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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-46- 50.0% |
$2.23K - $2.57K
|
46
$2.13K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
316K+ 24541.21% |
$15.3M - $17.6M
|
317K
$14.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
59+ 12.02% |
$2.85K - $3.29K
|
550
$25.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
405+ 85.44% |
$19.6K - $22.6K
|
879
$40.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.3KNew |
$546K - $631K
|
11.3K
$523K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.67K- 1.5% |
$80.6K - $93.1K
|
109K
$5.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-38.5K- 90.2% |
$1.86M - $2.15M
|
4.18K
$194K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-165- 1.61% |
$7.98K - $9.21K
|
10.1K
$465K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-94- 2.02% |
$4.55K - $5.25K
|
4.55K
$211K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
500New |
$24.2K - $27.9K
|
500
$23.1K
|
|
|
Apr 25, 2025
Q1 2025
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
8+ 0.03% |
$387 - $447
|
30.9K
$1.43M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-534- 50.0% |
$25.8K - $29.8K
|
534
$24.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Shore Point Advisors, LLC
|
SELL
|
- |
-12.9K- 4.58% |
$622K - $718K
|
268K
$12.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-51- 30.72% |
$2.47K - $2.85K
|
115
$5.32K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-5.28K- 47.31% |
$255K - $295K
|
5.88K
$272K
|
|
|
Apr 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-991- 17.62% |
$47.9K - $55.3K
|
4.63K
$214K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-637- 3.19% |
$30.8K - $35.6K
|
19.3K
$895K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-703- 4.57% |
$34K - $39.3K
|
14.7K
$680K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-798- 5.86% |
$38.6K - $44.6K
|
12.8K
$594K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.7K+ 33750.0% |
$131K - $151K
|
2.71K
$125K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-944- 13.65% |
$45.7K - $52.7K
|
5.97K
$276K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-24.6K- 33.41% |
$1.19M - $1.37M
|
49K
$2.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-60- 1.23% |
$2.9K - $3.35K
|
4.81K
$223K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.34K- 14.34% |
$64.8K - $74.8K
|
8.01K
$371K
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-9.75K- 18.38% |
$471K - $544K
|
43.3K
$2M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
855+ 12.76% |
$41.4K - $47.7K
|
7.56K
$350K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
1.6K+ 5.12% |
$77.4K - $89.3K
|
32.8K
$1.52M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
210+ 5.25% |
$10.2K - $11.7K
|
4.21K
$195K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
894+ 2.09% |
$43.2K - $49.9K
|
43.7K
$2.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
120+ 1.31% |
$5.8K - $6.7K
|
9.27K
$429K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.66K+ 4.53% |
$80.3K - $92.8K
|
38.4K
$1.78M
|
|
|
Apr 11, 2025
Q1 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
50+ 0.16% |
$2.42K - $2.79K
|
30.4K
$1.41M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-231- 3.53% |
$11.2K - $12.9K
|
6.31K
$292K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.89K+ 123662.5% |
$479K - $552K
|
9.9K
$458K
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
115+ 2.71% |
$5.56K - $6.42K
|
4.36K
$202K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
84New |
$4.31K - $4.94K
|
84
$3.89K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
3.11KNew |
$160K - $183K
|
3.11K
$144K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-357- 4.51% |
$18.3K - $21K
|
7.56K
$350K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-447- 16.82% |
$22.9K - $26.3K
|
2.21K
$102K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-15.6K- 2.1% |
$802K - $918K
|
729K
$33.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-40.7K- 4.57% |
$2.09M - $2.39M
|
849K
$39.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
80KNew |
$4.1M - $4.7M
|
80K
$3.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-7.73K- 50.0% |
$397K - $454K
|
7.73K
$358K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.7K+ 117.78% |
$1.17M - $1.34M
|
42K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-847- 2.44% |
$43.5K - $49.8K
|
33.9K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
800+ 5.3% |
$41.1K - $47K
|
15.9K
$736K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.17K+ 1.05% |
$60K - $68.7K
|
112K
$5.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
7New |
$359 - $411
|
7
$324
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.7KNew |
$911K - $1.04M
|
17.7K
$821K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
33.8KNew |
$1.73M - $1.99M
|
33.8K
$1.56M
|
|