Principal Securities, Inc. Wisdomtree U.S. Smallcap Fund Transaction History

Principal Securities, Inc.

  • $4.44 Trillion
  • Q4 2024

A detailed history of Principal Securities, Inc. transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Principal Securities, Inc. holds 474 shares of EES stock, worth $26,027. This represents 0.0% of its overall portfolio holdings.

Number of Shares
474
Previous 480 1.25%
Holding current value
$26,027
Previous $25.3 Million 0.98%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
SELL
$51.33 - $58.78 $307 - $352
-6 Reduced 1.25%
474 $25.6 Million
Q3 2024

Oct 28, 2024
BUY
$46.45 - $53.68 $464 - $536
10 Added 2.13%
480 $25.3 Million
Q2 2024

Jul 31, 2024
BUY
$45.98 - $49.63 $4,184 - $4,516
91 Added 24.01%
470 $22.2 Million
Q4 2023

Feb 07, 2024
BUY
$40.06 - $50.69 $15,182 - $19,211
379 New
379 $18.9 Million

Others Institutions Holding EES

# of Institutions
155
Shares Held
7.18M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. SMALLCAP FUND

EES Quotes by TradingView
  • Ticker EES
  • Sector ETFs
  • Industry ETFs
More about EES
Track This Portfolio

Track Principal Securities, Inc. Portfolio

Follow Principal Securities, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Principal Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Principal Securities, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email