Rothschild Investment LLC Wisdomtree U.S. Smallcap Fund Transaction History

Rothschild Investment LLC

  • $1.53 Trillion
  • Q3 2024

A detailed history of Rothschild Investment LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Rothschild Investment LLC holds 1,400 shares of EES stock, worth $80,052. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,400
Previous 1,400 -0.0%
Holding current value
$80,052
Previous $66 Million 11.92%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
BUY
$45.98 - $49.63 $64,371 - $69,482
1,400 New
1,400 $66 Million
Q1 2024

Jul 31, 2024
SELL
$46.41 - $50.12 $13,922 - $15,036
-300 Reduced 17.65%
1,400 $70.2 Million
Q4 2023

Jul 31, 2024
BUY
$40.06 - $50.69 $12,018 - $15,207
300 Added 21.43%
1,700 $84.7 Million

Others Institutions Holding EES

# of Institutions
150
Shares Held
7.36M
Call Options Held
9.7K
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
Track This Portfolio

Track Rothschild Investment LLC Portfolio

Follow Rothschild Investment LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rothschild Investment LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rothschild Investment LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email