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 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-38.5K- 90.2% |
$1.86M - $2.15M
|
4.18K
$194K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-24.6K- 33.41% |
$1.19M - $1.37M
|
49K
$2.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Shore Point Advisors, LLC
|
SELL
|
- |
-12.9K- 4.58% |
$622K - $718K
|
268K
$12.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-9.75K- 18.38% |
$471K - $544K
|
43.3K
$2M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-5.28K- 47.31% |
$255K - $295K
|
5.88K
$272K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.67K- 1.5% |
$80.6K - $93.1K
|
109K
$5.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.34K- 14.34% |
$64.8K - $74.8K
|
8.01K
$371K
|
|
|
Apr 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-991- 17.62% |
$47.9K - $55.3K
|
4.63K
$214K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-944- 13.65% |
$45.7K - $52.7K
|
5.97K
$276K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-798- 5.86% |
$38.6K - $44.6K
|
12.8K
$594K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-703- 4.57% |
$34K - $39.3K
|
14.7K
$680K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-637- 3.19% |
$30.8K - $35.6K
|
19.3K
$895K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-534- 50.0% |
$25.8K - $29.8K
|
534
$24.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-231- 3.53% |
$11.2K - $12.9K
|
6.31K
$292K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-165- 1.61% |
$7.98K - $9.21K
|
10.1K
$465K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-94- 2.02% |
$4.55K - $5.25K
|
4.55K
$211K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-60- 1.23% |
$2.9K - $3.35K
|
4.81K
$223K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-51- 30.72% |
$2.47K - $2.85K
|
115
$5.32K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-46- 50.0% |
$2.23K - $2.57K
|
46
$2.13K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-71.9K- 18.35% |
$3.69M - $4.22M
|
320K
$14.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-40.7K- 4.57% |
$2.09M - $2.39M
|
849K
$39.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-40.2K- 13.45% |
$2.06M - $2.36M
|
259K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-15.6K- 2.1% |
$802K - $918K
|
729K
$33.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-9.72K- 8.26% |
$499K - $571K
|
108K
$5M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-8.42K- 4.31% |
$432K - $495K
|
187K
$8.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-7.73K- 50.0% |
$397K - $454K
|
7.73K
$358K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.68K- 12.95% |
$394K - $451K
|
51.6K
$2.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-6.4K- 36.04% |
$329K - $376K
|
11.4K
$526K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.36K- 5.06% |
$327K - $374K
|
119K
$5.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.35K- 9.53% |
$326K - $373K
|
60.3K
$2.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-4.25K- 70.81% |
$218K - $250K
|
1.75K
$81.1K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.38K- 13.88% |
$173K - $199K
|
21K
$970K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.26K- 0.65% |
$167K - $192K
|
499K
$23.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-2.56K- 1.83% |
$131K - $150K
|
137K
$6.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.32K- 42.93% |
$119K - $136K
|
3.09K
$143K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.06K- 56.21% |
$106K - $121K
|
1.61K
$74.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.97K- 2.84% |
$101K - $116K
|
67.5K
$3.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.36K- 2.94% |
$69.7K - $79.8K
|
44.8K
$2.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-1.09K- 7.02% |
$55.9K - $64K
|
14.4K
$667K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1K- 13.44% |
$51.5K - $59K
|
6.47K
$299K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-1K- 9.57% |
$51.3K - $58.8K
|
9.45K
$437K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-847- 2.44% |
$43.5K - $49.8K
|
33.9K
$1.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-777- 4.27% |
$39.9K - $45.7K
|
17.4K
$807K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-577- 0.82% |
$29.6K - $33.9K
|
70.1K
$3.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-498- 10.25% |
$25.6K - $29.3K
|
4.36K
$202K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-460- 40.82% |
$23.6K - $27K
|
667
$30.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-447- 16.82% |
$22.9K - $26.3K
|
2.21K
$102K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-434- 4.57% |
$22.3K - $25.5K
|
9.06K
$419K
|
|
|
Feb 13, 2025
Q4 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-387- 1.49% |
$19.9K - $22.7K
|
25.7K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-357- 4.51% |
$18.3K - $21K
|
7.56K
$350K
|
|