Howard Wealth Management, LLC Wisdomtree U.S. Smallcap Fund Transaction History

Howard Wealth Management, LLC

  • $123 Million
  • Q1 2024

A detailed history of Howard Wealth Management, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Howard Wealth Management, LLC holds 19,655 shares of EES stock, worth $922,802. This represents 0.8% of its overall portfolio holdings.

Number of Shares
19,655
Previous 19,655 -0.0%
Holding current value
$922,802
Previous $979,000 0.61%
% of portfolio
0.8%
Previous 0.82%

Shares

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

Nov 01, 2023
SELL
$42.52 - $48.12 $425 - $481
-10 Reduced 0.05%
19,655 $850,000
Q2 2023

Aug 01, 2023
SELL
$40.17 - $45.19 $4,017 - $4,519
-100 Reduced 0.51%
19,665 $881,000
Q1 2023

May 04, 2023
SELL
$41.46 - $49.11 $31,095 - $36,832
-750 Reduced 3.66%
19,765 $854,000
Q3 2022

Nov 01, 2022
SELL
N/A
-1,210 Reduced 5.57%
20,515 $803,000
Q1 2022

Apr 20, 2022
BUY
N/A
35 Added 0.16%
21,725 $1.04 Million
Q4 2021

Jan 18, 2022
SELL
N/A
-245 Reduced 1.12%
21,690 $1.11 Million
Q2 2021

Jul 27, 2021
SELL
N/A
-50 Reduced 0.23%
21,935 $1.08 Million
Q1 2021

Apr 23, 2021
SELL
N/A
-1,170 Reduced 5.05%
21,985 $1.04 Million
Q4 2020

Feb 02, 2021
SELL
N/A
-9,688 Reduced 29.5%
23,155 $901,000
Q3 2020

Oct 29, 2020
SELL
N/A
-560 Reduced 1.68%
32,843 $981,000
Q2 2020

Aug 03, 2020
SELL
N/A
-13,256 Reduced 28.41%
33,403 $947,000
Q1 2020

May 04, 2020
SELL
N/A
-7,516 Reduced 13.87%
46,659 $1.04 Million
Q4 2019

Feb 05, 2020
BUY
N/A
54,175 New
54,175 $2.08 Million

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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