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

Kingsview Wealth Management, LLC

  • $3.97 Billion
  • Q2 2024

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 5,399 shares of EES stock, worth $282,799. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,399
Previous 5,749 6.09%
Holding current value
$282,799
Previous $288,000 11.81%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
148
Shares Held
7.4M
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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