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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-248K- 90.86% |
$10.5M - $12.6M
|
24.9K
$1.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-105K- 79.01% |
$4.48M - $5.37M
|
28K
$1.56M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-61.4K- 19.37% |
$2.61M - $3.13M
|
256K
$14.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-42.5K- 5.23% |
$1.81M - $2.17M
|
769K
$43M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-39.5K- 64.36% |
$1.68M - $2.01M
|
21.9K
$1.22M
|
|
|
Jul 29, 2025
Q2 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-36.7K- 84.77% |
$1.56M - $1.87M
|
6.59K
$369K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-35.3K- 43.58% |
$1.5M - $1.8M
|
45.7K
$2.56M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-23.5K- 3.13% |
$999K - $1.2M
|
726K
$40.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-18.5K- 7.9% |
$788K - $944K
|
216K
$12.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-13.8K- 1.88% |
$586K - $703K
|
720K
$40.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.1K- 8.76% |
$428K - $514K
|
105K
$5.87M
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-9.5K- 65.58% |
$404K - $485K
|
4.99K
$279K
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
SELL
|
- |
-8.21K- 33.43% |
$349K - $418K
|
16.3K
$914K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-5.58K- 37.7% |
$237K - $284K
|
9.22K
$515K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.31K- 1.66% |
$226K - $271K
|
314K
$17.5M
|
|
|
Jul 17, 2025
Q2 2025
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-5.04K- 16.3% |
$215K - $257K
|
25.9K
$1.45M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.42K- 22.01% |
$188K - $225K
|
15.7K
$875K
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3.82K- 2.18% |
$163K - $195K
|
172K
$9.61M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.22K- 6.29% |
$137K - $164K
|
48K
$2.68M
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-2.34K- 1.71% |
$99.4K - $119K
|
135K
$7.53M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.76K- 12.26% |
$74.9K - $89.7K
|
12.6K
$705K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.3K- 1.16% |
$55.2K - $66.2K
|
111K
$6.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-1.3K- 8.96% |
$55.1K - $66.1K
|
13.2K
$736K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.19K- 23.1% |
$50.4K - $60.4K
|
3.95K
$221K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.05K- 13.84% |
$44.5K - $53.3K
|
6.51K
$364K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-960- 11.04% |
$40.8K - $49K
|
7.73K
$432K
|
|
|
Aug 11, 2025
Q2 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-920- 1.45% |
$39.1K - $46.9K
|
62.5K
$3.49M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-782- 4.04% |
$33.3K - $39.9K
|
18.6K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-744- 0.15% |
$31.6K - $37.9K
|
489K
$27.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-732- 20.13% |
$31.1K - $37.3K
|
2.91K
$162K
|
|
|
Jul 15, 2025
Q2 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-600- 1.97% |
$25.5K - $30.6K
|
29.8K
$1.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-555- 0.52% |
$23.6K - $28.3K
|
107K
$5.97M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-400- 6.34% |
$17K - $20.4K
|
5.91K
$331K
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-257- 0.52% |
$10.9K - $13.1K
|
48.8K
$2.73M
|
|
|
Jul 29, 2025
Q2 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
SELL
|
- |
-243- 5.03% |
$10.3K - $12.4K
|
4.59K
$257K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-219- 0.45% |
$9.32K - $11.2K
|
48.3K
$2.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-140- 15.93% |
$5.96K - $7.14K
|
739
$41.3K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-125- 2.13% |
$5.32K - $6.37K
|
5.75K
$322K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-122- 5.02% |
$5.19K - $6.22K
|
2.31K
$129K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-115- 2.18% |
$4.89K - $5.86K
|
5.17K
$289K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-86- 1.7% |
$3.66K - $4.39K
|
4.96K
$277K
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-76- 1.76% |
$3.23K - $3.88K
|
4.23K
$237K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-60- 1.14% |
$2.55K - $3.06K
|
5.21K
$291K
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-30- 0.69% |
$1.28K - $1.53K
|
4.33K
$242K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-16- 0.65% |
$681 - $816
|
2.43K
$136K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-5- 0.7% |
$213 - $255
|
711
$39.8K
|
|
| Q1 2025 | |||||||
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-38.5K- 90.2% |
$1.86M - $2.15M
|
4.18K
$234K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-13.5K- 39.83% |
$651K - $751K
|
20.3K
$1.14M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.81K- 32.5% |
$329K - $380K
|
14.1K
$791K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-4.71KClosed |
$228K - $263K
|
0
$0
|
|