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 |
---|---|---|---|---|---|---|---|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
26+ 0.29% |
$1.21K - $1.3K
|
8.97K
$421K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.52K+ 54.6% |
$117K - $126K
|
7.14K
$335K
|
|
Q4 2023 | |||||||
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
918+ 260.8% |
$36.8K - $46.5K
|
1.27K
$59.6K
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.57K+ 11.5% |
$103K - $130K
|
24.9K
$1.17M
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.45K- 10.87% |
$97.9K - $124K
|
20.1K
$942K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
16.5K+ 19.61% |
$661K - $836K
|
101K
$4.72M
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-474- 61.56% |
$19K - $24K
|
296
$13.9K
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-297- 2.69% |
$11.9K - $15.1K
|
10.7K
$504K
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
61New |
$2.44K - $3.09K
|
61
$2.86K
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
126New |
$5.05K - $6.39K
|
126
$5.92K
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
18.2KNew |
$727K - $921K
|
18.2K
$853K
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-684- 8.94% |
$27.4K - $34.7K
|
6.97K
$327K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
379New |
$15.2K - $19.2K
|
379
$17.8K
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
4.45KNew |
$178K - $226K
|
4.45K
$209K
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-300- 0.35% |
$12K - $15.2K
|
86.3K
$4.05M
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4.29KNew |
$172K - $217K
|
4.29K
$201K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4KNew |
$160K - $203K
|
4K
$188K
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.53KNew |
$182K - $230K
|
4.53K
$213K
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
4.2KNew |
$168K - $213K
|
4.2K
$197K
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
1K+ 9.09% |
$40.1K - $50.7K
|
12K
$563K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-841- 56.52% |
$33.7K - $42.6K
|
647
$30.4K
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-170- 16.97% |
$6.81K - $8.62K
|
832
$39.1K
|
|
Q3 2023 | |||||||
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
59New |
$2.51K - $2.84K
|
59
$2.77K
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-6.16K- 47.45% |
$262K - $296K
|
6.82K
$320K
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.4KNew |
$529K - $599K
|
12.4K
$584K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-956- 1.96% |
$40.6K - $46K
|
47.9K
$2.25M
|
|
Nov 01, 2023
Q3 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-10- 0.05% |
$425 - $481
|
19.7K
$923K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-72- 48.98% |
$3.06K - $3.46K
|
75
$3.52K
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
64New |
$2.72K - $3.08K
|
64
$3K
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-19.2K- 8.71% |
$817K - $925K
|
202K
$9.46M
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
2.58KNew |
$110K - $124K
|
2.58K
$121K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-201- 3.68% |
$8.55K - $9.67K
|
5.27K
$247K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
54New |
$2.3K - $2.6K
|
54
$2.54K
|
|
Oct 16, 2023
Q3 2023
|
Moller Financial Services
|
SELL
|
- |
-44- 0.24% |
$1.87K - $2.12K
|
18.5K
$868K
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
2.14KNew |
$91.1K - $103K
|
2.14K
$101K
|
|
Q2 2023 | |||||||
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-31K- 67.38% |
$1.25M - $1.4M
|
15K
$706K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
17New |
$683 - $768
|
17
$798
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
956+ 35.29% |
$38.4K - $43.2K
|
3.67K
$172K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
50New |
$2.01K - $2.26K
|
50
$2.35K
|
|
Q1 2023 | |||||||
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
79+ 0.74% |
$3.28K - $3.88K
|
10.8K
$508K
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
69.8KNew |
$2.89M - $3.43M
|
69.8K
$3.28M
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-395- 1.94% |
$16.4K - $19.4K
|
20K
$937K
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
40+ 6.53% |
$1.66K - $1.96K
|
653
$30.7K
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.73KNew |
$320K - $380K
|
7.73K
$363K
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.33KNew |
$55.3K - $65.5K
|
1.33K
$62.6K
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
243New |
$10.1K - $11.9K
|
243
$11.4K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.1KNew |
$87.1K - $103K
|
2.1K
$98.6K
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
BUY
|
- |
126New |
$5.22K - $6.19K
|
126
$5.92K
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
719+ 13.28% |
$29.8K - $35.3K
|
6.13K
$288K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
20.2KNew |
$841K - $928K
|
20.2K
$949K
|