Essex Financial Services, Inc. Wisdomtree U.S. Smallcap Fund Transaction History

Essex Financial Services, Inc.

  • $1.07 Billion
  • Q1 2024

A detailed history of Essex Financial Services, Inc. transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Essex Financial Services, Inc. holds 5,640 shares of EES stock, worth $264,798. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,640
Previous 5,640 -0.0%
Holding current value
$264,798
Previous $280,000 0.71%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 10, 2023
SELL
$41.6 - $45.87 $25,542 - $28,164
-614 Reduced 9.82%
5,640 $240,000
Q2 2022

Aug 01, 2022
SELL
N/A
-404 Reduced 6.07%
6,254 $257,000
Q1 2022

Apr 21, 2022
BUY
N/A
1,018 Added 18.05%
6,658 $319,000
Q2 2021

Jul 30, 2021
BUY
N/A
5,640 New
5,640 $279,000

Others Institutions Holding EES

# of Institutions
145
Shares Held
7.77M
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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