Purchases and Sales Made in Q2 2022 in Wisdomtree U.S. Smallcap Fund (EES)

EES Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree U.S. Smallcap Fund (EES) during Q2 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
Aug 15, 2022 Q2 2022
Harbour Investments, Inc.

Madison, WI
SELL
 -
-5
- 8.77%
$202 - $241
52 $2.84K
Aug 11, 2022 Q2 2022
Re Dickinson Investment Advisors, LLC

Council Bluffs, IA
SELL
 -
-31
Closed
$1.25K - $1.5K
0 $0
Aug 12, 2022 Q2 2022
Stonebridge Capital Advisors LLC

St Paul, MN
SELL
 -
-36
Closed
$1.45K - $1.74K
0 $0
Jul 13, 2022 Q2 2022
Flagship Harbor Advisors, LLC

SELL
 -
-38
- 0.28%
$1.53K - $1.83K
13.7K $748K
Jul 21, 2022 Q2 2022
Clearwater Capital Advisors, LLC

SELL
 -
-100
- 0.83%
$4.04K - $4.82K
12K $653K
Jul 21, 2022 Q2 2022
Culbertson A N & CO Inc

SELL
 -
-170
- 0.26%
$6.86K - $8.2K
66K $3.61M
Aug 16, 2022 Q2 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-199
- 2.88%
$8.03K - $9.6K
6.71K $367K
Aug 04, 2022 Q2 2022
9258 Wealth Management, LLC

SELL
 -
-250
- 0.27%
$10.1K - $12.1K
92.6K $5.06M
Aug 10, 2022 Q2 2022
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-272
- 0.74%
$11K - $13.1K
36.4K $1.99M
Aug 23, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-284
- 6.1%
$11.5K - $13.7K
4.37K $239K
Aug 08, 2022 Q2 2022
Berger Financial Group, Inc

Plymouth, MN
SELL
 -
-394
- 3.79%
$15.9K - $19K
10K $547K
Aug 01, 2022 Q2 2022
Essex Financial Services, Inc.

SELL
 -
-404
- 6.07%
$16.3K - $19.5K
6.25K $342K
Aug 11, 2022 Q2 2022
Herbst Group, LLC

Westport, CT
SELL
 -
-450
- 1.03%
$18.2K - $21.7K
43.4K $2.38M
Jul 13, 2022 Q2 2022
Cambridge Investment Research Advisors, Inc.

SELL
 -
-465
- 1.8%
$18.8K - $22.4K
25.4K $1.39M
Jul 13, 2022 Q2 2022
Acg Wealth

SELL
 -
-527
- 2.31%
$21.3K - $25.4K
22.3K $1.22M
Aug 15, 2022 Q2 2022
Epg Wealth Management LLC

Atlanta, GA
SELL
 -
-613
Closed
$24.7K - $29.6K
0 $0
Aug 02, 2022 Q2 2022
Jfs Wealth Advisors, LLC

SELL
 -
-665
- 26.84%
$26.8K - $32.1K
1.81K $99.1K
Jul 29, 2022 Q2 2022
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-668
- 6.54%
$27K - $32.2K
9.55K $522K
Aug 04, 2022 Q2 2022
Northwestern Mutual Wealth Management CO

SELL
 -
-670
- 8.46%
$27K - $32.3K
7.25K $396K
Jul 18, 2022 Q2 2022
Psi Advisors, LLC

SELL
 -
-684
- 1.02%
$27.6K - $33K
66.2K $3.62M
Aug 08, 2022 Q2 2022
Quent Capital, LLC

SELL
 -
-702
Closed
$28.3K - $33.9K
0 $0
Aug 08, 2022 Q2 2022
Meeder Asset Management Inc

SELL
 -
-709
- 9.7%
$28.6K - $34.2K
6.6K $361K
Aug 12, 2022 Q2 2022
Kestra Advisory Services, LLC

SELL
 -
-725
- 2.88%
$29.3K - $35K
24.5K $1.34M
Aug 12, 2022 Q2 2022
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-817
- 1.15%
$33K - $39.4K
70K $3.83M
Aug 12, 2022 Q2 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
SELL
 -
-860
- 5.34%
$34.7K - $41.5K
15.2K $834K
Aug 03, 2022 Q2 2022
Smithbridge Asset Management Inc

SELL
 -
-865
- 0.84%
$34.9K - $41.7K
102K $5.57M
Aug 15, 2022 Q2 2022
Collaborative Wealth Managment Inc.

