Team Financial Group, LLC Wisdomtree U.S. Smallcap Fund Transaction History

Team Financial Group, LLC

  • $168 Billion
  • Q3 2024

A detailed history of Team Financial Group, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Team Financial Group, LLC holds 4,131 shares of EES stock, worth $240,135. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,131
Previous 5,679 27.26%
Holding current value
$240,135
Previous $268 Million 18.6%
% of portfolio
0.13%
Previous 0.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
SELL
$46.45 - $53.68 $71,904 - $83,096
-1,548 Reduced 27.26%
4,131 $218 Million
Q2 2024

Aug 13, 2024
SELL
$45.98 - $49.63 $64,509 - $69,630
-1,403 Reduced 19.81%
5,679 $268 Million
Q1 2024

May 10, 2024
SELL
$46.41 - $50.12 $7,889 - $8,520
-170 Reduced 2.34%
7,082 $355 Million
Q4 2023

Feb 14, 2024
BUY
$40.06 - $50.69 $3,485 - $4,410
87 Added 1.21%
7,252 $361 Million
Q3 2023

Nov 15, 2023
BUY
$42.52 - $48.12 $304,655 - $344,779
7,165 New
7,165 $310 Million

Others Institutions Holding EES

# of Institutions
153
Shares Held
7.2M
Call Options Held
9.7K
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
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