Eqis Capital Management, Inc. Wisdomtree U.S. Smallcap Fund Transaction History

Eqis Capital Management, Inc.

  • $1.19 Billion
  • Q2 2025

A detailed history of Eqis Capital Management, Inc. transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Eqis Capital Management, Inc. holds 4,962 shares of EES stock, worth $256,386. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,962
Previous 5,048 1.7%
Holding current value
$256,386
Previous $246,000 2.44%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jul 30, 2025
SELL
$42.54 - $50.99 $3,658 - $4,385
-86 Reduced 1.7%
4,962 $252,000
Q1 2025

May 14, 2025
SELL
$48.37 - $55.84 $1,257 - $1,451
-26 Reduced 0.51%
5,048 $246,000
Q4 2024

Feb 13, 2025
BUY
$51.33 - $58.78 $1,026 - $1,175
20 Added 0.4%
5,074 $273,000
Q3 2024

Nov 13, 2024
SELL
$46.45 - $53.68 $8.76 Million - $10.1 Million
-188,496 Reduced 97.39%
5,054 $266,000
Q2 2024

Aug 13, 2024
BUY
$45.98 - $49.63 $86,212 - $93,056
1,875 Added 0.98%
193,550 $9.12 Million
Q1 2024

May 14, 2024
SELL
$46.41 - $50.12 $286,720 - $309,641
-6,178 Reduced 3.12%
191,675 $9.61 Million
Q4 2023

Feb 14, 2024
BUY
$40.06 - $50.69 $7.93 Million - $10 Million
197,853 New
197,853 $9.86 Million
Q1 2018

Apr 06, 2018
SELL
N/A
-24,118 Closed
0 $0
Q4 2017

Jan 25, 2018
SELL
N/A
-3,451 Reduced 12.52%
24,118 $874,000
Q3 2017

Oct 03, 2017
BUY
N/A
27,569
27,569 $964,000

Others Institutions Holding EES

# of Institutions
153
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
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