Lake Mary, FL
SELL
 -
-903
- 14.63%
$36.4K - $43.6K
5.27K $288K
Aug 11, 2022 Q2 2022
Advisors Preferred, LLC

Rockville, MD
SELL
 -
-1.13K
Closed
$45.5K - $54.4K
0 $0
Jul 14, 2022 Q2 2022
Arkadios Wealth Advisors

SELL
 -
-1.4K
- 19.08%
$56.7K - $67.7K
5.95K $326K
Jul 12, 2022 Q2 2022
Koshinski Asset Management, Inc.

SELL
 -
-2.08K
Closed
$84K - $100K
0 $0
Jul 18, 2022 Q2 2022
Money Concepts Capital Corp

SELL
 -
-2.32K
Closed
$93.7K - $112K
0 $0
Aug 10, 2022 Q2 2022
Citigroup Inc

SELL
 -
-2.47K
- 50.33%
$99.6K - $119K
2.44K $133K
Jul 22, 2022 Q2 2022
Stratos Wealth Partners, Ltd.

SELL
 -
-2.51K
- 25.28%
$101K - $121K
7.4K $405K
Jul 15, 2022 Q2 2022
Kathleen S. Wright Associates Inc.

SELL
 -
-4.01K
- 2.25%
$162K - $193K
174K $9.53M
Jul 19, 2022 Q2 2022
Essex Savings Bank

SELL
 -
-4.2K
Closed
$170K - $203K
0 $0
Jul 25, 2022 Q2 2022
Institute For Wealth Management, Llc.

SELL
 -
-4.29K
Closed
$173K - $207K
0 $0
Aug 15, 2022 Q2 2022
Frisch Financial Group, Inc.

Melville, NY
SELL
 -
-4.41K
Closed
$178K - $213K
0 $0
Jul 27, 2022 Q2 2022
Clear Creek Financial Management, LLC

SELL
 -
-4.43K
Closed
$179K - $214K
0 $0
Aug 15, 2022 Q2 2022
Silver Oak Securities, Inc

Jackson, TN
SELL
 -
-4.55K
Closed
$184K - $219K
0 $0
Aug 10, 2022 Q2 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-4.78K
- 9.78%
$193K - $231K
44.1K $2.41M
Jul 20, 2022 Q2 2022
Cadence Bank Na

SELL
 -
-4.81K
Closed
$194K - $232K
0 $0
Jul 25, 2022 Q2 2022
Capital Management Corp

SELL
 -
-4.91K
Closed
$198K - $237K
0 $0
Jul 26, 2022 Q2 2022
Tennessee Valley Asset Management Partners

SELL
 -
-5.08K
Closed
$205K - $245K
0 $0
Aug 09, 2022 Q2 2022
Choice Wealth Advisors, LLC

Waterville, ME
SELL
 -
-6.11K
Closed
$247K - $295K
0 $0
Aug 10, 2022 Q2 2022
Blair William & CO

Chicago, IL
SELL
 -
-9.45K
- 34.96%
$382K - $456K
17.6K $962K
Aug 15, 2022 Q2 2022
Creative Planning

Overland Park, KS
SELL
 -
-10.6K
- 31.89%
$429K - $513K
22.7K $1.24M
Sep 06, 2024 Q2 2022
World Equity Group, Inc.

Schaumburg, IL
SELL
 -
-10.8K
Closed
$437K - $522K
0 $0
Aug 12, 2022 Q2 2022
Raymond James & Associates

St Petersburg, FL
SELL
 -
-15.1K
- 49.64%
$609K - $728K
15.3K $837K
Jul 22, 2022 Q2 2022
Savant Capital, LLC

SELL
 -
-15.7K
- 3.59%
$635K - $759K
422K $23.1M

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