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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.08K- 0.77% |
$50.1K - $57.9K
|
140K
$7.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
664+ 0.24% |
$30.8K - $35.6K
|
279K
$15M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
31+ 22.96% |
$1.44K - $1.66K
|
166
$8.91K
|
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
SELL
|
- |
-49- 0.26% |
$2.28K - $2.63K
|
18.4K
$990K
|
|
|
Oct 07, 2024
Q3 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-1.34K- 4.01% |
$62.2K - $71.8K
|
32K
$1.72M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-163- 55.07% |
$7.49K - $8.09K
|
133
$7.14K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.73K+ 100.0% |
$355K - $384K
|
15.5K
$829K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.44KNew |
$296K - $320K
|
6.44K
$346K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.8K- 31.02% |
$725K - $782K
|
35.1K
$1.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
48KNew |
$2.21M - $2.38M
|
48K
$2.58M
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-312- 1.61% |
$14.3K - $15.5K
|
19K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
179New |
$8.23K - $8.88K
|
179
$9.61K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
1.99KNew |
$91.5K - $98.8K
|
1.99K
$107K
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.4K- 24.18% |
$64.5K - $69.6K
|
4.4K
$236K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
48New |
$2.21K - $2.38K
|
48
$2.58K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Management Corp
|
BUY
|
- |
17+ 0.33% |
$782 - $844
|
5.25K
$282K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
275New |
$12.6K - $13.6K
|
275
$14.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-53- 1.21% |
$2.44K - $2.63K
|
4.34K
$233K
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-53- 1.21% |
$2.44K - $2.63K
|
4.31K
$231K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
276+ 6.26% |
$12.7K - $13.7K
|
4.68K
$251K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-208- 11.13% |
$9.56K - $10.3K
|
1.66K
$89.1K
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
BUY
|
- |
25+ 0.24% |
$1.15K - $1.24K
|
10.5K
$561K
|
|
| Q1 2024 | |||||||
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-300- 17.65% |
$13.9K - $15K
|
1.4K
$75.1K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-74- 11.44% |
$3.43K - $3.71K
|
573
$30.7K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
41KNew |
$1.9M - $2.06M
|
41K
$2.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3K+ 1.53% |
$139K - $150K
|
200K
$10.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.8K+ 6.33% |
$503K - $543K
|
182K
$9.76M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
39.8KNew |
$1.85M - $1.99M
|
39.8K
$2.13M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
6.06KNew |
$281K - $303K
|
6.06K
$325K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.23KNew |
$243K - $262K
|
5.23K
$281K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.14K+ 786.9% |
$53K - $57.2K
|
1.29K
$69K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
25New |
$1.16K - $1.25K
|
25
$1.34K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 5.0% |
$46.4 - $50.1
|
21
$1.13K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
163New |
$7.56K - $8.17K
|
163
$8.75K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8New |
$371 - $401
|
8
$429
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-200- 40.0% |
$9.28K - $10K
|
300
$16.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-114- 86.36% |
$5.29K - $5.71K
|
18
$966
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
453New |
$21K - $22.7K
|
453
$24.3K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
53New |
$2.46K - $2.66K
|
53
$2.84K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.57K+ 11.5% |
$103K - $130K
|
24.9K
$1.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
126New |
$5.05K - $6.39K
|
126
$6.76K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-684- 8.94% |
$27.4K - $34.7K
|
6.97K
$374K
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
4.45KNew |
$178K - $226K
|
4.45K
$239K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4.29KNew |
$172K - $217K
|
4.29K
$230K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4KNew |
$160K - $203K
|
4K
$215K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.53KNew |
$182K - $230K
|
4.53K
$243K
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
1K+ 9.09% |
$40.1K - $50.7K
|
12K
$644K
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-170- 16.97% |
$6.81K - $8.62K
|
832
$44.6K
|
|
| Q3 2023 | |||||||
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
59New |
$2.51K - $2.84K
|
59
$3.17K
|
|