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

Gradient Investments LLC

$4.41 Billion
Q2 2025

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

153

Shares Held

7.63M

Call Options Held

0

Put Options Held

0

About WISDOMTREE U.S. SMALLCAP FUND

Ticker EES
Sector ETFs
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