Latest Institutional Transactions on Wisdomtree U.S. Smallcap Fund (EES)
This table provides information on the latest institutional transactions involving Wisdomtree U.S. Smallcap Fund (EES) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
500+ 7.33% |
$26.6K - $28.2K
|
7.32K
$400K
|
|
|
Jan 21, 2026
Q4 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.07% |
$53.3 - $56.4
|
1.51K
$82.4K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-275- 1.86% |
$14.6K - $15.5K
|
14.5K
$792K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
302+ 5.11% |
$16.1K - $17K
|
6.21K
$340K
|
|
|
Jan 15, 2026
Q4 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-266- 3.41% |
$14.2K - $15K
|
7.54K
$412K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-21- 28.77% |
$1.12K - $1.18K
|
52
$2.84K
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
9+ 0.33% |
$479 - $507
|
2.74K
$150K
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
36+ 0.34% |
$1.92K - $2.03K
|
10.6K
$579K
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-2.9K- 2.37% |
$154K - $163K
|
119K
$6.53M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-82- 49.4% |
$4.37K - $4.62K
|
84
$4.59K
|
|
|
Jan 12, 2026
Q4 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
17+ 0.33% |
$905 - $958
|
5.24K
$286K
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
25+ 0.43% |
$1.33K - $1.41K
|
5.83K
$318K
|
|
|
Jan 12, 2026
Q4 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-240- 5.77% |
$12.8K - $13.5K
|
3.92K
$214K
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
9KNew |
$479K - $507K
|
9K
$492K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-845- 11.14% |
$45K - $47.6K
|
6.74K
$368K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5+ 0.08% |
$266 - $282
|
6.2K
$339K
|
|
|
Jan 08, 2026
Q4 2025
|
Moller Financial Services
|
SELL
|
- |
-45- 0.24% |
$2.4K - $2.54K
|
18.4K
$1.01M
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-711- 9.97% |
$37.9K - $40.1K
|
6.42K
$351K
|
|
| Q3 2025 | |||||||
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-125- 19.59% |
$6.31K - $7.14K
|
513
$28K
|
|
|
Nov 21, 2025
Q3 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-2.65K- 12.89% |
$134K - $151K
|
17.9K
$979K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
39New |
$1.97K - $2.23K
|
39
$2.13K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
10+ 0.19% |
$505 - $571
|
5.18K
$283K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-208K- 27.11% |
$10.5M - $11.9M
|
561K
$30.6M
|
|
|
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
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.3K- 61.84% |
$873K - $988K
|
10.7K
$583K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-20.6K- 4.22% |
$1.04M - $1.18M
|
468K
$25.6M
|
|
|
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 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-41.5K- 90.81% |
$2.09M - $2.37M
|
4.2K
$230K
|
|
|
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 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
140+ 1.81% |
$7.07K - $8K
|
7.87K
$430K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.26K- 6.8% |
$165K - $186K
|
44.7K
$2.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.26K+ 275.15% |
$114K - $129K
|
3.08K
$168K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
21+ 0.06% |
$1.06K - $1.2K
|
34.6K
$1.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
34.9K+ 4.8% |
$1.76M - $1.99M
|
761K
$41.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.11K- 6.7% |
$55.8K - $63.2K
|
15.4K
$842K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
52.6K+ 16.76% |
$2.65M - $3M
|
366K
$20M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
61.1K+ 57.2% |
$3.08M - $3.49M
|
168K
$9.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.26K+ 12.48% |
$63.8K - $72.2K
|
11.4K
$623K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-744- 2.84% |
$37.6K - $42.5K
|
25.4K
$1.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
38.1KNew |
$1.92M - $2.18M
|
38.1K
$2.08M
|
|
|
Nov 14, 2025
Q3 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
3.76KNew |
$190K - $214K
|
3.76K
$205K
|
|
|
Nov 14, 2025
Q3 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.08K+ 41.88% |
$105K - $119K
|
7.04K
$385K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3+ 0.06% |
$151 - $171
|
4.8K
$262K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.36KNew |
$271K - $306K
|
5.36K
$293K
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
7.08KNew |
$358K - $405K
|
7.08K
$387K
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-32- 0.35% |
$1.62K - $1.83K
|
9.18K
$502K
|
|
|
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
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.8K- 1.44% |
$90.9K - $103K
|
123K
$6.71M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
11K+ 1.53% |
$557K - $630K
|
731K
$40M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-159- 1.68% |
$8.03K - $9.08K
|
9.28K
$507K
|
|