Purchases and Sales Made in Q1 2021 in Wisdomtree U.S. Smallcap Fund (EES)
This table provides information about the institutional ownership of Wisdomtree U.S. Smallcap Fund (EES) during Q1 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 |
---|---|---|---|---|---|---|---|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
348K+ 344.26% |
N/A
|
449K
$21.1M
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
BUY
|
- |
258K+ 72.23% |
N/A
|
615K
$28.9M
|
|
May 06, 2021
Q1 2021
|
Signify Wealth
|
BUY
|
- |
185KNew |
N/A
|
185K
$8.68M
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
131K+ 68.29% |
N/A
|
324K
$15.2M
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
52.6K+ 54.84% |
N/A
|
149K
$6.98M
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
52.5K+ 59.64% |
N/A
|
141K
$6.6M
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
41.9KNew |
N/A
|
41.9K
$1.97M
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
37.6K+ 727.17% |
N/A
|
42.7K
$2.01M
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
35.5KNew |
N/A
|
35.5K
$1.67M
|
|
May 17, 2021
Q1 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
33K+ 17.72% |
N/A
|
219K
$10.3M
|
|
Apr 09, 2021
Q1 2021
|
Ewg Elevate Inc.
|
BUY
|
- |
29.9KNew |
N/A
|
29.9K
$1.4M
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
28K+ 124.82% |
N/A
|
50.4K
$2.36M
|
|
May 03, 2021
Q1 2021
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
5.5K+ 28.67% |
N/A
|
24.7K
$1.16M
|
|
May 17, 2021
Q1 2021
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
5.5KNew |
N/A
|
5.5K
$258K
|
|
Apr 30, 2021
Q1 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
5.39K+ 30.98% |
N/A
|
22.8K
$1.07M
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.38KNew |
N/A
|
5.38K
$252K
|
|
May 12, 2022
Q1 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
5.19KNew |
N/A
|
5.19K
$244K
|
|
May 17, 2021
Q1 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4.61KNew |
N/A
|
4.61K
$216K
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.6K+ 12.99% |
N/A
|
40K
$1.88M
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.6K+ 87.3% |
N/A
|
9.87K
$463K
|
|
May 13, 2021
Q1 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
4.35KNew |
N/A
|
4.35K
$204K
|
|
May 04, 2021
Q1 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4.29KNew |
N/A
|
4.29K
$201K
|
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.21KNew |
N/A
|
4.21K
$198K
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.77K+ 965.38% |
N/A
|
4.16K
$195K
|
|
May 17, 2021
Q1 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.63KNew |
N/A
|
2.63K
$124K
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.5K+ 5.61% |
N/A
|
47K
$2.21M
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.64K+ 24.02% |
N/A
|
8.47K
$398K
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.4K+ 4.06% |
N/A
|
35.9K
$1.69M
|
|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
BUY
|
- |
1.29K+ 1714.67% |
N/A
|
1.36K
$63.9K
|
|
Apr 06, 2021
Q1 2021
|
Smithbridge Asset Management Inc
|
BUY
|
- |
1.17K+ 1.16% |
N/A
|
103K
$4.82M
|
|
Apr 05, 2021
Q1 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
1.06K+ 5.75% |
N/A
|
19.4K
$910K
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
983+ 8.14% |
N/A
|
13.1K
$613K
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
800+ 12.61% |
N/A
|
7.15K
$335K
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
708+ 15.3% |
N/A
|
5.34K
$251K
|
|
Apr 28, 2021
Q1 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
514+ 7.33% |
N/A
|
7.52K
$353K
|
|
May 13, 2021
Q1 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
500+ 45.0% |
N/A
|
1.61K
$75.6K
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
370+ 132.62% |
N/A
|
649
$30.5K
|
|
May 10, 2021
Q1 2021
|
New Square Capital LLC
|
BUY
|
- |
295+ 9.85% |
N/A
|
3.29K
$154K
|
|
May 17, 2021
Q1 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
290New |
N/A
|
290
$13.6K
|
|
Apr 14, 2021
Q1 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
283+ 14.66% |
N/A
|
2.21K
$104K
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
275New |
N/A
|
275
$12.9K
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
209+ 9.04% |
N/A
|
2.52K
$118K
|
|
Apr 08, 2021
Q1 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
179+ 2.26% |
N/A
|
8.1K
$380K
|
|
May 13, 2021
Q1 2021
|
Rmr Wealth Builders
|
BUY
|
- |
56New |
N/A
|
56
$2.63K
|
|
May 14, 2021
Q1 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
26New |
N/A
|
26
$1.22K
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
BUY
|
- |
2New |
N/A
|
2
$93.9
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-11Closed |
N/A
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-29Closed |
N/A
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-50- 3.31% |
N/A
|
1.46K
$68.6K
|