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
Aug 13, 2020 Q2 2020
Bsw Wealth Partners

Boulder, CO
SELL
 -
-110K
Closed
$2.24M - $3.6M
0 $0
Aug 14, 2020 Q2 2020
Pinnacle Associates LTD

SELL
 -
-35.2K
Closed
$717K - $1.15M
0 $0
Aug 11, 2020 Q2 2020
Pinnacle Wealth Management Advisory Group, LLC

SELL
 -
-34.6K
Closed
$706K - $1.13M
0 $0
Aug 12, 2020 Q2 2020
Financial Partners Capital Management LLC

New York, NY
SELL
 -
-18.4K
Closed
$376K - $604K
0 $0
Aug 14, 2020 Q2 2020
Two Sigma Securities, LLC

New York, NY
SELL
 -
-17.9K
Closed
$365K - $585K
0 $0
Jul 09, 2020 Q2 2020
Unison Advisors LLC

SELL
 -
-17.4K
Closed
$355K - $569K
0 $0
Aug 14, 2020 Q2 2020
Portfolio Solutions, LLC

Troy, MI
SELL
 -
-11.4K
Closed
$233K - $374K
0 $0
Aug 11, 2020 Q2 2020
Wealthquest Corp

Cincinnati, OH
SELL
 -
-5.47K
Closed
$112K - $179K
0 $0
Sep 07, 2021 Q2 2020
Sargent Bickham Lagudis LLC

SELL
 -
-1.5K
Closed
$30.6K - $49.2K
0 $0
Jul 29, 2020 Q2 2020
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-936
Closed
$19.1K - $30.6K
0 $0
Aug 10, 2020 Q2 2020
Synovus Financial Corp

Columbus, GA
SELL
 -
-275
Closed
$5.61K - $9K
0 $0
Aug 13, 2020 Q2 2020
Massmutual Trust CO Fsb

SELL
 -
-225
Closed
$4.59K - $7.37K
0 $0
Jul 23, 2020 Q2 2020
Hartford Financial Management Inc.

SELL
 -
-69
Closed
$1.41K - $2.26K
0 $0
Q1 2020
Jan 08, 2024 Q1 2020
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-192K
Closed
$3.79M - $7.37M
0 $0
May 15, 2020 Q1 2020
Perritt Capital Management Inc

Chicago, IL
SELL
 -
-103K
Closed
$2.04M - $3.96M
0 $0
May 14, 2020 Q1 2020
Marietta Wealth Management, LLC

SELL
 -
-99K
Closed
$1.95M - $3.8M
0 $0
May 15, 2020 Q1 2020
Sawtooth Solutions, LLC

SELL
 -
-77.7K
Closed
$1.53M - $2.98M
0 $0
Apr 16, 2020 Q1 2020
Surevest, LLC

Los Angeles, CA
SELL
 -
-76.9K
Closed
$1.52M - $2.95M
0 $0
Apr 14, 2020 Q1 2020
Optas, LLC

SELL
 -
-70.9K
Closed
$1.4M - $2.72M
0 $0
May 08, 2020 Q1 2020
Barber Financial Group, Inc.

SELL
 -
-51.3K
Closed
$1.01M - $1.97M
0 $0
Apr 29, 2020 Q1 2020
Perennial Investment Advisors, LLC

Los Angeles, CA
SELL
 -
-13.8K
Closed
$272K - $528K
0 $0
Apr 22, 2020 Q1 2020
Covenant Asset Management, LLC

SELL
 -
-11.6K
Closed
$229K - $445K
0 $0
Apr 28, 2020 Q1 2020
Us Advisors Wealth Management, LLC

Eden Prairie, MN
SELL
 -
-10.7K
Closed
$212K - $411K
0 $0
May 04, 2020 Q1 2020
Sky Oak Wealth, LLC

