Latest Institutional Sells of Wisdomtree U.S. Smallcap Fund (EES)

EES Quotes by TradingView

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
Feb 17, 2021 Q4 2020
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-38.4K
Closed
$1.16M - $1.5M
0 $0
Feb 03, 2021 Q4 2020
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-3.96K
Closed
$120K - $155K
0 $0
Feb 04, 2021 Q4 2020
Trustcore Financial Services, LLC

SELL
 -
-800
- 16.67%
$24.2K - $31.4K
4K $204K
Feb 22, 2021 Q4 2020
Retirement Group, LLC

SELL
 -
-358
Closed
$10.8K - $14K
0 $0
Feb 12, 2021 Q4 2020
Disciplined Investments, LLC

Tulsa, OK
SELL
 -
-81
Closed
$2.45K - $3.18K
0 $0
Q3 2020
Oct 08, 2020 Q3 2020
Cottage Street Advisors LLC

SELL
 -
-7.2K
Closed
$193K - $231K
0 $0
Nov 09, 2020 Q3 2020
Financial Architects, Inc

Marlton, NJ
SELL
 -
-1.43K
Closed
$38.3K - $45.8K
0 $0
Nov 13, 2020 Q3 2020
Orion Portfolio Solutions, LLC

SELL
 -
-950
Closed
$25.5K - $30.5K
0 $0
Nov 02, 2020 Q3 2020
Keebeck Wealth Management, LLC

Chicago, IL
SELL
 -
-594
Closed
$16K - $19.1K
0 $0
Nov 05, 2020 Q3 2020
Alpha Core Capital LLC

La Jolla, CA
SELL
 -
-123
Closed
$3.3K - $3.95K
0 $0
Q2 2020
Aug 13, 2020 Q2 2020
Bsw Wealth Partners

Boulder, CO
SELL
 -
-110K
Closed
$2.24M - $3.6M
0 $0
Aug 14, 2020 Q2 2020
Pinnacle Associates LTD

SELL
 -
-35.2K
Closed
$717K - $1.15M
0 $0
Aug 11, 2020 Q2 2020
Pinnacle Wealth Management Advisory Group, LLC

SELL
 -
-34.6K
Closed
$706K - $1.13M
0 $0
Aug 12, 2020 Q2 2020
Financial Partners Capital Management LLC

New York, NY
SELL
 -
-18.4K
Closed
$376K - $604K
0 $0
Aug 14, 2020 Q2 2020
Two Sigma Securities, LLC

New York, NY
SELL
 -
-17.9K
Closed
$365K - $585K
0 $0
Jul 09, 2020 Q2 2020
Unison Advisors LLC

SELL
 -
-17.4K
Closed
$355K - $569K
0 $0
Aug 14, 2020 Q2 2020
Portfolio Solutions, LLC

Troy, MI
SELL
 -
-11.4K
Closed
$233K - $374K
0 $0
Aug 11, 2020 Q2 2020
Wealthquest Corp

Cincinnati, OH
SELL
 -
-5.47K
Closed
$112K - $179K
0 $0
Sep 07, 2021 Q2 2020
Sargent Bickham Lagudis LLC

SELL
 -
-1.5K
Closed
$30.6K - $49.2K
0 $0
Jul 29, 2020 Q2 2020
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-936
Closed
$19.1K - $30.6K
0 $0
Aug 04, 2020 Q2 2020
Providence Capital Advisors, LLC

Charlotte, NC
SELL
 -
-900
Closed
$18.4K - $29.5K
0 $0
Aug 10, 2020 Q2 2020
Synovus Financial Corp

Columbus, GA
SELL
 -
-275
Closed
$5.61K - $9K
0 $0
Aug 13, 2020 Q2 2020
Massmutual Trust CO Fsb

SELL
 -
-225
Closed
$4.59K - $7.37K
0 $0
Jul 23, 2020 Q2 2020
Hartford Financial Management Inc.

