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

Ifp Advisors, Inc

$2.05 Billion
Q4 2023

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 647 shares of EES stock, worth $30,376. This represents 0.0% of its overall portfolio holdings.

Number of Shares

647

Previous 1,488 56.52%

Holding current value

$30,376

Previous $64,000 50.0%

% of portfolio

0.0%

Previous 0.0%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$41.6 - $45.87 $9,443 - $10,412	-227 Reduced 0.36%	62,416 $2.42 Million

Q3 2022 Nov 08, 2022	BUY	N/A	1,597 Added 2.62%	62,643 $2.42 Million
Q2 2022 Sep 06, 2022	BUY	N/A	61,046 New	61,046 $2.36 Million
Q2 2022 Aug 12, 2022	SELL	N/A	-61,046 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	N/A	59,046 Added 2952.3%	61,046 $0
Q1 2022 Aug 08, 2022	BUY	N/A	78 Added 4.06%	2,000 $0
Q4 2021 Jan 12, 2022	SELL	N/A	-612 Reduced 24.15%	1,922 $100,000
Q3 2021 Oct 06, 2021	BUY	N/A	41 Added 1.64%	2,534 $124,000
Q2 2021 Jul 13, 2021	SELL	N/A	-29 Reduced 1.15%	2,493 $122,000
Q1 2021 Apr 30, 2021	BUY	N/A	209 Added 9.04%	2,522 $120,000
Q4 2020 Jan 25, 2021	BUY	N/A	313 Added 15.65%	2,313 $90,000
Q3 2020 Oct 29, 2020	BUY	N/A	323 Added 19.26%	2,000 $61,000
Q2 2020 Aug 05, 2020	SELL	N/A	-293 Reduced 14.87%	1,677 $47,000
Q1 2020 May 12, 2020	BUY	N/A	2 Added 0.1%	1,970 $44,000
Q4 2019 Jan 17, 2020	SELL	N/A	-2,480 Reduced 55.76%	1,968 $75,000
Q3 2019 Nov 07, 2019	BUY	N/A	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

145

Shares Held

7.77M

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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