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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.76K- 12.26% |
$74.9K - $89.7K
|
12.6K
$667K
|
|
|
Jul 22, 2025
Q2 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
5.76K+ 17.54% |
$245K - $294K
|
38.6K
$2.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.61K+ 57.39% |
$111K - $133K
|
7.16K
$379K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2.77KNew |
$118K - $141K
|
2.77K
$147K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
72+ 0.9% |
$3.06K - $3.67K
|
8.08K
$428K
|
|
|
Jul 17, 2025
Q2 2025
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-5.04K- 16.3% |
$215K - $257K
|
25.9K
$1.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-600- 1.97% |
$25.5K - $30.6K
|
29.8K
$1.58M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-125- 2.13% |
$5.32K - $6.37K
|
5.75K
$304K
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
10+ 0.04% |
$425 - $510
|
24.2K
$1.28M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
669New |
$28.5K - $34.1K
|
669
$35.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.05K- 13.84% |
$44.5K - $53.3K
|
6.51K
$345K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.06K+ 11.43% |
$45.1K - $54K
|
10.3K
$547K
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
9.85K+ 3.67% |
$419K - $502K
|
278K
$14.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
224+ 2.26% |
$9.53K - $11.4K
|
10.1K
$536K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
53+ 81.54% |
$2.25K - $2.7K
|
118
$6.25K
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-30- 0.69% |
$1.28K - $1.53K
|
4.33K
$229K
|
|
| Q1 2025 | |||||||
|
Jul 16, 2025
Q1 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
4.83KNew |
$234K - $270K
|
4.83K
$256K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-4.71KClosed |
$228K - $263K
|
0
$0
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.11K- 52.11% |
$53.6K - $61.9K
|
1.02K
$53.9K
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-40- 0.06% |
$1.93K - $2.23K
|
63.4K
$3.35M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3- 50.0% |
$145 - $168
|
3
$159
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
681+ 2.01% |
$32.9K - $38K
|
34.6K
$1.83M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.28KNew |
$255K - $295K
|
5.28K
$280K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-545- 2.64% |
$26.4K - $30.4K
|
20.1K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-200- 0.25% |
$9.67K - $11.2K
|
79.8K
$4.22M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-37.7K- 4.44% |
$1.82M - $2.1M
|
811K
$43M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-26K- 3.36% |
$1.26M - $1.45M
|
750K
$39.7M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
173+ 0.15% |
$8.37K - $9.66K
|
112K
$5.95M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.98K- 43.91% |
$192K - $222K
|
5.08K
$269K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.05K+ 13.83% |
$50.5K - $58.4K
|
8.6K
$455K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
65.1K+ 409.43% |
$3.15M - $3.64M
|
81K
$4.29M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-13.5K- 39.83% |
$651K - $751K
|
20.3K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.13K+ 4.52% |
$54.6K - $63K
|
26.1K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.28K- 41.09% |
$61.8K - $71.4K
|
1.83K
$97K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-95- 0.55% |
$4.6K - $5.3K
|
17.3K
$917K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
91.2K+ 217.11% |
$4.41M - $5.09M
|
133K
$7.05M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.95K- 1.99% |
$481K - $556K
|
489K
$25.9M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2+ 0.02% |
$96.7 - $112
|
11.4K
$602K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.85K- 13.13% |
$138K - $159K
|
18.9K
$1M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-80- 2.15% |
$3.87K - $4.47K
|
3.64K
$193K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-26- 0.51% |
$1.26K - $1.45K
|
5.05K
$267K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-237- 2.65% |
$11.5K - $13.2K
|
8.69K
$460K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
260+ 5.34% |
$12.6K - $14.5K
|
5.13K
$272K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1+ 0.15% |
$48.4 - $55.8
|
668
$35.4K
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
4.65K+ 4.3% |
$225K - $259K
|
113K
$5.96M
|
|
|
May 13, 2025
Q1 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
341+ 1.33% |
$16.5K - $19K
|
26K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.02K+ 1.69% |
$49.4K - $57K
|
61.3K
$3.25M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
20.2KNew |
$978K - $1.13M
|
20.2K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.78K+ 2.53% |
$86K - $99.2K
|
71.9K
$3.81M
|
|