Joel Isaacson & Co., LLC Wisdomtree U.S. Smallcap Fund Transaction History

Joel Isaacson & Co., LLC

  • $2.18 Billion
  • Q4 2024

A detailed history of Joel Isaacson & Co., LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Joel Isaacson & Co., LLC holds 3,965 shares of EES stock, worth $217,718. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,965
Previous 4,040 1.86%
Holding current value
$217,718
Previous $213,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
SELL
$51.33 - $58.78 $3,849 - $4,408
-75 Reduced 1.86%
3,965 $213,000
Q3 2024

Oct 23, 2024
BUY
$46.45 - $53.68 $187,658 - $216,867
4,040 New
4,040 $213,000

Others Institutions Holding EES

# of Institutions
156
Shares Held
7.18M
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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