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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
755+ 11.39% |
$38.8K - $44.4K
|
7.38K
$342K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
12.4KNew |
$634K - $726K
|
12.4K
$572K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
26.1K+ 10.57% |
$1.34M - $1.53M
|
272K
$12.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.97K- 2.84% |
$101K - $116K
|
67.5K
$3.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-40.2K- 13.45% |
$2.06M - $2.36M
|
259K
$12M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-20- 0.37% |
$1.03K - $1.18K
|
5.33K
$247K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-75- 1.86% |
$3.85K - $4.41K
|
3.97K
$184K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
470+ 12.35% |
$24.1K - $27.6K
|
4.28K
$198K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-1K- 9.57% |
$51.3K - $58.8K
|
9.45K
$437K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-2.56K- 1.83% |
$131K - $150K
|
137K
$6.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
19+ 0.26% |
$975 - $1.12K
|
7.3K
$338K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-1.09K- 7.02% |
$55.9K - $64K
|
14.4K
$667K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1K- 13.44% |
$51.5K - $59K
|
6.47K
$299K
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
3.81KNew |
$196K - $224K
|
3.81K
$176K
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-248- 6.0% |
$12.7K - $14.6K
|
3.88K
$180K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-190- 0.3% |
$9.75K - $11.2K
|
63.4K
$2.94M
|
|
| Q3 2024 | |||||||
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1+ 1.69% |
$46.5 - $53.7
|
60
$2.78K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 1.64% |
$46.5 - $53.7
|
62
$2.87K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-195- 3.85% |
$9.06K - $10.5K
|
4.87K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
20.2KNew |
$939K - $1.09M
|
20.2K
$936K
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3.9KNew |
$181K - $209K
|
3.9K
$181K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
653New |
$30.3K - $35.1K
|
653
$30.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
185New |
$8.59K - $9.93K
|
185
$8.56K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.52K- 26.95% |
$163K - $189K
|
9.53K
$441K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-6.38K- 7.39% |
$296K - $343K
|
80K
$3.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4+ 0.06% |
$186 - $215
|
6.88K
$318K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-400- 2.04% |
$18.6K - $21.5K
|
19.3K
$891K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
51New |
$2.37K - $2.74K
|
51
$2.36K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
4.2KNew |
$195K - $225K
|
4.2K
$194K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
9.7KNew |
$451K - $521K
|
9.7K
$449K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
433+ 6.58% |
$20.1K - $23.2K
|
7.01K
$324K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.72K- 36.83% |
$126K - $146K
|
4.67K
$216K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.88K+ 4.23% |
$87.3K - $101K
|
46.3K
$2.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-118K- 66.99% |
$5.5M - $6.36M
|
58.3K
$2.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-225- 2.66% |
$10.5K - $12.1K
|
8.24K
$381K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
305New |
$14.2K - $16.4K
|
305
$14.1K
|
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
SELL
|
- |
-49- 0.26% |
$2.28K - $2.63K
|
18.4K
$854K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-312- 1.61% |
$14.3K - $15.5K
|
19K
$881K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-163- 55.07% |
$7.49K - $8.09K
|
133
$6.16K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.44KNew |
$296K - $320K
|
6.44K
$298K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
179New |
$8.23K - $8.88K
|
179
$8.29K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
1.99KNew |
$91.5K - $98.8K
|
1.99K
$92.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
48New |
$2.21K - $2.38K
|
48
$2.22K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
275New |
$12.6K - $13.6K
|
275
$12.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-53- 1.21% |
$2.44K - $2.63K
|
4.34K
$201K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
276+ 6.26% |
$12.7K - $13.7K
|
4.68K
$217K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-208- 11.13% |
$9.56K - $10.3K
|
1.66K
$76.8K
|
|
| Q1 2024 | |||||||
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-300- 17.65% |
$13.9K - $15K
|
1.4K
$64.8K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-74- 11.44% |
$3.43K - $3.71K
|
573
$26.5K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
41KNew |
$1.9M - $2.06M
|
41K
$1.9M
|
|