Purchases and Sales Made in Q3 2022 in Wisdomtree U.S. Smallcap Fund (EES)
This table provides information about the institutional ownership of Wisdomtree U.S. Smallcap Fund (EES) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
504K+ 473.41% |
$19.8M - $24.1M
|
611K
$33.4M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
456K+ 1862.29% |
$17.8M - $21.7M
|
480K
$26.3M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
163K+ 906.89% |
$6.38M - $7.78M
|
181K
$9.89M
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
117K+ 93.57% |
$4.58M - $5.57M
|
242K
$13.2M
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
98.7K+ 204.36% |
$3.87M - $4.71M
|
147K
$8.04M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
70.2KNew |
$2.75M - $3.35M
|
70.2K
$3.84M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
57.9K+ 13.72% |
$2.27M - $2.76M
|
480K
$26.3M
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
38.5K+ 277.1% |
$1.51M - $1.84M
|
52.4K
$2.87M
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
32.1KNew |
$1.26M - $1.53M
|
32.1K
$1.76M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
22.6K+ 106.89% |
$884K - $1.08M
|
43.7K
$2.39M
|
|
Nov 09, 2022
Q3 2022
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
20.8KNew |
$813K - $991K
|
20.8K
$1.13M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.1K+ 20.09% |
$592K - $721K
|
90.4K
$4.94M
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.3KNew |
$443K - $539K
|
11.3K
$618K
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
10.3KNew |
$403K - $491K
|
10.3K
$562K
|
|
Nov 09, 2022
Q3 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
10.2K+ 4.4% |
$401K - $488K
|
243K
$13.3M
|
|
Nov 01, 2022
Q3 2022
|
Shore Point Advisors, LLC
|
BUY
|
- |
8.92K+ 3.88% |
$349K - $426K
|
239K
$13.1M
|
|
Oct 11, 2022
Q3 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.4KNew |
$329K - $401K
|
8.4K
$459K
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.07K+ 31.5% |
$316K - $385K
|
33.7K
$1.84M
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
8.03K+ 98.53% |
$314K - $383K
|
16.2K
$884K
|
|
Oct 31, 2022
Q3 2022
|
Capital Management Corp
|
BUY
|
- |
7.93KNew |
$311K - $378K
|
7.93K
$434K
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.14K+ 4.02% |
$240K - $293K
|
159K
$8.69M
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
6.07K+ 36.61% |
$238K - $290K
|
22.6K
$1.24M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.88K+ 20.04% |
$230K - $281K
|
35.2K
$1.93M
|
|
Oct 18, 2022
Q3 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
5.02K+ 2.88% |
$197K - $240K
|
179K
$9.8M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.67K+ 3.71% |
$183K - $223K
|
131K
$7.15M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.97K+ 2.45% |
$156K - $189K
|
166K
$9.1M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.28K+ 8.15% |
$128K - $156K
|
43.5K
$2.38M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.63KNew |
$103K - $125K
|
2.63K
$144K
|
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
2.15K+ 28.1% |
$84.3K - $103K
|
9.81K
$536K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.6K+ 2.62% |
$62.6K - $76.2K
|
62.6K
$3.43M
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.49K+ 1677.53% |
$58.5K - $71.2K
|
1.58K
$86.5K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.34K+ 8.76% |
$52.5K - $64K
|
16.7K
$911K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.02K+ 2.3% |
$39.8K - $48.5K
|
45.1K
$2.47M
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
837New |
$32.8K - $39.9K
|
837
$45.8K
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
613New |
$24K - $29.3K
|
613
$33.5K
|
|
Oct 25, 2022
Q3 2022
|
Smithbridge Asset Management Inc
|
BUY
|
- |
370+ 0.36% |
$14.5K - $17.7K
|
102K
$5.59M
|
|
Oct 13, 2022
Q3 2022
|
Culbertson A N & CO Inc
|
BUY
|
- |
359+ 0.54% |
$14.1K - $17.1K
|
66.4K
$3.63M
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
250New |
$9.79K - $11.9K
|
250
$13.7K
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
176+ 3.34% |
$6.89K - $8.4K
|
5.45K
$298K
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
162New |
$6.35K - $7.73K
|
162
$8.86K
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
135+ 11.89% |
$5.29K - $6.44K
|
1.27K
$69.4K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
101+ 1.39% |
$3.96K - $4.82K
|
7.35K
$402K
|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
53+ 0.27% |
$2.08K - $2.53K
|
19.4K
$1.06M
|
|
Oct 27, 2022
Q3 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
29+ 0.33% |
$1.14K - $1.38K
|
8.72K
$477K
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
8+ 0.04% |
$313 - $382
|
22.3K
$1.22M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2+ 0.02% |
$78.3 - $95.4
|
11.4K
$622K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1- 0.01% |
$39.2 - $47.7
|
10.7K
$587K
|
|
Oct 20, 2022
Q3 2022
|
Moller Financial Services
|
SELL
|
- |
-24- 0.13% |
$940 - $1.15K
|
18.5K
$1.01M
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-60- 2.35% |
$2.35K - $2.86K
|
2.5K
$137K
|