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 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
$80.5K
|
|
|
Feb 14, 2020
Q4 2019
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
95New |
$3.24K - $3.67K
|
95
$5.1K
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-70.9KClosed |
$2.42M - $2.74M
|
0
$0
|
|
|
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 22, 2019
Q3 2019
|
Cwm, LLC
|
BUY
|
- |
681New |
$23.9K - $25K
|
681
$36.5K
|
|
|
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
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-117Closed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-916Closed |
N/A
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Kwmg, LLC
|
SELL
|
- |
-402Closed |
N/A
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-15Closed |
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
|
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
117New |
N/A
|
117
$6.28K
|
|
|
Nov 13, 2018
Q3 2018
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-116Closed |
N/A
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-19.9KClosed |
N/A
|
0
$0
|
|
|
Nov 06, 2018
Q3 2018
|
Lincoln National Corp
|
SELL
|
- |
-10.5KClosed |
N/A
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-125Closed |
N/A
|
0
$0
|
|
|
Nov 01, 2018
Q3 2018
|
Parallel Advisors, LLC
|
SELL
|
- |
-11Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-90Closed |
N/A
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.24KClosed |
N/A
|
0
$0
|
|
|
Aug 01, 2018
Q2 2018
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
465New |
N/A
|
465
$25K
|
|
|
Jul 26, 2018
Q2 2018
|
Regions Financial Corp
|
SELL
|
- |
-391Closed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 14, 2018
Q1 2018
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-65.9KClosed |
N/A
|
0
$0
|
|
|
May 11, 2018
Q1 2018
|
Parisi Gray Wealth Management
|
SELL
|
- |
-165Closed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Jan 12, 2018
Q4 2017
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-3.09KClosed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
3New |
N/A
|
3
$161
|
|
|
Nov 08, 2017
Q3 2017
|
D.A. Davidson & Co.
|
SELL
|
- |
-150Closed |
N/A
|
0
$0
|
|
|
Nov 08, 2017
Q3 2017
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-22.4KClosed |
N/A
|
0
$0
|
|