Purchases and Sales Made in Q3 2024 in Wisdomtree U.S. Smallcap Fund (EES)
This table provides information about the institutional ownership of Wisdomtree U.S. Smallcap Fund (EES) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-11- 19.3% |
$511 - $590
|
46
$2.53K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-25- 0.15% |
$1.16K - $1.34K
|
16.7K
$920K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-28- 1.04% |
$1.3K - $1.5K
|
2.66K
$146K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-37- 1.81% |
$1.72K - $1.99K
|
2K
$110K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-46- 0.85% |
$2.14K - $2.47K
|
5.35K
$294K
|
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
SELL
|
- |
-49- 0.26% |
$2.28K - $2.63K
|
18.4K
$1.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-96- 0.46% |
$4.46K - $5.15K
|
20.7K
$1.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-100- 0.16% |
$4.65K - $5.37K
|
63.6K
$3.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-103- 1.29% |
$4.78K - $5.53K
|
7.91K
$434K
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-105- 1.16% |
$4.88K - $5.64K
|
8.91K
$489K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-129- 1.44% |
$5.99K - $6.92K
|
8.82K
$484K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-145- 0.7% |
$6.74K - $7.78K
|
20.6K
$1.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-174- 2.16% |
$8.08K - $9.34K
|
7.87K
$432K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-179- 3.49% |
$8.31K - $9.61K
|
4.95K
$272K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-195- 3.85% |
$9.06K - $10.5K
|
4.87K
$267K
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-225- 2.66% |
$10.5K - $12.1K
|
8.24K
$452K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-234- 3.04% |
$10.9K - $12.6K
|
7.47K
$410K
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-243- 1.64% |
$11.3K - $13K
|
14.6K
$802K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-297- 1.86% |
$13.8K - $15.9K
|
15.7K
$861K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-397- 3.39% |
$18.4K - $21.3K
|
11.3K
$622K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-400- 2.2% |
$18.6K - $21.5K
|
17.8K
$975K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-400- 2.04% |
$18.6K - $21.5K
|
19.3K
$1.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-469- 3.32% |
$21.8K - $25.2K
|
13.7K
$751K
|
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-530- 3.3% |
$24.6K - $28.5K
|
15.5K
$851K
|
|
|
Oct 18, 2024
Q3 2024
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-641- 2.0% |
$29.8K - $34.4K
|
31.4K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-679- 12.26% |
$31.5K - $36.4K
|
4.86K
$267K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-722- 0.57% |
$33.5K - $38.8K
|
126K
$6.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-750- 1.6% |
$34.8K - $40.3K
|
46.1K
$2.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-820- 42.12% |
$38.1K - $44K
|
1.13K
$61.9K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-863- 3.43% |
$40.1K - $46.3K
|
24.3K
$1.34M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.08K- 0.77% |
$50.1K - $57.9K
|
140K
$7.68M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.12K- 12.74% |
$51.8K - $59.9K
|
7.64K
$420K
|
|
|
Oct 07, 2024
Q3 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-1.34K- 4.01% |
$62.2K - $71.8K
|
32K
$1.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.54K- 4.07% |
$71.3K - $82.4K
|
36.2K
$1.99M
|
|
|
Oct 23, 2024
Q3 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-1.55K- 27.26% |
$71.9K - $83.1K
|
4.13K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.99K- 2.89% |
$92.2K - $107K
|
66.6K
$3.66M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-2.34K- 16.99% |
$109K - $126K
|
11.4K
$627K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.72K- 36.83% |
$126K - $146K
|
4.67K
$256K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.73K- 13.1% |
$127K - $146K
|
18.1K
$994K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.3K- 9.07% |
$153K - $177K
|
33.1K
$1.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.52K- 26.95% |
$163K - $189K
|
9.53K
$523K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-3.53K- 16.22% |
$164K - $189K
|
18.2K
$1M
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-3.74K- 3.08% |
$174K - $201K
|
118K
$6.46M
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-4.17K- 7.3% |
$194K - $224K
|
53K
$2.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-4.37K- 14.37% |
$203K - $235K
|
26.1K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.72K- 6.25% |
$219K - $253K
|
70.7K
$3.88M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.49K- 7.32% |
$255K - $295K
|
69.4K
$3.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.65K- 53.12% |
$262K - $303K
|
4.99K
$274K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-6.38K- 7.39% |
$296K - $343K
|
80K
$4.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.58K- 30.78% |
$399K - $461K
|
19.3K
$1.06M
|