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

Cambridge Investment Research Advisors, Inc.

$29.6 Billion
Q1 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 19,335 shares of EES stock, worth $952,635. This represents 0.0% of its overall portfolio holdings.

Number of Shares

19,335

Previous 19,972 3.19%

Holding current value

$952,635

Previous $1.08 Million 12.35%

% of portfolio

0.0%

Previous 0.0%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

156

Shares Held

7.61M

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