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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.14K+ 786.9% |
$53K - $57.2K
|
1.29K
$57.8K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.23KNew |
$243K - $262K
|
5.23K
$235K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
25New |
$1.16K - $1.25K
|
25
$1.12K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 5.0% |
$46.4 - $50.1
|
21
$943
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
163New |
$7.56K - $8.17K
|
163
$7.32K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8New |
$371 - $401
|
8
$359
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-200- 40.0% |
$9.28K - $10K
|
300
$13.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
453New |
$21K - $22.7K
|
453
$20.3K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
53New |
$2.46K - $2.66K
|
53
$2.38K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.57K+ 11.5% |
$103K - $130K
|
24.9K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
126New |
$5.05K - $6.39K
|
126
$5.66K
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
4.45KNew |
$178K - $226K
|
4.45K
$200K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-684- 8.94% |
$27.4K - $34.7K
|
6.97K
$313K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4.29KNew |
$172K - $217K
|
4.29K
$193K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4KNew |
$160K - $203K
|
4K
$180K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.53KNew |
$182K - $230K
|
4.53K
$204K
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
1K+ 9.09% |
$40.1K - $50.7K
|
12K
$539K
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-170- 16.97% |
$6.81K - $8.62K
|
832
$37.4K
|
|
| Q3 2023 | |||||||
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-6.16K- 47.45% |
$262K - $296K
|
6.82K
$306K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-956- 1.96% |
$40.6K - $46K
|
47.9K
$2.15M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-72- 48.98% |
$3.06K - $3.46K
|
75
$3.37K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
64New |
$2.72K - $3.08K
|
64
$2.87K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-19.2K- 8.71% |
$817K - $925K
|
202K
$9.05M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
2.58KNew |
$110K - $124K
|
2.58K
$116K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-201- 3.68% |
$8.55K - $9.67K
|
5.27K
$237K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
54New |
$2.3K - $2.6K
|
54
$2.43K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
2.14KNew |
$91.1K - $103K
|
2.14K
$96.3K
|
|
| Q2 2023 | |||||||
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
53+ 0.27% |
$2.13K - $2.4K
|
20K
$899K
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-31K- 67.38% |
$1.25M - $1.4M
|
15K
$675K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
50New |
$2.01K - $2.26K
|
50
$2.25K
|
|
| Q1 2023 | |||||||
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
79+ 0.74% |
$3.28K - $3.88K
|
10.8K
$486K
|
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
69.8KNew |
$2.89M - $3.43M
|
69.8K
$3.13M
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
243New |
$10.1K - $11.9K
|
243
$10.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.1KNew |
$87.1K - $103K
|
2.1K
$94.3K
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
BUY
|
- |
126New |
$5.22K - $6.19K
|
126
$5.66K
|
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
719+ 13.28% |
$29.8K - $35.3K
|
6.13K
$275K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
200New |
$8.03K - $9.17K
|
200
$8.98K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
202New |
$8.11K - $9.27K
|
202
$9.07K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-614- 9.82% |
$24.7K - $28.2K
|
5.64K
$253K
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
6.07KNew |
$244K - $278K
|
6.07K
$272K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
819New |
$32.9K - $37.6K
|
819
$36.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
10New |
$402 - $459
|
10
$449
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
375New |
$15.1K - $17.2K
|
375
$16.8K
|
|
| Q3 2022 | |||||||
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
2.15K+ 28.1% |
$84.3K - $103K
|
9.81K
$440K
|
|
|
Nov 14, 2022
Q3 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-79.6K- 71.23% |
$3.12M - $3.8M
|
32.2K
$1.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.84K- 27.82% |
$71.9K - $87.6K
|
4.76K
$214K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-7.73KClosed |
$303K - $369K
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
250New |
$9.79K - $11.9K
|
250
$11.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
837New |
$32.8K - $39.9K
|
837
$37.6K
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
10.3KNew |
$403K - $491K
|
10.3K
$462K
|
|