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 $936,652. This represents 0.17% of its overall portfolio holdings.

Number of Shares

19,950

Previous 20,345 1.94%

Holding current value

$936,652

Previous $866,000 0.46%

% of portfolio

0.17%

Previous 0.2%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$41.6 - $45.87 $25,334 - $27,934	-609 Reduced 2.91%	20,345 $0
Q3 2022 Nov 14, 2022	SELL	N/A	-677 Reduced 3.13%	20,954 $821,000
Q2 2022 Aug 12, 2022	BUY	N/A	42 Added 0.19%	21,631 $889,000
Q1 2022 May 11, 2022	SELL	N/A	-589 Reduced 2.66%	21,589 $1.04 Million

Q4 2021 Feb 14, 2022	SELL	N/A	-49 Reduced 0.22%	22,178 $1.14 Million
Q3 2021 Oct 28, 2021	BUY	N/A	6 Added 0.03%	22,227 $1.1 Million
Q2 2021 Aug 12, 2021	SELL	N/A	-553 Reduced 2.43%	22,221 $1.11 Million
Q1 2021 Apr 30, 2021	BUY	N/A	5,387 Added 30.98%	22,774 $1.1 Million
Q4 2020 Feb 03, 2021	SELL	N/A	-1,313 Reduced 7.02%	17,387 $677,000
Q3 2020 Nov 16, 2020	BUY	N/A	1,963 Added 11.73%	18,700 $643,000
Q2 2020 Aug 14, 2020	BUY	N/A	16,737 New	16,737 $532,000

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