Ifp Advisors, Inc Wisdomtree U.S. Smallcap Fund Transaction History

Ifp Advisors, Inc

$3.28 Billion
Q2 2025

A detailed history of Ifp Advisors, Inc transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Ifp Advisors, Inc holds 624 shares of EES stock, worth $34,513. This represents 0.0% of its overall portfolio holdings.

Number of Shares

624

Previous 624 -0.0%

Holding current value

$34,513

Previous $30,000 3.33%

% of portfolio

0.0%

Previous 0.0%

35 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$48.37 - $55.84 $2,466 - $2,847	51 Added 8.9%	624 $30,000
Q1 2024 Jul 30, 2024	SELL	$46.41 - $50.12 $3,434 - $3,708	-74 Reduced 11.44%	573 $28,000
Q4 2023 Jan 09, 2024	SELL	$40.06 - $50.69 $33,690 - $42,630	-841 Reduced 56.52%	647 $32,000
Q3 2023 Oct 12, 2023	BUY	$42.52 - $48.12 $8,121 - $9,190	191 Added 14.73%	1,488 $64,000
Q2 2023 Aug 04, 2023	SELL	$40.17 - $45.19 $22,455 - $25,261	-559 Reduced 30.12%	1,297 $58,000
Q1 2023 Apr 18, 2023	SELL	$41.46 - $49.11 $2.51 Million - $2.97 Million	-60,560 Reduced 97.03%	1,856 $80,000
Q4 2022 Feb 07, 2023	SELL	$40.17 - $45.87 $9,118 - $10,412	-227 Reduced 0.36%	62,416 $2.42 Million
Q3 2022 Nov 08, 2022	BUY	$39.17 - $47.72 $62,554 - $76,208	1,597 Added 2.62%	62,643 $2.42 Million
Q2 2022 Sep 06, 2022	BUY	$40.36 - $48.23 $2.46 Million - $2.94 Million	61,046 New	61,046 $2.36 Million
Q2 2022 Aug 12, 2022	SELL	$40.36 - $48.23 $2.46 Million - $2.94 Million	-61,046 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$46.51 - $52.43 $2.75 Million - $3.1 Million	59,046 Added 2952.3%	61,046 $0
Q1 2022 Aug 08, 2022	BUY	$46.51 - $52.43 $3,627 - $4,089	78 Added 4.06%	2,000 $0
Q4 2021 Jan 12, 2022	SELL	$49.06 - $53.68 $30,024 - $32,852	-612 Reduced 24.15%	1,922 $100,000
Q3 2021 Oct 06, 2021	BUY	$46.0 - $49.88 $1,886 - $2,045	41 Added 1.64%	2,534 $124,000
Q2 2021 Jul 13, 2021	SELL	$46.72 - $51.33 $1,354 - $1,488	-29 Reduced 1.15%	2,493 $122,000
Q1 2021 Apr 30, 2021	BUY	$38.56 - $49.72 $8,059 - $10,391	209 Added 9.04%	2,522 $120,000
Q4 2020 Jan 25, 2021	BUY	$30.25 - $39.21 $9,468 - $12,272	313 Added 15.65%	2,313 $90,000
Q3 2020 Oct 29, 2020	BUY	$26.86 - $32.12 $8,675 - $10,374	323 Added 19.26%	2,000 $61,000
Q2 2020 Aug 05, 2020	SELL	$20.39 - $32.74 $5,974 - $9,592	-293 Reduced 14.87%	1,677 $47,000
Q1 2020 May 12, 2020	BUY	$19.73 - $38.37 $39 - $76	2 Added 0.1%	1,970 $44,000
Q4 2019 Jan 17, 2020	SELL	$34.15 - $38.59 $84,692 - $95,703	-2,480 Reduced 55.76%	1,968 $75,000
Q3 2019 Nov 07, 2019	BUY	$35.04 - $36.72 $133,502 - $139,903	3,810 Added 597.18%	4,448 $158,000
Q1 2019 May 15, 2019	SELL	N/A	-3,596 Reduced 84.93%	638 $23,000
Q4 2018 Jan 23, 2019	SELL	N/A	-1,985 Reduced 31.92%	4,234 $0
Q3 2018 Oct 25, 2018	SELL	N/A	-595 Reduced 8.73%	6,219 $0
Q2 2018 Aug 07, 2018	BUY	N/A	957 Added 16.34%	6,814 $0
Q1 2018 Jun 03, 2019	SELL	N/A	-5,215 Reduced 47.1%	5,857 $212,000
Q1 2018 May 09, 2018	BUY	N/A	5,215 Added 89.04%	11,072 $0
Q4 2017 Jan 24, 2018	BUY	N/A	2,147 Added 57.87%	5,857 $0
Q3 2017 Oct 30, 2017	SELL	N/A	-816 Reduced 18.03%	3,710 $130,000
Q2 2017 Jun 03, 2019	SELL	N/A	-24,302 Reduced 84.3%	4,526 $149,000
Q1 2017 Jun 03, 2019	BUY	N/A	19,810 Added 219.67%	28,828 $929,000
Q4 2016 Jun 03, 2019	BUY	N/A	121 Added 1.36%	9,018 $880,000
Q2 2016 Jun 03, 2019	BUY	N/A	8,259 Added 1294.51%	8,897 $703,000
Q1 2016 Jun 03, 2019	BUY	N/A	638	638 $23,000

Others Institutions Holding EES

# of Institutions

155

Shares Held

7.25M

Call Options Held

Put Options Held

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About WISDOMTREE U.S. SMALLCAP FUND

Ticker EES
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