Essential Planning, Llc. Wisdomtree U.S. Smallcap Fund Transaction History

Essential Planning, Llc.

  • $314 Billion
  • Q4 2025

A detailed history of Essential Planning, Llc. transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Essential Planning, Llc. holds 7,538 shares of EES stock, worth $412,027. This represents 0.14% of its overall portfolio holdings.

Number of Shares
7,538
Previous 7,804 3.41%
Holding current value
$412,027
Previous $436 Million 1.58%
% of portfolio
0.14%
Previous 0.15%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
SELL
$53.25 - $56.36 $14,164 - $14,991
-266 Reduced 3.41%
7,538 $429 Million
Q3 2025

Oct 28, 2025
BUY
$50.48 - $57.12 $50 - $57
1 Added 0.01%
7,804 $436 Million
Q2 2025

Aug 14, 2025
BUY
$42.54 - $50.99 $42 - $50
1 Added 0.01%
7,803 $398 Million
Q1 2025

May 08, 2025
SELL
$48.37 - $55.84 $25.6 Million - $29.5 Million
-528,978 Reduced 98.55%
7,802 $381 Million
Q4 2024

Feb 07, 2025
BUY
$51.33 - $58.78 $27.1 Million - $31 Million
527,868 Added 5923.11%
536,780 $29 Million
Q3 2024

Nov 07, 2024
SELL
$46.45 - $53.68 $4,877 - $5,636
-105 Reduced 1.16%
8,912 $470,000
Q2 2024

Aug 14, 2024
SELL
$45.98 - $49.63 $78,579 - $84,817
-1,709 Reduced 15.93%
9,017 $424,000
Q4 2023

Feb 13, 2024
SELL
$40.06 - $50.69 $11,897 - $15,054
-297 Reduced 2.69%
10,726 $534,000
Q3 2023

Nov 08, 2023
SELL
$42.52 - $48.12 $34,101 - $38,592
-802 Reduced 6.78%
11,023 $476,000
Q1 2023

May 09, 2023
SELL
$41.46 - $49.11 $370,569 - $438,945
-8,938 Reduced 43.05%
11,825 $511,000
Q4 2022

Feb 14, 2023
BUY
$40.17 - $45.87 $241 - $275
6 Added 0.03%
20,763 $884,000
Q3 2022

Nov 09, 2022
BUY
$39.17 - $47.72 $813,051 - $990,524
20,757 New
20,757 $813,000

Others Institutions Holding EES

# of Institutions
160
Shares Held
7.09M
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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