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

Howard Wealth Management, LLC

$179 Million
Q1 2025

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 19,255 shares of EES stock, worth $994,905. This represents 0.53% of its overall portfolio holdings.

Number of Shares

19,255

Previous 19,255 -0.0%

Holding current value

$994,905

Previous $1.04 Million 9.44%

% of portfolio

0.53%

Previous 0.56%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$46.45 - $53.68 $18,580 - $21,472	-400 Reduced 2.04%	19,255 $1.02 Million
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	$39.17 - $47.72 $47,395 - $57,741	-1,210 Reduced 5.57%	20,515 $803,000
Q1 2022 Apr 20, 2022	BUY	$46.51 - $52.43 $1,627 - $1,835	35 Added 0.16%	21,725 $1.04 Million
Q4 2021 Jan 18, 2022	SELL	$49.06 - $53.68 $12,019 - $13,151	-245 Reduced 1.12%	21,690 $1.11 Million
Q2 2021 Jul 27, 2021	SELL	$46.72 - $51.33 $2,336 - $2,566	-50 Reduced 0.23%	21,935 $1.08 Million
Q1 2021 Apr 23, 2021	SELL	$38.56 - $49.72 $45,115 - $58,172	-1,170 Reduced 5.05%	21,985 $1.04 Million
Q4 2020 Feb 02, 2021	SELL	$30.25 - $39.21 $293,062 - $379,866	-9,688 Reduced 29.5%	23,155 $901,000
Q3 2020 Oct 29, 2020	SELL	$26.86 - $32.12 $15,041 - $17,987	-560 Reduced 1.68%	32,843 $981,000
Q2 2020 Aug 03, 2020	SELL	$20.39 - $32.74 $270,289 - $434,001	-13,256 Reduced 28.41%	33,403 $947,000
Q1 2020 May 04, 2020	SELL	$19.73 - $38.37 $148,290 - $288,388	-7,516 Reduced 13.87%	46,659 $1.04 Million
Q4 2019 Feb 05, 2020	BUY	$34.15 - $38.59 $1.85 Million - $2.09 Million	54,175 New	54,175 $2.08 Million

Others Institutions Holding EES

# of Institutions

153

Shares Held

7.63M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE U.S. SMALLCAP FUND

Ticker EES
Sector ETFs
Industry ETFs

More about EES

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