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 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
54New |
$2.3K - $2.6K
|
54
$2.43K
|
|
| Q2 2023 | |||||||
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
53+ 0.27% |
$2.13K - $2.4K
|
20K
$899K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
50New |
$2.01K - $2.26K
|
50
$2.25K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
69.8KNew |
$2.89M - $3.43M
|
69.8K
$3.13M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.1KNew |
$87.1K - $103K
|
2.1K
$94.3K
|
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
719+ 13.28% |
$29.8K - $35.3K
|
6.13K
$275K
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
243New |
$10.1K - $11.9K
|
243
$10.9K
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
BUY
|
- |
126New |
$5.22K - $6.19K
|
126
$5.66K
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
79+ 0.74% |
$3.28K - $3.88K
|
10.8K
$486K
|
|
| Q4 2022 | |||||||
|
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 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
375New |
$15.1K - $17.2K
|
375
$16.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
202New |
$8.11K - $9.27K
|
202
$9.07K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
200New |
$8.03K - $9.17K
|
200
$8.98K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
10New |
$402 - $459
|
10
$449
|
|
| Q3 2022 | |||||||
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
10.3KNew |
$403K - $491K
|
10.3K
$462K
|
|
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
2.15K+ 28.1% |
$84.3K - $103K
|
9.81K
$440K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
837New |
$32.8K - $39.9K
|
837
$37.6K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
250New |
$9.79K - $11.9K
|
250
$11.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
8+ 0.04% |
$313 - $382
|
22.3K
$1M
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.53KNew |
$385K - $460K
|
9.53K
$428K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.64KNew |
$66.2K - $79K
|
1.64K
$73.6K
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
978New |
$39.5K - $47.2K
|
978
$43.9K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
100New |
$4.04K - $4.82K
|
100
$4.49K
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
83New |
$3.35K - $4K
|
83
$3.73K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12KNew |
$558K - $629K
|
12K
$539K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
5.4KNew |
$265K - $290K
|
5.4K
$243K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
1.35KNew |
$66.2K - $72.5K
|
1.35K
$60.6K
|
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
692New |
$33.9K - $37.1K
|
692
$31.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
505New |
$24.8K - $27.1K
|
505
$22.7K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
14.8KNew |
$689K - $757K
|
14.8K
$663K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
92New |
$4.3K - $4.72K
|
92
$4.13K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
26New |
$1K - $1.29K
|
26
$1.17K
|
|
| Q4 2020 | |||||||
|
Feb 02, 2021
Q4 2020
|
Addison Advisors LLC
|
BUY
|
- |
225New |
$6.81K - $8.82K
|
225
$10.1K
|
|
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
42New |
$1.27K - $1.65K
|
42
$1.89K
|
|
| Q4 2019 | |||||||
|
May 15, 2024
Q4 2019
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.5KNew |
$51.2K - $57.9K
|
1.5K
$67.4K
|
|
|
Feb 14, 2020
Q4 2019
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
95New |
$3.24K - $3.67K
|
95
$4.27K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
117New |
N/A
|
117
$5.26K
|
|
| Q2 2018 | |||||||
|
Aug 01, 2018
Q2 2018
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
465New |
N/A
|
465
$20.9K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
3New |
N/A
|
3
$135
|
|