Precedent Wealth Partners, LLC Wisdomtree U.S. Smallcap Fund Transaction History

Precedent Wealth Partners, LLC

  • $477 Billion
  • Q4 2025

A detailed history of Precedent Wealth Partners, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 6,418 shares of EES stock, worth $350,807. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,418
Previous 7,129 9.97%
Holding current value
$350,807
Previous $398 Million 8.27%
% of portfolio
0.08%
Previous 0.09%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
SELL
$53.25 - $56.36 $37,860 - $40,071
-711 Reduced 9.97%
6,418 $365 Million
Q3 2025

Oct 14, 2025
SELL
$50.48 - $57.12 $47,956 - $54,264
-950 Reduced 11.76%
7,129 $398 Million
Q2 2025

Jul 21, 2025
BUY
$42.54 - $50.99 $3,062 - $3,671
72 Added 0.9%
8,079 $412 Million
Q1 2025

Apr 17, 2025
SELL
$48.37 - $55.84 $64,815 - $74,825
-1,340 Reduced 14.34%
8,007 $391 Million
Q4 2024

Jan 21, 2025
SELL
$51.33 - $58.78 $106,766 - $122,262
-2,080 Reduced 18.2%
9,347 $504 Million
Q3 2024

Oct 17, 2024
SELL
$46.45 - $53.68 $108,646 - $125,557
-2,339 Reduced 16.99%
11,427 $603 Million
Q2 2024

Jul 23, 2024
SELL
$45.98 - $49.63 $22,116 - $23,872
-481 Reduced 3.38%
13,766 $649 Million
Q1 2024

Apr 23, 2024
BUY
$46.41 - $50.12 $52,628 - $56,836
1,134 Added 8.65%
14,247 $714 Million
Q4 2023

Jan 18, 2024
BUY
$40.06 - $50.69 $525,306 - $664,697
13,113 New
13,113 $653 Million

Others Institutions Holding EES

# of Institutions
159
Shares Held
7.09M
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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