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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-928Closed |
$35.8K - $46.1K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-5.78KClosed |
$223K - $288K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-1.6K- 33.59% |
$61.7K - $79.5K
|
3.16K
$170K
|
|
|
Apr 21, 2021
Q1 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-29Closed |
$1.12K - $1.44K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.42KClosed |
$54.6K - $70.4K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 22, 2021
Q4 2020
|
Retirement Group, LLC
|
SELL
|
- |
-358Closed |
$10.8K - $14K
|
0
$0
|
|
|
Feb 17, 2021
Q4 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-38.4KClosed |
$1.16M - $1.5M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-81Closed |
$2.45K - $3.18K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
42New |
$1.27K - $1.65K
|
42
$2.25K
|
|
|
Feb 04, 2021
Q4 2020
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-800- 16.67% |
$24.2K - $31.4K
|
4K
$215K
|
|
|
Feb 03, 2021
Q4 2020
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.96KClosed |
$120K - $155K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Addison Advisors LLC
|
BUY
|
- |
225New |
$6.81K - $8.82K
|
225
$12.1K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-950Closed |
$25.5K - $30.5K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.43KClosed |
$38.3K - $45.8K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-123Closed |
$3.3K - $3.95K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-594Closed |
$16K - $19.1K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Cottage Street Advisors LLC
|
SELL
|
- |
-7.2KClosed |
$193K - $231K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Sep 07, 2021
Q2 2020
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1.5KClosed |
$30.6K - $49.2K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Pinnacle Associates LTD
|
SELL
|
- |
-35.2KClosed |
$717K - $1.15M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-11.4KClosed |
$233K - $374K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-17.9KClosed |
$365K - $585K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-225Closed |
$4.59K - $7.37K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-110KClosed |
$2.24M - $3.6M
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-18.4KClosed |
$376K - $604K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-5.47KClosed |
$112K - $179K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-34.6KClosed |
$706K - $1.13M
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-275Closed |
$5.61K - $9K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-900Closed |
$18.4K - $29.5K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-936Closed |
$19.1K - $30.6K
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Hartford Financial Management Inc.
|
SELL
|
- |
-69Closed |
$1.41K - $2.26K
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-171KClosed |
$3.49M - $5.61M
|
0
$0
|
|
|
Jul 09, 2020
Q2 2020
|
Unison Advisors LLC
|
SELL
|
- |
-17.4KClosed |
$355K - $569K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Aug 13, 2024
Q1 2020
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-129Closed |
$2.55K - $4.95K
|
0
$0
|
|
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-192KClosed |
$3.79M - $7.37M
|
0
$0
|
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.63K- 61.9% |
$32.1K - $62.4K
|
1K
$53.7K
|
|
|
Sep 08, 2021
Q1 2020
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-4.43KClosed |
$87.5K - $170K
|
0
$0
|
|
|
Jul 20, 2020
Q1 2020
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.33KClosed |
$85.4K - $166K
|
0
$0
|
|
|
Jun 03, 2020
Q1 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-528Closed |
$10.4K - $20.3K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-304Closed |
$6K - $11.7K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-77.7KClosed |
$1.53M - $2.98M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-103KClosed |
$2.04M - $3.96M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.45KClosed |
$48.2K - $93.8K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-99KClosed |
$1.95M - $3.8M
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-21Closed |
$414 - $806
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Barber Financial Group, Inc.
|
SELL
|
- |
-51.3KClosed |
$1.01M - $1.97M
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-4.5KClosed |
$88.8K - $173K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Bank Hapoalim Bm
|
SELL
|
- |
-8.18KClosed |
$161K - $314K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-9.94KClosed |
$196K - $381K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-13.8KClosed |
$272K - $528K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-10.7KClosed |
$212K - $411K
|
0
$0
|
|