Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-208K- 27.11% |
$10.5M - $11.9M
|
561K
$30.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-41.5K- 90.81% |
$2.09M - $2.37M
|
4.2K
$230K
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-22.3K- 15.4% |
$1.12M - $1.27M
|
122K
$6.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-20.6K- 4.22% |
$1.04M - $1.18M
|
468K
$25.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.3K- 61.84% |
$873K - $988K
|
10.7K
$583K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-15.3K- 7.07% |
$771K - $872K
|
201K
$11M
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
SELL
|
- |
-13.4K- 4.82% |
$676K - $765K
|
264K
$14.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.89K- 9.43% |
$499K - $565K
|
95K
$5.19M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.32K- 14.02% |
$370K - $418K
|
44.9K
$2.46M
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-7.28K- 4.23% |
$367K - $416K
|
165K
$8.99M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.95K- 47.25% |
$301K - $340K
|
6.65K
$363K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.26K- 6.8% |
$165K - $186K
|
44.7K
$2.45M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.23K- 22.32% |
$163K - $185K
|
11.2K
$615K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.05K- 13.96% |
$154K - $174K
|
18.8K
$1.03M
|
|
|
Nov 21, 2025
Q3 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-2.65K- 12.89% |
$134K - $151K
|
17.9K
$979K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.54K- 3.92% |
$128K - $145K
|
62.2K
$3.4M
|
|
|
Oct 22, 2025
Q3 2025
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-2.54K- 9.8% |
$128K - $145K
|
23.4K
$1.28M
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-2.14K- 32.5% |
$108K - $122K
|
4.45K
$243K
|
|
|
Nov 06, 2025
Q3 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.96K- 15.25% |
$98.8K - $112K
|
10.9K
$595K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.8K- 1.44% |
$90.9K - $103K
|
123K
$6.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.76K- 15.49% |
$88.9K - $101K
|
9.61K
$525K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.31K- 5.26% |
$66K - $74.7K
|
23.6K
$1.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.11K- 6.7% |
$55.8K - $63.2K
|
15.4K
$842K
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-950- 11.76% |
$48K - $54.3K
|
7.13K
$390K
|
|
|
Nov 13, 2025
Q3 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-905- 8.98% |
$45.7K - $51.7K
|
9.18K
$502K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-744- 2.84% |
$37.6K - $42.5K
|
25.4K
$1.39M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-596- 89.09% |
$30.1K - $34K
|
73
$3.99K
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-579- 0.43% |
$29.2K - $33.1K
|
134K
$7.33M
|
|
|
Nov 03, 2025
Q3 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-519- 3.94% |
$26.2K - $29.6K
|
12.6K
$691K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-500- 0.63% |
$25.2K - $28.6K
|
79.3K
$4.33M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-473- 8.7% |
$23.9K - $27K
|
4.96K
$271K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-375- 2.4% |
$18.9K - $21.4K
|
15.3K
$835K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-322- 4.94% |
$16.3K - $18.4K
|
6.19K
$338K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-271- 1.46% |
$13.7K - $15.5K
|
18.3K
$999K
|
|
|
Oct 09, 2025
Q3 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-170- 3.93% |
$8.58K - $9.71K
|
4.16K
$227K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-159- 1.68% |
$8.03K - $9.08K
|
9.28K
$507K
|
|
|
Nov 13, 2025
Q3 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-133- 2.67% |
$6.71K - $7.6K
|
4.86K
$265K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-125- 19.59% |
$6.31K - $7.14K
|
513
$28K
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-85- 0.44% |
$4.29K - $4.86K
|
19.2K
$1.05M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-65- 55.08% |
$3.28K - $3.71K
|
53
$2.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-57- 2.34% |
$2.88K - $3.26K
|
2.38K
$130K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-48- 1.65% |
$2.42K - $2.74K
|
2.86K
$156K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-38- 1.37% |
$1.92K - $2.17K
|
2.73K
$149K
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-32- 0.35% |
$1.62K - $1.83K
|
9.18K
$502K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-26- 3.35% |
$1.31K - $1.49K
|
751
$41K
|
|
|
Nov 04, 2025
Q3 2025
|
Capital Management Corp
|
SELL
|
- |
-10- 0.18% |
$505 - $571
|
5.42K
$296K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1- 5.0% |
$50.5 - $57.1
|
19
$1.04K
|
|
| Q2 2025 | |||||||
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
SELL
|
- |
-8.21K- 33.43% |
$349K - $418K
|
16.3K
$893K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.3K- 1.16% |
$55.2K - $66.2K
|
111K
$6.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.19K- 23.1% |
$50.4K - $60.4K
|
3.95K
$216K
|
|