Lpl Financial LLC Wisdomtree U.S. Smallcap Fund Transaction History

Lpl Financial LLC

  • $283 Billion
  • Q2 2025

A detailed history of Lpl Financial LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Lpl Financial LLC holds 510,962 shares of EES stock, worth $26.5 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
510,962
Previous 474,729 7.63%
Holding current value
$26.5 Million
Previous $23.2 Million 12.31%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 12, 2025
BUY
$42.54 - $50.99 $1.54 Million - $1.85 Million
36,233 Added 7.63%
510,962 $26 Million
Q1 2025

May 07, 2025
BUY
$48.37 - $55.84 $3.82 Million - $4.41 Million
78,901 Added 19.93%
474,729 $23.2 Million
Q4 2024

Feb 11, 2025
BUY
$51.33 - $58.78 $1.56 Million - $1.79 Million
30,392 Added 8.32%
395,828 $21.4 Million
Q3 2024

Nov 08, 2024
BUY
$46.45 - $53.68 $469,005 - $542,006
10,097 Added 2.84%
365,436 $19.3 Million
Q2 2024

Aug 07, 2024
SELL
$45.98 - $49.63 $7.59 Million - $8.2 Million
-165,164 Reduced 31.73%
355,339 $16.7 Million
Q1 2024

May 10, 2024
BUY
$46.41 - $50.12 $1.92 Million - $2.08 Million
41,459 Added 8.65%
520,503 $26.1 Million
Q4 2023

Feb 14, 2024
BUY
$40.06 - $50.69 $363,464 - $459,910
9,073 Added 1.93%
479,044 $23.9 Million
Q3 2023

Nov 13, 2023
BUY
$42.52 - $48.12 $590,135 - $667,857
13,879 Added 3.04%
469,971 $20.3 Million
Q2 2023

Jul 31, 2023
BUY
$40.17 - $45.19 $490,957 - $552,312
12,222 Added 2.75%
456,092 $20.4 Million
Q1 2023

May 10, 2023
SELL
$41.46 - $49.11 $26.1 Million - $30.9 Million
-629,958 Reduced 58.66%
443,870 $19.2 Million
Q4 2022

Feb 07, 2023
BUY
$40.17 - $45.87 $18.6 Million - $21.2 Million
462,966 Added 75.79%
1,073,828 $45.7 Million
Q3 2022

Nov 14, 2022
BUY
$39.17 - $47.72 $19.8 Million - $24.1 Million
504,330 Added 473.41%
610,862 $23.9 Million
Q2 2022

Aug 12, 2022
SELL
$40.36 - $48.23 $6.95 Million - $8.31 Million
-172,323 Reduced 61.8%
106,532 $4.38 Million
Q1 2022

May 16, 2022
SELL
$46.51 - $52.43 $23.1 Million - $26.1 Million
-497,622 Reduced 64.09%
278,855 $13.4 Million
Q4 2021

Feb 14, 2022
BUY
$49.06 - $53.68 $24.3 Million - $26.6 Million
496,130 Added 176.97%
776,477 $39.9 Million
Q3 2021

Nov 15, 2021
SELL
$46.0 - $49.88 $437,506 - $474,408
-9,511 Reduced 3.28%
280,347 $13.5 Million
Q2 2021

Aug 13, 2021
SELL
$46.72 - $51.33 $7.44 Million - $8.17 Million
-159,187 Reduced 35.45%
289,858 $14.3 Million
Q1 2021

May 14, 2021
BUY
$38.56 - $49.72 $13.4 Million - $17.3 Million
347,969 Added 344.26%
449,045 $21.3 Million
Q4 2020

Feb 12, 2021
BUY
$30.25 - $39.21 $171,668 - $222,516
5,675 Added 5.95%
101,076 $3.93 Million
Q3 2020

Nov 09, 2020
SELL
$26.86 - $32.12 $248,347 - $296,981
-9,246 Reduced 8.84%
95,401 $2.85 Million
Q2 2020

Aug 13, 2020
SELL
$20.39 - $32.74 $120,871 - $194,082
-5,928 Reduced 5.36%
104,647 $2.97 Million
Q1 2020

May 14, 2020
SELL
$19.73 - $38.37 $219,654 - $427,173
-11,133 Reduced 9.15%
110,575 $2.47 Million
Q4 2019

Feb 14, 2020
BUY
$34.15 - $38.59 $840,499 - $949,777
24,612 Added 25.35%
121,708 $4.68 Million
Q3 2019

Nov 13, 2019
SELL
$35.04 - $36.72 $121,063 - $126,867
-3,455 Reduced 3.44%
97,096 $3.46 Million
Q2 2019

Aug 09, 2019
SELL
N/A
-21,326 Reduced 17.5%
100,551 $3.61 Million
Q1 2019

May 08, 2019
BUY
N/A
8,212 Added 7.22%
121,877 $4.4 Million
Q4 2018

Feb 07, 2019
BUY
N/A
26,952 Added 31.08%
113,665 $3.64 Million
Q3 2018

Nov 14, 2018
BUY
N/A
4,141 Added 5.02%
86,713 $3.46 Million
Q2 2018

Aug 14, 2018
BUY
N/A
11,478 Added 16.14%
82,572 $3.2 Million
Q1 2018

May 15, 2018
BUY
N/A
7,950 Added 12.59%
71,094 $2.54 Million
Q4 2017

Feb 14, 2018
SELL
N/A
-32,566 Reduced 34.03%
63,144 $2.29 Million
Q3 2017

Nov 14, 2017
BUY
N/A
13,321 Added 16.17%
95,710 $3.35 Million
Q2 2017

Aug 14, 2017
BUY
N/A
82,389
82,389 $2.71 Million

Others Institutions Holding EES

# of Institutions
149
Shares Held
7.45M
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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