Purchases and Sales Made in Q3 2021 in Wisdomtree U.S. Smallcap Fund (EES)
This table provides information about the institutional ownership of Wisdomtree U.S. Smallcap Fund (EES) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
681KNew |
$31.3M - $34M
|
681K
$34.1M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
115KNew |
$5.29M - $5.73M
|
115K
$5.75M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
46.5K+ 7.04% |
$2.14M - $2.32M
|
706K
$35.3M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
37.8K+ 296.2% |
$1.74M - $1.88M
|
50.5K
$2.53M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
24.8K+ 9.55% |
$1.14M - $1.24M
|
285K
$14.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15KNew |
$691K - $750K
|
15K
$752K
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.1K+ 52.2% |
$554K - $601K
|
35.1K
$1.76M
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
8.99K+ 180.2% |
$414K - $449K
|
14K
$700K
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
8.63KNew |
$397K - $430K
|
8.63K
$432K
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.45KNew |
$389K - $422K
|
8.45K
$423K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.04K+ 3.17% |
$324K - $351K
|
229K
$11.5M
|
|
|
Oct 22, 2021
Q3 2021
|
Culbertson A N & CO Inc
|
BUY
|
- |
6.2K+ 9.79% |
$285K - $309K
|
69.5K
$3.48M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.11K+ 26.62% |
$235K - $255K
|
24.3K
$1.22M
|
|
|
Nov 09, 2021
Q3 2021
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
4.41K+ 18.23% |
$203K - $220K
|
28.6K
$1.43M
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.71K+ 63.33% |
$171K - $185K
|
9.57K
$479K
|
|
|
Nov 15, 2021
Q3 2021
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
3.48K+ 1.92% |
$160K - $173K
|
184K
$9.23M
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
3.39K+ 5.32% |
$156K - $169K
|
67.1K
$3.36M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.79K+ 5.79% |
$128K - $139K
|
50.9K
$2.55M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
2.78K+ 19.51% |
$128K - $139K
|
17K
$853K
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
2.64K+ 17.9% |
$121K - $132K
|
17.4K
$870K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.4K+ 44.73% |
$110K - $120K
|
7.77K
$389K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.08KNew |
$95.6K - $104K
|
2.08K
$104K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.65K+ 20.98% |
$75.9K - $82.3K
|
9.52K
$476K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.54KNew |
$70.7K - $76.7K
|
1.54K
$77K
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.42K+ 0.45% |
$65.5K - $71K
|
316K
$15.8M
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
894+ 45.36% |
$41.1K - $44.6K
|
2.87K
$143K
|
|
|
Oct 04, 2021
Q3 2021
|
Smithbridge Asset Management Inc
|
BUY
|
- |
645+ 0.64% |
$29.7K - $32.2K
|
101K
$5.04M
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
613New |
$28.2K - $30.6K
|
613
$30.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
592+ 0.11% |
$27.2K - $29.5K
|
536K
$26.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
515New |
$23.7K - $25.7K
|
515
$25.8K
|
|
|
Oct 29, 2021
Q3 2021
|
Harvest Investment Services, LLC
|
BUY
|
- |
514+ 3.94% |
$23.6K - $25.6K
|
13.5K
$678K
|
|
|
Nov 12, 2021
Q3 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
339+ 0.11% |
$15.6K - $16.9K
|
300K
$15M
|
|
|
Nov 08, 2021
Q3 2021
|
New Square Capital LLC
|
BUY
|
- |
325+ 9.08% |
$15K - $16.2K
|
3.91K
$195K
|
|
|
Oct 12, 2021
Q3 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
320+ 3.93% |
$14.7K - $16K
|
8.47K
$424K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
154+ 1.0% |
$7.08K - $7.68K
|
15.6K
$781K
|
|
|
Oct 28, 2021
Q3 2021
|
Chicago Capital, LLC
|
BUY
|
- |
90New |
$4.14K - $4.49K
|
90
$4.5K
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
68+ 0.97% |
$3.13K - $3.39K
|
7.04K
$352K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
44+ 0.61% |
$2.02K - $2.19K
|
7.32K
$366K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
41+ 1.64% |
$1.89K - $2.05K
|
2.53K
$127K
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
35+ 12.07% |
$1.61K - $1.75K
|
325
$16.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
23+ 0.12% |
$1.06K - $1.15K
|
19.3K
$967K
|
|
|
Nov 15, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
14+ 0.32% |
$644 - $698
|
4.37K
$219K
|
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
BUY
|
- |
12+ 0.03% |
$552 - $599
|
34.4K
$1.72M
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11+ 0.08% |
$506 - $549
|
13.9K
$693K
|
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
6+ 0.03% |
$276 - $299
|
22.2K
$1.11M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 0.07% |
$184 - $200
|
5.38K
$269K
|
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1+ 1.69% |
$46 - $49.9
|
60
$3K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.01% |
$46 - $49.9
|
9.44K
$472K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-9- 2.64% |
$414 - $449
|
332
$16.6K
|