Means Investment Co., Inc. Wisdomtree U.S. Smallcap Fund Transaction History

Means Investment Co., Inc.

  • $882 Million
  • Q3 2024

A detailed history of Means Investment Co., Inc. transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Means Investment Co., Inc. holds 13,677 shares of EES stock, worth $713,665. This represents 0.08% of its overall portfolio holdings.

Number of Shares
13,677
Previous 14,146 3.32%
Holding current value
$713,665
Previous $666,000 8.26%
% of portfolio
0.08%
Previous 0.08%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
SELL
$46.45 - $53.68 $21,785 - $25,175
-469 Reduced 3.32%
13,677 $721,000
Q2 2024

Jul 19, 2024
SELL
$45.98 - $49.63 $4,965 - $5,360
-108 Reduced 0.76%
14,146 $666,000
Q1 2024

Apr 17, 2024
SELL
$46.41 - $50.12 $98,435 - $106,304
-2,121 Reduced 12.95%
14,254 $714,000
Q4 2023

Jan 25, 2024
SELL
$40.06 - $50.69 $58,727 - $74,311
-1,466 Reduced 8.22%
16,375 $815,000
Q3 2023

Oct 25, 2023
SELL
$42.52 - $48.12 $56,424 - $63,855
-1,327 Reduced 6.92%
17,841 $771,000
Q2 2023

Jul 31, 2023
SELL
$40.17 - $45.19 $16,590 - $18,663
-413 Reduced 2.11%
19,168 $858,000
Q1 2023

May 08, 2023
BUY
$41.46 - $49.11 $1,492 - $1,767
36 Added 0.18%
19,581 $846,000
Q4 2022

Jan 27, 2023
BUY
$40.17 - $45.87 $5,744 - $6,559
143 Added 0.74%
19,545 $0
Q3 2022

Oct 17, 2022
BUY
$39.17 - $47.72 $2,076 - $2,529
53 Added 0.27%
19,402 $760,000
Q2 2022

Jul 21, 2022
BUY
$40.36 - $48.23 $1,130 - $1,350
28 Added 0.14%
19,349 $796,000
Q4 2021

Feb 14, 2022
SELL
$49.06 - $53.68 $49 - $53
-1 Reduced 0.01%
19,321 $993,000
Q3 2021

Nov 12, 2021
BUY
$46.0 - $49.88 $1,058 - $1,147
23 Added 0.12%
19,322 $934,000
Q2 2021

Aug 10, 2021
SELL
$46.72 - $51.33 $4,204 - $4,619
-90 Reduced 0.46%
19,299 $953,000
Q1 2021

Apr 05, 2021
BUY
$38.56 - $49.72 $40,680 - $52,454
1,055 Added 5.75%
19,389 $919,000
Q4 2020

Feb 12, 2021
BUY
$30.25 - $39.21 $16,728 - $21,683
553 Added 3.11%
18,334 $820,000
Q3 2020

Nov 09, 2020
SELL
$26.86 - $32.12 $20,762 - $24,828
-773 Reduced 4.17%
17,781 $570,000
Q2 2020

Aug 13, 2020
SELL
$20.39 - $32.74 $119,118 - $191,267
-5,842 Reduced 23.95%
18,554 $591,000
Q1 2020

Apr 23, 2020
SELL
$19.73 - $38.37 $6,116 - $11,894
-310 Reduced 1.25%
24,396 $557,000
Q4 2019

Jan 21, 2020
BUY
$34.15 - $38.59 $9,596 - $10,843
281 Added 1.15%
24,706 $943,000
Q3 2019

Nov 05, 2019
BUY
$35.04 - $36.72 $2,102 - $2,203
60 Added 0.25%
24,425 $917,000
Q2 2019

Aug 07, 2019
BUY
N/A
228 Added 0.94%
24,365 $863,000
Q1 2019

Apr 16, 2019
SELL
N/A
-89 Reduced 0.37%
24,137 $872,000
Q4 2018

Apr 16, 2019
BUY
N/A
24,226 New
24,226 $776,000

Others Institutions Holding EES

# of Institutions
149
Shares Held
7.29M
Call Options Held
9.7K
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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