Institute For Wealth Management, Llc. Wisdomtree U.S. Smallcap Fund Transaction History

Institute For Wealth Management, Llc.

  • $766 Million
  • Q1 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 4,290 shares of EES stock, worth $201,415. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,290
Previous 4,290 -0.0%
Holding current value
$201,415
Previous $213,000 0.94%
% of portfolio
0.03%
Previous 0.04%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 31, 2024
BUY
$40.06 - $50.69 $171,857 - $217,460
4,290 New
4,290 $213,000
Q2 2022

Jul 25, 2022
SELL
N/A
-4,290 Closed
0 $0
Q1 2021

May 04, 2021
BUY
N/A
4,290 New
4,290 $203,000
Q1 2020

Apr 29, 2020
SELL
N/A
-4,325 Closed
0 $0
Q4 2019

Feb 27, 2020
BUY
N/A
4,325 New
4,325 $166,000
Q3 2019

Oct 28, 2019
SELL
N/A
-9,213 Closed
0 $0
Q2 2019

Aug 02, 2019
BUY
N/A
1,949 Added 26.83%
9,213 $331,000
Q1 2019

May 15, 2019
BUY
N/A
7,264 New
7,264 $262,000

Others Institutions Holding EES

# of Institutions
145
Shares Held
7.77M
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
Track This Portfolio

Track Institute For Wealth Management, Llc. Portfolio

Follow Institute For Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email