Continuum Advisory, LLC Wisdomtree U.S. Smallcap Fund Transaction History

Continuum Advisory, LLC

  • $727 Million
  • Q1 2025

A detailed history of Continuum Advisory, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Continuum Advisory, LLC holds 25 shares of EES stock, worth $1,210. This represents 0.0% of its overall portfolio holdings.

Number of Shares
25
Previous 25 -0.0%
Holding current value
$1,210
Previous $1,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
BUY
$46.41 - $50.12 $1,160 - $1,253
25 New
25 $1,000
Q1 2020

May 18, 2021
SELL
$19.73 - $38.37 $797,900 - $1.55 Million
-40,441 Closed
0 $0
Q4 2019

May 17, 2021
BUY
$34.15 - $38.59 $36,574 - $41,329
1,071 Added 2.72%
40,441 $1.56 Million
Q3 2019

May 18, 2021
BUY
$35.04 - $36.72 $150,987 - $158,226
4,309 Added 12.29%
39,370 $1.38 Million
Q2 2019

May 18, 2021
SELL
N/A
-1,754 Reduced 4.76%
35,061 $1.26 Million
Q1 2019

May 18, 2021
BUY
N/A
22,821 Added 163.08%
36,815 $1.35 Million
Q4 2018

May 18, 2021
BUY
N/A
13,994 New
13,994 $448,000

Others Institutions Holding EES

# of Institutions
156
Shares Held
7.61M
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
Track This Portfolio

Track Continuum Advisory, LLC Portfolio

Follow Continuum Advisory, 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 Continuum Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Continuum Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email