Gradient Investments LLC Wisdomtree U.S. Smallcap Fund Transaction History

Gradient Investments LLC

  • $3.51 Billion
  • Q2 2024

A detailed history of Gradient Investments LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Gradient Investments LLC holds 75 shares of EES stock, worth $3,928. This represents 0.0% of its overall portfolio holdings.

Number of Shares
75
Previous 75 -0.0%
Holding current value
$3,928
Previous $3,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 27, 2023
SELL
$42.52 - $48.12 $3,061 - $3,464
-72 Reduced 48.98%
75 $3,000
Q2 2023

Jul 11, 2023
SELL
$40.17 - $45.19 $47,119 - $53,007
-1,173 Reduced 88.86%
147 $6,000
Q1 2023

Apr 17, 2023
SELL
$41.46 - $49.11 $12 Million - $14.2 Million
-289,977 Reduced 99.55%
1,320 $57,000
Q4 2022

Jan 10, 2023
BUY
$40.17 - $45.87 $11.7 Million - $13.4 Million
291,222 Added 388296.0%
291,297 $0
Q2 2022

Jul 11, 2022
SELL
$40.36 - $48.23 $13.5 Million - $16.1 Million
-334,708 Reduced 99.98%
75 $3,000
Q1 2022

May 26, 2022
BUY
$46.51 - $52.43 $15.6 Million - $17.5 Million
334,708 Added 446277.34%
334,783 $16.1 Million
Q2 2021

Jul 12, 2021
SELL
$46.72 - $51.33 $60,081 - $66,010
-1,286 Reduced 94.49%
75 $4,000
Q1 2021

Apr 21, 2021
BUY
$38.56 - $49.72 $49,588 - $63,939
1,286 Added 1714.67%
1,361 $64,000
Q1 2018

Apr 11, 2018
SELL
N/A
-1,068 Reduced 93.44%
75 $3,000
Q4 2017

Feb 07, 2018
BUY
N/A
1,143
1,143 $41,000

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
Track This Portfolio

Track Gradient Investments LLC Portfolio

Follow Gradient Investments LLC 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 Gradient Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gradient Investments LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email