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 |
---|---|---|---|---|---|---|---|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-250K- 57.85% |
$11.6M - $12.5M
|
182K
$8.58M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-76K- 8.5% |
$3.52M - $3.81M
|
818K
$38.5M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-28.9K- 47.95% |
$1.34M - $1.45M
|
31.3K
$1.48M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-12K- 14.83% |
$557K - $602K
|
69K
$3.25M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.2K- 33.36% |
$472K - $510K
|
20.3K
$957K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.13K- 18.88% |
$423K - $457K
|
39.2K
$1.85M
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-6.67K- 2.92% |
$309K - $334K
|
221K
$10.4M
|
|
May 15, 2024
Q1 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-6.52K- 19.61% |
$303K - $327K
|
26.7K
$1.26M
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-6.18K- 3.12% |
$287K - $310K
|
192K
$9.03M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.58K- 22.51% |
$259K - $280K
|
19.2K
$905K
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-4.95K- 1.42% |
$230K - $248K
|
343K
$16.2M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.43K- 3.12% |
$206K - $222K
|
137K
$6.48M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.38K- 5.2% |
$203K - $219K
|
79.9K
$3.76M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.34K- 34.68% |
$201K - $218K
|
8.18K
$385K
|
|
Apr 30, 2024
Q1 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-3.79K- 1.34% |
$176K - $190K
|
279K
$13.2M
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-3.77K- 2.62% |
$175K - $189K
|
140K
$6.6M
|
|
Apr 30, 2024
Q1 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-3.32K- 43.05% |
$154K - $166K
|
4.39K
$207K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.43K- 22.29% |
$113K - $122K
|
8.47K
$399K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.28K- 53.98% |
$106K - $114K
|
1.94K
$91.6K
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-2.12K- 12.95% |
$98.4K - $106K
|
14.3K
$672K
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.1K- 20.28% |
$97.5K - $105K
|
8.26K
$389K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.73K- 4.15% |
$80.4K - $86.8K
|
40K
$1.89M
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.51K- 8.57% |
$69.9K - $75.5K
|
16.1K
$757K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-1.33K- 21.54% |
$61.8K - $66.8K
|
4.85K
$229K
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-869- 14.64% |
$40.3K - $43.6K
|
5.07K
$239K
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-765- 5.52% |
$35.5K - $38.3K
|
13.1K
$617K
|
|
Apr 22, 2024
Q1 2024
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-730- 2.21% |
$33.9K - $36.6K
|
32.4K
$1.53M
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-680- 2.14% |
$31.6K - $34.1K
|
31.1K
$1.47M
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-496- 0.78% |
$23K - $24.9K
|
62.8K
$2.96M
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-481- 7.72% |
$22.3K - $24.1K
|
5.75K
$271K
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-457- 6.88% |
$21.2K - $22.9K
|
6.18K
$291K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-448- 5.81% |
$20.8K - $22.5K
|
7.27K
$342K
|
|
Apr 24, 2024
Q1 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-368- 2.15% |
$17.1K - $18.4K
|
16.8K
$791K
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-329- 2.73% |
$15.3K - $16.5K
|
11.7K
$553K
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-326- 4.11% |
$15.1K - $16.3K
|
7.6K
$358K
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-324- 3.28% |
$15K - $16.2K
|
9.54K
$450K
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-300- 3.94% |
$13.9K - $15K
|
7.31K
$345K
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-263- 0.46% |
$12.2K - $13.2K
|
57.1K
$2.69M
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
SELL
|
- |
-250- 2.34% |
$11.6K - $12.5K
|
10.4K
$491K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-200- 40.0% |
$9.28K - $10K
|
300
$14.1K
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-198- 8.85% |
$9.19K - $9.92K
|
2.04K
$96.1K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-185- 2.74% |
$8.59K - $9.27K
|
6.58K
$310K
|
|
May 10, 2024
Q1 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-170- 2.34% |
$7.89K - $8.52K
|
7.08K
$334K
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-140- 0.72% |
$6.5K - $7.02K
|
19.3K
$911K
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-140- 2.36% |
$6.5K - $7.02K
|
5.8K
$273K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-114- 86.36% |
$5.29K - $5.71K
|
18
$848
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-113- 2.52% |
$5.24K - $5.66K
|
4.36K
$206K
|
|
Apr 22, 2024
Q1 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-100- 0.29% |
$4.64K - $5.01K
|
34.3K
$1.62M
|
|
May 10, 2024
Q1 2024
|
Capital Management Corp
|
SELL
|
- |
-20- 0.38% |
$928 - $1K
|
5.23K
$246K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9- 0.17% |
$418 - $451
|
5.25K
$247K
|