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

Berger Financial Group, Inc

$1.19 Billion
Q1 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 5,436 shares of EES stock, worth $267,831. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,436

Previous 6,966 21.96%

Holding current value

$267,831

Previous $375,000 29.33%

% of portfolio

0.02%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

157

Shares Held

7.64M

Call Options Held

Put Options Held

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About WISDOMTREE U.S. SMALLCAP FUND

Ticker EES
Sector ETFs
Industry ETFs

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