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

Moller Financial Services

  • $375 Million
  • Q2 2024

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 18,491 shares of EES stock, worth $868,152. This represents 0.23% of its overall portfolio holdings.

Number of Shares
18,491
Previous 18,491 -0.0%
Holding current value
$868,152
Previous $926,000 5.94%
% of portfolio
0.23%
Previous 0.25%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
-24 Reduced 0.13%
18,535 $726,000
Q3 2021

Oct 20, 2021
SELL
N/A
-21 Reduced 0.11%
18,559 $897,000
Q3 2020

Oct 19, 2020
SELL
N/A
-33 Reduced 0.18%
18,580 $555,000
Q3 2019

Oct 18, 2019
SELL
N/A
-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
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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