Insight Advisors, LLC Wisdomtree U.S. Smallcap Fund Transaction History

Insight Advisors, LLC

$380 Million
Q4 2024

A detailed history of Insight Advisors, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Insight Advisors, LLC holds 36,692 shares of EES stock, worth $1.85 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

36,692

Previous 36,154 1.49%

Holding current value

$1.85 Million

Previous $1.91 Million 3.78%

% of portfolio

0.52%

Previous 0.51%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$51.33 - $58.78 $27,615 - $31,623	538 Added 1.49%	36,692 $1.98 Million
Q3 2024 Oct 15, 2024	SELL	$46.45 - $53.68 $71,300 - $82,398	-1,535 Reduced 4.07%	36,154 $1.91 Million
Q2 2024 Jul 15, 2024	BUY	$45.98 - $49.63 $301,766 - $325,721	6,563 Added 21.09%	37,689 $1.78 Million
Q1 2024 May 06, 2024	SELL	$46.41 - $50.12 $31,558 - $34,081	-680 Reduced 2.14%	31,126 $1.56 Million
Q4 2023 Jan 23, 2024	SELL	$40.06 - $50.69 $32,729 - $41,413	-817 Reduced 2.5%	31,806 $1.58 Million
Q3 2023 Nov 07, 2023	SELL	$42.52 - $48.12 $37,247 - $42,153	-876 Reduced 2.62%	32,623 $1.41 Million
Q2 2023 Aug 07, 2023	BUY	$40.17 - $45.19 $377,598 - $424,786	9,400 Added 39.01%	33,499 $1.5 Million
Q1 2023 May 03, 2023	BUY	$41.46 - $49.11 $305,311 - $361,646	7,364 Added 44.0%	24,099 $1.04 Million
Q4 2022 Feb 21, 2023	BUY	$40.17 - $45.87 $672,244 - $767,634	16,735 New	16,735 $712,000
Q2 2021 Aug 12, 2021	SELL	$46.72 - $51.33 $215,379 - $236,631	-4,610 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$38.56 - $49.72 $177,761 - $229,209	4,610 New	4,610 $222,000

Others Institutions Holding EES

# of Institutions

165

Shares Held

7.89M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE U.S. SMALLCAP FUND

Ticker EES
Sector ETFs
Industry ETFs

More about EES

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Insight Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insight Advisors, LLC with notifications on news.

Account

Insight Advisors, LLC Wisdomtree U.S. Smallcap Fund Transaction History