Beacon Pointe Advisors, LLC Wisdomtree U.S. Smallcap Fund Transaction History

Beacon Pointe Advisors, LLC

  • $8.76 Billion
  • Q1 2025

A detailed history of Beacon Pointe Advisors, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 20,222 shares of EES stock, worth $988,451. This represents 0.01% of its overall portfolio holdings.

Number of Shares
20,222
Holding current value
$988,451
% of portfolio
0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$48.37 - $55.84 $978,138 - $1.13 Million
20,222 New
20,222 $987,000
Q3 2024

Nov 14, 2024
BUY
$46.45 - $53.68 $939,311 - $1.09 Million
20,222 New
20,222 $1.07 Million
Q4 2022

Feb 14, 2023
BUY
$40.17 - $45.87 $812,317 - $927,583
20,222 New
20,222 $861,000
Q1 2022

May 17, 2022
BUY
$46.51 - $52.43 $945,501 - $1.07 Million
20,329 New
20,329 $975,000

Others Institutions Holding EES

# of Institutions
156
Shares Held
7.61M
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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