Larson Financial Group LLC Wisdomtree U.S. Smallcap Fund Transaction History

Larson Financial Group LLC

  • $2.44 Billion
  • Q2 2025

A detailed history of Larson Financial Group LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Larson Financial Group LLC holds 16,507 shares of EES stock, worth $913,002. This represents 0.03% of its overall portfolio holdings.

Number of Shares
16,507
Previous 16,450 0.35%
Holding current value
$913,002
Previous $803,000 4.73%
% of portfolio
0.03%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
$42.54 - $50.99 $2,424 - $2,906
57 Added 0.35%
16,507 $841,000
Q1 2025

May 02, 2025
SELL
$48.37 - $55.84 $12,431 - $14,350
-257 Reduced 1.54%
16,450 $803,000
Q4 2024

Feb 07, 2025
SELL
$51.33 - $58.78 $2,053 - $2,351
-40 Reduced 0.24%
16,707 $901,000
Q3 2024

Nov 12, 2024
SELL
$46.45 - $53.68 $1,161 - $1,342
-25 Reduced 0.15%
16,747 $883,000
Q2 2024

Aug 02, 2024
BUY
$45.98 - $49.63 $771,176 - $832,394
16,772 New
16,772 $790,000
Q4 2020

Jan 14, 2021
BUY
$30.25 - $39.21 $13,915 - $18,036
460 New
460 $18,000

Others Institutions Holding EES

# of Institutions
158
Shares Held
7.37M
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 Larson Financial Group LLC Portfolio

Follow Larson Financial Group 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 Larson Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Larson Financial Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email