SELL
 -
-9.94K
Closed
$196K - $381K
0 $0
May 06, 2020 Q1 2020
Bank Hapoalim Bm

SELL
 -
-8.18K
Closed
$161K - $314K
0 $0
May 07, 2020 Q1 2020
Personal Wealth Partners

Bloomington, MN
SELL
 -
-4.5K
Closed
$88.8K - $173K
0 $0
Sep 08, 2021 Q1 2020
J Arnold Wealth Management CO

Youngstown, OH
SELL
 -
-4.43K
Closed
$87.5K - $170K
0 $0
Jul 20, 2020 Q1 2020
Belpointe Asset Management LLC

SELL
 -
-4.33K
Closed
$85.4K - $166K
0 $0
May 14, 2020 Q1 2020
Advisor Net Financial, Inc

SELL
 -
-2.45K
Closed
$48.2K - $93.8K
0 $0
Mar 24, 2023 Q1 2020
American Portfolios Advisors

Holbrook, NY
SELL
 -
-1.63K
- 61.9%
$32.1K - $62.4K
1K $53.9K
Jun 03, 2020 Q1 2020
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-528
Closed
$10.4K - $20.3K
0 $0
Apr 23, 2020 Q1 2020
Coastal Investment Advisors, Inc.

Wilmington, DE
SELL
 -
-381
Closed
$7.52K - $14.6K
0 $0
May 15, 2020 Q1 2020
Kore Private Wealth LLC

New York, NY
SELL
 -
-304
Closed
$6K - $11.7K
0 $0
Aug 13, 2024 Q1 2020
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-129
Closed
$2.55K - $4.95K
0 $0
Apr 22, 2020 Q1 2020
Creative Financial Designs Inc

SELL
 -
-122
Closed
$2.41K - $4.68K
0 $0
May 12, 2020 Q1 2020
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-21
Closed
$414 - $806
0 $0
Q4 2019
Feb 13, 2020 Q4 2019
Daido Life Insurance CO

Tokyo, M0
SELL
 -
-415K
Closed
$14.2M - $16M
0 $0
Feb 14, 2020 Q4 2019
Ubs Asset Management Americas Inc

Chicago, IL
SELL
 -
-70.9K
Closed
$2.42M - $2.74M
0 $0
Jan 29, 2020 Q4 2019
Certified Advisory Corp

Altamonte Springs, FL
SELL
 -
-1.2K
Closed
$41K - $46.3K
0 $0
Feb 04, 2020 Q4 2019
Advisory Services Network, LLC

SELL
 -
-36
Closed
$1.23K - $1.39K
0 $0
Q3 2019
Nov 12, 2019 Q3 2019
Alpha Omega Wealth Management LLC

SELL
 -
-1.82K
Closed
$63.7K - $66.8K
0 $0
Oct 18, 2019 Q3 2019
Brand Asset Management Group, Inc.

SELL
 -
-1.16K
Closed
$40.7K - $42.6K
0 $0
Nov 14, 2019 Q3 2019
Brinker Capital Investments, LLC

SELL
 -
-234
Closed
$8.2K - $8.59K
0 $0
Nov 06, 2019 Q3 2019
Mufg Americas Holdings Corp

SELL
 -
-150
Closed
$5.26K - $5.51K
0 $0
Q2 2019
Jul 19, 2019 Q2 2019
Meridian Wealth Management, LLC

SELL
 -
-916
Closed
N/A
0 $0
Jul 10, 2019 Q2 2019
Kwmg, LLC

SELL
 -
-402
Closed
N/A
0 $0
Aug 02, 2019 Q2 2019
Whitener Capital Management, Inc.

Rocky Mount, NC
SELL
 -
-300
Closed
N/A
0 $0
Jul 31, 2019 Q2 2019
Camarda Financial Advisors, LLC

Fleming Island, FL
SELL
 -
-176
Closed
N/A
0 $0
Jul 19, 2019 Q2 2019
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-117
Closed
N/A
0 $0

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