Purchases and Sales Made in Q3 2025 in Wisdomtree U.S. Smallcap Fund (EES)
This table provides information about the institutional ownership of Wisdomtree U.S. Smallcap Fund (EES) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
17.8KNew |
$900K - $1.02M
|
17.8K
$986K
|
|
|
Oct 14, 2025
Q3 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
12.7K+ 32.85% |
$640K - $724K
|
51.3K
$2.84M
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3.9KNew |
$197K - $223K
|
3.9K
$216K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.81KNew |
$192K - $217K
|
3.81K
$211K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
428+ 5.98% |
$21.6K - $24.4K
|
7.59K
$420K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
229+ 2.22% |
$11.6K - $13.1K
|
10.6K
$584K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
166New |
$8.38K - $9.48K
|
166
$9.18K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
106New |
$5.35K - $6.05K
|
106
$5.86K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
50+ 0.87% |
$2.52K - $2.86K
|
5.8K
$321K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
21+ 45.65% |
$1.06K - $1.2K
|
67
$3.71K
|
|
|
Oct 24, 2025
Q3 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
7+ 0.01% |
$353 - $400
|
62.5K
$3.45M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
2+ 0.02% |
$101 - $114
|
12.5K
$692K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-38- 1.37% |
$1.92K - $2.17K
|
2.73K
$151K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-57- 2.34% |
$2.88K - $3.26K
|
2.38K
$131K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-65- 55.08% |
$3.28K - $3.71K
|
53
$2.93K
|
|
|
Oct 09, 2025
Q3 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-170- 3.93% |
$8.58K - $9.71K
|
4.16K
$230K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-473- 8.7% |
$23.9K - $27K
|
4.96K
$275K
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-579- 0.43% |
$29.2K - $33.1K
|
134K
$7.42M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-596- 89.09% |
$30.1K - $34K
|
73
$4.04K
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-950- 11.76% |
$48K - $54.3K
|
7.13K
$394K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.31K- 5.26% |
$66K - $74.7K
|
23.6K
$1.3M
|
|
|
Oct 22, 2025
Q3 2025
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-2.54K- 9.8% |
$128K - $145K
|
23.4K
$1.29M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.89K- 9.43% |
$499K - $565K
|
95K
$5.26M
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
SELL
|
- |
-13.4K- 4.82% |
$676K - $765K
|
264K
$14.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-22.3K- 15.4% |
$1.12M - $1.27M
|
122K
$6.76M
|