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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2021
Q3 2021
|
Moller Financial Services
|
SELL
|
- |
-21- 0.11% |
$966 - $1.05K
|
18.6K
$922K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-32- 0.23% |
$1.47K - $1.6K
|
14.1K
$703K
|
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-77- 0.99% |
$3.54K - $3.84K
|
7.67K
$381K
|
|
|
Nov 15, 2021
Q3 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-77- 1.67% |
$3.54K - $3.84K
|
4.54K
$226K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-200- 7.91% |
$9.2K - $9.98K
|
2.33K
$116K
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-203- 0.65% |
$9.34K - $10.1K
|
31.2K
$1.55M
|
|
|
Oct 22, 2021
Q3 2021
|
Cadence Bank Na
|
SELL
|
- |
-359- 6.76% |
$16.5K - $17.9K
|
4.95K
$246K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-504Closed |
$23.2K - $25.1K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-521- 7.82% |
$24K - $26K
|
6.14K
$305K
|
|
|
Oct 05, 2021
Q3 2021
|
Lvm Capital Management LTD
|
SELL
|
- |
-525- 7.53% |
$24.2K - $26.2K
|
6.45K
$321K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-676Closed |
$31.1K - $33.7K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-726- 4.76% |
$33.4K - $36.2K
|
14.5K
$722K
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-769- 9.38% |
$35.4K - $38.4K
|
7.43K
$369K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-837- 3.35% |
$38.5K - $41.7K
|
24.1K
$1.2M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.05K- 3.0% |
$48.4K - $52.5K
|
34K
$1.69M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.54K- 3.08% |
$70.8K - $76.8K
|
48.4K
$2.41M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.75KClosed |
$80.6K - $87.4K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.77K- 12.38% |
$81.5K - $88.4K
|
12.5K
$624K
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.8K- 9.96% |
$82.7K - $89.6K
|
16.3K
$808K
|
|
|
Nov 15, 2021
Q3 2021
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-1.97KClosed |
$90.8K - $98.4K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Legacy Financial Group LLC
|
SELL
|
- |
-3.42K- 22.34% |
$157K - $171K
|
11.9K
$591K
|
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.48K- 14.41% |
$160K - $173K
|
20.7K
$1.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.91K- 4.68% |
$180K - $195K
|
79.8K
$3.97M
|
|
|
Nov 01, 2021
Q3 2021
|
Klingman & Associates, LLC
|
SELL
|
- |
-4.05KClosed |
$186K - $202K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.94K- 9.33% |
$227K - $246K
|
48K
$2.39M
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.98KClosed |
$229K - $248K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-5.47K- 7.58% |
$251K - $273K
|
66.6K
$3.31M
|
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-5.64KClosed |
$260K - $281K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
SELL
|
- |
-5.93K- 1.25% |
$273K - $296K
|
468K
$23.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.88KClosed |
$316K - $343K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-9.43K- 62.35% |
$434K - $470K
|
5.7K
$283K
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.51K- 3.28% |
$438K - $474K
|
280K
$13.9M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.1K- 18.33% |
$647K - $702K
|
62.7K
$3.12M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-20.4K- 28.92% |
$937K - $1.02M
|
50K
$2.49M
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-24.3KClosed |
$1.12M - $1.21M
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-29.8K- 7.13% |
$1.37M - $1.48M
|
388K
$19.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-74.7K- 47.99% |
$3.44M - $3.73M
|
81K
$4.03M
|