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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
143+ 0.74% |
$5.74K - $6.56K
|
19.5K
$1.06M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
56+ 0.48% |
$2.25K - $2.57K
|
11.6K
$632K
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
35+ 0.4% |
$1.41K - $1.61K
|
8.76K
$475K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
10New |
$402 - $459
|
10
$543
|
|
|
Feb 14, 2023
Q4 2022
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
6+ 0.03% |
$241 - $275
|
20.8K
$1.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5+ 0.06% |
$201 - $229
|
7.9K
$429K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3+ 0.02% |
$121 - $138
|
12.5K
$677K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2+ 0.02% |
$80.3 - $91.7
|
11.4K
$618K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1+ 0.0% |
$40.2 - $45.9
|
22.7K
$1.23M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-10- 6.17% |
$402 - $459
|
152
$8.25K
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-50- 0.05% |
$2.01K - $2.29K
|
91K
$4.94M
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-62- 1.14% |
$2.49K - $2.84K
|
5.38K
$292K
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-79- 0.73% |
$3.17K - $3.62K
|
10.7K
$583K
|
|
|
Feb 02, 2023
Q4 2022
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-200- 0.46% |
$8.03K - $9.17K
|
43.2K
$2.35M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-227- 0.36% |
$9.12K - $10.4K
|
62.4K
$3.39M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-227- 2.79% |
$9.12K - $10.4K
|
7.9K
$429K
|
|
|
Feb 13, 2023
Q4 2022
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-244- 0.57% |
$9.8K - $11.2K
|
42.4K
$2.3M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-254- 10.17% |
$10.2K - $11.7K
|
2.24K
$122K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-261- 3.55% |
$10.5K - $12K
|
7.09K
$385K
|
|
|
Jan 23, 2023
Q4 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-300- 0.45% |
$12.1K - $13.8K
|
66.1K
$3.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-599- 37.86% |
$24.1K - $27.5K
|
983
$53.3K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-601- 3.18% |
$24.1K - $27.6K
|
18.3K
$992K
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-609- 2.91% |
$24.5K - $27.9K
|
20.3K
$1.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-614- 9.82% |
$24.7K - $28.2K
|
5.64K
$306K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-817- 8.8% |
$32.8K - $37.5K
|
8.47K
$460K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.12K- 9.91% |
$45K - $51.4K
|
10.2K
$553K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.54K- 4.28% |
$61.8K - $70.5K
|
34.4K
$1.87M
|
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
SELL
|
- |
-2K- 15.7% |
$80.3K - $91.7K
|
10.7K
$583K
|
|
|
Mar 01, 2023
Q4 2022
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-2.19K- 2.14% |
$88K - $101K
|
100K
$5.43M
|
|
|
Jan 24, 2023
Q4 2022
|
Capital Management Corp
|
SELL
|
- |
-2.6K- 32.72% |
$104K - $119K
|
5.34K
$290K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.19K- 2.01% |
$128K - $146K
|
156K
$8.45M
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-3.59K- 31.13% |
$144K - $164K
|
7.93K
$431K
|
|
|
Jan 19, 2023
Q4 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-4.01K- 1.68% |
$161K - $184K
|
235K
$12.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.12K- 23.08% |
$165K - $189K
|
13.7K
$744K
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-5K- 15.28% |
$201K - $229K
|
27.7K
$1.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-10.3K- 3.42% |
$412K - $471K
|
290K
$15.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-12.1K- 21.53% |
$486K - $555K
|
44.1K
$2.39M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.6K- 9.63% |
$506K - $577K
|
118K
$6.41M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-13.1K- 74.49% |
$526K - $601K
|
4.49K
$243K
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-15K- 3.65% |
$603K - $688K
|
396K
$21.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-48.6K- 87.04% |
$1.95M - $2.23M
|
7.24K
$393K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-52.4K- 100.0% |
$2.11M - $2.4M
|
2
$109
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-89.1K- 10.61% |
$3.58M - $4.09M
|
751K
$40.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-109K- 60.05% |
$4.36M - $4.98M
|
72.3K
$3.92M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-153K- 14.45% |
$6.16M - $7.03M
|
907K
$49.2M
|