Essential Planning, Llc. Wisdomtree U.S. Smallcap Fund Transaction History

Essential Planning, Llc.

$269 Billion
Q2 2025

A detailed history of Essential Planning, Llc. transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Essential Planning, Llc. holds 7,803 shares of EES stock, worth $404,507. This represents 0.15% of its overall portfolio holdings.

Number of Shares

7,803

Previous 7,802 0.01%

Holding current value

$404,507

Previous $381 Million 4.36%

% of portfolio

0.15%

Previous 0.15%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$42.54 - $50.99 $42 - $50	1 Added 0.01%	7,803 $398 Million
Q1 2025 May 08, 2025	SELL	$48.37 - $55.84 $25.6 Million - $29.5 Million	-528,978 Reduced 98.55%	7,802 $381 Million
Q4 2024 Feb 07, 2025	BUY	$51.33 - $58.78 $27.1 Million - $31 Million	527,868 Added 5923.11%	536,780 $29 Million
Q3 2024 Nov 07, 2024	SELL	$46.45 - $53.68 $4,877 - $5,636	-105 Reduced 1.16%	8,912 $470,000
Q2 2024 Aug 14, 2024	SELL	$45.98 - $49.63 $78,579 - $84,817	-1,709 Reduced 15.93%	9,017 $424,000
Q4 2023 Feb 13, 2024	SELL	$40.06 - $50.69 $11,897 - $15,054	-297 Reduced 2.69%	10,726 $534,000
Q3 2023 Nov 08, 2023	SELL	$42.52 - $48.12 $34,101 - $38,592	-802 Reduced 6.78%	11,023 $476,000
Q1 2023 May 09, 2023	SELL	$41.46 - $49.11 $370,569 - $438,945	-8,938 Reduced 43.05%	11,825 $511,000
Q4 2022 Feb 14, 2023	BUY	$40.17 - $45.87 $241 - $275	6 Added 0.03%	20,763 $884,000
Q3 2022 Nov 09, 2022	BUY	$39.17 - $47.72 $813,051 - $990,524	20,757 New	20,757 $813,000

Others Institutions Holding EES

# of Institutions

151

Shares Held

7.28M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE U.S. SMALLCAP FUND

Ticker EES
Sector ETFs
Industry ETFs

More about EES

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Essential Planning, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Essential Planning, Llc. with notifications on news.

Account

Essential Planning, Llc. Wisdomtree U.S. Smallcap Fund Transaction History