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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-400- 2.04% |
$18.6K - $21.5K
|
19.3K
$1.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
74.6KNew |
$3.47M - $4.01M
|
74.6K
$4.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4+ 0.06% |
$186 - $215
|
6.88K
$369K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-28- 1.04% |
$1.3K - $1.5K
|
2.66K
$143K
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-105- 1.16% |
$4.88K - $5.64K
|
8.91K
$478K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-96- 0.46% |
$4.46K - $5.15K
|
20.7K
$1.11M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.2K- 14.48% |
$892K - $1.03M
|
114K
$6.09M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-14.5K- 6.9% |
$672K - $776K
|
195K
$10.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
590+ 16.81% |
$27.4K - $31.7K
|
4.1K
$220K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
51New |
$2.37K - $2.74K
|
51
$2.74K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-34.9K- 10.46% |
$1.62M - $1.87M
|
299K
$16M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-145- 0.7% |
$6.74K - $7.78K
|
20.6K
$1.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
8.23K+ 92.46% |
$382K - $442K
|
17.1K
$919K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
345+ 12.94% |
$16K - $18.5K
|
3.01K
$162K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-11- 19.3% |
$511 - $590
|
46
$2.47K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
4.2KNew |
$195K - $225K
|
4.2K
$225K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12.3K+ 65.74% |
$572K - $661K
|
31K
$1.66M
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
9.7KNew |
$451K - $521K
|
9.7K
$521K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-179- 3.49% |
$8.31K - $9.61K
|
4.95K
$266K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.45KNew |
$207K - $239K
|
4.45K
$239K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-297- 1.86% |
$13.8K - $15.9K
|
15.7K
$841K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
16+ 0.22% |
$743 - $859
|
7.28K
$391K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10+ 2.13% |
$465 - $537
|
480
$25.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
433+ 6.58% |
$20.1K - $23.2K
|
7.01K
$376K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-4.17K- 7.3% |
$194K - $224K
|
53K
$2.84M
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-234- 3.04% |
$10.9K - $12.6K
|
7.47K
$401K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
291+ 5.58% |
$13.5K - $15.6K
|
5.51K
$296K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.72K- 36.83% |
$126K - $146K
|
4.67K
$250K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4.04KNew |
$188K - $217K
|
4.04K
$217K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
110+ 1.75% |
$5.11K - $5.9K
|
6.41K
$344K
|
|
|
Oct 23, 2024
Q3 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-1.55K- 27.26% |
$71.9K - $83.1K
|
4.13K
$222K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
40+ 0.55% |
$1.86K - $2.15K
|
7.35K
$394K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.49K- 7.32% |
$255K - $295K
|
69.4K
$3.73M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.81KNew |
$177K - $204K
|
3.81K
$204K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
234+ 1.53% |
$10.9K - $12.6K
|
15.5K
$832K
|
|
|
Oct 18, 2024
Q3 2024
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-641- 2.0% |
$29.8K - $34.4K
|
31.4K
$1.69M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.88K+ 4.23% |
$87.3K - $101K
|
46.3K
$2.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-722- 0.57% |
$33.5K - $38.8K
|
126K
$6.75M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-118K- 66.99% |
$5.5M - $6.36M
|
58.3K
$3.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-469- 3.32% |
$21.8K - $25.2K
|
13.7K
$734K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
305New |
$14.2K - $16.4K
|
305
$16.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
29+ 0.32% |
$1.35K - $1.56K
|
9.04K
$485K
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-225- 2.66% |
$10.5K - $12.1K
|
8.24K
$442K
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-2.34K- 16.99% |
$109K - $126K
|
11.4K
$613K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
42.1K+ 20.58% |
$1.95M - $2.26M
|
246K
$13.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-100- 0.16% |
$4.65K - $5.37K
|
63.6K
$3.41M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.12K- 12.74% |
$51.8K - $59.9K
|
7.64K
$410K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-174- 2.16% |
$8.08K - $9.34K
|
7.87K
$422K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.54K- 4.07% |
$71.3K - $82.4K
|
36.2K
$1.94M
|
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-530- 3.3% |
$24.6K - $28.5K
|
15.5K
$832K
|