SELL
 -
-69
Closed
$1.41K - $2.26K
0 $0
Q1 2020
Jan 08, 2024 Q1 2020
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-192K
Closed
$3.79M - $7.37M
0 $0
May 19, 2025 Q1 2020
Heck Capital Advisors, LLC

Rhinelander, WI
SELL
 -
-121K
Closed
$2.39M - $4.64M
0 $0
May 15, 2020 Q1 2020
Perritt Capital Management Inc

Chicago, IL
SELL
 -
-103K
Closed
$2.04M - $3.96M
0 $0
May 14, 2020 Q1 2020
Marietta Wealth Management, LLC

SELL
 -
-99K
Closed
$1.95M - $3.8M
0 $0
May 15, 2020 Q1 2020
Sawtooth Solutions, LLC

SELL
 -
-77.7K
Closed
$1.53M - $2.98M
0 $0
Apr 16, 2020 Q1 2020
Surevest, LLC

Los Angeles, CA
SELL
 -
-76.9K
Closed
$1.52M - $2.95M
0 $0
Apr 14, 2020 Q1 2020
Optas, LLC

SELL
 -
-70.9K
Closed
$1.4M - $2.72M
0 $0
May 08, 2020 Q1 2020
Barber Financial Group, Inc.

SELL
 -
-51.3K
Closed
$1.01M - $1.97M
0 $0
Apr 29, 2020 Q1 2020
Perennial Investment Advisors, LLC

Los Angeles, CA
SELL
 -
-13.8K
Closed
$272K - $528K
0 $0
Apr 22, 2020 Q1 2020
Covenant Asset Management, LLC

SELL
 -
-11.6K
Closed
$229K - $445K
0 $0
Apr 28, 2020 Q1 2020
Us Advisors Wealth Management, LLC

Eden Prairie, MN
SELL
 -
-10.7K
Closed
$212K - $411K
0 $0
May 04, 2020 Q1 2020
Sky Oak Wealth, LLC

SELL
 -
-9.94K
Closed
$196K - $381K
0 $0
May 06, 2020 Q1 2020
Bank Hapoalim Bm

SELL
 -
-8.18K
Closed
$161K - $314K
0 $0
May 07, 2020 Q1 2020
Personal Wealth Partners

Bloomington, MN
SELL
 -
-4.5K
Closed
$88.8K - $173K
0 $0
Sep 08, 2021 Q1 2020
J Arnold Wealth Management CO

Youngstown, OH
SELL
 -
-4.43K
Closed
$87.5K - $170K
0 $0
Jul 20, 2020 Q1 2020
Belpointe Asset Management LLC

SELL
 -
-4.33K
Closed
$85.4K - $166K
0 $0
May 14, 2020 Q1 2020
Advisor Net Financial, Inc

SELL
 -
-2.45K
Closed
$48.2K - $93.8K
0 $0
Mar 24, 2023 Q1 2020
American Portfolios Advisors

Holbrook, NY
SELL
 -
-1.63K
- 61.9%
$32.1K - $62.4K
1K $51K
Jun 03, 2020 Q1 2020
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-528
Closed
$10.4K - $20.3K
0 $0
Apr 23, 2020 Q1 2020
Coastal Investment Advisors, Inc.

Wilmington, DE
SELL
 -
-381
Closed
$7.52K - $14.6K
0 $0
May 15, 2020 Q1 2020
Kore Private Wealth LLC

New York, NY
SELL
 -
-304
Closed
$6K - $11.7K
0 $0
Aug 13, 2024 Q1 2020
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-129
Closed
$2.55K - $4.95K
0 $0
Apr 22, 2020 Q1 2020
Creative Financial Designs Inc

SELL
 -
-122
Closed
$2.41K - $4.68K
0 $0
May 12, 2020 Q1 2020
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-21
Closed
$414 - $806
0 $0
Q4 2019
Feb 13, 2020 Q4 2019
Daido Life Insurance CO

Tokyo, M0
SELL
 -
-415K
Closed
$14.2M - $16M
0 $0

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