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

Kmg Fiduciary Partners, LLC

  • $1.17 Billion
  • Q4 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 9,154 shares of EES stock, worth $502,646. This represents 0.04% of its overall portfolio holdings.

Number of Shares
9,154
Previous 9,039 1.27%
Holding current value
$502,646
Previous $476,000 3.57%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jan 14, 2025
BUY
$51.33 - $58.78 $5,902 - $6,759
115 Added 1.27%
9,154 $493,000
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
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
Track This Portfolio

Track Kmg Fiduciary Partners, LLC Portfolio

Follow Kmg Fiduciary Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kmg Fiduciary Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kmg Fiduciary Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email