Purchases and Sales Made in Q3 2025 in Wisdomtree U.S. Smallcap Fund (EES)
This table provides information about the institutional ownership of Wisdomtree U.S. Smallcap Fund (EES) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
7+ 0.01% |
$353 - $400
|
62.5K
$3.41M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6+ 0.1% |
$303 - $343
|
5.92K
$323K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3+ 0.06% |
$151 - $171
|
4.8K
$262K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2+ 0.37% |
$101 - $114
|
537
$29.4K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2+ 0.03% |
$101 - $114
|
5.91K
$323K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
2+ 0.02% |
$101 - $114
|
12.5K
$683K
|
|
|
Oct 28, 2025
Q3 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1+ 0.01% |
$50.5 - $57.1
|
7.8K
$427K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
1+ 0.05% |
$50.5 - $57.1
|
1.84K
$101K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1- 5.0% |
$50.5 - $57.1
|
19
$1.04K
|
|
|
Nov 04, 2025
Q3 2025
|
Capital Management Corp
|
SELL
|
- |
-10- 0.18% |
$505 - $571
|
5.42K
$296K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-26- 3.35% |
$1.31K - $1.49K
|
751
$41K
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-32- 0.35% |
$1.62K - $1.83K
|
9.18K
$502K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-38- 1.37% |
$1.92K - $2.17K
|
2.73K
$149K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-48- 1.65% |
$2.42K - $2.74K
|
2.86K
$156K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-57- 2.34% |
$2.88K - $3.26K
|
2.38K
$130K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-65- 55.08% |
$3.28K - $3.71K
|
53
$2.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-85- 0.44% |
$4.29K - $4.86K
|
19.2K
$1.05M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-125- 19.59% |
$6.31K - $7.14K
|
513
$28K
|
|
|
Nov 13, 2025
Q3 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-133- 2.67% |
$6.71K - $7.6K
|
4.86K
$265K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-159- 1.68% |
$8.03K - $9.08K
|
9.28K
$507K
|
|
|
Oct 09, 2025
Q3 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-170- 3.93% |
$8.58K - $9.71K
|
4.16K
$227K
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-189- 1.26% |
$9.54K - $10.8K
|
14.8K
$807K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-271- 1.46% |
$13.7K - $15.5K
|
18.3K
$999K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-322- 4.94% |
$16.3K - $18.4K
|
6.19K
$338K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-375- 2.4% |
$18.9K - $21.4K
|
15.3K
$835K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-473- 8.7% |
$23.9K - $27K
|
4.96K
$271K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-500- 0.63% |
$25.2K - $28.6K
|
79.3K
$4.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-511- 0.46% |
$25.8K - $29.2K
|
111K
$6.04M
|
|
|
Nov 03, 2025
Q3 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-519- 3.94% |
$26.2K - $29.6K
|
12.6K
$691K
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-579- 0.43% |
$29.2K - $33.1K
|
134K
$7.33M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-596- 89.09% |
$30.1K - $34K
|
73
$3.99K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-744- 2.84% |
$37.6K - $42.5K
|
25.4K
$1.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-905- 8.98% |
$45.7K - $51.7K
|
9.18K
$502K
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-950- 11.76% |
$48K - $54.3K
|
7.13K
$390K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.11K- 6.7% |
$55.8K - $63.2K
|
15.4K
$842K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.31K- 5.26% |
$66K - $74.7K
|
23.6K
$1.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.76K- 15.49% |
$88.9K - $101K
|
9.61K
$525K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.8K- 1.44% |
$90.9K - $103K
|
123K
$6.71M
|
|
|
Nov 06, 2025
Q3 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.96K- 15.25% |
$98.8K - $112K
|
10.9K
$595K
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-2.14K- 32.5% |
$108K - $122K
|
4.45K
$243K
|
|
|
Oct 22, 2025
Q3 2025
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-2.54K- 9.8% |
$128K - $145K
|
23.4K
$1.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.54K- 3.92% |
$128K - $145K
|
62.2K
$3.4M
|
|
|
Nov 21, 2025
Q3 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-2.65K- 12.89% |
$134K - $151K
|
17.9K
$979K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.05K- 13.96% |
$154K - $174K
|
18.8K
$1.03M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.23K- 22.32% |
$163K - $185K
|
11.2K
$615K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.26K- 6.8% |
$165K - $186K
|
44.7K
$2.45M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.95K- 47.25% |
$301K - $340K
|
6.65K
$363K
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-7.28K- 4.23% |
$367K - $416K
|
165K
$8.99M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.32K- 14.02% |
$370K - $418K
|
44.9K
$2.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.89K- 9.43% |
$499K - $565K
|
95K
$5.19M
|
|