Cresset Asset Management, LLC Wisdomtree U.S. Smallcap Fund Transaction History

Cresset Asset Management, LLC

  • $25.6 Billion
  • Q3 2024

A detailed history of Cresset Asset Management, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Cresset Asset Management, LLC holds 15,456 shares of EES stock, worth $885,937. This represents 0.0% of its overall portfolio holdings.

Number of Shares
15,456
Previous 15,456 -0.0%
Holding current value
$885,937
Previous $728,000 11.95%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$45.98 - $49.63 $355,333 - $383,540
7,728 Added 100.0%
15,456 $728,000
Q1 2023

May 12, 2023
BUY
$41.46 - $49.11 $320,402 - $379,522
7,728 New
7,728 $334,000
Q2 2022

Aug 15, 2022
BUY
$40.36 - $48.23 $311,902 - $372,721
7,728 New
7,728 $318,000

Others Institutions Holding EES

# of Institutions
153
Shares Held
7.2M
Call Options Held
9.7K
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
Track This Portfolio

Track Cresset Asset Management, LLC Portfolio

Follow Cresset Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cresset Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cresset Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email