Precedent Wealth Partners, LLC Wisdomtree U.S. Smallcap Fund Transaction History

Precedent Wealth Partners, LLC

  • $303 Billion
  • Q3 2024

A detailed history of Precedent Wealth Partners, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 11,427 shares of EES stock, worth $620,143. This represents 0.2% of its overall portfolio holdings.

Number of Shares
11,427
Previous 13,766 16.99%
Holding current value
$620,143
Previous $649 Million 7.09%
% of portfolio
0.2%
Previous 0.26%

Shares

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

Oct 17, 2024
SELL
$46.45 - $53.68 $108,646 - $125,557
-2,339 Reduced 16.99%
11,427 $603 Million
Q2 2024

Jul 23, 2024
SELL
$45.98 - $49.63 $22,116 - $23,872
-481 Reduced 3.38%
13,766 $649 Million
Q1 2024

Apr 23, 2024
BUY
$46.41 - $50.12 $52,628 - $56,836
1,134 Added 8.65%
14,247 $714 Million
Q4 2023

Jan 18, 2024
BUY
$40.06 - $50.69 $525,306 - $664,697
13,113 New
13,113 $653 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
Track This Portfolio

Track Precedent Wealth Partners, LLC Portfolio

Follow Precedent Wealth Partners, LLC 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 Precedent Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Precedent Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email