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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-118K- 66.99% |
$5.5M - $6.36M
|
58.3K
$3.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-34.9K- 10.46% |
$1.62M - $1.87M
|
299K
$15.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.49K- 7.32% |
$255K - $295K
|
69.4K
$3.62M
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-4.17K- 7.3% |
$194K - $224K
|
53K
$2.77M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.72K- 36.83% |
$126K - $146K
|
4.67K
$244K
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-2.34K- 16.99% |
$109K - $126K
|
11.4K
$596K
|
|
|
Oct 23, 2024
Q3 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-1.55K- 27.26% |
$71.9K - $83.1K
|
4.13K
$216K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.54K- 4.07% |
$71.3K - $82.4K
|
36.2K
$1.89M
|
|
|
Oct 07, 2024
Q3 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-1.34K- 4.01% |
$62.2K - $71.8K
|
32K
$1.67M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.12K- 12.74% |
$51.8K - $59.9K
|
7.64K
$399K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.08K- 0.77% |
$50.1K - $57.9K
|
140K
$7.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-722- 0.57% |
$33.5K - $38.8K
|
126K
$6.56M
|
|
|
Oct 18, 2024
Q3 2024
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-641- 2.0% |
$29.8K - $34.4K
|
31.4K
$1.64M
|
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-530- 3.3% |
$24.6K - $28.5K
|
15.5K
$809K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-469- 3.32% |
$21.8K - $25.2K
|
13.7K
$714K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-297- 1.86% |
$13.8K - $15.9K
|
15.7K
$818K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-234- 3.04% |
$10.9K - $12.6K
|
7.47K
$390K
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-225- 2.66% |
$10.5K - $12.1K
|
8.24K
$430K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-179- 3.49% |
$8.31K - $9.61K
|
4.95K
$258K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-174- 2.16% |
$8.08K - $9.34K
|
7.87K
$411K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-145- 0.7% |
$6.74K - $7.78K
|
20.6K
$1.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-100- 0.16% |
$4.65K - $5.37K
|
63.6K
$3.32M
|
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
SELL
|
- |
-49- 0.26% |
$2.28K - $2.63K
|
18.4K
$962K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-11- 19.3% |
$511 - $590
|
46
$2.4K
|
|
| Q2 2024 | |||||||
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-165K- 31.73% |
$7.59M - $8.2M
|
355K
$18.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-129K- 15.82% |
$5.95M - $6.42M
|
688K
$35.9M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-92.6K- 10.2% |
$4.26M - $4.6M
|
815K
$42.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-36K- 6.88% |
$1.66M - $1.79M
|
487K
$25.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-17.4K- 20.26% |
$802K - $866K
|
68.6K
$3.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.8K- 31.02% |
$725K - $782K
|
35.1K
$1.83M
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-11.7K- 5.27% |
$537K - $579K
|
210K
$10.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.41K- 5.53% |
$203K - $219K
|
75.4K
$3.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.62K- 9.04% |
$166K - $180K
|
36.4K
$1.9M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.62K- 9.43% |
$121K - $130K
|
25.2K
$1.31M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.51K- 1.85% |
$115K - $124K
|
133K
$6.92M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1.97K- 40.64% |
$90.7K - $97.9K
|
2.88K
$150K
|
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-1.71K- 15.93% |
$78.6K - $84.8K
|
9.02K
$471K
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.4K- 24.18% |
$64.5K - $69.6K
|
4.4K
$230K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-653Closed |
$30K - $32.4K
|
0
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-393- 5.41% |
$18.1K - $19.5K
|
6.87K
$359K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-378- 1.78% |
$17.4K - $18.8K
|
20.8K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-350- 6.09% |
$16.1K - $17.4K
|
5.4K
$282K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-312- 1.61% |
$14.3K - $15.5K
|
19K
$993K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-208- 11.13% |
$9.56K - $10.3K
|
1.66K
$86.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-163- 55.07% |
$7.49K - $8.09K
|
133
$6.94K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-100- 0.67% |
$4.6K - $4.96K
|
14.8K
$772K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-59- 0.55% |
$2.71K - $2.93K
|
10.6K
$555K
|
|
|
Jul 19, 2024
Q2 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-53- 1.21% |
$2.44K - $2.63K
|
4.34K
$226K
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-53- 1.21% |
$2.44K - $2.63K
|
4.31K
$225K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-51- 0.39% |
$2.34K - $2.53K
|
13K
$681K
|
|