Invenio Wealth Partners LLC Wisdomtree U.S. Smallcap Fund Transaction History

Invenio Wealth Partners LLC

$252 Billion
Q2 2025

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 13, 2025	BUY	$48.37 - $55.84 $224,727 - $259,432	4,646 Added 4.3%	112,610 $5.5 Billion
Q4 2024 Feb 12, 2025	SELL	$51.33 - $58.78 $499,030 - $571,459	-9,722 Reduced 8.26%	107,964 $5.82 Billion
Q3 2024 Nov 13, 2024	SELL	$46.45 - $53.68 $173,537 - $200,548	-3,736 Reduced 3.08%	117,686 $6.21 Billion
Q2 2024 Aug 12, 2024	BUY	$45.98 - $49.63 $279,742 - $301,948	6,084 Added 5.27%	121,422 $5.72 Billion
Q1 2024 May 09, 2024	BUY	$46.41 - $50.12 $3.37 Million - $3.64 Million	72,647 Added 170.17%	115,338 $5.78 Billion
Q4 2023 Feb 09, 2024	BUY	$40.06 - $50.69 $549,142 - $694,858	13,708 Added 47.3%	42,691 $2.13 Billion
Q3 2023 Nov 13, 2023	BUY	$42.52 - $48.12 $1.23 Million - $1.39 Million	28,983 New	28,983 $1.25 Billion

Others Institutions Holding EES

# of Institutions

151

Shares Held

7.28M

Call Options Held

0

Put Options Held

0

About WISDOMTREE U.S. SMALLCAP FUND

Ticker EES
Sector ETFs
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