Purchases and Sales Made in Q4 2022 in Wisdomtree U.S. Smallcap Fund (EES)
This table provides information about the institutional ownership of Wisdomtree U.S. Smallcap Fund (EES) during Q4 2022. 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 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
463K+ 75.79% |
$18.6M - $21.2M
|
1.07M
$58.3M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
291K+ 388296.0% |
$11.7M - $13.4M
|
291K
$15.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
198K+ 3024.66% |
$7.96M - $9.09M
|
205K
$11.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
51.4K+ 9.09% |
$2.07M - $2.36M
|
617K
$33.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
50.2K+ 77.47% |
$2.02M - $2.3M
|
115K
$6.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
46.2K+ 42.03% |
$1.86M - $2.12M
|
156K
$8.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
36K+ 39.79% |
$1.44M - $1.65M
|
126K
$6.86M
|
|
|
Jan 24, 2023
Q4 2022
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
33.1KNew |
$1.33M - $1.52M
|
33.1K
$1.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
28K+ 11.6% |
$1.13M - $1.29M
|
270K
$14.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
23.2K+ 65.71% |
$930K - $1.06M
|
58.4K
$3.17M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
22.2KNew |
$894K - $1.02M
|
22.2K
$1.21M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
20.9KNew |
$841K - $960K
|
20.9K
$1.14M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
20.4K+ 4.24% |
$818K - $934K
|
501K
$27.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
20.2KNew |
$812K - $928K
|
20.2K
$1.1M
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
16.7KNew |
$672K - $768K
|
16.7K
$908K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.8K+ 11.17% |
$634K - $724K
|
157K
$8.53M
|
|
|
Jan 19, 2023
Q4 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
13.5KNew |
$544K - $621K
|
13.5K
$735K
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
13.2K+ 7.38% |
$531K - $607K
|
192K
$10.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.8K+ 2.45% |
$473K - $540K
|
492K
$26.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.7K+ 5.83% |
$389K - $445K
|
176K
$9.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.8K+ 226.23% |
$313K - $358K
|
11.2K
$610K
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
6.07KNew |
$244K - $278K
|
6.07K
$329K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.43K+ 16.14% |
$218K - $249K
|
39.1K
$2.12M
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
5.41KNew |
$217K - $248K
|
5.41K
$294K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
5.33K+ 426.16% |
$214K - $244K
|
6.58K
$357K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
5.23K+ 11.97% |
$210K - $240K
|
48.9K
$2.66M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
5.21K+ 7.42% |
$209K - $239K
|
75.4K
$4.09M
|
|
|
Jan 03, 2023
Q4 2022
|
Lvm Capital Management LTD
|
BUY
|
- |
4.78KNew |
$192K - $219K
|
4.78K
$259K
|
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.72KNew |
$189K - $216K
|
4.72K
$256K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.81KNew |
$153K - $175K
|
3.81K
$207K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.79K+ 8.67% |
$152K - $174K
|
47.5K
$2.58M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.76KNew |
$111K - $126K
|
2.76K
$150K
|
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
2.43K+ 1.0% |
$97.7K - $112K
|
245K
$13.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.17K+ 31.21% |
$87.3K - $99.7K
|
9.14K
$496K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.04K+ 8.35% |
$81.9K - $93.5K
|
26.4K
$1.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.87K+ 4.29% |
$74.9K - $85.5K
|
45.4K
$2.46M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
1.56K+ 759.22% |
$62.8K - $71.7K
|
1.77K
$96.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.55K+ 3.44% |
$62.4K - $71.2K
|
46.7K
$2.53M
|
|
|
Jan 19, 2023
Q4 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
1K+ 10.0% |
$40.2K - $45.9K
|
11K
$597K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
900+ 70.87% |
$36.2K - $41.3K
|
2.17K
$118K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
819New |
$32.9K - $37.6K
|
819
$44.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
764+ 11.04% |
$30.7K - $35K
|
7.69K
$417K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
593+ 3.56% |
$23.8K - $27.2K
|
17.2K
$936K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
560+ 3.46% |
$22.5K - $25.7K
|
16.7K
$908K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
548+ 2.42% |
$22K - $25.1K
|
23.2K
$1.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
470+ 3.36% |
$18.9K - $21.6K
|
14.5K
$785K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
375New |
$15.1K - $17.2K
|
375
$20.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
210New |
$8.44K - $9.63K
|
210
$11.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
202New |
$8.11K - $9.27K
|
202
$11K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
200New |
$8.03K - $9.17K
|
200
$10.9K
|