Purchases and Sales Made in Q2 2021 in Wisdomtree U.S. Smallcap Fund (EES)
This table provides information about the institutional ownership of Wisdomtree U.S. Smallcap Fund (EES) during Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2021
Q2 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-135- 0.93% |
$6.31K - $6.93K
|
14.3K
$786K
|
|
|
Aug 02, 2021
Q2 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-140Closed |
$6.54K - $7.19K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Harvest Investment Services, LLC
|
SELL
|
- |
-192- 1.45% |
$8.97K - $9.86K
|
13K
$715K
|
|
|
Jul 23, 2021
Q2 2021
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-256- 3.7% |
$12K - $13.1K
|
6.66K
$366K
|
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-275Closed |
$12.8K - $14.1K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-285- 3.04% |
$13.3K - $14.6K
|
9.08K
$499K
|
|
|
Aug 09, 2021
Q2 2021
|
Cadence Bank Na
|
SELL
|
- |
-362- 6.38% |
$16.9K - $18.6K
|
5.31K
$292K
|
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-374Closed |
$17.5K - $19.2K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-390- 9.39% |
$18.2K - $20K
|
3.77K
$207K
|
|
|
Jul 26, 2021
Q2 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-437Closed |
$20.4K - $22.4K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-476- 1.34% |
$22.2K - $24.4K
|
35K
$1.92M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-502- 0.71% |
$23.5K - $25.8K
|
70.4K
$3.87M
|
|
|
Aug 12, 2021
Q2 2021
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-504- 2.04% |
$23.5K - $25.9K
|
24.2K
$1.33M
|
|
|
Aug 12, 2021
Q2 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-553- 2.43% |
$25.8K - $28.4K
|
22.2K
$1.22M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-609- 7.19% |
$28.5K - $31.3K
|
7.87K
$432K
|
|
|
Jul 12, 2021
Q2 2021
|
Gradient Investments LLC
|
SELL
|
- |
-1.29K- 94.49% |
$60.1K - $66K
|
75
$4.12K
|
|
|
Aug 10, 2021
Q2 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.44K- 7.37% |
$67.1K - $73.7K
|
18.1K
$991K
|
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.56K- 9.93% |
$73K - $80.2K
|
14.2K
$778K
|
|
|
Jul 28, 2021
Q2 2021
|
Davenport & CO LLC
|
SELL
|
- |
-1.73K- 10.52% |
$81K - $89K
|
14.8K
$810K
|
|
|
Aug 10, 2021
Q2 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-1.83K- 2.79% |
$85.3K - $93.7K
|
63.7K
$3.5M
|
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.56K- 15.59% |
$119K - $131K
|
13.8K
$760K
|
|
|
Jul 23, 2021
Q2 2021
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-2.62K- 2.55% |
$122K - $134K
|
100K
$5.5M
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.63KClosed |
$123K - $135K
|
0
$0
|
|
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.4KClosed |
$205K - $226K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.5K- 45.59% |
$210K - $231K
|
5.37K
$295K
|
|
|
Aug 12, 2021
Q2 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-4.61KClosed |
$215K - $237K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-5.41KClosed |
$253K - $278K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-5.5KClosed |
$257K - $282K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.54K- 52.61% |
$259K - $284K
|
4.99K
$274K
|
|
|
Jul 20, 2021
Q2 2021
|
Legacy Financial Group LLC
|
SELL
|
- |
-7.96K- 34.21% |
$372K - $409K
|
15.3K
$841K
|
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.33K- 2.88% |
$436K - $479K
|
314K
$17.3M
|
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.8K- 35.67% |
$598K - $657K
|
23.1K
$1.27M
|
|
|
Aug 10, 2021
Q2 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-16.4K- 3.79% |
$768K - $844K
|
418K
$22.9M
|
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-24.8K- 61.87% |
$1.16M - $1.27M
|
15.3K
$838K
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-25.4K- 50.44% |
$1.19M - $1.3M
|
25K
$1.37M
|
|
|
Jul 26, 2021
Q2 2021
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-27.6K- 64.6% |
$1.29M - $1.42M
|
15.1K
$831K
|
|
|
Aug 04, 2021
Q2 2021
|
Savant Capital, LLC
|
SELL
|
- |
-27.8K- 5.54% |
$1.3M - $1.43M
|
474K
$26M
|
|
|
Jul 22, 2021
Q2 2021
|
Ewg Elevate Inc.
|
SELL
|
- |
-29.9KClosed |
$1.39M - $1.53M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-33.6K- 10.1% |
$1.57M - $1.73M
|
300K
$16.4M
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-63.9K- 45.42% |
$2.98M - $3.28M
|
76.8K
$4.21M
|
|
|
Aug 06, 2021
Q2 2021
|
Acg Wealth
|
SELL
|
- |
-93.5K- 73.1% |
$4.37M - $4.8M
|
34.4K
$1.89M
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-159K- 35.45% |
$7.44M - $8.17M
|
290K
$15.9M
|
|
|
Jul 23, 2021
Q2 2021
|
Signify Wealth
|
SELL
|
- |
-185KClosed |
$8.64M - $9.49M
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Empowered Funds, LLC
|
SELL
|
- |
-283KClosed |
$13.2M - $14.5M
|
0
$0
|