Purchases and Sales Made in Q2 2025 in Wisdomtree U.S. Smallcap Fund (EES)
This table provides information about the institutional ownership of Wisdomtree U.S. Smallcap Fund (EES) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
10+ 0.04% |
$425 - $510
|
24.2K
$1.34M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2+ 0.03% |
$85.1 - $102
|
5.91K
$327K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2+ 0.02% |
$85.1 - $102
|
11.4K
$629K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1+ 0.0% |
$42.5 - $51
|
34.6K
$1.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1+ 0.01% |
$42.5 - $51
|
7.8K
$432K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1+ 0.19% |
$42.5 - $51
|
535
$29.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-5- 0.7% |
$213 - $255
|
711
$39.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-16- 0.65% |
$681 - $816
|
2.43K
$135K
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-30- 0.69% |
$1.28K - $1.53K
|
4.33K
$239K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-60- 1.14% |
$2.55K - $3.06K
|
5.21K
$288K
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-76- 1.76% |
$3.23K - $3.88K
|
4.23K
$234K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-86- 1.7% |
$3.66K - $4.39K
|
4.96K
$274K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-115- 2.18% |
$4.89K - $5.86K
|
5.17K
$286K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-122- 5.02% |
$5.19K - $6.22K
|
2.31K
$128K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-125- 2.13% |
$5.32K - $6.37K
|
5.75K
$318K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-140- 15.93% |
$5.96K - $7.14K
|
739
$40.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-219- 0.45% |
$9.32K - $11.2K
|
48.3K
$2.67M
|
|
|
Jul 29, 2025
Q2 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
SELL
|
- |
-243- 5.03% |
$10.3K - $12.4K
|
4.59K
$254K
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-257- 0.52% |
$10.9K - $13.1K
|
48.8K
$2.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-400- 6.34% |
$17K - $20.4K
|
5.91K
$327K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-555- 0.52% |
$23.6K - $28.3K
|
107K
$5.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-600- 1.97% |
$25.5K - $30.6K
|
29.8K
$1.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-732- 20.13% |
$31.1K - $37.3K
|
2.91K
$161K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-744- 0.15% |
$31.6K - $37.9K
|
489K
$27M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-782- 4.04% |
$33.3K - $39.9K
|
18.6K
$1.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-920- 1.45% |
$39.1K - $46.9K
|
62.5K
$3.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-960- 11.04% |
$40.8K - $49K
|
7.73K
$428K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.05K- 13.84% |
$44.5K - $53.3K
|
6.51K
$360K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.19K- 23.1% |
$50.4K - $60.4K
|
3.95K
$218K
|
|
|
Aug 13, 2025
Q2 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-1.3K- 8.96% |
$55.1K - $66.1K
|
13.2K
$728K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.3K- 1.16% |
$55.2K - $66.2K
|
111K
$6.14M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.76K- 12.26% |
$74.9K - $89.7K
|
12.6K
$697K
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-2.34K- 1.71% |
$99.4K - $119K
|
135K
$7.45M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.22K- 6.29% |
$137K - $164K
|
48K
$2.66M
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3.82K- 2.18% |
$163K - $195K
|
172K
$9.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.42K- 22.01% |
$188K - $225K
|
15.7K
$866K
|
|
|
Jul 17, 2025
Q2 2025
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-5.04K- 16.3% |
$215K - $257K
|
25.9K
$1.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.31K- 1.66% |
$226K - $271K
|
314K
$17.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-5.58K- 37.7% |
$237K - $284K
|
9.22K
$510K
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
SELL
|
- |
-8.21K- 33.43% |
$349K - $418K
|
16.3K
$904K
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-9.5K- 65.58% |
$404K - $485K
|
4.99K
$276K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.1K- 8.76% |
$428K - $514K
|
105K
$5.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-13.8K- 1.88% |
$586K - $703K
|
720K
$39.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-18.5K- 7.9% |
$788K - $944K
|
216K
$11.9M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-23.5K- 3.13% |
$999K - $1.2M
|
726K
$40.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-35.3K- 43.58% |
$1.5M - $1.8M
|
45.7K
$2.53M
|
|
|
Jul 29, 2025
Q2 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-36.7K- 84.77% |
$1.56M - $1.87M
|
6.59K
$365K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-39.5K- 64.36% |
$1.68M - $2.01M
|
21.9K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-42.5K- 5.23% |
$1.81M - $2.17M
|
769K
$42.5M
|