Latest Institutional Transactions on Wisdomtree U.S. Smallcap Fund (EES)

EES Quotes by TradingView

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 03, 2022 Q3 2022
Acg Wealth

BUY
 -
8
+ 0.04%
$313 - $382
22.3K $1M
Q2 2022
Sep 21, 2022 Q2 2022
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
100
New
$4.04K - $4.82K
100 $4.49K
Sep 16, 2022 Q2 2022
Private Trust CO Na

BUY
 -
1.64K
New
$66.2K - $79K
1.64K $73.6K
Aug 15, 2022 Q2 2022
Silver Oak Securities, Inc

Jackson, TN
SELL
 -
-4.55K
Closed
$184K - $219K
0 $0
Aug 15, 2022 Q2 2022
Frisch Financial Group, Inc.

Melville, NY
SELL
 -
-4.41K
Closed
$178K - $213K
0 $0
Aug 12, 2022 Q2 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
SELL
 -
-860
- 5.34%
$34.7K - $41.5K
15.2K $685K
Aug 12, 2022 Q2 2022
Stonebridge Capital Advisors LLC

St Paul, MN
SELL
 -
-36
Closed
$1.45K - $1.74K
0 $0
Aug 11, 2022 Q2 2022
Re Dickinson Investment Advisors, LLC

Council Bluffs, IA
SELL
 -
-31
Closed
$1.25K - $1.5K
0 $0
Aug 09, 2022 Q2 2022
Choice Wealth Advisors, LLC

Waterville, ME
SELL
 -
-6.11K
Closed
$247K - $295K
0 $0
Aug 08, 2022 Q2 2022
Oppenheimer & CO Inc

New York, NY
SELL
 -
-20.5K
Closed
$829K - $991K
0 $0
Aug 08, 2022 Q2 2022
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
9.53K
New
$385K - $460K
9.53K $428K
Aug 02, 2022 Q2 2022
Jfs Wealth Advisors, LLC

SELL
 -
-665
- 26.84%
$26.8K - $32.1K
1.81K $81.4K
Aug 01, 2022 Q2 2022
Empowered Funds, LLC

SELL
 -
-133K
Closed
$5.36M - $6.4M
0 $0
Jul 27, 2022 Q2 2022
Clear Creek Financial Management, LLC

SELL
 -
-4.43K
Closed
$179K - $214K
0 $0
Jul 22, 2022 Q2 2022
Black Diamond Wealth Management Inc.

SELL
 -
-31.9K
Closed
$1.29M - $1.54M
0 $0
Jul 21, 2022 Q2 2022
Amplius Wealth Advisors, LLC

SELL
 -
-28.6K
- 84.96%
$1.15M - $1.38M
5.07K $228K
Jul 20, 2022 Q2 2022
Macroview Investment Management LLC

BUY
 -
83
New
$3.35K - $4K
83 $3.73K
Jul 20, 2022 Q2 2022
Cadence Bank Na

SELL
 -
-4.81K
Closed
$194K - $232K
0 $0
Jul 19, 2022 Q2 2022
Mv Capital Management, Inc.

BUY
 -
978
New
$39.5K - $47.2K
978 $43.9K
Jul 18, 2022 Q2 2022
Money Concepts Capital Corp

SELL
 -
-2.32K
Closed
$93.7K - $112K
0 $0
Jul 14, 2022 Q2 2022
Arkadios Wealth Advisors

SELL
 -
-1.4K
- 19.08%
$56.7K - $67.7K
5.95K $267K
Jul 12, 2022 Q2 2022
Koshinski Asset Management, Inc.

SELL
 -
-2.08K
Closed
$84K - $100K
0 $0
Q1 2022
Aug 09, 2022 Q1 2022
Verus Capital Partners, LLC

Scottsdale, AZ
SELL
 -
-745
Closed
$34.6K - $39.1K
0 $0
May 16, 2022 Q1 2022
Wolverine Trading, LLC

Chicago, IL
SELL
 PUT
-8.7K
Closed
$405K - $456K
0 $0
May 16, 2022 Q1 2022
Eaton Vance Management

Boston, MA
SELL
 -
-290
Closed
$13.5K - $15.2K
0 $0
May 16, 2022 Q1 2022
J.W. Cole Advisors, Inc.

