Purchases and Sales Made in Q4 2021 in Wisdomtree U.S. Smallcap Fund (EES)
This table provides information about the institutional ownership of Wisdomtree U.S. Smallcap Fund (EES) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
200New |
$9.81K - $10.7K
|
200
$8.98K
|
|
Jan 12, 2022
Q4 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
187+ 2.21% |
$9.17K - $10K
|
8.66K
$389K
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
183New |
$8.98K - $9.82K
|
183
$8.22K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
144+ 5.49% |
$7.06K - $7.73K
|
2.77K
$124K
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
68+ 0.92% |
$3.34K - $3.65K
|
7.5K
$337K
|
|
Feb 09, 2022
Q4 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
43+ 0.98% |
$2.11K - $2.31K
|
4.41K
$198K
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
31New |
$1.52K - $1.66K
|
31
$1.39K
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12New |
$589 - $644
|
12
$539
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4+ 0.05% |
$196 - $215
|
7.77K
$349K
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
1+ 0.01% |
$49.1 - $53.7
|
8.63K
$387K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
SELL
|
- |
-1- 0.01% |
$49.1 - $53.7
|
19.3K
$868K
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-21- 0.06% |
$1.03K - $1.13K
|
35.1K
$1.58M
|
|
Jan 27, 2022
Q4 2021
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-28- 0.1% |
$1.37K - $1.5K
|
28.6K
$1.28M
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-49- 0.22% |
$2.4K - $2.63K
|
22.2K
$996K
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-51- 3.75% |
$2.5K - $2.74K
|
1.31K
$58.8K
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-60Closed |
$2.94K - $3.22K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Chicago Capital, LLC
|
SELL
|
- |
-90Closed |
$4.42K - $4.83K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-105- 0.16% |
$5.15K - $5.64K
|
67K
$3.01M
|
|
Jan 19, 2022
Q4 2021
|
Cadence Bank Na
|
SELL
|
- |
-122- 2.46% |
$5.99K - $6.55K
|
4.83K
$217K
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-139- 1.0% |
$6.82K - $7.46K
|
13.7K
$616K
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-140- 1.99% |
$6.87K - $7.52K
|
6.9K
$310K
|
|
Feb 14, 2022
Q4 2021
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-145- 2.36% |
$7.11K - $7.78K
|
6K
$269K
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-169- 50.9% |
$8.29K - $9.07K
|
163
$7.32K
|
|
Jan 04, 2022
Q4 2021
|
Lvm Capital Management LTD
|
SELL
|
- |
-190- 2.95% |
$9.32K - $10.2K
|
6.26K
$281K
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-199- 1.22% |
$9.76K - $10.7K
|
16.1K
$721K
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-208- 1.47% |
$10.2K - $11.2K
|
13.9K
$626K
|
|
Jan 18, 2022
Q4 2021
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-245- 1.12% |
$12K - $13.2K
|
21.7K
$974K
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-268- 0.53% |
$13.1K - $14.4K
|
50.6K
$2.27M
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-325Closed |
$15.9K - $17.4K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-394- 6.92% |
$19.3K - $21.1K
|
5.3K
$238K
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-496- 3.95% |
$24.3K - $26.6K
|
12.1K
$541K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-612- 24.15% |
$30K - $32.9K
|
1.92K
$86.3K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-974- 1.95% |
$47.8K - $52.3K
|
49.1K
$2.2M
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-998- 6.39% |
$49K - $53.6K
|
14.6K
$656K
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.28K- 3.77% |
$62.8K - $68.7K
|
32.7K
$1.47M
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.31K- 11.16% |
$64.1K - $70.2K
|
10.4K
$467K
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.54KClosed |
$75.5K - $82.6K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.72K- 2.47% |
$84.3K - $92.3K
|
67.8K
$3.04M
|
|
Jan 04, 2022
Q4 2021
|
S.A. Mason LLC
|
SELL
|
- |
-1.72K- 11.65% |
$84.4K - $92.3K
|
13K
$586K
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
SELL
|
- |
-1.76K- 10.11% |
$86.3K - $94.4K
|
15.6K
$702K
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.33KClosed |
$114K - $125K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
SELL
|
- |
-2.4K- 6.99% |
$118K - $129K
|
32K
$1.44M
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.9K- 37.82% |
$142K - $156K
|
4.77K
$214K
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.37K- 4.23% |
$165K - $181K
|
76.4K
$3.43M
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.39K- 30.21% |
$215K - $236K
|
10.1K
$456K
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-4.54KClosed |
$223K - $244K
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.33K- 98.94% |
$261K - $286K
|
57
$2.56K
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-9.57KClosed |
$469K - $514K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Legacy Financial Group LLC
|
SELL
|
- |
-11.9KClosed |
$583K - $638K
|
0
$0
|