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

Essential Planning, Llc.

  • $227 Million
  • Q2 2024

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 9,017 shares of EES stock, worth $472,310. This represents 0.19% of its overall portfolio holdings.

Number of Shares
9,017
Previous 10,726 15.93%
Holding current value
$472,310
Previous $537,000 21.04%
% of portfolio
0.19%
Previous 0.26%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
148
Shares Held
7.4M
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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