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
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.38K- 13.88% |
$173K - $199K
|
21K
$1.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-4.25K- 70.81% |
$218K - $250K
|
1.75K
$89.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.35K- 9.53% |
$326K - $373K
|
60.3K
$3.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.36K- 5.06% |
$327K - $374K
|
119K
$6.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-6.4K- 36.04% |
$329K - $376K
|
11.4K
$579K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.68K- 12.95% |
$394K - $451K
|
51.6K
$2.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-7.73K- 50.0% |
$397K - $454K
|
7.73K
$394K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.86K- 99.9% |
$404K - $462K
|
8
$408
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-8.42K- 4.31% |
$432K - $495K
|
187K
$9.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-9.72K- 8.26% |
$499K - $571K
|
108K
$5.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-15.6K- 2.1% |
$802K - $918K
|
729K
$37.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-40.2K- 13.45% |
$2.06M - $2.36M
|
259K
$13.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-40.7K- 4.57% |
$2.09M - $2.39M
|
849K
$43.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-71.9K- 18.35% |
$3.69M - $4.22M
|
320K
$16.3M
|