Kingsview Wealth Management, LLC Wisdomtree U.S. Smallcap Fund Transaction History

Kingsview Wealth Management, LLC

$4.73 Billion
Q1 2025

A detailed history of Kingsview Wealth Management, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 5,270 shares of EES stock, worth $243,948. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,270

Previous 5,333 1.18%

Holding current value

$243,948

Previous $287,000 10.45%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$48.37 - $55.84 $3,047 - $3,517	-63 Reduced 1.18%	5,270 $257,000
Q4 2024 Jan 28, 2025	SELL	$51.33 - $58.78 $1,026 - $1,175	-20 Reduced 0.37%	5,333 $287,000
Q3 2024 Nov 12, 2024	SELL	$46.45 - $53.68 $2,136 - $2,469	-46 Reduced 0.85%	5,353 $282,000
Q2 2024 Aug 14, 2024	SELL	$45.98 - $49.63 $16,092 - $17,370	-350 Reduced 6.09%	5,399 $254,000
Q1 2024 May 09, 2024	SELL	$46.41 - $50.12 $22,323 - $24,107	-481 Reduced 7.72%	5,749 $288,000
Q4 2023 Feb 08, 2024	SELL	$40.06 - $50.69 $9,013 - $11,405	-225 Reduced 3.49%	6,230 $310,000
Q2 2023 Aug 10, 2023	SELL	$40.17 - $45.19 $4,017 - $4,519	-100 Reduced 1.53%	6,455 $289,000
Q3 2022 Nov 14, 2022	SELL	$39.17 - $47.72 $5,875 - $7,158	-150 Reduced 2.24%	6,555 $257,000
Q2 2022 Aug 16, 2022	SELL	$40.36 - $48.23 $8,031 - $9,597	-199 Reduced 2.88%	6,705 $276,000
Q1 2022 Feb 08, 2024	BUY	$46.51 - $52.43 $24,510 - $27,630	527 Added 8.46%	6,757 $0
Q4 2021 Feb 17, 2022	SELL	$49.06 - $53.68 $6,868 - $7,515	-140 Reduced 1.99%	6,904 $355,000
Q3 2021 Dec 03, 2021	BUY	$46.0 - $49.88 $3,128 - $3,391	68 Added 0.97%	7,044 $340,000
Q2 2021 Aug 17, 2021	BUY	$46.72 - $51.33 $129,134 - $141,876	2,764 Added 65.62%	6,976 $348,000
Q1 2021 May 24, 2021	BUY	$38.56 - $49.72 $162,414 - $209,420	4,212 New	4,212 $202,000

Others Institutions Holding EES

# of Institutions

161

Shares Held

8.12M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE U.S. SMALLCAP FUND

Ticker EES
Sector ETFs
Industry ETFs

More about EES

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingsview Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingsview Wealth Management, LLC with notifications on news.

Account

Kingsview Wealth Management, LLC Wisdomtree U.S. Smallcap Fund Transaction History