A detailed history of New Edge Wealth, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, New Edge Wealth, LLC holds 9,017 shares of EES stock, worth $512,165. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,017
Holding current value
$512,165
% of portfolio
0.01%

Shares

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

Nov 12, 2024

BUY
$46.45 - $53.68 $418,839 - $484,032
9,017 New
9,017 $475,000

Others Institutions Holding EES

About WISDOMTREE U.S. SMALLCAP FUND


  • Ticker EES
  • Sector ETFs
  • Industry ETFs
More about EES
Track This Portfolio

Track New Edge Wealth, LLC Portfolio

Follow New Edge Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Wealth, LLC with notifications on news.