Essex Savings Bank Wisdomtree U.S. Smallcap Fund Transaction History

Essex Savings Bank

  • $398 Million
  • Q3 2024

A detailed history of Essex Savings Bank transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Essex Savings Bank holds 4,200 shares of EES stock, worth $227,934. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,200
Holding current value
$227,934
% of portfolio
0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
BUY
$46.45 - $53.68 $195,090 - $225,456
4,200 New
4,200 $221,000
Q4 2023

Jan 22, 2024
BUY
$40.06 - $50.69 $168,252 - $212,898
4,200 New
4,200 $209,000
Q2 2022

Jul 19, 2022
SELL
$40.36 - $48.23 $169,512 - $202,566
-4,200 Closed
0 $0
Q2 2021

Jul 29, 2021
BUY
$46.72 - $51.33 $196,224 - $215,586
4,200 New
4,200 $210,000
Q3 2019

Oct 30, 2019
SELL
$35.04 - $36.72 $147,168 - $154,224
-4,200 Closed
0 $0
Q4 2018

Feb 01, 2019
BUY
N/A
4,200 New
4,200 $135,000

Others Institutions Holding EES

# of Institutions
153
Shares Held
7.2M
Call Options Held
9.7K
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 Essex Savings Bank Portfolio

Follow Essex Savings Bank 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 Essex Savings Bank, based on Form 13F filings with the SEC.

News

Stay updated on Essex Savings Bank with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email