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

Continuum Advisory, LLC

$660 Million
Q1 2024

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 $1,173. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,173

% of portfolio

0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	N/A	-40,441 Closed	0 $0
Q4 2019 May 17, 2021	BUY	N/A	1,071 Added 2.72%	40,441 $1.56 Million
Q3 2019 May 18, 2021	BUY	N/A	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

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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