Allworth Financial LP Wisdomtree U.S. Smallcap Fund Transaction History

Allworth Financial LP

$20.2 Billion
Q2 2025

A detailed history of Allworth Financial LP transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Allworth Financial LP holds 638 shares of EES stock, worth $35,287. This represents 0.0% of its overall portfolio holdings.

Number of Shares

638

Previous 550 16.0%

Holding current value

$35,287

Previous $26,000 23.08%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$42.54 - $50.99 $3,743 - $4,487	88 Added 16.0%	638 $32,000
Q1 2025 Apr 30, 2025	BUY	$48.37 - $55.84 $2,853 - $3,294	59 Added 12.02%	550 $26,000
Q4 2024 Jan 30, 2025	BUY	$51.33 - $58.78 $25,203 - $28,860	491 New	491 $26,000
Q1 2024 Apr 25, 2024	SELL	$46.41 - $50.12 $5,290 - $5,713	-114 Reduced 86.36%	18 $0
Q4 2023 Jan 24, 2024	BUY	$40.06 - $50.69 $320 - $405	8 Added 6.45%	132 $6,000
Q1 2023 Apr 18, 2023	BUY	$41.46 - $49.11 $5,141 - $6,089	124 New	124 $5,000
Q4 2020 Jan 26, 2021	SELL	$30.25 - $39.21 $1,028 - $1,333	-34 Closed	0 $0
Q2 2019 Jul 25, 2019	BUY	N/A	34 New	34 $1,000

Others Institutions Holding EES

# of Institutions

155

Shares Held

7.25M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE U.S. SMALLCAP FUND

Ticker EES
Sector ETFs
Industry ETFs

More about EES

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Allworth Financial LP Wisdomtree U.S. Smallcap Fund Transaction History