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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.86K- 99.9% |
$404K - $462K
|
8
$443
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-2.56K- 1.83% |
$131K - $150K
|
137K
$7.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-2.08K- 18.2% |
$107K - $122K
|
9.35K
$518K
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-1.64K- 5.13% |
$84.2K - $96.4K
|
30.4K
$1.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.1K- 14.36% |
$56.3K - $64.5K
|
6.54K
$363K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-1.09K- 7.02% |
$55.9K - $64K
|
14.4K
$799K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1K- 13.44% |
$51.5K - $59K
|
6.47K
$358K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-1K- 9.57% |
$51.3K - $58.8K
|
9.45K
$524K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-865- 15.71% |
$44.4K - $50.8K
|
4.64K
$257K
|
|
|
Jan 22, 2025
Q4 2024
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-506- 1.61% |
$26K - $29.7K
|
30.9K
$1.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-436- 5.93% |
$22.4K - $25.6K
|
6.92K
$383K
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-248- 6.0% |
$12.7K - $14.6K
|
3.88K
$215K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-190- 0.3% |
$9.75K - $11.2K
|
63.4K
$3.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-109- 0.7% |
$5.59K - $6.41K
|
15.4K
$853K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-100- 2.44% |
$5.13K - $5.88K
|
4K
$222K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-84- 1.7% |
$4.31K - $4.94K
|
4.87K
$270K
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-69- 1.6% |
$3.54K - $4.06K
|
4.24K
$235K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-56- 0.41% |
$2.87K - $3.29K
|
13.6K
$755K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-188K- 97.39% |
$8.76M - $10.1M
|
5.05K
$280K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-118K- 66.99% |
$5.5M - $6.36M
|
58.3K
$3.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-41K- 5.03% |
$1.91M - $2.2M
|
774K
$42.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-34.9K- 10.46% |
$1.62M - $1.87M
|
299K
$16.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-20.6K- 15.63% |
$956K - $1.1M
|
111K
$6.15M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.2K- 14.48% |
$892K - $1.03M
|
114K
$6.29M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-14.5K- 6.9% |
$672K - $776K
|
195K
$10.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.58K- 30.78% |
$399K - $461K
|
19.3K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-6.38K- 7.39% |
$296K - $343K
|
80K
$4.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.65K- 53.12% |
$262K - $303K
|
4.99K
$276K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.49K- 7.32% |
$255K - $295K
|
69.4K
$3.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.72K- 6.25% |
$219K - $253K
|
70.7K
$3.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-4.37K- 14.37% |
$203K - $235K
|
26.1K
$1.44M
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-4.17K- 7.3% |
$194K - $224K
|
53K
$2.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-3.74K- 3.08% |
$174K - $201K
|
118K
$6.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-3.53K- 16.22% |
$164K - $189K
|
18.2K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.52K- 26.95% |
$163K - $189K
|
9.53K
$528K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.3K- 9.07% |
$153K - $177K
|
33.1K
$1.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.73K- 13.1% |
$127K - $146K
|
18.1K
$1M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.72K- 36.83% |
$126K - $146K
|
4.67K
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.99K- 2.89% |
$92.2K - $107K
|
66.6K
$3.69M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-863- 3.43% |
$40.1K - $46.3K
|
24.3K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-820- 42.12% |
$38.1K - $44K
|
1.13K
$62.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-750- 1.6% |
$34.8K - $40.3K
|
46.1K
$2.56M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-722- 0.57% |
$33.5K - $38.8K
|
126K
$6.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-679- 12.26% |
$31.5K - $36.4K
|
4.86K
$269K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-400- 2.2% |
$18.6K - $21.5K
|
17.8K
$984K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-400- 2.04% |
$18.6K - $21.5K
|
19.3K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-397- 3.39% |
$18.4K - $21.3K
|
11.3K
$628K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-297- 1.86% |
$13.8K - $15.9K
|
15.7K
$868K
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-243- 1.64% |
$11.3K - $13K
|
14.6K
$809K
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-225- 2.66% |
$10.5K - $12.1K
|
8.24K
$457K
|
|