Defined Financial Planning LLC Wisdomtree U.S. Smallcap Fund Transaction History

Defined Financial Planning LLC

  • $113 Billion
  • Q2 2025

A detailed history of Defined Financial Planning LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Defined Financial Planning LLC holds 38,586 shares of EES stock, worth $2 Million. This represents 1.77% of its overall portfolio holdings.

Number of Shares
38,586
Previous 32,829 17.54%
Holding current value
$2 Million
Previous $1.61 Billion 24.09%
% of portfolio
1.77%
Previous 1.63%

Shares

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

Jul 22, 2025
BUY
$42.54 - $50.99 $244,902 - $293,549
5,757 Added 17.54%
38,586 $1.99 Billion
Q1 2025

Apr 15, 2025
BUY
$48.37 - $55.84 $77,392 - $89,344
1,600 Added 5.12%
32,829 $1.61 Billion
Q4 2024

Feb 13, 2025
BUY
$51.33 - $58.78 $1.6 Million - $1.84 Million
31,229 New
31,229 $1.68 Billion

Others Institutions Holding EES

# of Institutions
154
Shares Held
7.63M
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
Track This Portfolio

Track Defined Financial Planning LLC Portfolio

Follow Defined Financial Planning 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 Defined Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Defined Financial Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email