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

Precedent Wealth Partners, LLC

$408 Billion
Q2 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 8,079 shares of EES stock, worth $417,441. This represents 0.1% of its overall portfolio holdings.

Number of Shares

8,079

Previous 8,007 0.9%

Holding current value

$417,441

Previous $391 Million 5.28%

% of portfolio

0.1%

Previous 0.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

153

Shares Held

7.63M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE U.S. SMALLCAP FUND

Ticker EES
Sector ETFs
Industry ETFs

More about EES

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