Creative Planning Wisdomtree U.S. Smallcap Fund Transaction History

Creative Planning

$106 Billion
Q1 2025

A detailed history of Creative Planning transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Creative Planning holds 26,067 shares of EES stock, worth $1.28 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

26,067

Previous 24,939 4.52%

Holding current value

$1.28 Million

Previous $1.35 Million 5.35%

% of portfolio

0.0%

Previous 0.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$48.37 - $55.84 $54,561 - $62,987	1,128 Added 4.52%	26,067 $1.27 Million
Q4 2023 Feb 14, 2024	BUY	$40.06 - $50.69 $103,074 - $130,425	2,573 Added 11.5%	24,939 $1.24 Million
Q3 2023 Nov 16, 2023	SELL	$42.52 - $48.12 $15,349 - $17,371	-361 Reduced 1.59%	22,366 $967,000
Q1 2023 May 15, 2023	BUY	$41.46 - $49.11 $41 - $49	1 Added 0.0%	22,727 $982,000
Q4 2022 Feb 10, 2023	BUY	$40.17 - $45.87 $40 - $45	1 Added 0.0%	22,726 $967,000
Q2 2022 Aug 15, 2022	SELL	$40.36 - $48.23 $429,390 - $513,118	-10,639 Reduced 31.89%	22,725 $934,000
Q1 2022 May 16, 2022	SELL	$46.51 - $52.43 $81,811 - $92,224	-1,759 Reduced 5.01%	33,364 $1.6 Million
Q4 2021 Feb 11, 2022	SELL	$49.06 - $53.68 $1,030 - $1,127	-21 Reduced 0.06%	35,123 $1.81 Million
Q3 2021 Nov 10, 2021	BUY	$46.0 - $49.88 $554,438 - $601,203	12,053 Added 52.2%	35,144 $1.7 Million
Q2 2021 Aug 04, 2021	SELL	$46.72 - $51.33 $598,156 - $657,177	-12,803 Reduced 35.67%	23,091 $1.14 Million
Q1 2021 Apr 30, 2021	BUY	$38.56 - $49.72 $53,984 - $69,608	1,400 Added 4.06%	35,894 $1.7 Million
Q4 2020 Jan 29, 2021	BUY	$30.25 - $39.21 $27,860 - $36,112	921 Added 2.74%	34,494 $1.34 Million
Q3 2020 Nov 05, 2020	SELL	$26.86 - $32.12 $276,255 - $330,354	-10,285 Reduced 23.45%	33,573 $1 Million
Q2 2020 Jul 23, 2020	BUY	$20.39 - $32.74 $191,258 - $307,101	9,380 Added 27.21%	43,858 $1.25 Million
Q1 2020 May 05, 2020	BUY	$19.73 - $38.37 $680,250 - $1.32 Million	34,478 New	34,478 $770,000
Q1 2019 Apr 24, 2019	SELL	N/A	-8,233 Closed	0 $0
Q4 2018 Feb 01, 2019	BUY	N/A	8,233 New	8,233 $264,000

Others Institutions Holding EES

# of Institutions

157

Shares Held

7.64M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE U.S. SMALLCAP FUND

Ticker EES
Sector ETFs
Industry ETFs

More about EES

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Account

Creative Planning Wisdomtree U.S. Smallcap Fund Transaction History