Latest Institutional Transactions on Wisdomtree U.S. Smallcap Fund (EES)
This table provides information on the latest institutional transactions involving Wisdomtree U.S. Smallcap Fund (EES) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-248K- 90.86% |
$10.5M - $12.6M
|
24.9K
$1.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-5.58K- 37.7% |
$237K - $284K
|
9.22K
$478K
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-76- 1.76% |
$3.23K - $3.88K
|
4.23K
$219K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-39.5K- 64.36% |
$1.68M - $2.01M
|
21.9K
$1.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36.2K+ 7.63% |
$1.54M - $1.85M
|
511K
$26.5M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.9K+ 125.1% |
$80.8K - $96.8K
|
3.42K
$177K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
210K+ 4996.01% |
$8.95M - $10.7M
|
215K
$11.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
154+ 9.14% |
$6.55K - $7.85K
|
1.84K
$95.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-140- 15.93% |
$5.96K - $7.14K
|
739
$38.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-920- 1.45% |
$39.1K - $46.9K
|
62.5K
$3.24M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.2KNew |
$51K - $61.2K
|
1.2K
$62.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
15+ 15.96% |
$638 - $765
|
109
$5.65K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.1K+ 5.03% |
$132K - $158K
|
64.8K
$3.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
57+ 0.35% |
$2.42K - $2.91K
|
16.5K
$856K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
751New |
$31.9K - $38.3K
|
751
$38.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-219- 0.45% |
$9.32K - $11.2K
|
48.3K
$2.51M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.31K- 1.66% |
$226K - $271K
|
314K
$16.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2+ 0.02% |
$85.1 - $102
|
11.4K
$590K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
110+ 0.42% |
$4.68K - $5.61K
|
26.2K
$1.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-60- 1.14% |
$2.55K - $3.06K
|
5.21K
$270K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
88+ 16.0% |
$3.74K - $4.49K
|
638
$33.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-257- 0.52% |
$10.9K - $13.1K
|
48.8K
$2.53M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.1K- 8.76% |
$428K - $514K
|
105K
$5.44M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1+ 0.19% |
$42.5 - $51
|
535
$27.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-18.5K- 7.9% |
$788K - $944K
|
216K
$11.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.42K- 22.01% |
$188K - $225K
|
15.7K
$811K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-122- 5.02% |
$5.19K - $6.22K
|
2.31K
$120K
|
|
|
Aug 05, 2025
Q2 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
24+ 0.24% |
$1.02K - $1.22K
|
10.1K
$523K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-61.4K- 19.37% |
$2.61M - $3.13M
|
256K
$13.2M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
3.72K+ 8.51% |
$158K - $189K
|
47.4K
$2.46M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
248+ 3.12% |
$10.5K - $12.6K
|
8.2K
$425K
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3.82K- 2.18% |
$163K - $195K
|
172K
$8.91M
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
145KNew |
$6.15M - $7.37M
|
145K
$7.49M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.14K+ 18.29% |
$261K - $313K
|
39.7K
$2.06M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
631+ 432.19% |
$26.8K - $32.2K
|
777
$40.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2+ 0.03% |
$85.1 - $102
|
5.91K
$306K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
261+ 1.78% |
$11.1K - $13.3K
|
15K
$775K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-782- 4.04% |
$33.3K - $39.9K
|
18.6K
$962K
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-2.34K- 1.71% |
$99.4K - $119K
|
135K
$6.98M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.06K+ 3.72% |
$173K - $207K
|
113K
$5.87M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-86- 1.7% |
$3.66K - $4.39K
|
4.96K
$257K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.77K+ 4.6% |
$75.1K - $90K
|
40.1K
$2.08M
|
|
|
Jul 29, 2025
Q2 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-36.7K- 84.77% |
$1.56M - $1.87M
|
6.59K
$342K
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-9.5K- 65.58% |
$404K - $485K
|
4.99K
$259K
|
|
|
Jul 29, 2025
Q2 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
SELL
|
- |
-243- 5.03% |
$10.3K - $12.4K
|
4.59K
$238K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
19+ 0.26% |
$808 - $969
|
7.33K
$380K
|
|
|
Jul 28, 2025
Q2 2025
|
Capital Management Corp
|
BUY
|
- |
177+ 3.37% |
$7.53K - $9.03K
|
5.43K
$281K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-400- 6.34% |
$17K - $20.4K
|
5.91K
$306K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
373+ 11.17% |
$15.9K - $19K
|
3.71K
$192K
|