Crux Wealth Advisors Wisdomtree U.S. Smallcap Fund Transaction History

Crux Wealth Advisors

  • $235 Billion
  • Q2 2025

A detailed history of Crux Wealth Advisors transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Crux Wealth Advisors holds 4,988 shares of EES stock, worth $258,577. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,988
Previous 14,490 65.58%
Holding current value
$258,577
Previous $708 Million 64.08%
% of portfolio
0.11%
Previous 0.37%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
SELL
$42.54 - $50.99 $404,215 - $484,506
-9,502 Reduced 65.58%
4,988 $254 Million
Q1 2025

May 13, 2025
SELL
$48.37 - $55.84 $12,914 - $14,909
-267 Reduced 1.81%
14,490 $708 Million
Q4 2024

Feb 13, 2025
BUY
$51.33 - $58.78 $757,476 - $867,416
14,757 New
14,757 $796 Million

Others Institutions Holding EES

# of Institutions
152
Shares Held
7.5M
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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