Laurel Wealth Advisors LLC Wisdomtree U.S. Smallcap Fund Transaction History

Laurel Wealth Advisors LLC

  • $585 Million
  • Q1 2024

A detailed history of Laurel Wealth Advisors LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Laurel Wealth Advisors LLC holds 3,465 shares of EES stock, worth $162,681. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,465
Previous 3,295 5.16%
Holding current value
$162,681
Previous $164,000 5.49%
% of portfolio
0.03%
Previous 0.03%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$46.41 - $50.12 $7,889 - $8,520
170 Added 5.16%
3,465 $173,000
Q4 2023

Feb 13, 2024
BUY
$40.06 - $50.69 $12,418 - $15,713
310 Added 10.39%
3,295 $164,000
Q3 2023

Nov 14, 2023
BUY
$42.52 - $48.12 $17,433 - $19,729
410 Added 15.92%
2,985 $129,000
Q2 2023

Aug 14, 2023
BUY
$40.17 - $45.19 $14,059 - $15,816
350 Added 15.73%
2,575 $115,000
Q1 2023

May 08, 2023
BUY
$41.46 - $49.11 $2,280 - $2,701
55 Added 2.53%
2,225 $96,000
Q4 2022

Feb 07, 2023
BUY
$41.6 - $45.87 $37,440 - $41,283
900 Added 70.87%
2,170 $92,000
Q3 2022

Nov 15, 2022
BUY
N/A
135 Added 11.89%
1,270 $50,000
Q2 2022

Aug 12, 2022
BUY
N/A
125 Added 12.38%
1,135 $47,000
Q1 2022

May 02, 2022
SELL
N/A
-300 Reduced 22.9%
1,010 $48,000
Q4 2021

Feb 01, 2022
SELL
N/A
-51 Reduced 3.75%
1,310 $67,000
Q2 2021

Aug 02, 2021
SELL
N/A
-100 Reduced 6.84%
1,361 $67,000
Q1 2021

May 04, 2021
SELL
N/A
-50 Reduced 3.31%
1,461 $69,000
Q4 2020

Feb 04, 2021
SELL
N/A
-370 Reduced 19.67%
1,511 $59,000
Q3 2020

Nov 10, 2020
SELL
N/A
-598 Reduced 24.12%
1,881 $56,000
Q2 2020

Aug 06, 2020
BUY
N/A
424 Added 20.63%
2,479 $70,000
Q1 2020

Apr 30, 2020
BUY
N/A
1,030 Added 100.49%
2,055 $46,000
Q4 2019

Jan 31, 2020
BUY
N/A
700 Added 215.38%
1,025 $39,000
Q3 2019

Nov 13, 2019
BUY
N/A
325 New
325 $12,000

Others Institutions Holding EES

# of Institutions
145
Shares Held
7.77M
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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