Avantax Advisory Services, Inc. Wisdomtree U.S. Smallcap Fund Transaction History

Avantax Advisory Services, Inc.

  • $13.8 Billion
  • Q2 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 46,865 shares of EES stock, worth $2.45 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
46,865
Previous 42,559 10.12%
Holding current value
$2.45 Million
Previous $2.13 Million 3.52%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 09, 2024
BUY
$45.98 - $49.63 $197,989 - $213,706
4,306 Added 10.12%
46,865 $2.21 Million
Q1 2024

May 08, 2024
BUY
$46.41 - $50.12 $52,814 - $57,036
1,138 Added 2.75%
42,559 $2.13 Million
Q4 2023

Feb 07, 2024
SELL
$40.06 - $50.69 $12,258 - $15,511
-306 Reduced 0.73%
41,421 $2.06 Million
Q3 2023

Nov 07, 2023
BUY
$42.52 - $48.12 $63,822 - $72,228
1,501 Added 3.73%
41,727 $1.81 Million
Q2 2023

Aug 11, 2023
BUY
$40.17 - $45.19 $51,096 - $57,481
1,272 Added 3.27%
40,226 $1.8 Million
Q1 2023

Apr 28, 2023
SELL
$41.46 - $49.11 $6,426 - $7,612
-155 Reduced 0.4%
38,954 $1.68 Million
Q4 2022

Feb 13, 2023
BUY
$40.17 - $45.87 $218,283 - $249,257
5,434 Added 16.14%
39,109 $1.67 Million
Q3 2022

Nov 01, 2022
BUY
$39.17 - $47.72 $315,945 - $384,909
8,066 Added 31.5%
33,675 $1.32 Million
Q2 2022

Aug 02, 2022
BUY
$40.36 - $48.23 $257,860 - $308,141
6,389 Added 33.24%
25,609 $1.05 Million
Q1 2022

Apr 27, 2022
BUY
$46.51 - $52.43 $255,991 - $288,574
5,504 Added 40.13%
19,220 $921,000
Q4 2021

Jan 24, 2022
SELL
$49.06 - $53.68 $6,819 - $7,461
-139 Reduced 1.0%
13,716 $705,000
Q3 2021

Oct 21, 2021
BUY
$46.0 - $49.88 $506 - $548
11 Added 0.08%
13,855 $670,000
Q2 2021

Jul 29, 2021
SELL
$46.72 - $51.33 $119,463 - $131,250
-2,557 Reduced 15.59%
13,844 $682,000
Q1 2021

May 13, 2021
SELL
$38.56 - $49.72 $26,644 - $34,356
-691 Reduced 4.04%
16,401 $775,000
Q4 2020

Jan 22, 2021
SELL
$30.25 - $39.21 $1.76 Million - $2.28 Million
-58,265 Reduced 77.32%
17,092 $666,000
Q3 2020

Oct 14, 2020
BUY
$26.86 - $32.12 $1.43 Million - $1.71 Million
53,314 Added 241.86%
75,357 $2.25 Million
Q2 2020

Aug 06, 2020
BUY
$20.39 - $32.74 $27,118 - $43,544
1,330 Added 6.42%
22,043 $625,000
Q1 2020

Apr 30, 2020
SELL
$19.73 - $38.37 $379,723 - $738,469
-19,246 Reduced 48.16%
20,713 $462,000
Q4 2019

Feb 14, 2020
BUY
$34.15 - $38.59 $1.36 Million - $1.54 Million
39,959 New
39,959 $1.54 Million

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
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. 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 Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email