Creative Planning Wisdomtree U.S. Smallcap Fund Transaction History

Creative Planning

  • $90.1 Billion
  • Q1 2024

A detailed history of Creative Planning transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Creative Planning holds 24,939 shares of EES stock, worth $1.17 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
24,939
Previous 24,939 -0.0%
Holding current value
$1.17 Million
Previous $1.24 Million 0.56%
% of portfolio
0.0%
Previous 0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$41.6 - $45.87 $41 - $45
1 Added 0.0%
22,726 $967,000
Q2 2022

Aug 15, 2022
SELL
N/A
-10,639 Reduced 31.89%
22,725 $934,000
Q1 2022

May 16, 2022
SELL
N/A
-1,759 Reduced 5.01%
33,364 $1.6 Million
Q4 2021

Feb 11, 2022
SELL
N/A
-21 Reduced 0.06%
35,123 $1.81 Million
Q3 2021

Nov 10, 2021
BUY
N/A
12,053 Added 52.2%
35,144 $1.7 Million
Q2 2021

Aug 04, 2021
SELL
N/A
-12,803 Reduced 35.67%
23,091 $1.14 Million
Q1 2021

Apr 30, 2021
BUY
N/A
1,400 Added 4.06%
35,894 $1.7 Million
Q4 2020

Jan 29, 2021
BUY
N/A
921 Added 2.74%
34,494 $1.34 Million
Q3 2020

Nov 05, 2020
SELL
N/A
-10,285 Reduced 23.45%
33,573 $1 Million
Q2 2020

Jul 23, 2020
BUY
N/A
9,380 Added 27.21%
43,858 $1.25 Million
Q1 2020

May 05, 2020
BUY
N/A
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
145
Shares Held
7.77M
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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