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 $32,965. This represents 0.0% of its overall portfolio holdings.

Number of Shares
638
Previous 550 16.0%
Holding current value
$32,965
Previous $26,000 23.08%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
153
Shares Held
7.63M
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
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