Horizons Wealth Management Wisdomtree U.S. Smallcap Fund Transaction History

Horizons Wealth Management

  • $139 Million
  • Q2 2025

A detailed history of Horizons Wealth Management transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Horizons Wealth Management holds 832 shares of EES stock, worth $42,989. This represents 0.03% of its overall portfolio holdings.

Number of Shares
832
Previous 832 -0.0%
Holding current value
$42,989
Previous $40,000 5.0%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 05, 2024
SELL
$40.06 - $50.69 $6,810 - $8,617
-170 Reduced 16.97%
832 $41,000
Q3 2023

Oct 12, 2023
SELL
$42.52 - $48.12 $26,617 - $30,123
-626 Reduced 38.45%
1,002 $43,000
Q2 2022

Aug 19, 2022
BUY
$40.36 - $48.23 $65,706 - $78,518
1,628 New
1,628 $77,000

Others Institutions Holding EES

# of Institutions
153
Shares Held
7.63M
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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