Prospera Financial Services Inc Wisdomtree U.S. Smallcap Fund Transaction History

Prospera Financial Services Inc

$4.19 Billion
Q1 2025

A detailed history of Prospera Financial Services Inc transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Prospera Financial Services Inc holds 20,071 shares of EES stock, worth $988,898. This represents 0.02% of its overall portfolio holdings.

Number of Shares

20,071

Previous 20,616 2.64%

Holding current value

$988,898

Previous $1.11 Million 11.87%

% of portfolio

0.02%

Previous 0.03%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$48.37 - $55.84 $26,361 - $30,432	-545 Reduced 2.64%	20,071 $980,000
Q4 2024 Feb 13, 2025	SELL	$51.33 - $58.78 $5,954 - $6,818	-116 Reduced 0.56%	20,616 $1.11 Million
Q3 2024 Nov 07, 2024	SELL	$46.45 - $53.68 $4,459 - $5,153	-96 Reduced 0.46%	20,732 $1.09 Million
Q2 2024 Aug 13, 2024	BUY	$45.98 - $49.63 $35,496 - $38,314	772 Added 3.85%	20,828 $981,000
Q1 2024 Aug 13, 2024	SELL	$46.41 - $50.12 $2,784 - $3,007	-60 Reduced 0.29%	20,768 $1.04 Million
Q4 2023 Feb 14, 2024	SELL	$40.06 - $50.69 $97,946 - $123,937	-2,445 Reduced 10.87%	20,056 $999,000
Q3 2023 Nov 13, 2023	SELL	$42.52 - $48.12 $48,898 - $55,338	-1,150 Reduced 4.86%	22,501 $973,000
Q2 2023 Aug 08, 2023	SELL	$40.17 - $45.19 $13,778 - $15,500	-343 Reduced 1.43%	23,651 $1.06 Million
Q1 2023 May 12, 2023	BUY	$41.46 - $49.11 $33,458 - $39,631	807 Added 3.48%	23,994 $1.04 Million
Q4 2022 Feb 08, 2023	BUY	$40.17 - $45.87 $22,013 - $25,136	548 Added 2.42%	23,187 $987,000
Q3 2022 Oct 27, 2022	BUY	$39.17 - $47.72 $237,644 - $289,517	6,067 Added 36.61%	22,639 $887,000
Q2 2022 Aug 08, 2022	BUY	$40.36 - $48.23 $155,749 - $186,119	3,859 Added 30.35%	16,572 $682,000
Q1 2022 May 04, 2022	BUY	$46.51 - $52.43 $591,281 - $666,542	12,713 New	12,713 $610,000

Others Institutions Holding EES

# of Institutions

157

Shares Held

7.64M

Call Options Held

Put Options Held

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About WISDOMTREE U.S. SMALLCAP FUND

Ticker EES
Sector ETFs
Industry ETFs

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Prospera Financial Services Inc Wisdomtree U.S. Smallcap Fund Transaction History