Purchases and Sales Made in Q4 2023 in Wisdomtree U.S. Smallcap Fund (EES)
This table provides information about the institutional ownership of Wisdomtree U.S. Smallcap Fund (EES) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
77+ 0.23% |
$3.08K - $3.9K
|
33.3K
$1.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
61New |
$2.44K - $3.09K
|
61
$3.34K
|
|
|
Feb 09, 2024
Q4 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
50+ 0.29% |
$2K - $2.53K
|
17.2K
$938K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
40+ 0.27% |
$1.6K - $2.03K
|
14.6K
$800K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
30+ 0.17% |
$1.2K - $1.52K
|
17.6K
$961K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
25+ 0.28% |
$1K - $1.27K
|
8.95K
$489K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
17+ 0.22% |
$681 - $862
|
7.61K
$416K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
8+ 6.45% |
$320 - $406
|
132
$7.22K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-29- 0.49% |
$1.16K - $1.47K
|
5.94K
$325K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-30- 42.25% |
$1.2K - $1.52K
|
41
$2.24K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-51- 0.64% |
$2.04K - $2.59K
|
7.93K
$434K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Management Corp
|
SELL
|
- |
-63- 1.19% |
$2.52K - $3.19K
|
5.25K
$287K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-167- 0.85% |
$6.69K - $8.47K
|
19.5K
$1.07M
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-170- 16.97% |
$6.81K - $8.62K
|
832
$45.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-174- 3.74% |
$6.97K - $8.82K
|
4.48K
$245K
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-180- 0.28% |
$7.21K - $9.12K
|
63.3K
$3.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-182- 1.3% |
$7.29K - $9.23K
|
13.9K
$758K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-225- 3.49% |
$9.01K - $11.4K
|
6.23K
$341K
|
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-281- 0.49% |
$11.3K - $14.2K
|
57.4K
$3.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-297- 2.69% |
$11.9K - $15.1K
|
10.7K
$586K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-300- 0.35% |
$12K - $15.2K
|
86.3K
$4.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-303- 2.45% |
$12.1K - $15.4K
|
12.1K
$659K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-306- 0.73% |
$12.3K - $15.5K
|
41.4K
$2.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-358- 4.57% |
$14.3K - $18.1K
|
7.48K
$409K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-439- 5.38% |
$17.6K - $22.3K
|
7.72K
$422K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-474- 61.56% |
$19K - $24K
|
296
$16.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-622- 12.84% |
$24.9K - $31.5K
|
4.22K
$231K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-684- 8.94% |
$27.4K - $34.7K
|
6.97K
$381K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-817- 2.5% |
$32.7K - $41.4K
|
31.8K
$1.74M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-841- 56.52% |
$33.7K - $42.6K
|
647
$35.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-866- 14.14% |
$34.7K - $43.9K
|
5.26K
$288K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-868- 13.98% |
$34.8K - $44K
|
5.34K
$292K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.06K- 0.78% |
$42.4K - $53.7K
|
134K
$7.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.19K- 10.73% |
$47.5K - $60.1K
|
9.87K
$540K
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.2K- 12.5% |
$48.1K - $60.8K
|
8.4K
$459K
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.47K- 8.22% |
$58.7K - $74.3K
|
16.4K
$895K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.47K- 7.03% |
$58.8K - $74.4K
|
19.4K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.64K- 0.21% |
$65.5K - $82.9K
|
771K
$42.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.45K- 10.87% |
$97.9K - $124K
|
20.1K
$1.1M
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-2.57K- 14.36% |
$103K - $130K
|
15.3K
$836K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.45K- 7.63% |
$138K - $175K
|
41.8K
$2.28M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.51K- 24.36% |
$141K - $178K
|
10.9K
$596K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.17K- 13.08% |
$167K - $211K
|
27.7K
$1.51M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-7.16K- 2.01% |
$287K - $363K
|
348K
$19M
|
|
|
Jan 12, 2024
Q4 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-8K- 18.87% |
$320K - $406K
|
34.4K
$1.88M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-10.8K- 2.44% |
$432K - $547K
|
432K
$23.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-13.2K- 7.15% |
$527K - $667K
|
171K
$9.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-13.7K- 5.67% |
$549K - $695K
|
228K
$12.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-16.9K- 10.5% |
$677K - $856K
|
144K
$7.87M
|