jul 29, 2024
Q2 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-745- 4.44% |
$34.3K - $37K
|
16K
$894K
|
|
|
Jul 16, 2024
Q2 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-831- 0.3% |
$38.2K - $41.2K
|
279K
$15.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-960- 2.8% |
$44.1K - $47.6K
|
33.3K
$1.86M
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.4K- 24.18% |
$64.5K - $69.6K
|
4.4K
$245K
|
|
|
Aug 13, 2024
Q2 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-1.4K- 19.81% |
$64.5K - $69.6K
|
5.68K
$317K
|
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-1.71K- 15.93% |
$78.6K - $84.8K
|
9.02K
$503K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1.97K- 40.64% |
$90.7K - $97.9K
|
2.88K
$161K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.17K- 25.58% |
$99.6K - $107K
|
6.3K
$351K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.51K- 1.85% |
$115K - $124K
|
133K
$7.4M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.62K- 9.43% |
$121K - $130K
|
25.2K
$1.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.24K- 16.85% |
$149K - $161K
|
16K
$890K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.62K- 9.04% |
$166K - $180K
|
36.4K
$2.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.41K- 5.53% |
$203K - $219K
|
75.4K
$4.21M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.31K- 2.92% |
$244K - $264K
|
177K
$9.85M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-9.51K- 2.77% |
$437K - $472K
|
334K
$18.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-10.9K- 67.54% |
$499K - $539K
|
5.22K
$291K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.9K- 7.92% |
$500K - $540K
|
127K
$7.05M
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-11.7K- 5.27% |
$537K - $579K
|
210K
$11.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.8K- 31.02% |
$725K - $782K
|
35.1K
$1.95M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-17.4K- 20.26% |
$802K - $866K
|
68.6K
$3.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-22.3K- 54.41% |
$1.03M - $1.11M
|
18.7K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-36K- 6.88% |
$1.66M - $1.79M
|
487K
$27.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-92.6K- 10.2% |
$4.26M - $4.6M
|
815K
$45.4M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-92.6K- 10.2% |
$4.26M - $4.6M
|
815K
$45.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-129K- 15.82% |
$5.95M - $6.42M
|
688K
$38.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-165K- 31.73% |
$7.59M - $8.2M
|
355K
$19.8M
|