Purchases and Sales Made in Q3 2023 in Wisdomtree U.S. Smallcap Fund (EES)
This table provides information about the institutional ownership of Wisdomtree U.S. Smallcap Fund (EES) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
49.4K+ 315.4% |
$2.1M - $2.38M
|
65.1K
$3.53M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
44.5K+ 11.19% |
$1.89M - $2.14M
|
443K
$24M
|
|
|
Nov 13, 2023
Q3 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
29KNew |
$1.23M - $1.39M
|
29K
$1.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.6K+ 23.08% |
$962K - $1.09M
|
121K
$6.55M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
21.8K+ 126.95% |
$928K - $1.05M
|
39K
$2.12M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
19.3K+ 2.24% |
$819K - $926K
|
878K
$47.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.4KNew |
$613K - $693K
|
14.4K
$782K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.9K+ 3.04% |
$590K - $668K
|
470K
$25.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
13KNew |
$552K - $625K
|
13K
$704K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.4KNew |
$529K - $599K
|
12.4K
$675K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
12.2K+ 17.52% |
$518K - $586K
|
81.7K
$4.43M
|
|
|
Oct 16, 2023
Q3 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
11.1K+ 4.23% |
$472K - $534K
|
274K
$14.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.66K+ 86.29% |
$411K - $465K
|
20.9K
$1.13M
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
7.21K+ 180.73% |
$307K - $347K
|
11.2K
$608K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
7.17KNew |
$305K - $345K
|
7.17K
$389K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
6.3KNew |
$268K - $303K
|
6.3K
$342K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
5.78KNew |
$246K - $278K
|
5.78K
$313K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.82KNew |
$162K - $184K
|
3.82K
$207K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.03K+ 7.18% |
$129K - $146K
|
45.2K
$2.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.77K+ 2.78% |
$118K - $133K
|
102K
$5.55M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.63K+ 3.46% |
$112K - $127K
|
78.8K
$4.28M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
2.58KNew |
$110K - $124K
|
2.58K
$140K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
2.14KNew |
$91.1K - $103K
|
2.14K
$116K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.5K+ 3.73% |
$63.8K - $72.2K
|
41.7K
$2.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.43K+ 13.12% |
$60.8K - $68.8K
|
12.3K
$669K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
678+ 4.02% |
$28.8K - $32.6K
|
17.5K
$952K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
658+ 587.5% |
$28K - $31.7K
|
770
$41.8K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
597+ 0.35% |
$25.4K - $28.7K
|
173K
$9.39M
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
552+ 10.07% |
$23.5K - $26.6K
|
6.03K
$327K
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
410+ 15.92% |
$17.4K - $19.7K
|
2.99K
$162K
|
|
|
Oct 16, 2023
Q3 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
340+ 0.81% |
$14.5K - $16.4K
|
42.4K
$2.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
300+ 0.64% |
$12.8K - $14.4K
|
46.8K
$2.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
293+ 0.79% |
$12.5K - $14.1K
|
37.4K
$2.03M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
191+ 14.73% |
$8.12K - $9.19K
|
1.49K
$80.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
186+ 2.43% |
$7.91K - $8.95K
|
7.84K
$425K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
90+ 0.51% |
$3.83K - $4.33K
|
17.9K
$969K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
64New |
$2.72K - $3.08K
|
64
$3.47K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
63New |
$2.68K - $3.03K
|
63
$3.42K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
59New |
$2.51K - $2.84K
|
59
$3.2K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
54New |
$2.3K - $2.6K
|
54
$2.93K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
50+ 0.75% |
$2.13K - $2.41K
|
6.7K
$364K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
35+ 0.35% |
$1.49K - $1.68K
|
10.1K
$551K
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
29+ 0.33% |
$1.23K - $1.4K
|
8.92K
$484K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
29+ 0.36% |
$1.23K - $1.4K
|
8.15K
$443K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
16+ 0.26% |
$680 - $770
|
6.21K
$337K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7+ 2.03% |
$298 - $337
|
352
$19.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
4+ 5.97% |
$170 - $192
|
71
$3.85K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7- 0.11% |
$298 - $337
|
6.13K
$332K
|