Purchases and Sales Made in Q4 2023 in Wisdomtree U.S. Smallcap Fund (EES)
This table provides information about the institutional ownership of Wisdomtree U.S. Smallcap Fund (EES) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
267K+ 111.27% |
$10.7M - $13.5M
|
507K
$28.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
198KNew |
$7.93M - $10M
|
198K
$11M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
82.9K+ 10.17% |
$3.32M - $4.2M
|
898K
$50.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
49.1K+ 440.74% |
$1.97M - $2.49M
|
60.2K
$3.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
38.8KNew |
$1.55M - $1.97M
|
38.8K
$2.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
30.5KNew |
$1.22M - $1.54M
|
30.5K
$1.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
26.7K+ 216.44% |
$1.07M - $1.35M
|
39K
$2.18M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
22.8K+ 27.94% |
$914K - $1.16M
|
105K
$5.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
19.6K+ 2.24% |
$787K - $995K
|
898K
$50.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
19.4KNew |
$777K - $983K
|
19.4K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
18.2KNew |
$727K - $921K
|
18.2K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
16.5K+ 19.61% |
$661K - $836K
|
101K
$5.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
13.7K+ 47.3% |
$549K - $695K
|
42.7K
$2.38M
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
13.1KNew |
$525K - $665K
|
13.1K
$731K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.5KNew |
$501K - $634K
|
12.5K
$698K
|
|
|
Feb 07, 2024
Q4 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
9.73K+ 3.56% |
$390K - $493K
|
283K
$15.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.07K+ 1.93% |
$363K - $460K
|
479K
$26.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
8.2K+ 130.16% |
$328K - $416K
|
14.5K
$808K
|
|
|
Jan 12, 2024
Q4 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
7.71KNew |
$309K - $391K
|
7.71K
$430K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
7.04K+ 0.79% |
$282K - $357K
|
893K
$49.8M
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
4.54KNew |
$182K - $230K
|
4.54K
$253K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.53KNew |
$182K - $230K
|
4.53K
$253K
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
4.45KNew |
$178K - $226K
|
4.45K
$248K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4.29KNew |
$172K - $217K
|
4.29K
$239K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
4.2KNew |
$168K - $213K
|
4.2K
$234K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.04KNew |
$162K - $205K
|
4.04K
$225K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4KNew |
$160K - $203K
|
4K
$223K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.22K+ 8.25% |
$129K - $163K
|
42.2K
$2.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.82K+ 1.46% |
$113K - $143K
|
197K
$11M
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2.76K+ 24.64% |
$111K - $140K
|
14K
$779K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.57K+ 11.5% |
$103K - $130K
|
24.9K
$1.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.14K+ 2.71% |
$85.6K - $108K
|
81K
$4.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.48K+ 3.16% |
$59.2K - $74.9K
|
48.3K
$2.69M
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
1K+ 9.09% |
$40.1K - $50.7K
|
12K
$669K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
918+ 260.8% |
$36.8K - $46.5K
|
1.27K
$70.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
799+ 20.92% |
$32K - $40.5K
|
4.62K
$258K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
669+ 2.77% |
$26.8K - $33.9K
|
24.8K
$1.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
606+ 10.04% |
$24.3K - $30.7K
|
6.64K
$370K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
409+ 7.08% |
$16.4K - $20.7K
|
6.18K
$345K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
379New |
$15.2K - $19.2K
|
379
$21.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
310+ 10.39% |
$12.4K - $15.7K
|
3.3K
$184K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
300+ 21.43% |
$12K - $15.2K
|
1.7K
$94.8K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
215+ 2.12% |
$8.61K - $10.9K
|
10.4K
$578K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
185+ 2.81% |
$7.41K - $9.38K
|
6.76K
$377K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
179+ 2.4% |
$7.17K - $9.07K
|
7.62K
$425K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
126New |
$5.05K - $6.39K
|
126
$7.02K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
119New |
$4.77K - $6.03K
|
119
$6.63K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
116+ 1.73% |
$4.65K - $5.88K
|
6.82K
$380K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
87+ 1.21% |
$3.49K - $4.41K
|
7.25K
$404K
|
|
|
Feb 13, 2024
Q4 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
77+ 0.23% |
$3.08K - $3.9K
|
33.3K
$1.85M
|