Atria Wealth Solutions, Inc. Wisdomtree U.S. Smallcap Fund Transaction History

Atria Wealth Solutions, Inc.

  • $8.79 Billion
  • Q2 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 6,874 shares of EES stock, worth $360,060. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,874
Previous 7,267 5.41%
Holding current value
$360,060
Previous $364,000 11.26%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024
SELL
$45.98 - $49.63 $18,070 - $19,504
-393 Reduced 5.41%
6,874 $323,000
Q1 2024

May 13, 2024
SELL
$46.41 - $50.12 $20,791 - $22,453
-448 Reduced 5.81%
7,267 $364,000
Q4 2023

Feb 02, 2024
SELL
$40.06 - $50.69 $17,586 - $22,252
-439 Reduced 5.38%
7,715 $384,000
Q3 2023

Nov 08, 2023
BUY
$42.52 - $48.12 $1,233 - $1,395
29 Added 0.36%
8,154 $352,000
Q2 2023

Aug 03, 2023
BUY
$40.17 - $45.19 $9,118 - $10,258
227 Added 2.87%
8,125 $364,000
Q1 2023

Aug 22, 2023
SELL
$41.46 - $49.11 $6,053 - $7,170
-146 Reduced 1.8%
7,979 $344,000
Q1 2023

Jun 14, 2023
SELL
$41.46 - $49.11 $3,358 - $3,977
-81 Reduced 1.02%
7,898 $341,000
Q1 2023

May 10, 2023
BUY
$41.46 - $49.11 $3,358 - $3,977
81 Added 1.03%
7,979 $344,000
Q4 2022

Aug 30, 2023
SELL
$40.17 - $45.87 $9,118 - $10,412
-227 Reduced 2.79%
7,898 $336,000
Q4 2022

Feb 13, 2023
BUY
$40.17 - $45.87 $200 - $229
5 Added 0.06%
7,898 $336,000
Q3 2022

Nov 14, 2022
SELL
$39.17 - $47.72 $13,239 - $16,129
-338 Reduced 4.11%
7,893 $309,000
Q2 2022

Aug 15, 2022
BUY
$40.36 - $48.23 $9,928 - $11,864
246 Added 3.08%
8,231 $338,000
Q1 2022

May 16, 2022
BUY
$46.51 - $52.43 $371,382 - $418,653
7,985 New
7,985 $383,000

Others Institutions Holding EES

# of Institutions
148
Shares Held
7.4M
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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