Latest Institutional Purchases of Wisdomtree U.S. Smallcap Fund (EES)

EES Quotes by TradingView

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 24, 2025 Q3 2025
Culbertson A N & CO Inc

BUY
 -
7
+ 0.01%
$353 - $400
62.5K $3.41M
Nov 05, 2025 Q3 2025
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
6
+ 0.1%
$303 - $343
5.92K $323K
Nov 14, 2025 Q3 2025
Equitable Holdings, Inc.

New York, NY
BUY
 -
3
+ 0.06%
$151 - $171
4.8K $262K
Nov 06, 2025 Q3 2025
Savvy Advisors, Inc.

New York, NY
BUY
 -
2
+ 0.03%
$101 - $114
5.91K $323K
Nov 03, 2025 Q3 2025
Golden State Wealth Management, LLC

Santa Ana, CA
BUY
 -
2
+ 0.37%
$101 - $114
537 $29.4K
Oct 15, 2025 Q3 2025
Cwm, LLC

BUY
 -
2
+ 0.02%
$101 - $114
12.5K $683K
Nov 10, 2025 Q3 2025
Citigroup Inc

BUY
 -
1
+ 0.05%
$50.5 - $57.1
1.84K $101K
Oct 28, 2025 Q3 2025
Essential Planning, Llc.

Portsmouth, NH
BUY
 -
1
+ 0.01%
$50.5 - $57.1
7.8K $427K
Q2 2025
Aug 14, 2025 Q2 2025
Jane Street Group, LLC

New York, NY
BUY
 -
9.97K
New
$424K - $508K
9.97K $545K
Nov 24, 2025 Q2 2025
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
4.21K
New
$179K - $215K
4.21K $230K
Aug 11, 2025 Q2 2025
Lowe Brockenbrough & CO Inc

BUY
 -
1.2K
New
$51K - $61.2K
1.2K $65.6K
Aug 08, 2025 Q2 2025
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
751
New
$31.9K - $38.3K
751 $41K
Aug 14, 2025 Q2 2025
Mariner, LLC

Overland Park, KS
BUY
 -
324
+ 6.37%
$13.8K - $16.5K
5.41K $296K
Aug 14, 2025 Q2 2025
Talon Private Wealth, LLC

The Villages, FL
BUY
 -
168
New
$7.15K - $8.57K
168 $9.18K
Aug 18, 2025 Q2 2025
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
21
+ 0.12%
$893 - $1.07K
18.2K $995K
Aug 12, 2025 Q2 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q1 2025
May 13, 2025 Q1 2025
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
20.2K
New
$978K - $1.13M
20.2K $1.11M
May 13, 2025 Q1 2025
Invenio Wealth Partners LLC

Coral Gables, FL
BUY
 -
4.65K
+ 4.3%
$225K - $259K
113K $6.16M
Apr 21, 2025 Q1 2025
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
2.7K
+ 33750.0%
$131K - $151K
2.71K $148K
May 08, 2025 Q1 2025
Us Bancorp \De\

BUY
 -
1.57K
+ 22.35%
$75.8K - $87.5K
8.58K $469K
Apr 28, 2025 Q1 2025
Arlington Trust CO LLC

Birmingham, AL
BUY
 -
500
New
$24.2K - $27.9K
500 $27.3K
May 08, 2025 Q1 2025
Cheviot Value Management, LLC

BUY
 -
199
New
$9.63K - $11.1K
199 $10.9K
May 05, 2025 Q1 2025
Ifp Advisors, Inc

BUY
 -
51
+ 8.9%
$2.47K - $2.85K
624 $34.1K
Q4 2024
Feb 14, 2025 Q4 2024
Blue Capital, Inc.

Omaha, NE
BUY
 -
14.8K
New
$760K - $871K
14.8K $810K
Feb 05, 2025 Q4 2024
Parkside Financial Bank & Trust

BUY
 -
6.99K
New
$359K - $411K
6.99K $382K
Jan 22, 2025 Q4 2024
Cathy Pareto & Associates, Inc

Coral Gables, FL
BUY
 -
3.81K
New
$196K - $224K
3.81K $208K
Feb 04, 2025 Q4 2024
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
755
+ 11.39%
$38.8K - $44.4K
7.38K $403K
Jul 14, 2025 Q4 2024
Flp Wealth Management, LLC

Bentonville, AR
BUY
 -
183
New
$9.39K - $10.8K
183 $10K
Feb 14, 2025 Q4 2024
Luminist Capital LLC

Grand Rapids, MI
BUY
 -
7
New
$359 - $411
7 $383
Q3 2024
Oct 30, 2024 Q3 2024
Belvedere Trading LLC

BUY
 CALL
9.7K
New
$451K - $521K
9.7K $530K
Nov 01, 2024 Q3 2024
Essex Savings Bank

BUY
 -
4.2K
New
$195K - $225K
4.2K $230K
Oct 18, 2024 Q3 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
1.88K
+ 4.23%
$87.3K - $101K
46.3K $2.53M
Nov 13, 2024 Q3 2024
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
653
New
$30.3K - $35.1K
653 $35.7K
Oct 17, 2024 Q3 2024
Fifth Third Bancorp

BUY
 -
305
New
$14.2K - $16.4K
305 $16.7K
Nov 05, 2024 Q3 2024
Aptus Capital Advisors, LLC

BUY
 -
51
New
$2.37K - $2.74K
51 $2.79K
Nov 08, 2024 Q3 2024
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
4
+ 0.06%
$186 - $215
6.88K $376K
Feb 03, 2025 Q3 2024
Tucker Asset Management LLC

Littleton, CO
BUY
 -
1
+ 1.69%
$46.5 - $53.7
60 $3.28K
Nov 15, 2024 Q3 2024
Dunhill Financial, LLC

London, X0
BUY
 -
1
+ 1.64%
$46.5 - $53.7
62 $3.39K
Q2 2024
Aug 14, 2024 Q2 2024
Flow Traders U.S. LLC

New York, NY
BUY
 -
6.44K
New
$296K - $320K
6.44K $352K
Aug 07, 2024 Q2 2024
Motco

BUY
 -
1.99K
New
$91.5K - $98.8K
1.99K $109K
Jul 16, 2024 Q2 2024
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
276
+ 6.26%
$12.7K - $13.7K
4.68K $256K
Jul 23, 2024 Q2 2024
Geneos Wealth Management Inc.

BUY
 -
275
New
$12.6K - $13.6K
275 $15K
Jul 31, 2024 Q2 2024
Moisand Fitzgerald Tamayo, LLC

BUY
 -
48
New
$2.21K - $2.38K
48 $2.62K
Q1 2024
May 15, 2024 Q1 2024
Gts Securities LLC

New York, NY
BUY
 -
41K
New
$1.9M - $2.06M
41K $2.24M
May 14, 2024 Q1 2024
Bank Of Nova Scotia

BUY
 -
39.8K
New
$1.85M - $1.99M
39.8K $2.17M
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
10.8K
+ 6.33%
$503K - $543K
182K $9.94M
May 13, 2024 Q1 2024
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
6.06K
New
$281K - $303K
6.06K $331K
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
3K
+ 1.53%
$139K - $150K
200K $10.9M
Apr 25, 2024 Q1 2024
Simplex Trading, LLC

BUY
 -
453
New
$21K - $22.7K
453 $24.8K

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