Jfs Wealth Advisors, LLC Wisdomtree U.S. Smallcap Fund Transaction History

Jfs Wealth Advisors, LLC

  • $1.47 Billion
  • Q1 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 1,813 shares of EES stock, worth $89,362. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,813
Previous 1,813 -0.0%
Holding current value
$89,362
Previous $97,000 9.28%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 02, 2022
SELL
$40.36 - $48.23 $26,839 - $32,072
-665 Reduced 26.84%
1,813 $75,000
Q2 2018

Jul 26, 2018
SELL
N/A
-222 Reduced 8.22%
2,478 $96,000
Q3 2017

Oct 20, 2017
BUY
N/A
2,700
2,700 $94,000

Others Institutions Holding EES

# of Institutions
155
Shares Held
7.59M
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
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