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 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-165K- 31.73% |
$7.59M - $8.2M
|
355K
$18.3M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-129K- 15.82% |
$5.95M - $6.42M
|
688K
$35.5M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-36K- 6.88% |
$1.66M - $1.79M
|
487K
$25.2M
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-22.3K- 54.41% |
$1.03M - $1.11M
|
18.7K
$966K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-17.4K- 20.26% |
$802K - $866K
|
68.6K
$3.54M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.8K- 31.02% |
$725K - $782K
|
35.1K
$1.81M
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-11.7K- 5.27% |
$537K - $579K
|
210K
$10.8M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.9K- 7.92% |
$500K - $540K
|
127K
$6.53M
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-10.9K- 67.54% |
$499K - $539K
|
5.22K
$269K
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-9.51K- 2.77% |
$437K - $472K
|
334K
$17.2M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.31K- 2.92% |
$244K - $264K
|
177K
$9.12M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.41K- 5.53% |
$203K - $219K
|
75.4K
$3.89M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.62K- 9.04% |
$166K - $180K
|
36.4K
$1.88M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.24K- 16.85% |
$149K - $161K
|
16K
$824K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.62K- 9.43% |
$121K - $130K
|
25.2K
$1.3M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.51K- 1.85% |
$115K - $124K
|
133K
$6.85M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.17K- 25.58% |
$99.6K - $107K
|
6.3K
$325K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1.97K- 40.64% |
$90.7K - $97.9K
|
2.88K
$149K
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-1.71K- 15.93% |
$78.6K - $84.8K
|
9.02K
$465K
|
|
Aug 13, 2024
Q2 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-1.4K- 19.81% |
$64.5K - $69.6K
|
5.68K
$293K
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.4K- 24.18% |
$64.5K - $69.6K
|
4.4K
$227K
|
|
Jul 19, 2024
Q2 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-960- 2.8% |
$44.1K - $47.6K
|
33.3K
$1.72M
|
|
Jul 16, 2024
Q2 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-831- 0.3% |
$38.2K - $41.2K
|
279K
$14.4M
|
|
Jul 29, 2024
Q2 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-745- 4.44% |
$34.3K - $37K
|
16K
$828K
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-653Closed |
$30K - $32.4K
|
0
$0
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-644- 6.75% |
$29.6K - $32K
|
8.9K
$459K
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-481- 3.38% |
$22.1K - $23.9K
|
13.8K
$710K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-393- 5.41% |
$18.1K - $19.5K
|
6.87K
$355K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-378- 1.78% |
$17.4K - $18.8K
|
20.8K
$1.07M
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-350- 6.09% |
$16.1K - $17.4K
|
5.4K
$279K
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-312- 1.61% |
$14.3K - $15.5K
|
19K
$982K
|
|
Jul 17, 2024
Q2 2024
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-284- 0.88% |
$13.1K - $14.1K
|
32.1K
$1.66M
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-214- 2.81% |
$9.84K - $10.6K
|
7.39K
$381K
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-208- 11.13% |
$9.56K - $10.3K
|
1.66K
$85.7K
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-163- 55.07% |
$7.49K - $8.09K
|
133
$6.86K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-117- 2.23% |
$5.38K - $5.81K
|
5.13K
$265K
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-108- 0.76% |
$4.97K - $5.36K
|
14.1K
$730K
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-100- 0.67% |
$4.6K - $4.96K
|
14.8K
$764K
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-59- 0.55% |
$2.71K - $2.93K
|
10.6K
$549K
|
|
Jul 19, 2024
Q2 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-53- 1.21% |
$2.44K - $2.63K
|
4.34K
$224K
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-53- 1.21% |
$2.44K - $2.63K
|
4.31K
$222K
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-51- 0.39% |
$2.34K - $2.53K
|
13K
$673K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-869- 14.64% |
$40.3K - $43.6K
|
5.07K
$261K
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-300- 17.65% |
$13.9K - $15K
|
1.4K
$72.3K
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-300- 3.94% |
$13.9K - $15K
|
7.31K
$377K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-200- 40.0% |
$9.28K - $10K
|
300
$15.5K
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-198- 8.85% |
$9.19K - $9.92K
|
2.04K
$105K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-185- 2.74% |
$8.59K - $9.27K
|
6.58K
$339K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-114- 86.36% |
$5.29K - $5.71K
|
18
$929
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-74- 11.44% |
$3.43K - $3.71K
|
573
$29.6K
|