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

Continuum Advisory, LLC

  • $760 Million
  • Q4 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 $1,263. This represents 0.0% of its overall portfolio holdings.

Number of Shares
25
Previous 25 -0.0%
Holding current value
$1,263
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
165
Shares Held
7.89M
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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