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

Essential Planning, Llc.

$248 Billion
Q1 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 7,802 shares of EES stock, worth $397,823. This represents 0.15% of its overall portfolio holdings.

Number of Shares

7,802

Previous 536,780 98.55%

Holding current value

$397,823

Previous $29 Million 1216.07%

% of portfolio

0.15%

Previous 0.19%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

155

Shares Held

7.64M

Call Options Held

Put Options Held

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About WISDOMTREE U.S. SMALLCAP FUND

Ticker EES
Sector ETFs
Industry ETFs

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