Purchases and Sales Made in Q4 2024 in Wisdomtree U.S. Smallcap Fund (EES)
This table provides information about the institutional ownership of Wisdomtree U.S. Smallcap Fund (EES) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Capital Management Corp
|
BUY
|
- |
1+ 0.02% |
$51.3 - $58.8
|
5.25K
$261K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-6- 1.25% |
$308 - $353
|
474
$23.6K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-10- 0.5% |
$513 - $588
|
1.99K
$99K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-20- 0.37% |
$1.03K - $1.18K
|
5.33K
$265K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-40- 0.24% |
$2.05K - $2.35K
|
16.7K
$830K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-56- 0.41% |
$2.87K - $3.29K
|
13.6K
$677K
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-69- 1.6% |
$3.54K - $4.06K
|
4.24K
$211K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-70- 1.85% |
$3.59K - $4.11K
|
3.72K
$185K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-75- 1.86% |
$3.85K - $4.41K
|
3.97K
$197K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-84- 1.7% |
$4.31K - $4.94K
|
4.87K
$242K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-94- 2.14% |
$4.83K - $5.53K
|
4.31K
$214K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-100- 2.44% |
$5.13K - $5.88K
|
4K
$199K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-109- 0.7% |
$5.59K - $6.41K
|
15.4K
$765K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-116- 0.56% |
$5.95K - $6.82K
|
20.6K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-160- 0.37% |
$8.21K - $9.4K
|
43.6K
$2.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-190- 0.3% |
$9.75K - $11.2K
|
63.4K
$3.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-231- 7.67% |
$11.9K - $13.6K
|
2.78K
$138K
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-248- 6.0% |
$12.7K - $14.6K
|
3.88K
$193K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-357- 4.51% |
$18.3K - $21K
|
7.56K
$375K
|
|
|
Feb 13, 2025
Q4 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-387- 1.49% |
$19.9K - $22.7K
|
25.7K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-434- 4.57% |
$22.3K - $25.5K
|
9.06K
$450K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-436- 5.93% |
$22.4K - $25.6K
|
6.92K
$344K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-447- 16.82% |
$22.9K - $26.3K
|
2.21K
$110K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-460- 40.82% |
$23.6K - $27K
|
667
$33.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-498- 10.25% |
$25.6K - $29.3K
|
4.36K
$217K
|
|
|
Jan 22, 2025
Q4 2024
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-506- 1.61% |
$26K - $29.7K
|
30.9K
$1.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-577- 0.82% |
$29.6K - $33.9K
|
70.1K
$3.49M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-777- 4.27% |
$39.9K - $45.7K
|
17.4K
$866K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-847- 2.44% |
$43.5K - $49.8K
|
33.9K
$1.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-865- 15.71% |
$44.4K - $50.8K
|
4.64K
$231K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-1K- 9.57% |
$51.3K - $58.8K
|
9.45K
$470K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1K- 13.44% |
$51.5K - $59K
|
6.47K
$322K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-1K- 1.35% |
$51.5K - $59K
|
73.6K
$3.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-1.09K- 7.02% |
$55.9K - $64K
|
14.4K
$717K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.1K- 14.36% |
$56.3K - $64.5K
|
6.54K
$325K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.36K- 2.94% |
$69.7K - $79.8K
|
44.8K
$2.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-1.64K- 5.13% |
$84.2K - $96.4K
|
30.4K
$1.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.97K- 2.84% |
$101K - $116K
|
67.5K
$3.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.06K- 56.21% |
$106K - $121K
|
1.61K
$79.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-2.08K- 18.2% |
$107K - $122K
|
9.35K
$465K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.32K- 42.93% |
$119K - $136K
|
3.09K
$153K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-2.56K- 1.83% |
$131K - $150K
|
137K
$6.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.72K- 2.39% |
$139K - $160K
|
111K
$5.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.26K- 0.65% |
$167K - $192K
|
499K
$24.8M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.38K- 13.88% |
$173K - $199K
|
21K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-4.25K- 70.81% |
$218K - $250K
|
1.75K
$87K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.35K- 9.53% |
$326K - $373K
|
60.3K
$3M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.36K- 5.06% |
$327K - $374K
|
119K
$5.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-6.4K- 36.04% |
$329K - $376K
|
11.4K
$565K
|