Equitable Holdings, Inc. Wisdomtree U.S. Smallcap Fund Transaction History

Equitable Holdings, Inc.

  • $11.5 Billion
  • Q2 2025

A detailed history of Equitable Holdings, Inc. transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Equitable Holdings, Inc. holds 4,795 shares of EES stock, worth $265,211. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,795
Holding current value
$265,211
% of portfolio
0.0%

Shares

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

Aug 15, 2025
BUY
$42.54 - $50.99 $203,979 - $244,497
4,795 New
4,795 $244,000
Q4 2024

Feb 12, 2025
SELL
$51.33 - $58.78 $25,562 - $29,272
-498 Reduced 10.25%
4,360 $235,000
Q3 2024

Nov 14, 2024
SELL
$46.45 - $53.68 $31,539 - $36,448
-679 Reduced 12.26%
4,858 $256,000
Q2 2024

Aug 14, 2024
BUY
$45.98 - $49.63 $15,081 - $16,278
328 Added 6.3%
5,537 $260,000
Q1 2024

May 14, 2024
BUY
$46.41 - $50.12 $241,749 - $261,075
5,209 New
5,209 $261,000

Others Institutions Holding EES

# of Institutions
154
Shares Held
7.28M
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 Equitable Holdings, Inc. Portfolio

Follow Equitable Holdings, Inc. 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 Equitable Holdings, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Equitable Holdings, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email