Oxler Private Wealth LLC Wisdomtree U.S. Smallcap Fund Transaction History

Oxler Private Wealth LLC

  • $244 Million
  • Q1 2024

A detailed history of Oxler Private Wealth LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Oxler Private Wealth LLC holds 16,782 shares of EES stock, worth $787,914. This represents 0.34% of its overall portfolio holdings.

Number of Shares
16,782
Previous 17,150 2.15%
Holding current value
$787,914
Previous $854,000 1.52%
% of portfolio
0.34%
Previous 0.71%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024
SELL
$46.41 - $50.12 $17,078 - $18,444
-368 Reduced 2.15%
16,782 $841,000
Q4 2023

Feb 09, 2024
BUY
$40.06 - $50.69 $2,003 - $2,534
50 Added 0.29%
17,150 $854,000
Q3 2023

Oct 12, 2023
SELL
$42.52 - $48.12 $25,937 - $29,353
-610 Reduced 3.44%
17,100 $739,000
Q2 2023

Aug 10, 2023
SELL
$40.17 - $45.19 $979,384 - $1.1 Million
-24,381 Reduced 57.92%
17,710 $793,000
Q1 2023

May 10, 2023
SELL
$41.46 - $49.11 $12,976 - $15,371
-313 Reduced 0.74%
42,091 $1.82 Million
Q4 2022

Feb 13, 2023
SELL
$41.6 - $45.87 $10,150 - $11,192
-244 Reduced 0.57%
42,404 $1.81 Million
Q3 2022

Nov 15, 2022
SELL
N/A
-569 Reduced 1.32%
42,648 $0
Q2 2022

Aug 15, 2022
BUY
N/A
14,113 Added 48.49%
43,217 $0
Q1 2022

May 16, 2022
BUY
N/A
544 Added 1.9%
29,104 $1.4 Million
Q4 2021

Jan 27, 2022
SELL
N/A
-28 Reduced 0.1%
28,560 $1.47 Million
Q3 2021

Nov 09, 2021
BUY
N/A
4,409 Added 18.23%
28,588 $1.38 Million
Q2 2021

Aug 12, 2021
SELL
N/A
-504 Reduced 2.04%
24,179 $1.19 Million
Q1 2021

May 03, 2021
BUY
N/A
5,500 Added 28.67%
24,683 $1.17 Million
Q4 2020

Feb 16, 2021
BUY
N/A
19,183 New
19,183 $746,000

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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