Purchases and Sales Made in Q3 2023 in Wisdomtree U.S. Smallcap Fund (EES)
This table provides information about the institutional ownership of Wisdomtree U.S. Smallcap Fund (EES) during Q3 2023. 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 01, 2023
Q3 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-10- 0.05% |
$425 - $481
|
19.7K
$1.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Moller Financial Services
|
SELL
|
- |
-44- 0.24% |
$1.87K - $2.12K
|
18.5K
$1.03M
|
|
|
Oct 18, 2023
Q3 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-55- 0.09% |
$2.34K - $2.65K
|
63.5K
$3.54M
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
SELL
|
- |
-60- 0.56% |
$2.55K - $2.89K
|
10.7K
$595K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-72- 48.98% |
$3.06K - $3.46K
|
75
$4.18K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-88- 1.09% |
$3.74K - $4.23K
|
7.98K
$445K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-92- 0.74% |
$3.91K - $4.43K
|
12.4K
$689K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-99- 0.41% |
$4.21K - $4.76K
|
24.1K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-160- 1.42% |
$6.8K - $7.7K
|
11.1K
$621K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-201- 3.68% |
$8.55K - $9.67K
|
5.27K
$294K
|
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-210- 3.4% |
$8.93K - $10.1K
|
5.97K
$333K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-340- 4.29% |
$14.5K - $16.4K
|
7.59K
$423K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-361- 1.59% |
$15.3K - $17.4K
|
22.4K
$1.25M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-390- 0.46% |
$16.6K - $18.8K
|
84.1K
$4.69M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-477- 3.17% |
$20.3K - $23K
|
14.6K
$814K
|
|
|
Nov 07, 2023
Q3 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-522- 1.55% |
$22.2K - $25.1K
|
33.2K
$1.85M
|
|
|
Oct 12, 2023
Q3 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-610- 3.44% |
$25.9K - $29.4K
|
17.1K
$953K
|
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-626- 38.45% |
$26.6K - $30.1K
|
1K
$55.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-724- 0.37% |
$30.8K - $34.8K
|
194K
$10.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-802- 6.78% |
$34.1K - $38.6K
|
11K
$615K
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-876- 2.62% |
$37.2K - $42.2K
|
32.6K
$1.82M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-956- 1.96% |
$40.6K - $46K
|
47.9K
$2.67M
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-967- 4.69% |
$41.1K - $46.5K
|
19.6K
$1.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.15K- 4.86% |
$48.9K - $55.3K
|
22.5K
$1.25M
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.33K- 6.92% |
$56.4K - $63.9K
|
17.8K
$995K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.4K- 4.19% |
$59.3K - $67.1K
|
31.9K
$1.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.43K- 11.46% |
$60.8K - $68.9K
|
11.1K
$616K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.74K- 0.94% |
$74.2K - $83.9K
|
184K
$10.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.02K- 21.32% |
$85.8K - $97.1K
|
7.44K
$415K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.45K- 33.62% |
$104K - $118K
|
4.85K
$270K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.21K- 23.07% |
$179K - $203K
|
14K
$783K
|
|
|
Oct 20, 2023
Q3 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-4.23K- 2.56% |
$180K - $203K
|
161K
$8.96M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-6.16K- 47.45% |
$262K - $296K
|
6.82K
$380K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.31K- 5.13% |
$311K - $352K
|
135K
$7.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-15.1K- 5.93% |
$644K - $728K
|
240K
$13.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-16.3K- 4.39% |
$693K - $784K
|
355K
$19.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-16.7K- 6.47% |
$711K - $804K
|
242K
$13.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-19K- 2.1% |
$807K - $914K
|
886K
$49.4M
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-19.2K- 8.71% |
$817K - $925K
|
202K
$11.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-39.6K- 40.72% |
$1.68M - $1.91M
|
57.6K
$3.21M
|