Janney Montgomery Scott LLC Wisdomtree U.S. Smallcap Fund Transaction History

Janney Montgomery Scott LLC

  • $35.8 Billion
  • Q3 2024

A detailed history of Janney Montgomery Scott LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Janney Montgomery Scott LLC holds 4,954 shares of EES stock, worth $267,416. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,954
Previous 5,133 3.49%
Holding current value
$267,416
Previous $242,000 7.85%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
SELL
$46.45 - $53.68 $8,314 - $9,608
-179 Reduced 3.49%
4,954 $261,000
Q2 2024

Jul 25, 2024
SELL
$45.98 - $49.63 $5,379 - $5,806
-117 Reduced 2.23%
5,133 $242,000
Q1 2024

May 01, 2024
SELL
$46.41 - $50.12 $417 - $451
-9 Reduced 0.17%
5,250 $263,000
Q4 2023

Feb 07, 2024
SELL
$40.06 - $50.69 $34,691 - $43,897
-866 Reduced 14.14%
5,259 $262,000
Q3 2023

Nov 08, 2023
SELL
$42.52 - $48.12 $297 - $336
-7 Reduced 0.11%
6,125 $265,000
Q2 2023

Jul 26, 2023
BUY
$40.17 - $45.19 $36,554 - $41,122
910 Added 17.43%
6,132 $275,000
Q3 2022

Oct 25, 2022
SELL
$39.17 - $47.72 $15,315 - $18,658
-391 Reduced 6.97%
5,222 $205,000
Q2 2022

Aug 03, 2022
SELL
$40.36 - $48.23 $6.4 Million - $7.65 Million
-158,635 Reduced 96.58%
5,613 $235,000
Q1 2022

May 04, 2022
BUY
$46.51 - $52.43 $7.64 Million - $8.61 Million
164,248 New
164,248 $7.88 Million
Q3 2020

Nov 06, 2020
SELL
$26.86 - $32.12 $2.5 Million - $2.99 Million
-93,103 Closed
0 $0
Q2 2020

Jul 23, 2020
BUY
$20.39 - $32.74 $1.4 Million - $2.26 Million
68,878 Added 284.33%
93,103 $2.64 Million
Q1 2020

Apr 30, 2020
BUY
$19.73 - $38.37 $477,959 - $929,513
24,225 New
24,225 $541,000

Others Institutions Holding EES

# of Institutions
153
Shares Held
7.2M
Call Options Held
9.7K
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 Janney Montgomery Scott LLC Portfolio

Follow Janney Montgomery Scott 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 Janney Montgomery Scott LLC, based on Form 13F filings with the SEC.

News

Stay updated on Janney Montgomery Scott LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email