Latest Institutional Sells of Wisdomtree U.S. Smallcap Fund (EES)

EES Quotes by TradingView

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
Apr 20, 2022 Q1 2022
Epic Trust Investment Advisors, LLC

SELL
 -
-8.41K
Closed
$391K - $441K
0 $0
May 16, 2022 Q1 2022
Wolverine Trading, LLC

Chicago, IL
SELL
 -
-7.42K
Closed
$345K - $389K
0 $0
May 06, 2022 Q1 2022
Klingman & Associates, LLC

SELL
 -
-4.05K
Closed
$188K - $212K
0 $0
Apr 22, 2022 Q1 2022
Benedetti & Gucer, Inc.

SELL
 -
-3.94K
Closed
$183K - $207K
0 $0
Aug 09, 2022 Q1 2022
Verus Capital Partners, LLC

Scottsdale, AZ
SELL
 -
-745
Closed
$34.6K - $39.1K
0 $0
May 16, 2022 Q1 2022
Eaton Vance Management

Boston, MA
SELL
 -
-290
Closed
$13.5K - $15.2K
0 $0
May 13, 2022 Q1 2022
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-200
Closed
$9.3K - $10.5K
0 $0
Apr 26, 2022 Q1 2022
Confluence Wealth Services, Inc.

Mcmurray, PA
SELL
 -
-200
Closed
$9.3K - $10.5K
0 $0
Q4 2021
Feb 11, 2022 Q4 2021
First Heartland Consultants, Inc.

SELL
 -
-20.7K
Closed
$1.01M - $1.11M
0 $0
Feb 01, 2022 Q4 2021
Centaurus Financial, Inc.

SELL
 -
-14K
Closed
$686K - $751K
0 $0
Feb 11, 2022 Q4 2021
Golden State Equity Partners

South Coast Metro, CA
SELL
 -
-4.54K
Closed
$223K - $244K
0 $0
Feb 11, 2022 Q4 2021
Kowal Investment Group, LLC

Waukesha, WI
SELL
 -
-1.54K
Closed
$75.5K - $82.6K
0 $0
Feb 14, 2022 Q4 2021
Barclays PLC

London, X0
SELL
 -
-325
Closed
$15.9K - $17.4K
0 $0
Jan 20, 2022 Q4 2021
Chicago Capital, LLC

SELL
 -
-90
Closed
$4.42K - $4.83K
0 $0
Feb 08, 2022 Q4 2021
Ranch Capital Advisors Inc.

Sarasota, FL
SELL
 -
-60
Closed
$2.94K - $3.22K
0 $0
Q3 2021
Nov 15, 2021 Q3 2021
Hilltop Holdings Inc.

Dallas, TX
SELL
 -
-5.64K
Closed
$260K - $281K
0 $0
Oct 12, 2021 Q3 2021
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-4.98K
Closed
$229K - $248K
0 $0
Nov 15, 2021 Q3 2021
Exodus Point Capital Management, LP

New York, NY
SELL
 -
-1.97K
Closed
$90.8K - $98.4K
0 $0
Nov 12, 2021 Q3 2021
Bank Of Montreal

Toronto, A6
SELL
 -
-1.75K
Closed
$80.6K - $87.4K
0 $0
Nov 12, 2021 Q3 2021
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-504
Closed
$23.2K - $25.1K
0 $0
Q2 2021
Jul 23, 2021 Q2 2021
Signify Wealth

SELL
 -
-185K
Closed
$8.64M - $9.49M
0 $0
Jul 22, 2021 Q2 2021
Ewg Elevate Inc.

SELL
 -
-29.9K
Closed
$1.39M - $1.53M
0 $0
Aug 16, 2021 Q2 2021
Evercore Wealth Management, LLC

New York, NY
SELL
 -
-5.5K
Closed
$257K - $282K
0 $0
Aug 10, 2021 Q2 2021
Kelman Lazarov, Inc.

Memphis, TN
SELL
 -
-5.41K
Closed
$253K - $278K
0 $0
Aug 19, 2021 Q2 2021
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-4.4K
Closed
$205K - $226K
0 $0
Aug 05, 2021 Q2 2021
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-2.63K
Closed
$123K - $135K
0 $0
Aug 02, 2021 Q2 2021
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-140
Closed
$6.54K - $7.19K
0 $0
Aug 16, 2021 Q2 2021
Rmr Wealth Builders

SELL
 -
-56
Closed
$2.62K - $2.87K
0 $0
Q1 2021
May 13, 2021 Q1 2021
Townsend Asset Management Corp

SELL
 -
-14.3K
Closed
$550K - $709K
0 $0
Jun 21, 2021 Q1 2021
Wealthsource Partners, LLC

SELL
 -
-10.8K
Closed
$418K - $539K
0 $0
May 07, 2021 Q1 2021
Cutler Investment Counsel LLC

SELL
 -
-5.78K
Closed
$223K - $288K
0 $0
May 03, 2021 Q1 2021
Asset Dedication, LLC

SELL
 -
-1.6K
- 33.59%
$61.7K - $79.5K
3.16K $165K
Apr 12, 2021 Q1 2021
Valeo Financial Advisors, LLC

SELL
 -
-1.42K
Closed
$54.6K - $70.4K
0 $0
May 10, 2021 Q1 2021
Safeguard Investment Advisory Group, LLC

SELL
 -
-928
Closed
$35.8K - $46.1K
0 $0
May 13, 2021 Q1 2021
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-275
Closed
$10.6K - $13.7K
0 $0
May 12, 2021 Q1 2021
Quadrant Capital Group LLC

Cincinnati, OH
SELL
 -
-275
Closed
$10.6K - $13.7K
0 $0
Apr 21, 2021 Q1 2021
Horizon Financial Services, LLC

SELL
 -
-29
Closed
$1.12K - $1.44K
0 $0
May 11, 2021 Q1 2021
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-11
Closed
$424 - $547
0 $0
Q4 2020
Feb 17, 2021 Q4 2020
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-38.4K
Closed
$1.16M - $1.5M
0 $0
Feb 03, 2021 Q4 2020
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-3.96K
Closed
$120K - $155K
0 $0
Feb 04, 2021 Q4 2020
Trustcore Financial Services, LLC

SELL
 -
-800
- 16.67%
$24.2K - $31.4K
4K $209K
Feb 22, 2021 Q4 2020
Retirement Group, LLC

SELL
 -
-358
Closed
$10.8K - $14K
0 $0
Feb 12, 2021 Q4 2020
Disciplined Investments, LLC

Tulsa, OK
SELL
 -
-81
Closed
$2.45K - $3.18K
0 $0
Q3 2020
Oct 08, 2020 Q3 2020
Cottage Street Advisors LLC

SELL
 -
-7.2K
Closed
$193K - $231K
0 $0
Nov 09, 2020 Q3 2020
Financial Architects, Inc

Marlton, NJ
SELL
 -
-1.43K
Closed
$38.3K - $45.8K
0 $0
Nov 13, 2020 Q3 2020
Orion Portfolio Solutions, LLC

SELL
 -
-950
Closed
$25.5K - $30.5K
0 $0
Nov 02, 2020 Q3 2020
Keebeck Wealth Management, LLC

Chicago, IL
SELL
 -
-594
Closed
$16K - $19.1K
0 $0
Nov 05, 2020 Q3 2020
Alpha Core Capital LLC

La Jolla, CA
SELL
 -
-123
Closed
$3.3K - $3.95K
0 $0
Q2 2020
Jul 14, 2020 Q2 2020
Private Wealth Strategies, L.L.C.

SELL
 -
-171K
Closed
$3.49M - $5.61M
0 $0

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