Epg Wealth Management LLC Wisdomtree U.S. Smallcap Fund Transaction History

Epg Wealth Management LLC

  • $379 Billion
  • Q4 2024

A detailed history of Epg Wealth Management LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Epg Wealth Management LLC holds 653 shares of EES stock, worth $32,989. This represents 0.01% of its overall portfolio holdings.

Number of Shares
653
Previous 653 -0.0%
Holding current value
$32,989
Previous $34.4 Million 2.26%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$46.45 - $53.68 $30,331 - $35,053
653 New
653 $34.4 Million
Q2 2024

Aug 13, 2024
SELL
$45.98 - $49.63 $30,024 - $32,408
-653 Closed
0 $0
Q1 2023

May 15, 2023
BUY
$41.46 - $49.11 $1,658 - $1,964
40 Added 6.53%
653 $28,000
Q3 2022

Nov 15, 2022
BUY
$39.17 - $47.72 $24,011 - $29,252
613 New
613 $24,000
Q2 2022

Aug 15, 2022
SELL
$40.36 - $48.23 $24,740 - $29,564
-613 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
$46.0 - $49.88 $28,198 - $30,576
613 New
613 $30,000
Q2 2020

Aug 06, 2020
SELL
$20.39 - $32.74 $56,928 - $91,410
-2,792 Closed
0 $0
Q1 2020

May 05, 2020
BUY
$19.73 - $38.37 $55,086 - $107,129
2,792 New
2,792 $62,000

Others Institutions Holding EES

# of Institutions
165
Shares Held
7.89M
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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