Cambridge Investment Research Advisors, Inc. Wisdomtree U.S. Smallcap Fund Transaction History

Cambridge Investment Research Advisors, Inc.

  • $36.4 Billion
  • Q3 2025

A detailed history of Cambridge Investment Research Advisors, Inc. transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Cambridge Investment Research Advisors, Inc. holds 18,282 shares of EES stock, worth $999,294. This represents 0.0% of its overall portfolio holdings.

Number of Shares
18,282
Previous 18,553 1.46%
Holding current value
$999,294
Previous $945,000 8.04%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2025
SELL
$50.48 - $57.12 $13,680 - $15,479
-271 Reduced 1.46%
18,282 $1.02 Million
Q2 2025

Jul 31, 2025
SELL
$42.54 - $50.99 $33,266 - $39,874
-782 Reduced 4.04%
18,553 $945,000
Q1 2025

Apr 22, 2025
SELL
$48.37 - $55.84 $30,811 - $35,570
-637 Reduced 3.19%
19,335 $944,000
Q4 2024

Feb 14, 2025
BUY
$51.33 - $58.78 $220,616 - $252,636
4,298 Added 27.42%
19,972 $1.08 Million
Q3 2024

Oct 28, 2024
SELL
$46.45 - $53.68 $13,795 - $15,942
-297 Reduced 1.86%
15,674 $827,000
Q2 2024

Jul 26, 2024
SELL
$45.98 - $49.63 $148,837 - $160,652
-3,237 Reduced 16.85%
15,971 $753,000
Q1 2024

Apr 24, 2024
SELL
$46.41 - $50.12 $259,014 - $279,719
-5,581 Reduced 22.51%
19,208 $963,000
Q4 2023

Feb 09, 2024
BUY
$40.06 - $50.69 $26,800 - $33,911
669 Added 2.77%
24,789 $1.24 Million
Q3 2023

Oct 24, 2023
SELL
$42.52 - $48.12 $4,209 - $4,763
-99 Reduced 0.41%
24,120 $1.04 Million
Q2 2023

Jul 13, 2023
SELL
$40.17 - $45.19 $46,838 - $52,691
-1,166 Reduced 4.59%
24,219 $1.09 Million
Q1 2023

May 11, 2023
SELL
$41.46 - $49.11 $43,823 - $51,909
-1,057 Reduced 4.0%
25,385 $1.1 Million
Q4 2022

Feb 08, 2023
BUY
$40.17 - $45.87 $81,866 - $93,483
2,038 Added 8.35%
26,442 $1.13 Million
Q3 2022

Oct 17, 2022
SELL
$39.17 - $47.72 $38,699 - $47,147
-988 Reduced 3.89%
24,404 $0
Q2 2022

Jul 13, 2022
SELL
$40.36 - $48.23 $18,767 - $22,426
-465 Reduced 1.8%
25,392 $0
Q1 2022

May 12, 2022
SELL
$46.51 - $52.43 $17,115 - $19,294
-368 Reduced 1.4%
25,857 $0
Q4 2021

Feb 03, 2022
BUY
$49.06 - $53.68 $103,369 - $113,103
2,107 Added 8.74%
26,225 $0
Q3 2021

Nov 02, 2021
SELL
$46.0 - $49.88 $38,502 - $41,749
-837 Reduced 3.35%
24,118 $0
Q2 2021

Aug 10, 2021
SELL
$46.72 - $51.33 $1.19 Million - $1.3 Million
-25,395 Reduced 50.44%
24,955 $0
Q1 2021

May 07, 2021
BUY
$38.56 - $49.72 $1.08 Million - $1.39 Million
27,954 Added 124.82%
50,350 $0
Q4 2020

Feb 04, 2021
SELL
$30.25 - $39.21 $141,660 - $183,620
-4,683 Reduced 17.29%
22,396 $0
Q3 2020

Oct 29, 2020
SELL
$26.86 - $32.12 $2.12 Million - $2.54 Million
-79,008 Reduced 74.47%
27,079 $0
Q2 2020

Jul 27, 2020
SELL
$20.39 - $32.74 $1.51 Million - $2.43 Million
-74,154 Reduced 41.14%
106,087 $0
Q1 2020

May 08, 2020
SELL
$19.73 - $38.37 $27,444 - $53,372
-1,391 Reduced 0.77%
180,241 $0
Q4 2019

Feb 04, 2020
BUY
$34.15 - $38.59 $248,236 - $280,510
7,269 Added 4.17%
181,632 $0
Q3 2019

Nov 06, 2019
SELL
$35.04 - $36.72 $207,576 - $217,529
-5,924 Reduced 3.29%
174,363 $0
Q2 2019

Aug 15, 2019
BUY
N/A
102,333 Added 131.27%
180,287 $0
Q1 2019

May 08, 2019
BUY
N/A
17,074 Added 28.05%
77,954 $0
Q4 2018

Feb 05, 2019
BUY
N/A
11,903 Added 24.3%
60,880 $0
Q3 2018

Nov 02, 2018
BUY
N/A
4,302 Added 9.63%
48,977 $0
Q2 2018

Aug 10, 2018
SELL
N/A
-107 Reduced 0.24%
44,675 $0
Q1 2018

May 09, 2018
BUY
N/A
4,285 Added 10.58%
44,782 $0
Q4 2017

Feb 22, 2018
SELL
N/A
-6,722 Reduced 14.24%
40,497 $0
Q3 2017

Nov 07, 2017
SELL
N/A
-15,539 Reduced 24.76%
47,219 $1.65 Million
Q2 2017

Aug 08, 2017
BUY
N/A
62,758
62,758 $2.06 Million

Others Institutions Holding EES

# of Institutions
160
Shares Held
7.09M
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 Cambridge Investment Research Advisors, Inc. Portfolio

Follow Cambridge Investment Research Advisors, 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 Cambridge Investment Research Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cambridge Investment Research Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email