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 $1.35 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

26,067

Previous 24,939 4.52%

Holding current value

$1.35 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

153

Shares Held

7.63M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE U.S. SMALLCAP FUND

Ticker EES
Sector ETFs
Industry ETFs

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Creative Planning Wisdomtree U.S. Smallcap Fund Transaction History