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

Insight Advisors, LLC

$331 Million
Q1 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 31,126 shares of EES stock, worth $1.46 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

31,126

Previous 31,806 2.14%

Holding current value

$1.46 Million

Previous $1.58 Million 1.52%

% of portfolio

0.47%

Previous 0.55%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$41.6 - $45.87 $696,176 - $767,634	16,735 New	16,735 $712,000
Q2 2021 Aug 12, 2021	SELL	N/A	-4,610 Closed	0 $0
Q1 2021 May 17, 2021	BUY	N/A	4,610 New	4,610 $222,000

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