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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-62- 0.33% |
$2.43K - $2.96K
|
18.9K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-77- 0.05% |
$3.02K - $3.67K
|
141K
$7.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-150- 2.24% |
$5.88K - $7.16K
|
6.56K
$362K
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-265- 2.77% |
$10.4K - $12.6K
|
9.29K
$512K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-316- 0.04% |
$12.4K - $15.1K
|
841K
$46.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-338- 4.11% |
$13.2K - $16.1K
|
7.89K
$435K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-391- 6.97% |
$15.3K - $18.7K
|
5.22K
$288K
|
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-431- 3.61% |
$16.9K - $20.6K
|
11.5K
$635K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-441- 1.21% |
$17.3K - $21K
|
36K
$1.98M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-460- 2.51% |
$18K - $22K
|
17.8K
$983K
|
|
|
Nov 14, 2022
Q3 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-492- 0.87% |
$19.3K - $23.5K
|
56.2K
$3.1M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-569- 1.32% |
$22.3K - $27.2K
|
42.6K
$2.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-677- 3.13% |
$26.5K - $32.3K
|
21K
$1.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-819- 19.2% |
$32.1K - $39.1K
|
3.45K
$190K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-854- 11.53% |
$33.5K - $40.8K
|
6.55K
$361K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-988- 3.89% |
$38.7K - $47.1K
|
24.4K
$1.35M
|
|
|
Nov 01, 2022
Q3 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.21K- 5.57% |
$47.4K - $57.7K
|
20.5K
$1.13M
|
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.5K- 1.62% |
$58.8K - $71.6K
|
91.1K
$5.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.84K- 27.82% |
$71.9K - $87.6K
|
4.76K
$263K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.97K- 13.65% |
$77.2K - $94.1K
|
12.5K
$688K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.11K- 15.39% |
$82.5K - $101K
|
11.6K
$639K
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-2.13K- 13.19% |
$83.3K - $102K
|
14K
$772K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-2.23K- 91.54% |
$87.3K - $106K
|
206
$11.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.21K- 7.44% |
$204K - $248K
|
64.8K
$3.57M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-6K- 12.07% |
$235K - $286K
|
43.7K
$2.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-7.73KClosed |
$303K - $369K
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-9.11K- 2.94% |
$357K - $434K
|
300K
$16.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-10.1K- 23.66% |
$397K - $484K
|
32.7K
$1.8M
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-10.3K- 15.57% |
$404K - $492K
|
55.9K
$3.08M
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-10.8K- 2.57% |
$424K - $517K
|
411K
$22.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-29.9K- 5.02% |
$1.17M - $1.43M
|
566K
$31.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-53.3K- 32.65% |
$2.09M - $2.54M
|
110K
$6.06M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-53.7K- 4.82% |
$2.1M - $2.56M
|
1.06M
$58.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-79.6K- 71.23% |
$3.12M - $3.8M
|
32.2K
$1.77M
|