Captrust Financial Advisors Wisdomtree U.S. Smallcap Fund Transaction History

Captrust Financial Advisors

  • $38.8 Billion
  • Q1 2025

A detailed history of Captrust Financial Advisors transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Captrust Financial Advisors holds 5,130 shares of EES stock, worth $265,528. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,130
Previous 4,870 5.34%
Holding current value
$265,528
Previous $262,000 4.58%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 14, 2025
BUY
$48.37 - $55.84 $12,576 - $14,518
260 Added 5.34%
5,130 $250,000
Q3 2024

Nov 14, 2024
SELL
$46.45 - $53.68 $9,057 - $10,467
-195 Reduced 3.85%
4,870 $256,000
Q1 2024

May 15, 2024
SELL
$46.41 - $50.12 $40,330 - $43,554
-869 Reduced 14.64%
5,065 $253,000
Q2 2023

Aug 14, 2023
SELL
$40.17 - $45.19 $16,108 - $18,121
-401 Reduced 6.33%
5,934 $265,000
Q1 2023

May 15, 2023
BUY
$41.46 - $49.11 $262,649 - $311,111
6,335 New
6,335 $273,000
Q2 2022

Aug 23, 2022
SELL
$40.36 - $48.23 $11,462 - $13,697
-284 Reduced 6.1%
4,372 $180,000
Q2 2022

Aug 16, 2022
BUY
$40.36 - $48.23 $20,987 - $25,079
520 Added 12.57%
4,656 $191,000
Q1 2022

May 16, 2022
SELL
$46.51 - $52.43 $11,115 - $12,530
-239 Reduced 5.46%
4,136 $198,000
Q4 2021

Feb 14, 2022
BUY
$49.06 - $53.68 $29,926 - $32,744
610 Added 16.2%
4,375 $225,000
Q2 2021

Aug 16, 2021
SELL
$46.72 - $51.33 $18,220 - $20,018
-390 Reduced 9.39%
3,765 $186,000
Q1 2021

May 17, 2021
BUY
$38.56 - $49.72 $145,178 - $187,195
3,765 Added 965.38%
4,155 $197,000
Q3 2020

Nov 17, 2020
SELL
$26.86 - $32.12 $3,867 - $4,625
-144 Reduced 26.97%
390 $12,000
Q2 2020

Aug 14, 2020
BUY
$20.39 - $32.74 $10,888 - $17,483
534 New
534 $15,000
Q4 2019

Feb 14, 2020
SELL
$34.15 - $38.59 $23,358 - $26,395
-684 Closed
0 $0
Q1 2019

May 15, 2019
BUY
N/A
684 New
684 $25,000

Others Institutions Holding EES

# of Institutions
153
Shares Held
7.63M
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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