Northwestern Mutual Wealth Management CO Wisdomtree U.S. Smallcap Fund Transaction History

Northwestern Mutual Wealth Management CO

  • $136 Billion
  • Q2 2025

A detailed history of Northwestern Mutual Wealth Management CO transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Northwestern Mutual Wealth Management CO holds 821 shares of EES stock, worth $45,910. This represents 0.0% of its overall portfolio holdings.

Number of Shares
821
Previous 668 22.9%
Holding current value
$45,910
Previous $32,000 28.13%
% of portfolio
0.0%
Previous 0.0%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$42.54 - $50.99 $6,508 - $7,801
153 Added 22.9%
821 $41,000
Q1 2025

May 14, 2025
BUY
$48.37 - $55.84 $48 - $55
1 Added 0.15%
668 $32,000
Q4 2024

Feb 11, 2025
SELL
$51.33 - $58.78 $23,611 - $27,038
-460 Reduced 40.82%
667 $35,000
Q3 2024

Nov 12, 2024
SELL
$46.45 - $53.68 $38,089 - $44,017
-820 Reduced 42.12%
1,127 $59,000
Q2 2024

Aug 15, 2024
BUY
$45.98 - $49.63 $137 - $148
3 Added 0.15%
1,947 $91,000
Q1 2024

May 15, 2024
SELL
$46.41 - $50.12 $105,814 - $114,273
-2,280 Reduced 53.98%
1,944 $97,000
Q4 2023

Feb 13, 2024
SELL
$40.06 - $50.69 $24,917 - $31,529
-622 Reduced 12.84%
4,224 $210,000
Q3 2023

Nov 14, 2023
SELL
$42.52 - $48.12 $104,344 - $118,086
-2,454 Reduced 33.62%
4,846 $209,000
Q2 2023

Aug 14, 2023
BUY
$40.17 - $45.19 $40 - $45
1 Added 0.01%
7,300 $327,000
Q1 2023

May 15, 2023
BUY
$41.46 - $49.11 $8,789 - $10,411
212 Added 2.99%
7,299 $315,000
Q4 2022

Feb 21, 2023
SELL
$40.17 - $45.87 $10,484 - $11,972
-261 Reduced 3.55%
7,087 $301,000
Q3 2022

Nov 14, 2022
BUY
$39.17 - $47.72 $3,956 - $4,819
101 Added 1.39%
7,348 $288,000
Q2 2022

Aug 04, 2022
SELL
$40.36 - $48.23 $27,041 - $32,314
-670 Reduced 8.46%
7,247 $298,000
Q1 2022

May 09, 2022
SELL
$46.51 - $52.43 $69,671 - $78,540
-1,498 Reduced 15.91%
7,917 $380,000
Q4 2021

Feb 03, 2022
BUY
$49.06 - $53.68 $102,976 - $112,674
2,099 Added 28.69%
9,415 $484,000
Q3 2021

Nov 15, 2021
BUY
$46.0 - $49.88 $2,024 - $2,194
44 Added 0.61%
7,316 $354,000
Q2 2021

Aug 13, 2021
BUY
$46.72 - $51.33 $90,449 - $99,374
1,936 Added 36.28%
7,272 $359,000
Q1 2021

May 14, 2021
BUY
$38.56 - $49.72 $27,300 - $35,201
708 Added 15.3%
5,336 $253,000
Q4 2020

Feb 12, 2021
BUY
$30.25 - $39.21 $27,346 - $35,445
904 Added 24.27%
4,628 $180,000
Q3 2020

Nov 13, 2020
SELL
$26.86 - $32.12 $2,095 - $2,505
-78 Reduced 2.05%
3,724 $111,000
Q2 2020

Aug 14, 2020
SELL
$20.39 - $32.74 $33,256 - $53,398
-1,631 Reduced 30.02%
3,802 $108,000
Q1 2020

May 08, 2020
SELL
$19.73 - $38.37 $1.2 Million - $2.33 Million
-60,657 Reduced 91.78%
5,433 $121,000
Q4 2019

Feb 13, 2020
SELL
$34.15 - $38.59 $81,755 - $92,384
-2,394 Reduced 3.5%
66,090 $2.54 Million
Q3 2019

Nov 12, 2019
BUY
$35.04 - $36.72 $172,642 - $180,919
4,927 Added 7.75%
68,484 $2.44 Million
Q2 2019

Aug 12, 2019
BUY
N/A
7,602 Added 13.59%
63,557 $2.28 Million
Q1 2019

May 10, 2019
BUY
N/A
5,700 Added 11.34%
55,955 $2.02 Million
Q4 2018

Feb 12, 2019
BUY
N/A
49,373 Added 5597.85%
50,255 $1.61 Million
Q4 2017

Jan 31, 2018
BUY
N/A
882 New
882 $32,000
Q3 2017

Nov 07, 2017
SELL
N/A
-534 Closed
0 $0
Q2 2017

Aug 10, 2017
BUY
N/A
534
534 $18,000

Others Institutions Holding EES

# of Institutions
152
Shares Held
7.27M
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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