Purchases and Sales Made in Q1 2024 in Wisdomtree U.S. Smallcap Fund (EES)
This table provides information about the institutional ownership of Wisdomtree U.S. Smallcap Fund (EES) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
16+ 13.45% |
$743 - $802
|
135
$7.06K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8New |
$371 - $401
|
8
$418
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
5+ 12.2% |
$232 - $251
|
46
$2.4K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 5.0% |
$46.4 - $50.1
|
21
$1.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-5- 0.07% |
$232 - $251
|
7.47K
$391K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9- 0.17% |
$418 - $451
|
5.25K
$274K
|
|
|
May 10, 2024
Q1 2024
|
Capital Management Corp
|
SELL
|
- |
-20- 0.38% |
$928 - $1K
|
5.23K
$273K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-60- 0.29% |
$2.78K - $3.01K
|
20.8K
$1.09M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-74- 11.44% |
$3.43K - $3.71K
|
573
$30K
|
|
|
Apr 22, 2024
Q1 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-100- 0.29% |
$4.64K - $5.01K
|
34.3K
$1.79M
|
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-113- 2.52% |
$5.24K - $5.66K
|
4.36K
$228K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-114- 86.36% |
$5.29K - $5.71K
|
18
$941
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-140- 0.72% |
$6.5K - $7.02K
|
19.3K
$1.01M
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-140- 2.36% |
$6.5K - $7.02K
|
5.8K
$303K
|
|
|
May 10, 2024
Q1 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-170- 2.34% |
$7.89K - $8.52K
|
7.08K
$370K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-185- 2.74% |
$8.59K - $9.27K
|
6.58K
$344K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-198- 8.85% |
$9.19K - $9.92K
|
2.04K
$107K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-200- 40.0% |
$9.28K - $10K
|
300
$15.7K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
SELL
|
- |
-250- 2.34% |
$11.6K - $12.5K
|
10.4K
$545K
|
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-263- 0.46% |
$12.2K - $13.2K
|
57.1K
$2.98M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-300- 3.94% |
$13.9K - $15K
|
7.31K
$382K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-300- 17.65% |
$13.9K - $15K
|
1.4K
$73.2K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-324- 3.28% |
$15K - $16.2K
|
9.54K
$499K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-326- 4.11% |
$15.1K - $16.3K
|
7.6K
$397K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-329- 2.73% |
$15.3K - $16.5K
|
11.7K
$613K
|
|
|
Apr 24, 2024
Q1 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-368- 2.15% |
$17.1K - $18.4K
|
16.8K
$877K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-448- 5.81% |
$20.8K - $22.5K
|
7.27K
$380K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-457- 6.88% |
$21.2K - $22.9K
|
6.18K
$323K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-481- 7.72% |
$22.3K - $24.1K
|
5.75K
$301K
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-496- 0.78% |
$23K - $24.9K
|
62.8K
$3.28M
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-680- 2.14% |
$31.6K - $34.1K
|
31.1K
$1.63M
|
|
|
Apr 22, 2024
Q1 2024
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-730- 2.21% |
$33.9K - $36.6K
|
32.4K
$1.69M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-765- 5.52% |
$35.5K - $38.3K
|
13.1K
$684K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-869- 14.64% |
$40.3K - $43.6K
|
5.07K
$265K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.12K- 5.15% |
$51.9K - $56.1K
|
20.6K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-1.33K- 21.54% |
$61.8K - $66.8K
|
4.85K
$254K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.51K- 8.57% |
$69.9K - $75.5K
|
16.1K
$840K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.73K- 4.15% |
$80.4K - $86.8K
|
40K
$2.09M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.1K- 20.28% |
$97.5K - $105K
|
8.26K
$432K
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-2.12K- 12.95% |
$98.4K - $106K
|
14.3K
$745K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.28K- 53.98% |
$106K - $114K
|
1.94K
$102K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.43K- 22.29% |
$113K - $122K
|
8.47K
$443K
|
|
|
Apr 30, 2024
Q1 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-3.32K- 43.05% |
$154K - $166K
|
4.39K
$229K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-3.77K- 2.62% |
$175K - $189K
|
140K
$7.32M
|
|
|
Apr 30, 2024
Q1 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-3.79K- 1.34% |
$176K - $190K
|
279K
$14.6M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.34K- 34.68% |
$201K - $218K
|
8.18K
$427K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.38K- 5.2% |
$203K - $219K
|
79.9K
$4.17M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.43K- 3.12% |
$206K - $222K
|
137K
$7.18M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-4.95K- 1.42% |
$230K - $248K
|
343K
$17.9M
|