Savvy Advisors, Inc. Wisdomtree U.S. Smallcap Fund Transaction History

Savvy Advisors, Inc.

  • $974 Million
  • Q1 2025

A detailed history of Savvy Advisors, Inc. transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Savvy Advisors, Inc. holds 5,906 shares of EES stock, worth $290,988. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,906
Previous 5,232 12.88%
Holding current value
$290,988
Previous $282,000 2.13%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$48.37 - $55.84 $32,601 - $37,636
674 Added 12.88%
5,906 $288,000
Q1 2024

May 13, 2024
BUY
$46.41 - $50.12 $242,817 - $262,227
5,232 New
5,232 $262 Million

Others Institutions Holding EES

# of Institutions
155
Shares Held
7.59M
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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