Smartleaf Asset Management LLC Wisdomtree U.S. Smallcap Fund Transaction History

Smartleaf Asset Management LLC

$1.04 Trillion
Q1 2025

A detailed history of Smartleaf Asset Management LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Smartleaf Asset Management LLC holds 17,331 shares of EES stock, worth $853,898. This represents 0.08% of its overall portfolio holdings.

Number of Shares

17,331

Previous 17,426 0.55%

Holding current value

$853,898

Previous $937 Million 9.47%

% of portfolio

0.08%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$48.37 - $55.84 $4,595 - $5,304	-95 Reduced 0.55%	17,331 $848 Million
Q4 2024 Feb 05, 2025	SELL	$51.33 - $58.78 $39,883 - $45,672	-777 Reduced 4.27%	17,426 $937 Million
Q3 2024 Nov 13, 2024	SELL	$46.45 - $53.68 $163,736 - $189,222	-3,525 Reduced 16.22%	18,203 $953 Million
Q2 2024 Aug 13, 2024	BUY	$45.98 - $49.63 $51,451 - $55,535	1,119 Added 5.43%	21,728 $1.01 Billion
Q1 2024 Oct 07, 2024	SELL	$46.41 - $50.12 $51,932 - $56,084	-1,119 Reduced 5.15%	20,609 $1.02 Billion
Q1 2024 May 02, 2024	BUY	$46.41 - $50.12 $56,573 - $61,096	1,219 Added 6.29%	20,609 $1.04 Billion
Q4 2023 Feb 12, 2024	BUY	$40.06 - $50.69 $776,763 - $982,879	19,390 New	19,390 $976 Million

Others Institutions Holding EES

# of Institutions

157

Shares Held

7.64M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE U.S. SMALLCAP FUND

Ticker EES
Sector ETFs
Industry ETFs

More about EES

Track This Portfolio

Portfolio Update

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

News

Stay updated on Smartleaf Asset Management LLC with notifications on news.

Account

Smartleaf Asset Management LLC Wisdomtree U.S. Smallcap Fund Transaction History