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

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

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 48,550 shares of EES stock, worth $2.39 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

48,550

Previous 44,758 8.47%

Holding current value

$2.39 Million

Previous $2.41 Million 1.78%

% of portfolio

0.01%

Previous 0.02%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$48.37 - $55.84 $183,419 - $211,745	3,792 Added 8.47%	48,550 $2.37 Million
Q4 2024 Feb 07, 2025	SELL	$51.33 - $58.78 $69,654 - $79,764	-1,357 Reduced 2.94%	44,758 $2.41 Million
Q3 2024 Nov 13, 2024	SELL	$46.45 - $53.68 $34,837 - $40,260	-750 Reduced 1.6%	46,115 $2.43 Million
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

156

Shares Held

7.61M

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