Latest Institutional Purchases of Wisdomtree U.S. Smallcap Fund (EES)
This list provides information on the latest institutional transactions involving Wisdomtree U.S. Smallcap Fund (EES) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
125KNew |
$6.32M - $7.15M
|
125K
$6.85M
|
|
|
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
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
52.6K+ 16.76% |
$2.65M - $3M
|
366K
$20M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40.3K+ 7.89% |
$2.04M - $2.3M
|
551K
$30.1M
|
|
|
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
|
Morgan Stanley
New York, NY |
BUY
|
- |
34.9K+ 4.8% |
$1.76M - $1.99M
|
761K
$41.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
19.9K+ 7.8% |
$1.01M - $1.14M
|
275K
$15.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
17.8KNew |
$900K - $1.02M
|
17.8K
$975K
|
|
|
Oct 14, 2025
Q3 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
12.7K+ 32.85% |
$640K - $724K
|
51.3K
$2.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
11K+ 1.53% |
$557K - $630K
|
731K
$40M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.8K+ 27.09% |
$543K - $614K
|
50.5K
$2.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
10.7KNew |
$542K - $613K
|
10.7K
$587K
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
7.08KNew |
$358K - $405K
|
7.08K
$387K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.36KNew |
$271K - $306K
|
5.36K
$293K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.66K+ 22.82% |
$235K - $266K
|
25.1K
$1.37M
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3.9KNew |
$197K - $223K
|
3.9K
$213K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.81KNew |
$192K - $217K
|
3.81K
$208K
|
|
|
Nov 14, 2025
Q3 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
3.76KNew |
$190K - $214K
|
3.76K
$205K
|
|
|
Nov 04, 2025
Q3 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
3.03K+ 6.2% |
$153K - $173K
|
51.8K
$2.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.84K+ 6.1% |
$143K - $162K
|
49.3K
$2.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.4K+ 64.63% |
$121K - $137K
|
6.11K
$334K
|
|
|
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
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.08K+ 41.88% |
$105K - $119K
|
7.04K
$385K
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.51KNew |
$76K - $86K
|
1.51K
$82.3K
|
|
|
Nov 12, 2025
Q3 2025
|
New Square Capital LLC
|
BUY
|
- |
1.45K+ 3.07% |
$73.3K - $83K
|
48.8K
$2.67M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.31KNew |
$66.3K - $75.1K
|
1.31K
$71.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.26K+ 12.48% |
$63.8K - $72.2K
|
11.4K
$623K
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
899+ 675.94% |
$45.4K - $51.4K
|
1.03K
$56.4K
|
|
|
Nov 06, 2025
Q3 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
635+ 13.84% |
$32.1K - $36.3K
|
5.22K
$285K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
567New |
$28.6K - $32.4K
|
567
$31K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
540+ 3.01% |
$27.3K - $30.8K
|
18.5K
$1.01M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
428+ 5.98% |
$21.6K - $24.4K
|
7.59K
$415K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
301+ 13.04% |
$15.2K - $17.2K
|
2.61K
$143K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
238+ 0.21% |
$12K - $13.6K
|
113K
$6.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
229+ 2.22% |
$11.6K - $13.1K
|
10.6K
$577K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
166New |
$8.38K - $9.48K
|
166
$9.07K
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
160New |
$8.08K - $9.14K
|
160
$8.75K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
140+ 1.81% |
$7.07K - $8K
|
7.87K
$430K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
131+ 11.45% |
$6.61K - $7.48K
|
1.28K
$69.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
123+ 0.31% |
$6.21K - $7.03K
|
40.2K
$2.2M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
106New |
$5.35K - $6.05K
|
106
$5.79K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
50+ 0.87% |
$2.52K - $2.86K
|
5.8K
$317K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
39New |
$1.97K - $2.23K
|
39
$2.13K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
21+ 0.06% |
$1.06K - $1.2K
|
34.6K
$1.89M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
21+ 19.27% |
$1.06K - $1.2K
|
130
$7.11K
|
|
|
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 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
17+ 0.23% |
$858 - $971
|
7.35K
$402K
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
15+ 0.18% |
$757 - $857
|
8.21K
$449K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
10+ 0.19% |
$505 - $571
|
5.18K
$283K
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
9+ 0.04% |
$454 - $514
|
24.2K
$1.32M
|
|