Kelman Lazarov, Inc. Wisdomtree U.S. Smallcap Fund Transaction History

Kelman Lazarov, Inc.

$525 Million
Q3 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 10, 2021	SELL	$46.72 - $51.33 $252,848 - $277,797	-5,412 Closed	0 $0
Q1 2021 May 07, 2021	SELL	$38.56 - $49.72 $11,992 - $15,462	-311 Reduced 5.43%	5,412 $256,000
Q4 2020 Feb 08, 2021	BUY	$30.25 - $39.21 $173,120 - $224,398	5,723 New	5,723 $223,000
Q3 2020 Nov 12, 2020	SELL	$26.86 - $32.12 $233,279 - $278,962	-8,685 Closed	0 $0
Q2 2020 Jul 29, 2020	SELL	$20.39 - $32.74 $176,924 - $284,084	-8,677 Reduced 49.98%	8,685 $246,000
Q1 2020 Apr 27, 2020	SELL	$19.73 - $38.37 $732,298 - $1.42 Million	-37,116 Reduced 68.13%	17,362 $388,000
Q4 2019 Jan 29, 2020	SELL	$34.15 - $38.59 $251,241 - $283,906	-7,357 Reduced 11.9%	54,478 $2.1 Million
Q3 2019 Oct 15, 2019	SELL	$35.04 - $36.72 $74,039 - $77,589	-2,113 Reduced 3.3%	61,835 $2.2 Million
Q2 2019 Jul 22, 2019	SELL	N/A	-3,518 Reduced 5.21%	63,948 $2.29 Million
Q1 2019 May 08, 2019	SELL	N/A	-3,624 Reduced 5.1%	67,466 $2.44 Million
Q4 2018 Feb 11, 2019	SELL	N/A	-1,567 Reduced 2.16%	71,090 $2.28 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-5,104 Reduced 6.56%	72,657 $2.9 Million
Q2 2018 Aug 03, 2018	SELL	N/A	-696 Reduced 0.89%	77,761 $3.01 Million
Q1 2018 May 08, 2018	SELL	N/A	-960 Reduced 1.21%	78,457 $2.8 Million
Q4 2017 Jan 23, 2018	SELL	N/A	-697 Reduced 0.87%	79,417 $2.88 Million
Q3 2017 Oct 05, 2017	BUY	N/A	80,114	80,114 $2.8 Million

Others Institutions Holding EES

# of Institutions

154

Shares Held

7.2M

Call Options Held

9.7K

Put Options Held

0

About WISDOMTREE U.S. SMALLCAP FUND

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