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

Insight Advisors, LLC

  • $387 Million
  • Q2 2025

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 40,118 shares of EES stock, worth $2.08 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
40,118
Previous 38,353 4.6%
Holding current value
$2.08 Million
Previous $1.88 Million 8.96%
% of portfolio
0.53%
Previous 0.52%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
BUY
$42.54 - $50.99 $75,083 - $89,997
1,765 Added 4.6%
40,118 $2.04 Million
Q1 2025

Apr 11, 2025
BUY
$48.37 - $55.84 $80,342 - $92,750
1,661 Added 4.53%
38,353 $1.88 Million
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
154
Shares Held
7.64M
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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