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 |
---|---|---|---|---|---|---|---|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.43KClosed |
$179K - $214K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-4.41KClosed |
$178K - $213K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.32KClosed |
$93.7K - $112K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.08KClosed |
$84K - $100K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.4K- 19.08% |
$56.7K - $67.7K
|
5.95K
$304K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-860- 5.34% |
$34.7K - $41.5K
|
15.2K
$778K
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-702Closed |
$28.3K - $33.9K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-665- 26.84% |
$26.8K - $32.1K
|
1.81K
$92.4K
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-36Closed |
$1.45K - $1.74K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-31Closed |
$1.25K - $1.5K
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-8.7KClosed |
$405K - $456K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-8.41KClosed |
$391K - $441K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-7.42KClosed |
$345K - $389K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-4.05KClosed |
$188K - $212K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-3.94KClosed |
$183K - $207K
|
0
$0
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-745Closed |
$34.6K - $39.1K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-290Closed |
$13.5K - $15.2K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-200Closed |
$9.3K - $10.5K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-200Closed |
$9.3K - $10.5K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-20.7KClosed |
$1.01M - $1.11M
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-14KClosed |
$686K - $751K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Harvest Investment Services, LLC
|
SELL
|
- |
-13.5KClosed |
$664K - $727K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-4.54KClosed |
$223K - $244K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.54KClosed |
$75.5K - $82.6K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-325Closed |
$15.9K - $17.4K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Chicago Capital, LLC
|
SELL
|
- |
-90Closed |
$4.42K - $4.83K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-60Closed |
$2.94K - $3.22K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-5.64KClosed |
$260K - $281K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.98KClosed |
$229K - $248K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-1.97KClosed |
$90.8K - $98.4K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.75KClosed |
$80.6K - $87.4K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-504Closed |
$23.2K - $25.1K
|
0
$0
|
|
Q2 2021 | |||||||
Jul 23, 2021
Q2 2021
|
Signify Wealth
|
SELL
|
- |
-185KClosed |
$8.64M - $9.49M
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Ewg Elevate Inc.
|
SELL
|
- |
-29.9KClosed |
$1.39M - $1.53M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-5.5KClosed |
$257K - $282K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-5.41KClosed |
$253K - $278K
|
0
$0
|
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.4KClosed |
$205K - $226K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.63KClosed |
$123K - $135K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-140Closed |
$6.54K - $7.19K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-56Closed |
$2.62K - $2.87K
|
0
$0
|
|
Q1 2021 | |||||||
May 13, 2021
Q1 2021
|
Townsend Asset Management Corp
|
SELL
|
- |
-14.3KClosed |
$550K - $709K
|
0
$0
|
|
Jun 21, 2021
Q1 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-10.8KClosed |
$418K - $539K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-5.78KClosed |
$223K - $288K
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-1.6K- 33.59% |
$61.7K - $79.5K
|
3.16K
$161K
|
|
Apr 12, 2021
Q1 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.42KClosed |
$54.6K - $70.4K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-928Closed |
$35.8K - $46.1K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-275Closed |
$10.6K - $13.7K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-275Closed |
$10.6K - $13.7K
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-29Closed |
$1.12K - $1.44K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-11Closed |
$424 - $547
|
0
$0
|