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 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.58K- 22.51% |
$259K - $280K
|
19.2K
$1M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-6.18K- 3.12% |
$287K - $310K
|
192K
$10M
|
|
|
May 15, 2024
Q1 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-6.52K- 19.61% |
$303K - $327K
|
26.7K
$1.4M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-6.67K- 2.92% |
$309K - $334K
|
221K
$11.6M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.13K- 18.88% |
$423K - $457K
|
39.2K
$2.05M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.2K- 33.36% |
$472K - $510K
|
20.3K
$1.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-12K- 14.83% |
$557K - $602K
|
69K
$3.61M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-27.4K- 20.79% |
$1.27M - $1.37M
|
104K
$5.45M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-28K- 47.13% |
$1.3M - $1.4M
|
31.3K
$1.64M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-28.9K- 47.95% |
$1.34M - $1.45M
|
31.3K
$1.64M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-76K- 8.5% |
$3.52M - $3.81M
|
818K
$42.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-250K- 57.85% |
$11.6M - $12.5M
|
182K
$9.52M
|