Principal Securities, Inc. Wisdomtree U.S. Smallcap Fund Transaction History

Principal Securities, Inc.

  • $5.32 Trillion
  • Q2 2025

A detailed history of Principal Securities, Inc. transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Principal Securities, Inc. holds 739 shares of EES stock, worth $39,351. This represents 0.0% of its overall portfolio holdings.

Number of Shares
739
Previous 879 15.93%
Holding current value
$39,351
Previous $47.4 Million 20.57%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
$42.54 - $50.99 $5,955 - $7,138
-140 Reduced 15.93%
739 $37.7 Million
Q1 2025

Apr 30, 2025
BUY
$48.37 - $55.84 $19,589 - $22,615
405 Added 85.44%
879 $47.4 Million
Q4 2024

Jan 30, 2025
SELL
$51.33 - $58.78 $307 - $352
-6 Reduced 1.25%
474 $25.6 Million
Q3 2024

Oct 28, 2024
BUY
$46.45 - $53.68 $464 - $536
10 Added 2.13%
480 $25.3 Million
Q2 2024

Jul 31, 2024
BUY
$45.98 - $49.63 $4,184 - $4,516
91 Added 24.01%
470 $22.2 Million
Q4 2023

Feb 07, 2024
BUY
$40.06 - $50.69 $15,182 - $19,211
379 New
379 $18.9 Million

Others Institutions Holding EES

# of Institutions
154
Shares Held
7.27M
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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