Marietta Wealth Management, LLC Wisdomtree U.S. Smallcap Fund Transaction History

Marietta Wealth Management, LLC

$667 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 14, 2020	SELL	$19.73 - $38.37 $1.95 Million - $3.8 Million	-99,032 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$34.15 - $38.59 $21,856 - $24,697	640 Added 0.65%	99,032 $3.81 Million
Q3 2019 Nov 14, 2019	BUY	$35.04 - $36.72 $1.28 Million - $1.34 Million	36,618 Added 59.28%	98,392 $3.5 Million
Q2 2019 Aug 14, 2019	BUY	N/A	5,087 Added 8.97%	61,774 $2.22 Million
Q1 2019 May 09, 2019	BUY	N/A	395 Added 0.7%	56,687 $2.05 Million
Q4 2018 Feb 05, 2019	SELL	N/A	-14,412 Reduced 20.38%	56,292 $1.8 Million
Q3 2018 Nov 13, 2018	SELL	N/A	-1,520 Reduced 2.1%	70,704 $2.82 Million
Q2 2018 Aug 08, 2018	BUY	N/A	7,005 Added 10.74%	72,224 $2.79 Million
Q1 2018 May 14, 2018	BUY	N/A	65,219 New	65,219 $2.33 Million

Others Institutions Holding EES

# of Institutions

153

Shares Held

7.2M

Call Options Held

9.7K

Put Options Held

0

About WISDOMTREE U.S. SMALLCAP FUND

Ticker EES
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