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

Precedent Wealth Partners, LLC

  • $306 Billion
  • Q4 2024

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 9,347 shares of EES stock, worth $510,907. This represents 0.16% of its overall portfolio holdings.

Number of Shares
9,347
Previous 11,427 18.2%
Holding current value
$510,907
Previous $603 Million 16.36%
% of portfolio
0.16%
Previous 0.2%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
161
Shares Held
7.83M
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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