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 |
|---|---|---|---|---|---|---|---|
|
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
$46.3K
|
|
|
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
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-77.7KClosed |
$1.53M - $2.98M
|
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
|
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
|
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-381Closed |
$7.52K - $14.6K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Covenant Asset Management, LLC
|
SELL
|
- |
-11.6KClosed |
$229K - $445K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Creative Financial Designs Inc
|
SELL
|
- |
-122Closed |
$2.41K - $4.68K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-76.9KClosed |
$1.52M - $2.95M
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Optas, LLC
|
SELL
|
- |
-70.9KClosed |
$1.4M - $2.72M
|
0
$0
|
|
| Q4 2019 | |||||||
|
May 15, 2024
Q4 2019
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.5KNew |
$51.2K - $57.9K
|
1.5K
$69.4K
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-70.9KClosed |
$2.42M - $2.74M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
95New |
$3.24K - $3.67K
|
95
$4.4K
|
|
|
Feb 13, 2020
Q4 2019
|
Daido Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-415KClosed |
$14.2M - $16M
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Advisory Services Network, LLC
|
SELL
|
- |
-36Closed |
$1.23K - $1.39K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.2KClosed |
$41K - $46.3K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-234Closed |
$8.2K - $8.59K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.82KClosed |
$63.7K - $66.8K
|
0
$0
|
|
|
Nov 06, 2019
Q3 2019
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-150Closed |
$5.26K - $5.51K
|
0
$0
|
|
|
Oct 18, 2019
Q3 2019
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.16KClosed |
$40.7K - $42.6K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 02, 2019
Q2 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-300Closed |
N/A
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-176Closed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-916Closed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-117Closed |
N/A
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-15Closed |
N/A
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Kwmg, LLC
|
SELL
|
- |
-402Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 10, 2019
Q1 2019
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.42KClosed |
N/A
|
0
$0
|
|
|
Apr 29, 2019
Q1 2019
|
Sg Americas Securities, LLC
|
SELL
|
- |
-8.78KClosed |
N/A
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-27Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 10, 2021
Q4 2018
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-935Closed |
N/A
|
0
$0
|
|
|
Feb 15, 2019
Q4 2018
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-7.1KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-7.74KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Brown Advisory Inc
|
SELL
|
- |
-11.6KClosed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-46Closed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Jnba Financial Advisors
|
SELL
|
- |
-709Closed |
N/A
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-15.6KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-241Closed |
N/A
|
0
$0
|
|