Arkadios Wealth Advisors Wisdomtree U.S. Smallcap Fund Transaction History

Arkadios Wealth Advisors

$1.64 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 14, 2022	SELL	$40.36 - $48.23 $56,665 - $67,714	-1,404 Reduced 19.08%	5,953 $245,000
Q1 2022 May 02, 2022	SELL	$46.51 - $52.43 $129,530 - $146,017	-2,785 Reduced 27.46%	7,357 $353,000
Q4 2021 Feb 03, 2022	SELL	$49.06 - $53.68 $215,373 - $235,655	-4,390 Reduced 30.21%	10,142 $521,000
Q3 2021 Oct 19, 2021	SELL	$46.0 - $49.88 $33,396 - $36,212	-726 Reduced 4.76%	14,532 $702,000
Q2 2021 Jul 28, 2021	SELL	$46.72 - $51.33 $1.16 Million - $1.27 Million	-24,755 Reduced 61.87%	15,258 $753,000
Q1 2021 Apr 26, 2021	BUY	$38.56 - $49.72 $177,376 - $228,712	4,600 Added 12.99%	40,013 $1.9 Million
Q4 2020 Feb 09, 2021	BUY	$30.25 - $39.21 $1.06 Million - $1.37 Million	35,029 Added 9122.14%	35,413 $1.38 Million
Q3 2020 Nov 10, 2020	SELL	$26.86 - $32.12 $6,365 - $7,612	-237 Reduced 38.16%	384 $12.5 Million
Q2 2020 Aug 10, 2020	SELL	$20.39 - $32.74 $1,549 - $2,488	-76 Reduced 10.9%	621 $17.4 Million
Q1 2020 May 14, 2020	SELL	$19.73 - $38.37 $12,035 - $23,405	-610 Reduced 46.67%	697 $15.6 Million
Q4 2019 Feb 14, 2020	BUY	$34.15 - $38.59 $44,634 - $50,437	1,307 New	1,307 $0

Others Institutions Holding EES

# of Institutions

153

Shares Held

7.2M

Call Options Held

9.7K

Put Options Held

0

About WISDOMTREE U.S. SMALLCAP FUND

Ticker EES
Sector ETFs
Industry ETFs

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