Purchases and Sales Made in Q4 2024 in Wisdomtree U.S. Smallcap Fund (EES)
This table provides information about the institutional ownership of Wisdomtree U.S. Smallcap Fund (EES) during Q4 2024. 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 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
528K+ 5923.11% |
$27.1M - $31M
|
537K
$27M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
96.1KNew |
$4.93M - $5.65M
|
96.1K
$4.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
80KNew |
$4.1M - $4.7M
|
80K
$4.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
33.8KNew |
$1.73M - $1.99M
|
33.8K
$1.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
31.2KNew |
$1.6M - $1.84M
|
31.2K
$1.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.4K+ 8.32% |
$1.56M - $1.79M
|
396K
$19.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
26.1K+ 10.57% |
$1.34M - $1.53M
|
272K
$13.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.7K+ 117.78% |
$1.17M - $1.34M
|
42K
$2.11M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
22.2K+ 108.17% |
$1.14M - $1.31M
|
42.8K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.7KNew |
$911K - $1.04M
|
17.7K
$892K
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
14.8KNew |
$760K - $871K
|
14.8K
$745K
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
14.8KNew |
$757K - $867K
|
14.8K
$742K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
14.3K+ 287.42% |
$736K - $842K
|
19.3K
$971K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
12.4KNew |
$634K - $726K
|
12.4K
$621K
|
|
|
Feb 19, 2025
Q4 2024
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
10.2KNew |
$525K - $601K
|
10.2K
$514K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6.99KNew |
$359K - $411K
|
6.99K
$352K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.7K+ 150.55% |
$344K - $394K
|
11.2K
$561K
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
5.62KNew |
$289K - $331K
|
5.62K
$283K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.3K+ 27.42% |
$221K - $253K
|
20K
$1M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
3.81KNew |
$196K - $224K
|
3.81K
$192K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
3.76KNew |
$193K - $221K
|
3.76K
$189K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.64K+ 20.13% |
$187K - $214K
|
21.7K
$1.09M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
3.11KNew |
$160K - $183K
|
3.11K
$156K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.91K+ 0.25% |
$98.2K - $112K
|
776K
$39M
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
1.59K+ 0.57% |
$81.8K - $93.6K
|
281K
$14.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.31K+ 8.95% |
$67.1K - $76.8K
|
15.9K
$800K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.17K+ 1.05% |
$60K - $68.7K
|
112K
$5.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.15K+ 3.48% |
$59.1K - $67.7K
|
34.3K
$1.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.03KNew |
$53K - $60.7K
|
1.03K
$51.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
958+ 2.3% |
$49.2K - $56.3K
|
42.7K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
800+ 5.3% |
$41.1K - $47K
|
15.9K
$800K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
755+ 11.39% |
$38.8K - $44.4K
|
7.38K
$371K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
538+ 1.49% |
$27.6K - $31.6K
|
36.7K
$1.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
491New |
$25.2K - $28.9K
|
491
$24.7K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
470+ 12.35% |
$24.1K - $27.6K
|
4.28K
$215K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
292+ 4.55% |
$15K - $17.2K
|
6.7K
$337K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
262+ 0.84% |
$13.4K - $15.4K
|
31.3K
$1.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
250+ 1.46% |
$12.8K - $14.7K
|
17.4K
$874K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
125+ 1.39% |
$6.42K - $7.35K
|
9.14K
$460K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
117New |
$6.01K - $6.88K
|
117
$5.88K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
115+ 1.27% |
$5.9K - $6.76K
|
9.15K
$460K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
109+ 1.24% |
$5.59K - $6.41K
|
8.93K
$449K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
104+ 15.81% |
$5.34K - $6.11K
|
762
$38.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
92New |
$4.72K - $5.41K
|
92
$4.63K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
41+ 0.36% |
$2.1K - $2.41K
|
11.4K
$572K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
22+ 47.83% |
$1.13K - $1.29K
|
68
$3.42K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
20+ 0.4% |
$1.03K - $1.18K
|
5.07K
$255K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
19+ 0.26% |
$975 - $1.12K
|
7.3K
$367K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
7New |
$359 - $411
|
7
$352
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5+ 500.0% |
$257 - $294
|
6
$302
|