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 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-96- 0.46% |
$4.46K - $5.15K
|
20.7K
$1.12M
|
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
SELL
|
- |
-49- 0.26% |
$2.28K - $2.63K
|
18.4K
$994K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-46- 0.85% |
$2.14K - $2.47K
|
5.35K
$289K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-37- 1.81% |
$1.72K - $1.99K
|
2K
$108K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-28- 1.04% |
$1.3K - $1.5K
|
2.66K
$143K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-25- 0.15% |
$1.16K - $1.34K
|
16.7K
$903K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-11- 19.3% |
$511 - $590
|
46
$2.48K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5- 83.33% |
$232 - $268
|
1
$53.9
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.8K- 31.02% |
$725K - $782K
|
35.1K
$1.89M
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.4K- 24.18% |
$64.5K - $69.6K
|
4.4K
$237K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-312- 1.61% |
$14.3K - $15.5K
|
19K
$1.03M
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-208- 11.13% |
$9.56K - $10.3K
|
1.66K
$89.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-163- 55.07% |
$7.49K - $8.09K
|
133
$7.17K
|
|
|
Jul 19, 2024
Q2 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-53- 1.21% |
$2.44K - $2.63K
|
4.34K
$234K
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-53- 1.21% |
$2.44K - $2.63K
|
4.31K
$232K
|
|
| Q1 2024 | |||||||
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-300- 17.65% |
$13.9K - $15K
|
1.4K
$75.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-200- 40.0% |
$9.28K - $10K
|
300
$16.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-114- 86.36% |
$5.29K - $5.71K
|
18
$970
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-74- 11.44% |
$3.43K - $3.71K
|
573
$30.9K
|
|
| Q4 2023 | |||||||
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-684- 8.94% |
$27.4K - $34.7K
|
6.97K
$375K
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-170- 16.97% |
$6.81K - $8.62K
|
832
$44.8K
|
|
| Q3 2023 | |||||||
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-19.2K- 8.71% |
$817K - $925K
|
202K
$10.9M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-6.16K- 47.45% |
$262K - $296K
|
6.82K
$368K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-956- 1.96% |
$40.6K - $46K
|
47.9K
$2.58M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-201- 3.68% |
$8.55K - $9.67K
|
5.27K
$284K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-72- 48.98% |
$3.06K - $3.46K
|
75
$4.04K
|
|
| Q2 2023 | |||||||
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-31K- 67.38% |
$1.25M - $1.4M
|
15K
$810K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-395- 1.94% |
$16.4K - $19.4K
|
20K
$1.08M
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-614- 9.82% |
$24.7K - $28.2K
|
5.64K
$304K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-79.6K- 71.23% |
$3.12M - $3.8M
|
32.2K
$1.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-7.73KClosed |
$303K - $369K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.84K- 27.82% |
$71.9K - $87.6K
|
4.76K
$257K
|
|
| Q2 2022 | |||||||
|
Aug 01, 2022
Q2 2022
|
Empowered Funds, LLC
|
SELL
|
- |
-133KClosed |
$5.36M - $6.4M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-31.9KClosed |
$1.29M - $1.54M
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-28.6K- 84.96% |
$1.15M - $1.38M
|
5.07K
$273K
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-20.5KClosed |
$829K - $991K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-6.11KClosed |
$247K - $295K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
SELL
|
- |
-4.81KClosed |
$194K - $232K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-4.55KClosed |
$184K - $219K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.43KClosed |
$179K - $214K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-4.41KClosed |
$178K - $213K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.32KClosed |
$93.7K - $112K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.08KClosed |
$84K - $100K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.4K- 19.08% |
$56.7K - $67.7K
|
5.95K
$321K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-860- 5.34% |
$34.7K - $41.5K
|
15.2K
$822K
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-702Closed |
$28.3K - $33.9K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-665- 26.84% |
$26.8K - $32.1K
|
1.81K
$97.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-36Closed |
$1.45K - $1.74K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-31Closed |
$1.25K - $1.5K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-8.7KClosed |
$405K - $456K
|
0
$0
|
|