New Edge Wealth, LLC Wisdomtree U.S. Smallcap Fund Transaction History

New Edge Wealth, LLC

  • $5.35 Billion
  • Q1 2025

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 7,384 shares of EES stock, worth $363,809. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,384
Previous 9,142 19.23%
Holding current value
$363,809
Previous $493,000 26.98%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
$48.37 - $55.84 $85,034 - $98,166
-1,758 Reduced 19.23%
7,384 $360,000
Q4 2024

Feb 04, 2025
BUY
$51.33 - $58.78 $6,416 - $7,347
125 Added 1.39%
9,142 $493,000
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

# of Institutions
157
Shares Held
7.64M
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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