Purchases and Sales Made in Q4 2021 in Wisdomtree U.S. Smallcap Fund (EES)
This table provides information about the institutional ownership of Wisdomtree U.S. Smallcap Fund (EES) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
496K+ 176.97% |
$24.3M - $26.6M
|
776K
$43.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
195KNew |
$9.57M - $10.5M
|
195K
$10.9M
|
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
177KNew |
$8.7M - $9.52M
|
177K
$9.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
55.5K+ 7.87% |
$2.72M - $2.98M
|
761K
$42.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
51.7K+ 7.6% |
$2.54M - $2.78M
|
733K
$40.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
46.6KNew |
$2.29M - $2.5M
|
46.6K
$2.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
40.3KNew |
$1.98M - $2.16M
|
40.3K
$2.25M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
33.2K+ 52.91% |
$1.63M - $1.78M
|
95.9K
$5.34M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
31.4K+ 11.03% |
$1.54M - $1.69M
|
316K
$17.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
24.7K+ 4.61% |
$1.21M - $1.33M
|
561K
$31.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
24.1K+ 1494.6% |
$1.18M - $1.29M
|
25.7K
$1.43M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22.4K+ 44.35% |
$1.1M - $1.2M
|
72.9K
$4.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20.9K+ 18.19% |
$1.03M - $1.12M
|
136K
$7.58M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.4K+ 71.75% |
$856K - $937K
|
41.8K
$2.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
17.4K+ 7.59% |
$854K - $934K
|
247K
$13.8M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
12.5KNew |
$615K - $672K
|
12.5K
$698K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.6K+ 125.88% |
$522K - $571K
|
19.1K
$1.06M
|
|
|
Feb 07, 2022
Q4 2021
|
Sweet Financial Partners, LLC
|
BUY
|
- |
10KNew |
$491K - $537K
|
10K
$558K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
9.52KNew |
$467K - $511K
|
9.52K
$531K
|
|
|
Jan 14, 2022
Q4 2021
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
8.41KNew |
$413K - $452K
|
8.41K
$469K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.39KNew |
$412K - $450K
|
8.39K
$468K
|
|
|
Feb 14, 2022
Q4 2021
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
7.58K+ 11.38% |
$372K - $407K
|
74.2K
$4.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
7.42KNew |
$364K - $398K
|
7.42K
$413K
|
|
|
Feb 18, 2022
Q4 2021
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
7.34KNew |
$360K - $394K
|
7.34K
$409K
|
|
|
Feb 14, 2022
Q4 2021
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
5.4KNew |
$265K - $290K
|
5.4K
$301K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.35K+ 6.61% |
$263K - $287K
|
86.4K
$4.82M
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Management Corp
|
BUY
|
- |
4.91KNew |
$241K - $264K
|
4.91K
$274K
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.65K+ 51.15% |
$228K - $249K
|
13.7K
$765K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4.19K+ 13.44% |
$206K - $225K
|
35.4K
$1.97M
|
|
|
Jan 31, 2022
Q4 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
4.05KNew |
$199K - $217K
|
4.05K
$226K
|
|
|
Jan 20, 2022
Q4 2021
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
3.94KNew |
$193K - $212K
|
3.94K
$220K
|
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
3.12K+ 1.04% |
$153K - $167K
|
303K
$16.9M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.11K+ 8.74% |
$103K - $113K
|
26.2K
$1.46M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.1K+ 28.69% |
$103K - $113K
|
9.42K
$525K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.06K+ 317.41% |
$101K - $111K
|
2.71K
$151K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.73KNew |
$85K - $93K
|
1.73K
$96.6K
|
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
1.65K+ 42.13% |
$80.7K - $88.3K
|
5.55K
$309K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
1.35KNew |
$66.2K - $72.5K
|
1.35K
$75.3K
|
|
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.32KNew |
$65K - $71.1K
|
1.32K
$73.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
1.27K+ 7.44% |
$62.3K - $68.1K
|
18.3K
$1.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.1K+ 2.27% |
$53.9K - $58.9K
|
49.5K
$2.76M
|
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
983+ 18.94% |
$48.2K - $52.8K
|
6.17K
$344K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
924+ 9.79% |
$45.3K - $49.6K
|
10.4K
$578K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
799+ 8.4% |
$39.2K - $42.9K
|
10.3K
$575K
|
|
|
Jan 24, 2022
Q4 2021
|
Smithbridge Asset Management Inc
|
BUY
|
- |
705+ 0.7% |
$34.6K - $37.8K
|
101K
$5.66M
|
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
692New |
$33.9K - $37.1K
|
692
$38.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
610+ 16.2% |
$29.9K - $32.7K
|
4.38K
$244K
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
505New |
$24.8K - $27.1K
|
505
$28.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
200New |
$9.81K - $10.7K
|
200
$11.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
200New |
$9.81K - $10.7K
|
200
$11.2K
|