Kmg Fiduciary Partners, LLC Wisdomtree U.S. Smallcap Fund Transaction History

Kmg Fiduciary Partners, LLC

$1.14 Billion
Q3 2024

A detailed history of Kmg Fiduciary Partners, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Kmg Fiduciary Partners, LLC holds 9,039 shares of EES stock, worth $525,437. This represents 0.04% of its overall portfolio holdings.

Number of Shares

9,039

Previous 9,010 0.32%

Holding current value

$525,437

Previous $424,000 12.26%

% of portfolio

0.04%

Previous 0.04%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$46.45 - $53.68 $1,347 - $1,556	29 Added 0.32%	9,039 $476,000
Q2 2024 Jul 17, 2024	BUY	$45.98 - $49.63 $1,655 - $1,786	36 Added 0.4%	9,010 $424,000
Q1 2024 Apr 10, 2024	BUY	$46.41 - $50.12 $1,206 - $1,303	26 Added 0.29%	8,974 $449,000
Q4 2023 Jan 10, 2024	BUY	$40.06 - $50.69 $1,001 - $1,267	25 Added 0.28%	8,948 $445,000
Q3 2023 Oct 25, 2023	BUY	$42.52 - $48.12 $1,233 - $1,395	29 Added 0.33%	8,923 $386,000
Q2 2023 Jul 14, 2023	BUY	$40.17 - $45.19 $1,486 - $1,672	37 Added 0.42%	8,894 $398,000
Q1 2023 Apr 13, 2023	BUY	$41.46 - $49.11 $4,187 - $4,960	101 Added 1.15%	8,857 $382,000
Q4 2022 Jan 12, 2023	BUY	$40.17 - $45.87 $1,405 - $1,605	35 Added 0.4%	8,756 $0
Q3 2022 Oct 27, 2022	BUY	$39.17 - $47.72 $1,135 - $1,383	29 Added 0.33%	8,721 $342,000
Q2 2022 Jul 13, 2022	BUY	$40.36 - $48.23 $807 - $964	20 Added 0.23%	8,692 $357,000
Q1 2022 Apr 19, 2022	BUY	$46.51 - $52.43 $651 - $734	14 Added 0.16%	8,672 $416,000
Q4 2021 Jan 12, 2022	BUY	$49.06 - $53.68 $9,174 - $10,038	187 Added 2.21%	8,658 $445,000
Q3 2021 Oct 12, 2021	BUY	$46.0 - $49.88 $14,720 - $15,961	320 Added 3.93%	8,471 $409,000
Q2 2021 Jul 20, 2021	BUY	$46.72 - $51.33 $2,522 - $2,771	54 Added 0.67%	8,151 $403,000
Q1 2021 Apr 08, 2021	BUY	$38.56 - $49.72 $6,902 - $8,899	179 Added 2.26%	8,097 $384,000
Q4 2020 Jan 13, 2021	BUY	$30.25 - $39.21 $877 - $1,137	29 Added 0.37%	7,918 $310,000
Q3 2020 Oct 13, 2020	BUY	$26.86 - $32.12 $510 - $610	19 Added 0.24%	7,889 $236,000
Q2 2020 Jul 22, 2020	BUY	$20.39 - $32.74 $160,469 - $257,663	7,870 New	7,870 $223,000

Others Institutions Holding EES

# of Institutions

153

Shares Held

7.2M

Call Options Held

9.7K

Put Options Held

View Full List

About WISDOMTREE U.S. SMALLCAP FUND

Ticker EES
Sector ETFs
Industry ETFs

More about EES

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Kmg Fiduciary Partners, LLC Wisdomtree U.S. Smallcap Fund Transaction History