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 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.75KClosed |
$80.6K - $87.4K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.98KClosed |
$229K - $248K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.4KClosed |
$205K - $226K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-5.5KClosed |
$257K - $282K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-56Closed |
$2.62K - $2.87K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
92New |
$4.3K - $4.72K
|
92
$4.26K
|
|
|
Aug 10, 2021
Q2 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-5.41KClosed |
$253K - $278K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.63KClosed |
$123K - $135K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-140Closed |
$6.54K - $7.19K
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Signify Wealth
|
SELL
|
- |
-185KClosed |
$8.64M - $9.49M
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Ewg Elevate Inc.
|
SELL
|
- |
-29.9KClosed |
$1.39M - $1.53M
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
14.8KNew |
$689K - $757K
|
14.8K
$683K
|
|
| Q1 2021 | |||||||
|
Jun 21, 2021
Q1 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-10.8KClosed |
$418K - $539K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
26New |
$1K - $1.29K
|
26
$1.2K
|
|
|
May 13, 2021
Q1 2021
|
Townsend Asset Management Corp
|
SELL
|
- |
-14.3KClosed |
$550K - $709K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-275Closed |
$10.6K - $13.7K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-275Closed |
$10.6K - $13.7K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-11Closed |
$424 - $547
|
0
$0
|
|
|
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
$146K
|
|
|
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
$1.94K
|
|
|
Feb 04, 2021
Q4 2020
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-800- 16.67% |
$24.2K - $31.4K
|
4K
$185K
|
|
|
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
$10.4K
|
|
| 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
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-11.4KClosed |
$233K - $374K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Pinnacle Associates LTD
|
SELL
|
- |
-35.2KClosed |
$717K - $1.15M
|
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
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-34.6KClosed |
$706K - $1.13M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-5.47KClosed |
$112K - $179K
|
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
|
|