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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-600- 1.97% |
$25.5K - $30.6K
|
29.8K
$1.63M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-219- 0.45% |
$9.32K - $11.2K
|
48.3K
$2.64M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-140- 15.93% |
$5.96K - $7.14K
|
739
$40.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-76- 1.76% |
$3.23K - $3.88K
|
4.23K
$231K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-60- 1.14% |
$2.55K - $3.06K
|
5.21K
$285K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-5- 0.7% |
$213 - $255
|
711
$38.9K
|
|
| Q1 2025 | |||||||
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-38.5K- 90.2% |
$1.86M - $2.15M
|
4.18K
$229K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.81K- 32.5% |
$329K - $380K
|
14.1K
$773K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-4.71KClosed |
$228K - $263K
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.76K- 19.23% |
$85K - $98.2K
|
7.38K
$404K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.28K- 41.09% |
$61.8K - $71.4K
|
1.83K
$100K
|
|
|
Apr 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-991- 17.62% |
$47.9K - $55.3K
|
4.63K
$253K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-944- 13.65% |
$45.7K - $52.7K
|
5.97K
$326K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-60- 1.23% |
$2.9K - $3.35K
|
4.81K
$263K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-51- 30.72% |
$2.47K - $2.85K
|
115
$6.29K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-7.73K- 50.0% |
$397K - $454K
|
7.73K
$422K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-6.4K- 36.04% |
$329K - $376K
|
11.4K
$621K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.06K- 56.21% |
$106K - $121K
|
1.61K
$87.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1K- 13.44% |
$51.5K - $59K
|
6.47K
$354K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-1K- 9.57% |
$51.3K - $58.8K
|
9.45K
$517K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-75- 1.86% |
$3.85K - $4.41K
|
3.97K
$217K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-118K- 66.99% |
$5.5M - $6.36M
|
58.3K
$3.19M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-6.38K- 7.39% |
$296K - $343K
|
80K
$4.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.52K- 26.95% |
$163K - $189K
|
9.53K
$521K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.72K- 36.83% |
$126K - $146K
|
4.67K
$255K
|
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
SELL
|
- |
-49- 0.26% |
$2.28K - $2.63K
|
18.4K
$1.01M
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-561- 3.8% |
$25.8K - $27.8K
|
14.2K
$777K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-312- 1.61% |
$14.3K - $15.5K
|
19K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-163- 55.07% |
$7.49K - $8.09K
|
133
$7.27K
|
|
|
Jul 19, 2024
Q2 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-53- 1.21% |
$2.44K - $2.63K
|
4.34K
$237K
|
|
| Q1 2024 | |||||||
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-300- 17.65% |
$13.9K - $15K
|
1.4K
$76.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-200- 40.0% |
$9.28K - $10K
|
300
$16.4K
|
|
| Q4 2023 | |||||||
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-170- 16.97% |
$6.81K - $8.62K
|
832
$45.5K
|
|
| Q3 2023 | |||||||
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-19.2K- 8.71% |
$817K - $925K
|
202K
$11M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-6.16K- 47.45% |
$262K - $296K
|
6.82K
$373K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-956- 1.96% |
$40.6K - $46K
|
47.9K
$2.62M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-201- 3.68% |
$8.55K - $9.67K
|
5.27K
$288K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-72- 48.98% |
$3.06K - $3.46K
|
75
$4.1K
|
|
| Q2 2023 | |||||||
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-31K- 67.38% |
$1.25M - $1.4M
|
15K
$821K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-614- 9.82% |
$24.7K - $28.2K
|
5.64K
$308K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-79.6K- 71.23% |
$3.12M - $3.8M
|
32.2K
$1.76M
|
|
|
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
$260K
|
|
| Q2 2022 | |||||||
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-31.9KClosed |
$1.29M - $1.54M
|
0
$0
|
|
|
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
|
|