Berger Financial Group, Inc Wisdomtree U.S. Smallcap Fund Transaction History

Berger Financial Group, Inc

  • $1.36 Billion
  • Q3 2025

A detailed history of Berger Financial Group, Inc transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Berger Financial Group, Inc holds 4,963 shares of EES stock, worth $274,503. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,963
Previous 5,436 8.7%
Holding current value
$274,503
Previous $277,000 -0.0%
% of portfolio
0.02%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
SELL
$50.48 - $57.12 $23,877 - $27,017
-473 Reduced 8.7%
4,963 $277,000
Q1 2025

May 12, 2025
SELL
$48.37 - $55.84 $74,006 - $85,435
-1,530 Reduced 21.96%
5,436 $265,000
Q4 2023

Feb 07, 2024
SELL
$40.06 - $50.69 $27,401 - $34,671
-684 Reduced 8.94%
6,966 $347,000
Q1 2023

Apr 24, 2023
SELL
$41.46 - $49.11 $97,721 - $115,752
-2,357 Reduced 23.55%
7,650 $330,000
Q2 2022

Aug 08, 2022
SELL
$40.36 - $48.23 $15,901 - $19,002
-394 Reduced 3.79%
10,007 $411,000
Q4 2021

Jan 26, 2022
SELL
$49.06 - $53.68 $64,121 - $70,159
-1,307 Reduced 11.16%
10,401 $535,000
Q2 2021

Jul 29, 2021
BUY
$46.72 - $51.33 $16,492 - $18,119
353 Added 3.11%
11,708 $578,000
Q1 2021

May 12, 2021
SELL
$38.56 - $49.72 $2.52 Million - $3.25 Million
-65,355 Reduced 85.2%
11,355 $538,000
Q4 2020

Feb 02, 2021
BUY
$30.25 - $39.21 $2.32 Million - $3.01 Million
76,710 New
76,710 $2.99 Million

Others Institutions Holding EES

# of Institutions
155
Shares Held
7.25M
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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