A detailed history of Clearwater Capital Advisors, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Clearwater Capital Advisors, LLC holds 4,400 shares of EES stock, worth $256,036. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,400
Previous 4,400 -0.0%
Holding current value
$256,036
Previous $207,000 12.08%
% of portfolio
0.02%
Previous 0.02%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

SELL
$45.98 - $49.63 $64,509 - $69,630
-1,403 Reduced 24.18%
4,400 $207,000
Q1 2024

May 09, 2024

SELL
$46.41 - $50.12 $6,497 - $7,016
-140 Reduced 2.36%
5,803 $290,000
Q4 2023

Feb 06, 2024

SELL
$40.06 - $50.69 $1,161 - $1,470
-29 Reduced 0.49%
5,943 $296,000
Q3 2023

Oct 24, 2023

SELL
$42.52 - $48.12 $8,929 - $10,105
-210 Reduced 3.4%
5,972 $258,000
Q2 2023

Aug 08, 2023

SELL
$40.17 - $45.19 $1,405 - $1,581
-35 Reduced 0.56%
6,182 $277,000
Q1 2023

May 10, 2023

SELL
$41.46 - $49.11 $71,145 - $84,272
-1,716 Reduced 21.63%
6,217 $268,000
Q4 2022

Jan 27, 2023

SELL
$40.17 - $45.87 $144,049 - $164,489
-3,586 Reduced 31.13%
7,933 $0
Q3 2022

Nov 01, 2022

SELL
$39.17 - $47.72 $16,882 - $20,567
-431 Reduced 3.61%
11,519 $451,000
Q2 2022

Jul 21, 2022

SELL
$40.36 - $48.23 $4,036 - $4,823
-100 Reduced 0.83%
11,950 $491,000
Q4 2021

Jan 26, 2022

SELL
$49.06 - $53.68 $24,333 - $26,625
-496 Reduced 3.95%
12,050 $619,000
Q3 2021

Nov 03, 2021

SELL
$46.0 - $49.88 $81,512 - $88,387
-1,772 Reduced 12.38%
12,546 $606,000
Q2 2021

Aug 04, 2021

SELL
$46.72 - $51.33 $6,307 - $6,929
-135 Reduced 0.93%
14,318 $707,000
Q1 2021

Apr 21, 2021

SELL
$38.56 - $49.72 $222,298 - $286,635
-5,765 Reduced 28.51%
14,453 $685,000
Q4 2020

Jan 21, 2021

SELL
$30.25 - $39.21 $4,477 - $5,803
-148 Reduced 0.73%
20,218 $787,000
Q3 2020

Oct 16, 2020

SELL
$26.86 - $32.12 $81,466 - $97,419
-3,033 Reduced 12.96%
20,366 $608,000
Q2 2020

Jul 30, 2020

SELL
$20.39 - $32.74 $124,460 - $199,844
-6,104 Reduced 20.69%
23,399 $664,000
Q1 2020

Apr 15, 2020

SELL
$19.73 - $38.37 $216,872 - $421,763
-10,992 Reduced 27.14%
29,503 $659,000
Q4 2019

Jan 27, 2020

SELL
$34.15 - $38.59 $354,989 - $401,143
-10,395 Reduced 20.43%
40,495 $1.56 Million
Q3 2019

Nov 04, 2019

SELL
$35.04 - $36.72 $117,103 - $122,718
-3,342 Reduced 6.16%
50,890 $1.81 Million
Q2 2019

Jul 26, 2019

SELL
N/A
-5,914 Reduced 9.83%
54,232 $1.95 Million
Q1 2019

May 13, 2019

SELL
N/A
-12,299 Reduced 16.98%
60,146 $2.17 Million
Q4 2018

Jan 22, 2019

BUY
N/A
3,631 Added 5.28%
72,445 $2.32 Million
Q3 2018

Oct 17, 2018

SELL
N/A
-755 Reduced 1.09%
68,814 $2.74 Million
Q2 2018

Aug 16, 2018

BUY
N/A
3,647 Added 5.53%
69,569 $2.69 Million
Q1 2018

May 14, 2018

BUY
N/A
3,309 Added 5.28%
65,922 $2.36 Million
Q4 2017

Feb 05, 2018

BUY
N/A
2,606 Added 4.34%
62,613 $2.27 Million
Q3 2017

Oct 19, 2017

BUY
N/A
11,637 Added 24.06%
60,007 $2.11 Million
Q2 2017

Aug 11, 2017

BUY
N/A
48,370
48,370 $1.58 Million

Others Institutions Holding EES

About WISDOMTREE U.S. SMALLCAP FUND


  • Ticker EES
  • Sector ETFs
  • Industry ETFs
More about EES
Track This Portfolio

Track Clearwater Capital Advisors, LLC Portfolio

Follow Clearwater Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearwater Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearwater Capital Advisors, LLC with notifications on news.