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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
210K+ 4996.01% |
$8.95M - $10.7M
|
215K
$11.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
145KNew |
$6.15M - $7.37M
|
145K
$7.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
52.6K+ 73.19% |
$2.24M - $2.68M
|
125K
$6.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36.2K+ 7.63% |
$1.54M - $1.85M
|
511K
$26.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
20.6KNew |
$875K - $1.05M
|
20.6K
$1.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.9K+ 53.9% |
$763K - $915K
|
51.2K
$2.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.97KNew |
$424K - $508K
|
9.97K
$517K
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
9.85K+ 3.67% |
$419K - $502K
|
278K
$14.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.14K+ 18.29% |
$261K - $313K
|
39.7K
$2.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
5.76K+ 17.54% |
$245K - $294K
|
38.6K
$2M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.8KNew |
$204K - $244K
|
4.8K
$249K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.06K+ 3.72% |
$173K - $207K
|
113K
$5.87M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
3.72K+ 8.51% |
$158K - $189K
|
47.4K
$2.46M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.18K+ 28.19% |
$135K - $162K
|
14.5K
$751K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.1K+ 5.03% |
$132K - $158K
|
64.8K
$3.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.04K+ 6.99% |
$129K - $155K
|
46.5K
$2.41M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2.77KNew |
$118K - $141K
|
2.77K
$144K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.61K+ 57.39% |
$111K - $133K
|
7.16K
$371K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.9K+ 125.1% |
$80.8K - $96.8K
|
3.42K
$177K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.77K+ 4.6% |
$75.1K - $90K
|
40.1K
$2.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.54K+ 8.17% |
$65.6K - $78.7K
|
20.4K
$1.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.2KNew |
$51K - $61.2K
|
1.2K
$62.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.06K+ 11.43% |
$45.1K - $54K
|
10.3K
$536K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
843+ 9.8% |
$35.9K - $43K
|
9.44K
$490K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
751New |
$31.9K - $38.3K
|
751
$38.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
669New |
$28.5K - $34.1K
|
669
$34.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
631+ 432.19% |
$26.8K - $32.2K
|
777
$40.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
626+ 3.61% |
$26.6K - $31.9K
|
18K
$931K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
373+ 11.17% |
$15.9K - $19K
|
3.71K
$192K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
324+ 6.37% |
$13.8K - $16.5K
|
5.41K
$280K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
261+ 1.78% |
$11.1K - $13.3K
|
15K
$775K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
248+ 3.12% |
$10.5K - $12.6K
|
8.2K
$425K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
224+ 2.26% |
$9.53K - $11.4K
|
10.1K
$525K
|
|
|
Jul 28, 2025
Q2 2025
|
Capital Management Corp
|
BUY
|
- |
177+ 3.37% |
$7.53K - $9.03K
|
5.43K
$281K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
168New |
$7.15K - $8.57K
|
168
$8.71K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
154+ 9.14% |
$6.55K - $7.85K
|
1.84K
$95.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
153+ 22.9% |
$6.51K - $7.8K
|
821
$42.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
151+ 1.22% |
$6.42K - $7.7K
|
12.5K
$648K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
125+ 12.27% |
$5.32K - $6.37K
|
1.14K
$59.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
110+ 0.42% |
$4.68K - $5.61K
|
26.2K
$1.36M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
88+ 16.0% |
$3.74K - $4.49K
|
638
$33.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
72+ 0.9% |
$3.06K - $3.67K
|
8.08K
$419K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
57+ 0.35% |
$2.42K - $2.91K
|
16.5K
$856K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
53+ 81.54% |
$2.25K - $2.7K
|
118
$6.12K
|
|
|
Aug 05, 2025
Q2 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
24+ 0.24% |
$1.02K - $1.22K
|
10.1K
$523K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
19+ 0.26% |
$808 - $969
|
7.33K
$380K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
17+ 566.67% |
$723 - $867
|
20
$1.04K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
15+ 15.96% |
$638 - $765
|
109
$5.65K
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
13+ 0.1% |
$553 - $663
|
12.8K
$665K
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
10+ 0.04% |
$425 - $510
|
24.2K
$1.26M
|