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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
635+ 13.84% |
$32.1K - $36.3K
|
5.22K
$285K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.8K+ 27.09% |
$543K - $614K
|
50.5K
$2.76M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-26- 3.35% |
$1.31K - $1.49K
|
751
$41K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2+ 0.03% |
$101 - $114
|
5.91K
$323K
|
|
|
Nov 06, 2025
Q3 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.96K- 15.25% |
$98.8K - $112K
|
10.9K
$595K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-375- 2.4% |
$18.9K - $21.4K
|
15.3K
$835K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
540+ 3.01% |
$27.3K - $30.8K
|
18.5K
$1.01M
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-7.28K- 4.23% |
$367K - $416K
|
165K
$8.99M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
19.9K+ 7.8% |
$1.01M - $1.14M
|
275K
$15.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6+ 0.1% |
$303 - $343
|
5.92K
$323K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
238+ 0.21% |
$12K - $13.6K
|
113K
$6.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-15.3K- 7.07% |
$771K - $872K
|
201K
$11M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
131+ 11.45% |
$6.61K - $7.48K
|
1.28K
$69.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
3.03K+ 6.2% |
$153K - $173K
|
51.8K
$2.83M
|
|
|
Nov 04, 2025
Q3 2025
|
Capital Management Corp
|
SELL
|
- |
-10- 0.18% |
$505 - $571
|
5.42K
$296K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2+ 0.37% |
$101 - $114
|
537
$29.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
301+ 13.04% |
$15.2K - $17.2K
|
2.61K
$143K
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-85- 0.44% |
$4.29K - $4.86K
|
19.2K
$1.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-519- 3.94% |
$26.2K - $29.6K
|
12.6K
$691K
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
899+ 675.94% |
$45.4K - $51.4K
|
1.03K
$56.4K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
21+ 19.27% |
$1.06K - $1.2K
|
130
$7.11K
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.51KNew |
$76K - $86K
|
1.51K
$82.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-322- 4.94% |
$16.3K - $18.4K
|
6.19K
$338K
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-2.14K- 32.5% |
$108K - $122K
|
4.45K
$243K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
125KNew |
$6.32M - $7.15M
|
125K
$6.85M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
567New |
$28.6K - $32.4K
|
567
$31K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
17+ 0.23% |
$858 - $971
|
7.35K
$402K
|
|
|
Oct 28, 2025
Q3 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1+ 0.01% |
$50.5 - $57.1
|
7.8K
$427K
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
9+ 0.04% |
$454 - $514
|
24.2K
$1.32M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.23K- 22.32% |
$163K - $185K
|
11.2K
$615K
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
SELL
|
- |
-13.4K- 4.82% |
$676K - $765K
|
264K
$14.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
7+ 0.01% |
$353 - $400
|
62.5K
$3.41M
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
50+ 0.87% |
$2.52K - $2.86K
|
5.8K
$317K
|
|
|
Oct 22, 2025
Q3 2025
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-2.54K- 9.8% |
$128K - $145K
|
23.4K
$1.28M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-57- 2.34% |
$2.88K - $3.26K
|
2.38K
$130K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.89K- 9.43% |
$499K - $565K
|
95K
$5.19M
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-22.3K- 15.4% |
$1.12M - $1.27M
|
122K
$6.68M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.31K- 5.26% |
$66K - $74.7K
|
23.6K
$1.29M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
21+ 45.65% |
$1.06K - $1.2K
|
67
$3.66K
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
17.8KNew |
$900K - $1.02M
|
17.8K
$975K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
2+ 0.02% |
$101 - $114
|
12.5K
$683K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
428+ 5.98% |
$21.6K - $24.4K
|
7.59K
$415K
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-950- 11.76% |
$48K - $54.3K
|
7.13K
$390K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-473- 8.7% |
$23.9K - $27K
|
4.96K
$271K
|
|
|
Oct 14, 2025
Q3 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
12.7K+ 32.85% |
$640K - $724K
|
51.3K
$2.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-596- 89.09% |
$30.1K - $34K
|
73
$3.99K
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-579- 0.43% |
$29.2K - $33.1K
|
134K
$7.33M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
166New |
$8.38K - $9.48K
|
166
$9.07K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
229+ 2.22% |
$11.6K - $13.1K
|
10.6K
$577K
|
|
|
Oct 09, 2025
Q3 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-170- 3.93% |
$8.58K - $9.71K
|
4.16K
$227K
|
|