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

Cetera Investment Advisers

  • $80.6 Billion
  • Q3 2025

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 366,232 shares of EES stock, worth $20 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
366,232
Previous 313,673 16.76%
Holding current value
$20 Million
Previous $16 Million 28.01%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 14, 2025
BUY
$50.48 - $57.12 $2.65 Million - $3 Million
52,559 Added 16.76%
366,232 $20.5 Million
Q2 2025

Aug 08, 2025
SELL
$42.54 - $50.99 $225,717 - $270,552
-5,306 Reduced 1.66%
313,673 $16 Million
Q1 2025

May 06, 2025
SELL
$48.37 - $55.84 $46,193 - $53,327
-955 Reduced 0.3%
318,979 $15.6 Million
Q4 2024

Feb 13, 2025
SELL
$51.33 - $58.78 $3.69 Million - $4.22 Million
-71,878 Reduced 18.35%
319,934 $17.3 Million
Q3 2024

Nov 13, 2024
BUY
$46.45 - $53.68 $149,104 - $172,312
3,210 Added 0.83%
391,812 $20.7 Million
Q2 2024

Aug 22, 2024
BUY
$45.98 - $49.63 $221,209 - $238,769
4,811 Added 1.25%
388,602 $18.3 Million
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
$40.17 - $45.87 $165,339 - $188,800
-4,116 Reduced 23.08%
13,717 $584,000
Q3 2022

Nov 10, 2022
SELL
$39.17 - $47.72 $18,018 - $21,951
-460 Reduced 2.51%
17,833 $699,000
Q2 2022

Aug 11, 2022
BUY
$40.36 - $48.23 $189,490 - $226,439
4,695 Added 34.53%
18,293 $752,000
Q1 2022

May 13, 2022
BUY
$46.51 - $52.43 $152,738 - $172,180
3,284 Added 31.84%
13,598 $652,000
Q4 2021

Feb 14, 2022
BUY
$49.06 - $53.68 $39,198 - $42,890
799 Added 8.4%
10,314 $530,000
Q3 2021

Nov 16, 2021
BUY
$46.0 - $49.88 $75,900 - $82,302
1,650 Added 20.98%
9,515 $460,000
Q2 2021

Aug 13, 2021
SELL
$46.72 - $51.33 $28,452 - $31,259
-609 Reduced 7.19%
7,865 $388,000
Q1 2021

May 17, 2021
BUY
$38.56 - $49.72 $63,276 - $81,590
1,641 Added 24.02%
8,474 $402,000
Q4 2020

Feb 17, 2021
BUY
$30.25 - $39.21 $206,698 - $267,921
6,833 New
6,833 $266,000

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
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