BUY
 -
12K
New
$558K - $629K
12K $539K
May 16, 2022 Q1 2022
Wolverine Trading, LLC

Chicago, IL
SELL
 -
-7.42K
Closed
$345K - $389K
0 $0
May 13, 2022 Q1 2022
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-200
Closed
$9.3K - $10.5K
0 $0
May 06, 2022 Q1 2022
Klingman & Associates, LLC

SELL
 -
-4.05K
Closed
$188K - $212K
0 $0
Apr 26, 2022 Q1 2022
Confluence Wealth Services, Inc.

Mcmurray, PA
SELL
 -
-200
Closed
$9.3K - $10.5K
0 $0
Apr 22, 2022 Q1 2022
Benedetti & Gucer, Inc.

SELL
 -
-3.94K
Closed
$183K - $207K
0 $0
Apr 20, 2022 Q1 2022
Epic Trust Investment Advisors, LLC

SELL
 -
-8.41K
Closed
$391K - $441K
0 $0
Q4 2021
Feb 14, 2022 Q4 2021
Barclays PLC

London, X0
SELL
 -
-325
Closed
$15.9K - $17.4K
0 $0
Feb 14, 2022 Q4 2021
Wilson & Boucher Capital Management, LLC

BUY
 -
5.4K
New
$265K - $290K
5.4K $243K
Feb 14, 2022 Q4 2021
Financial Connections Group, Inc.

BUY
 -
1.35K
New
$66.2K - $72.5K
1.35K $60.6K
Feb 14, 2022 Q4 2021
Iag Wealth Partners, LLC

BUY
 -
505
New
$24.8K - $27.1K
505 $22.7K
Feb 11, 2022 Q4 2021
First Heartland Consultants, Inc.

SELL
 -
-20.7K
Closed
$1.01M - $1.11M
0 $0
Feb 11, 2022 Q4 2021
Kowal Investment Group, LLC

Waukesha, WI
SELL
 -
-1.54K
Closed
$75.5K - $82.6K
0 $0
Feb 11, 2022 Q4 2021
Golden State Equity Partners

South Coast Metro, CA
SELL
 -
-4.54K
Closed
$223K - $244K
0 $0
Feb 08, 2022 Q4 2021
Ranch Capital Advisors Inc.

Sarasota, FL
SELL
 -
-60
Closed
$2.94K - $3.22K
0 $0
Feb 01, 2022 Q4 2021
Centaurus Financial, Inc.

SELL
 -
-14K
Closed
$686K - $751K
0 $0
Jan 31, 2022 Q4 2021
Harvest Investment Services, LLC

SELL
 -
-13.5K
Closed
$664K - $727K
0 $0
Jan 20, 2022 Q4 2021
Chicago Capital, LLC

SELL
 -
-90
Closed
$4.42K - $4.83K
0 $0
Jan 13, 2022 Q4 2021
Pacifica Partners Inc.

BUY
 -
692
New
$33.9K - $37.1K
692 $31.1K
Q3 2021
Nov 15, 2021 Q3 2021
Hilltop Holdings Inc.

Dallas, TX
SELL
 -
-5.64K
Closed
$260K - $281K
0 $0
Nov 15, 2021 Q3 2021
Exodus Point Capital Management, LP

New York, NY
SELL
 -
-1.97K
Closed
$90.8K - $98.4K
0 $0
Nov 12, 2021 Q3 2021
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-504
Closed
$23.2K - $25.1K
0 $0
Nov 12, 2021 Q3 2021
Bank Of Montreal

Toronto, A6
SELL
 -
-1.75K
Closed
$80.6K - $87.4K
0 $0
Oct 12, 2021 Q3 2021
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-4.98K
Closed
$229K - $248K
0 $0

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