Moller Financial Services Wisdomtree U.S. Smallcap Fund Transaction History

Moller Financial Services

$404 Million
Q1 2025

A detailed history of Moller Financial Services transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Moller Financial Services holds 18,442 shares of EES stock, worth $908,637. This represents 0.22% of its overall portfolio holdings.

Number of Shares

18,442

Previous 18,442 -0.0%

Holding current value

$908,637

Previous $994,000 9.26%

% of portfolio

0.22%

Previous 0.26%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	SELL	$46.45 - $53.68 $2,276 - $2,630	-49 Reduced 0.26%	18,442 $972,000
Q3 2023 Oct 16, 2023	SELL	$42.52 - $48.12 $1,870 - $2,117	-44 Reduced 0.24%	18,491 $800,000
Q3 2022 Oct 20, 2022	SELL	$39.17 - $47.72 $940 - $1,145	-24 Reduced 0.13%	18,535 $726,000
Q3 2021 Oct 20, 2021	SELL	$46.0 - $49.88 $966 - $1,047	-21 Reduced 0.11%	18,559 $897,000
Q3 2020 Oct 19, 2020	SELL	$26.86 - $32.12 $886 - $1,059	-33 Reduced 0.18%	18,580 $555,000
Q3 2019 Oct 18, 2019	SELL	$35.04 - $36.72 $1,121 - $1,175	-32 Reduced 0.17%	18,613 $663,000
Q3 2018 Oct 17, 2018	SELL	N/A	-25 Reduced 0.13%	18,645 $743,000
Q4 2017 Jan 19, 2018	SELL	N/A	-29 Reduced 0.16%	18,670 $676,000
Q3 2017 Oct 26, 2017	BUY	N/A	18,699	18,699 $0

Others Institutions Holding EES

# of Institutions

157

Shares Held

7.64M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE U.S. SMALLCAP FUND

Ticker EES
Sector ETFs
Industry ETFs

More about EES

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Moller Financial Services, based on Form 13F filings with the SEC.

News

Stay updated on Moller Financial Services with notifications on news.

Account

Moller Financial Services Wisdomtree U.S. Smallcap Fund Transaction History