Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-71.9K- 18.35% |
$3.69M - $4.22M
|
320K
$16.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-40.7K- 4.57% |
$2.09M - $2.39M
|
849K
$42.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-40.2K- 13.45% |
$2.06M - $2.36M
|
259K
$13.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-15.6K- 2.1% |
$802K - $918K
|
729K
$36.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-9.72K- 8.26% |
$499K - $571K
|
108K
$5.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-8.42K- 4.31% |
$432K - $495K
|
187K
$9.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.86K- 99.9% |
$404K - $462K
|
8
$404
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-7.73K- 50.0% |
$397K - $454K
|
7.73K
$390K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.68K- 12.95% |
$394K - $451K
|
51.6K
$2.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-6.4K- 36.04% |
$329K - $376K
|
11.4K
$574K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.36K- 5.06% |
$327K - $374K
|
119K
$6.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.35K- 9.53% |
$326K - $373K
|
60.3K
$3.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-4.25K- 70.81% |
$218K - $250K
|
1.75K
$88.5K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.38K- 13.88% |
$173K - $199K
|
21K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.26K- 0.65% |
$167K - $192K
|
499K
$25.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.72K- 2.39% |
$139K - $160K
|
111K
$5.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-2.56K- 1.83% |
$131K - $150K
|
137K
$6.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.32K- 42.93% |
$119K - $136K
|
3.09K
$156K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-2.08K- 18.2% |
$107K - $122K
|
9.35K
$472K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.06K- 56.21% |
$106K - $121K
|
1.61K
$81.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.97K- 2.84% |
$101K - $116K
|
67.5K
$3.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-1.64K- 5.13% |
$84.2K - $96.4K
|
30.4K
$1.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.36K- 2.94% |
$69.7K - $79.8K
|
44.8K
$2.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.1K- 14.36% |
$56.3K - $64.5K
|
6.54K
$331K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-1.09K- 7.02% |
$55.9K - $64K
|
14.4K
$728K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-1K- 1.35% |
$51.5K - $59K
|
73.6K
$3.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1K- 13.44% |
$51.5K - $59K
|
6.47K
$327K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-1K- 9.57% |
$51.3K - $58.8K
|
9.45K
$477K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-865- 15.71% |
$44.4K - $50.8K
|
4.64K
$235K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-847- 2.44% |
$43.5K - $49.8K
|
33.9K
$1.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-777- 4.27% |
$39.9K - $45.7K
|
17.4K
$880K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-577- 0.82% |
$29.6K - $33.9K
|
70.1K
$3.54M
|
|
|
Jan 22, 2025
Q4 2024
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-506- 1.61% |
$26K - $29.7K
|
30.9K
$1.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-498- 10.25% |
$25.6K - $29.3K
|
4.36K
$220K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-460- 40.82% |
$23.6K - $27K
|
667
$33.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-447- 16.82% |
$22.9K - $26.3K
|
2.21K
$112K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-436- 5.93% |
$22.4K - $25.6K
|
6.92K
$349K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-434- 4.57% |
$22.3K - $25.5K
|
9.06K
$458K
|
|
|
Feb 13, 2025
Q4 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-387- 1.49% |
$19.9K - $22.7K
|
25.7K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-357- 4.51% |
$18.3K - $21K
|
7.56K
$382K
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-248- 6.0% |
$12.7K - $14.6K
|
3.88K
$196K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-231- 7.67% |
$11.9K - $13.6K
|
2.78K
$140K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-190- 0.3% |
$9.75K - $11.2K
|
63.4K
$3.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-160- 0.37% |
$8.21K - $9.4K
|
43.6K
$2.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-116- 0.56% |
$5.95K - $6.82K
|
20.6K
$1.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-109- 0.7% |
$5.59K - $6.41K
|
15.4K
$778K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-100- 2.44% |
$5.13K - $5.88K
|
4K
$202K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-94- 2.14% |
$4.83K - $5.53K
|
4.31K
$218K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-84- 1.7% |
$4.31K - $4.94K
|
4.87K
$246K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-75- 1.86% |
$3.85K - $4.41K
|
3.97K
$200K
|