Cetera Investment Advisers Wisdomtree U.S. Smallcap Fund Transaction History

Cetera Investment Advisers

$41.3 Billion
Q1 2024

A detailed history of Cetera Investment Advisers transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Cetera Investment Advisers holds 383,791 shares of EES stock, worth $18.1 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

383,791

Holding current value

$18.1 Million

% of portfolio

0.05%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 24, 2024	BUY	$46.41 - $50.12 $17.8 Million - $19.2 Million	383,791 New	383,791 $19.2 Million
Q4 2022 Feb 14, 2023	SELL	$41.6 - $45.87 $171,225 - $188,800	-4,116 Reduced 23.08%	13,717 $584,000
Q3 2022 Nov 10, 2022	SELL	N/A	-460 Reduced 2.51%	17,833 $699,000
Q2 2022 Aug 11, 2022	BUY	N/A	4,695 Added 34.53%	18,293 $752,000
Q1 2022 May 13, 2022	BUY	N/A	3,284 Added 31.84%	13,598 $652,000

Q4 2021 Feb 14, 2022	BUY	N/A	799 Added 8.4%	10,314 $530,000
Q3 2021 Nov 16, 2021	BUY	N/A	1,650 Added 20.98%	9,515 $460,000
Q2 2021 Aug 13, 2021	SELL	N/A	-609 Reduced 7.19%	7,865 $388,000
Q1 2021 May 17, 2021	BUY	N/A	1,641 Added 24.02%	8,474 $402,000
Q4 2020 Feb 17, 2021	BUY	N/A	6,833 New	6,833 $266,000

Others Institutions Holding EES

# of Institutions

145

Shares Held

7.77M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE U.S. SMALLCAP FUND

Ticker EES
Sector ETFs
Industry ETFs

More about EES

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Cetera Investment Advisers Wisdomtree U.S. Smallcap Fund Transaction History