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 15,507 shares of EES stock, worth $864,360. This represents 0.3% of its overall portfolio holdings.

Number of Shares
15,507
Previous 16,037 3.3%
Holding current value
$864,360
Previous $755,000 8.21%
% of portfolio
0.3%
Previous 0.3%

Shares

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

Oct 11, 2024

SELL
$46.45 - $53.68 $24,618 - $28,450
-530 Reduced 3.3%
15,507 $817,000
Q2 2024

Jul 29, 2024

SELL
$45.98 - $49.63 $34,255 - $36,974
-745 Reduced 4.44%
16,037 $755,000
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
$40.17 - $45.87 $9,801 - $11,192
-244 Reduced 0.57%
42,404 $1.81 Million
Q3 2022

Nov 15, 2022

SELL
$39.17 - $47.72 $22,287 - $27,152
-569 Reduced 1.32%
42,648 $0
Q2 2022

Aug 15, 2022

BUY
$40.36 - $48.23 $569,600 - $680,669
14,113 Added 48.49%
43,217 $0
Q1 2022

May 16, 2022

BUY
$46.51 - $52.43 $25,301 - $28,521
544 Added 1.9%
29,104 $1.4 Million
Q4 2021

Jan 27, 2022

SELL
$49.06 - $53.68 $1,373 - $1,503
-28 Reduced 0.1%
28,560 $1.47 Million
Q3 2021

Nov 09, 2021

BUY
$46.0 - $49.88 $202,814 - $219,920
4,409 Added 18.23%
28,588 $1.38 Million
Q2 2021

Aug 12, 2021

SELL
$46.72 - $51.33 $23,546 - $25,870
-504 Reduced 2.04%
24,179 $1.19 Million
Q1 2021

May 03, 2021

BUY
$38.56 - $49.72 $212,080 - $273,460
5,500 Added 28.67%
24,683 $1.17 Million
Q4 2020

Feb 16, 2021

BUY
$30.25 - $39.21 $580,285 - $752,165
19,183 New
19,183 $746,000

Others Institutions Holding EES

About WISDOMTREE U.S. SMALLCAP FUND


  • Ticker EES
  • Sector ETFs
  • Industry ETFs
More about EES
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