Purchases and Sales Made in Q2 2025 in Wisdomtree U.S. Smallcap Fund (EES)
This table provides information about the institutional ownership of Wisdomtree U.S. Smallcap Fund (EES) during Q2 2025. The information is specifically focused on institutions that hold shares of WISDOMTREE U.S. SMALLCAP FUND .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
9.85K+ 3.67% |
$419K - $502K
|
278K
$14.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.06K+ 11.43% |
$45.1K - $54K
|
10.3K
$527K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
669New |
$28.5K - $34.1K
|
669
$34.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
224+ 2.26% |
$9.53K - $11.4K
|
10.1K
$516K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
53+ 81.54% |
$2.25K - $2.7K
|
118
$6.02K
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-30- 0.69% |
$1.28K - $1.53K
|
4.33K
$221K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.05K- 13.84% |
$44.5K - $53.3K
|
6.51K
$332K
|