Chicago Partners Investment Group LLC Wisdomtree U.S. Smallcap Fund Transaction History

Chicago Partners Investment Group LLC

  • $2.81 Billion
  • Q4 2024

A detailed history of Chicago Partners Investment Group LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Chicago Partners Investment Group LLC holds 7,298 shares of EES stock, worth $398,908. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,298
Previous 7,279 0.26%
Holding current value
$398,908
Previous $383,000 2.61%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$51.33 - $58.78 $975 - $1,116
19 Added 0.26%
7,298 $393,000
Q3 2024

Oct 28, 2024
BUY
$46.45 - $53.68 $743 - $858
16 Added 0.22%
7,279 $383,000
Q2 2024

Jul 31, 2024
BUY
$45.98 - $49.63 $965 - $1,042
21 Added 0.29%
7,263 $342,000
Q1 2024

Apr 25, 2024
BUY
$46.41 - $50.12 $19,585 - $21,150
422 Added 6.19%
7,242 $362,000
Q4 2023

Feb 23, 2024
BUY
$40.06 - $50.69 $4,646 - $5,880
116 Added 1.73%
6,820 $339,000
Q3 2023

Oct 26, 2023
BUY
$42.52 - $48.12 $2,126 - $2,406
50 Added 0.75%
6,704 $290,000
Q2 2023

Aug 07, 2023
BUY
$40.17 - $45.19 $267,291 - $300,694
6,654 New
6,654 $298,000
Q1 2021

Apr 28, 2021
SELL
$38.56 - $49.72 $202,902 - $261,626
-5,262 Closed
0 $0
Q4 2020

Jan 27, 2021
BUY
$30.25 - $39.21 $159,175 - $206,323
5,262 New
5,262 $224,000
Q2 2020

Jul 31, 2020
SELL
$20.39 - $32.74 $286,703 - $460,357
-14,061 Closed
0 $0
Q2 2019

Jul 24, 2019
SELL
N/A
-365 Reduced 2.53%
14,061 $491,000
Q1 2019

Apr 22, 2019
BUY
N/A
518 Added 3.72%
14,426 $544,000
Q3 2017

Nov 22, 2017
BUY
N/A
13,908
13,908 $0

Others Institutions Holding EES

# of Institutions
161
Shares Held
7.83M
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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