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 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
384KNew |
$17.8M - $19.2M
|
384K
$18.1M
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
3.17K+ 69.8% |
$147K - $159K
|
7.71K
$363K
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.27K+ 5.84% |
$105K - $114K
|
41.1K
$1.93M
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
41KNew |
$1.9M - $2.06M
|
41K
$1.93M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
47.1K+ 120.6% |
$2.18M - $2.36M
|
86.1K
$4.06M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.69K+ 1.08% |
$450K - $486K
|
908K
$42.8M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
16.5K+ 3.25% |
$765K - $826K
|
523K
$24.7M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-765- 5.52% |
$35.5K - $38.3K
|
13.1K
$617K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.28K- 53.98% |
$106K - $114K
|
1.94K
$91.6K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.34K- 34.68% |
$201K - $218K
|
8.18K
$385K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.82K+ 9.37% |
$84.3K - $91K
|
21.2K
$999K
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
400+ 2.76% |
$18.6K - $20K
|
14.9K
$702K
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
632+ 4.53% |
$29.3K - $31.7K
|
14.6K
$688K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-1.33K- 21.54% |
$61.8K - $66.8K
|
4.85K
$229K
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-869- 14.64% |
$40.3K - $43.6K
|
5.07K
$239K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
37.3K+ 276.6% |
$1.73M - $1.87M
|
50.8K
$2.4M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31.5K+ 43.38% |
$1.46M - $1.58M
|
104K
$4.91M
|
|
May 15, 2024
Q1 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-6.52K- 19.61% |
$303K - $327K
|
26.7K
$1.26M
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-324- 3.28% |
$15K - $16.2K
|
9.54K
$450K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
25.2K+ 3.26% |
$1.17M - $1.26M
|
797K
$37.5M
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-6.18K- 3.12% |
$287K - $310K
|
192K
$9.03M
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-140- 0.72% |
$6.5K - $7.02K
|
19.3K
$911K
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.21KNew |
$242K - $261K
|
5.21K
$246K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.25K+ 34.27% |
$104K - $113K
|
8.8K
$415K
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-329- 2.73% |
$15.3K - $16.5K
|
11.7K
$553K
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-6.67K- 2.92% |
$309K - $334K
|
221K
$10.4M
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
39.8KNew |
$1.85M - $1.99M
|
39.8K
$1.87M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.8K+ 6.33% |
$503K - $543K
|
182K
$8.57M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3K+ 1.53% |
$139K - $150K
|
200K
$9.4M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.02K+ 0.76% |
$47.1K - $50.9K
|
135K
$6.37M
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.23KNew |
$243K - $262K
|
5.23K
$247K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-76K- 8.5% |
$3.52M - $3.81M
|
818K
$38.5M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.13K- 18.88% |
$423K - $457K
|
39.2K
$1.85M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-448- 5.81% |
$20.8K - $22.5K
|
7.27K
$342K
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-198- 8.85% |
$9.19K - $9.92K
|
2.04K
$96.1K
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
170+ 5.16% |
$7.89K - $8.52K
|
3.47K
$163K
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.14K+ 786.9% |
$53K - $57.2K
|
1.29K
$60.6K
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
6.06KNew |
$281K - $303K
|
6.06K
$285K
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-5- 0.07% |
$232 - $251
|
7.47K
$352K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.38K- 5.2% |
$203K - $219K
|
79.9K
$3.76M
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
149+ 2.79% |
$6.92K - $7.47K
|
5.49K
$259K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
41.5K+ 8.65% |
$1.92M - $2.08M
|
521K
$24.5M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-28.9K- 47.95% |
$1.34M - $1.45M
|
31.3K
$1.48M
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
5+ 12.2% |
$232 - $251
|
46
$2.17K
|
|
May 10, 2024
Q1 2024
|
Capital Management Corp
|
SELL
|
- |
-20- 0.38% |
$928 - $1K
|
5.23K
$246K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.73K- 4.15% |
$80.4K - $86.8K
|
40K
$1.89M
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
25New |
$1.16K - $1.25K
|
25
$1.18K
|
|
May 10, 2024
Q1 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-170- 2.34% |
$7.89K - $8.52K
|
7.08K
$334K
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
539+ 5.31% |
$25K - $27K
|
10.7K
$504K
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-481- 7.72% |
$22.3K - $24.1K
|
5.75K
$271K
|