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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.44KNew |
$296K - $320K
|
6.44K
$347K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
1.99KNew |
$91.5K - $98.8K
|
1.99K
$107K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
276+ 6.26% |
$12.7K - $13.7K
|
4.68K
$252K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
275New |
$12.6K - $13.6K
|
275
$14.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
179New |
$8.23K - $8.88K
|
179
$9.65K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
48New |
$2.21K - $2.38K
|
48
$2.59K
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
BUY
|
- |
25+ 0.24% |
$1.15K - $1.24K
|
10.5K
$563K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Management Corp
|
BUY
|
- |
17+ 0.33% |
$782 - $844
|
5.25K
$283K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
41KNew |
$1.9M - $2.06M
|
41K
$2.21M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
39.8KNew |
$1.85M - $1.99M
|
39.8K
$2.14M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.8K+ 6.33% |
$503K - $543K
|
182K
$9.8M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
6.06KNew |
$281K - $303K
|
6.06K
$326K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.23KNew |
$243K - $262K
|
5.23K
$282K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3K+ 1.53% |
$139K - $150K
|
200K
$10.8M
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.14K+ 786.9% |
$53K - $57.2K
|
1.29K
$69.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
453New |
$21K - $22.7K
|
453
$24.4K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
163New |
$7.56K - $8.17K
|
163
$8.79K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
53New |
$2.46K - $2.66K
|
53
$2.86K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
25New |
$1.16K - $1.25K
|
25
$1.35K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8New |
$371 - $401
|
8
$431
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 5.0% |
$46.4 - $50.1
|
21
$1.13K
|
|
| Q4 2023 | |||||||
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.53KNew |
$182K - $230K
|
4.53K
$244K
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
4.45KNew |
$178K - $226K
|
4.45K
$240K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4.29KNew |
$172K - $217K
|
4.29K
$231K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4KNew |
$160K - $203K
|
4K
$216K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.57K+ 11.5% |
$103K - $130K
|
24.9K
$1.34M
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
1K+ 9.09% |
$40.1K - $50.7K
|
12K
$647K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
126New |
$5.05K - $6.39K
|
126
$6.79K
|
|
| Q3 2023 | |||||||
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
2.58KNew |
$110K - $124K
|
2.58K
$139K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
2.14KNew |
$91.1K - $103K
|
2.14K
$116K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
64New |
$2.72K - $3.08K
|
64
$3.45K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
59New |
$2.51K - $2.84K
|
59
$3.18K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
54New |
$2.3K - $2.6K
|
54
$2.91K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
956+ 35.29% |
$38.4K - $43.2K
|
3.67K
$198K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
50New |
$2.01K - $2.26K
|
50
$2.7K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
69.8KNew |
$2.89M - $3.43M
|
69.8K
$3.76M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.1KNew |
$87.1K - $103K
|
2.1K
$113K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.33KNew |
$55.3K - $65.5K
|
1.33K
$71.8K
|
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
719+ 13.28% |
$29.8K - $35.3K
|
6.13K
$331K
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
243New |
$10.1K - $11.9K
|
243
$13.1K
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
BUY
|
- |
126New |
$5.22K - $6.19K
|
126
$6.79K
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
79+ 0.74% |
$3.28K - $3.88K
|
10.8K
$583K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
6.07KNew |
$244K - $278K
|
6.07K
$327K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
819New |
$32.9K - $37.6K
|
819
$44.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
375New |
$15.1K - $17.2K
|
375
$20.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
202New |
$8.11K - $9.27K
|
202
$10.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
200New |
$8.03K - $9.17K
|
200
$10.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
10New |
$402 - $459
|
10
$539
|
|
| Q3 2022 | |||||||
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
10.3KNew |
$403K - $491K
|
10.3K
$554K
|
|
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
2.15K+ 28.1% |
$84.3K - $103K
|
9.81K
$529K
|
|