Latest Institutional Purchases of Wisdomtree U.S. Smallcap Fund (EES)
This list provides information on the latest institutional transactions involving Wisdomtree U.S. Smallcap Fund (EES) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
42.1K+ 20.58% |
$1.95M - $2.26M
|
246K
$12.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12.3K+ 65.74% |
$572K - $661K
|
31K
$1.62M
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
9.7KNew |
$451K - $521K
|
9.7K
$506K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
8.23K+ 92.46% |
$382K - $442K
|
17.1K
$894K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.45KNew |
$207K - $239K
|
4.45K
$232K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
4.2KNew |
$195K - $225K
|
4.2K
$219K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4.04KNew |
$188K - $217K
|
4.04K
$211K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.81KNew |
$177K - $204K
|
3.81K
$199K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.88K+ 4.23% |
$87.3K - $101K
|
46.3K
$2.41M
|
|
|
Oct 10, 2024
Q3 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
664+ 0.24% |
$30.8K - $35.6K
|
279K
$14.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
590+ 16.81% |
$27.4K - $31.7K
|
4.1K
$214K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
433+ 6.58% |
$20.1K - $23.2K
|
7.01K
$366K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
345+ 12.94% |
$16K - $18.5K
|
3.01K
$157K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
305New |
$14.2K - $16.4K
|
305
$15.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
291+ 5.58% |
$13.5K - $15.6K
|
5.51K
$287K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
234+ 1.53% |
$10.9K - $12.6K
|
15.5K
$809K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
110+ 1.75% |
$5.11K - $5.9K
|
6.41K
$335K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
40+ 0.55% |
$1.86K - $2.15K
|
7.35K
$384K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
31+ 22.96% |
$1.44K - $1.66K
|
166
$8.66K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
29+ 0.32% |
$1.35K - $1.56K
|
9.04K
$472K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
16+ 0.22% |
$743 - $859
|
7.28K
$380K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10+ 2.13% |
$465 - $537
|
480
$25K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
48KNew |
$2.21M - $2.38M
|
48K
$2.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
27.4K+ 26.25% |
$1.26M - $1.36M
|
132K
$6.87M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
19.7K+ 190.97% |
$904K - $976K
|
30K
$1.56M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
16.8KNew |
$771K - $832K
|
16.8K
$875K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.1K+ 41.91% |
$604K - $652K
|
44.5K
$2.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.73K+ 100.0% |
$355K - $384K
|
15.5K
$806K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.57K+ 37.26% |
$348K - $376K
|
27.9K
$1.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.44KNew |
$296K - $320K
|
6.44K
$336K
|
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
6.08K+ 5.27% |
$280K - $302K
|
121K
$6.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.59K+ 0.7% |
$257K - $277K
|
802K
$41.9M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.81K+ 1.25% |
$221K - $239K
|
389K
$20.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.31K+ 10.12% |
$198K - $214K
|
46.9K
$2.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
3.69K+ 13.82% |
$170K - $183K
|
30.4K
$1.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.17K+ 5.53% |
$99.7K - $108K
|
41.4K
$2.16M
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
1.99KNew |
$91.5K - $98.8K
|
1.99K
$104K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.88K+ 0.98% |
$86.2K - $93.1K
|
194K
$10.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
542+ 7.25% |
$24.9K - $26.9K
|
8.02K
$418K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
328+ 6.3% |
$15.1K - $16.3K
|
5.54K
$289K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
276+ 6.26% |
$12.7K - $13.7K
|
4.68K
$244K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
275New |
$12.6K - $13.6K
|
275
$14.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
243+ 1.66% |
$11.2K - $12.1K
|
14.8K
$774K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
227+ 4.13% |
$10.4K - $11.3K
|
5.72K
$298K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
179New |
$8.23K - $8.88K
|
179
$9.34K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
152+ 1.73% |
$6.99K - $7.54K
|
8.95K
$467K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
114+ 1.84% |
$5.24K - $5.66K
|
6.3K
$329K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
48New |
$2.21K - $2.38K
|
48
$2.5K
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
BUY
|
- |
25+ 0.24% |
$1.15K - $1.24K
|
10.5K
$545K
|
|