Intrua Financial, LLC Wisdomtree U.S. Smallcap Fund Transaction History

Intrua Financial, LLC

  • $502 Million
  • Q1 2023

A detailed history of Intrua Financial, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Intrua Financial, LLC holds 19,950 shares of EES stock, worth $1.1 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
19,950
Previous 20,345 1.94%
Holding current value
$1.1 Million
Previous $866,000 0.46%
% of portfolio
0.17%
Previous 0.2%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 15, 2023
SELL
$41.46 - $49.11 $16,376 - $19,398
-395 Reduced 1.94%
19,950 $862,000
Q4 2022

Jan 20, 2023
SELL
$40.17 - $45.87 $24,463 - $27,934
-609 Reduced 2.91%
20,345 $0
Q3 2022

Nov 14, 2022
SELL
$39.17 - $47.72 $26,518 - $32,306
-677 Reduced 3.13%
20,954 $821,000
Q2 2022

Aug 12, 2022
BUY
$40.36 - $48.23 $1,695 - $2,025
42 Added 0.19%
21,631 $889,000
Q1 2022

May 11, 2022
SELL
$46.51 - $52.43 $27,394 - $30,881
-589 Reduced 2.66%
21,589 $1.04 Million
Q4 2021

Feb 14, 2022
SELL
$49.06 - $53.68 $2,403 - $2,630
-49 Reduced 0.22%
22,178 $1.14 Million
Q3 2021

Oct 28, 2021
BUY
$46.0 - $49.88 $276 - $299
6 Added 0.03%
22,227 $1.1 Million
Q2 2021

Aug 12, 2021
SELL
$46.72 - $51.33 $25,836 - $28,385
-553 Reduced 2.43%
22,221 $1.11 Million
Q1 2021

Apr 30, 2021
BUY
$38.56 - $49.72 $207,722 - $267,841
5,387 Added 30.98%
22,774 $1.1 Million
Q4 2020

Feb 03, 2021
SELL
$30.25 - $39.21 $39,718 - $51,482
-1,313 Reduced 7.02%
17,387 $677,000
Q3 2020

Nov 16, 2020
BUY
$26.86 - $32.12 $52,726 - $63,051
1,963 Added 11.73%
18,700 $643,000
Q2 2020

Aug 14, 2020
BUY
$20.39 - $32.74 $341,267 - $547,969
16,737 New
16,737 $532,000

Others Institutions Holding EES

# of Institutions
154
Shares Held
7.16M
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 Intrua Financial, LLC Portfolio

Follow Intrua Financial, 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 Intrua Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Intrua Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email