Steward Partners Investment Advisory, LLC Wisdomtree U.S. Smallcap Fund Transaction History

Steward Partners Investment Advisory, LLC

  • $16.6 Billion
  • Q3 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 18,803 shares of EES stock, worth $1.03 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
18,803
Previous 21,854 13.96%
Holding current value
$1.03 Million
Previous $1.11 Million 5.66%
% of portfolio
0.01%
Previous 0.01%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$50.48 - $57.12 $154,014 - $174,273
-3,051 Reduced 13.96%
18,803 $1.05 Million
Q2 2025

Aug 12, 2025
SELL
$42.54 - $50.99 $1.68 Million - $2.01 Million
-39,458 Reduced 64.36%
21,854 $1.11 Million
Q1 2025

May 13, 2025
BUY
$48.37 - $55.84 $49,385 - $57,012
1,021 Added 1.69%
61,312 $2.99 Million
Q4 2024

Feb 06, 2025
SELL
$51.33 - $58.78 $325,842 - $373,135
-6,348 Reduced 9.53%
60,291 $3.25 Million
Q3 2024

Nov 14, 2024
SELL
$46.45 - $53.68 $92,203 - $106,554
-1,985 Reduced 2.89%
66,639 $3.52 Million
Q2 2024

Aug 08, 2024
SELL
$45.98 - $49.63 $801,891 - $865,547
-17,440 Reduced 20.26%
68,624 $3.23 Million
Q1 2024

May 15, 2024
BUY
$46.41 - $50.12 $2.18 Million - $2.36 Million
47,050 Added 120.6%
86,064 $4.31 Million
Q4 2023

Feb 12, 2024
BUY
$40.06 - $50.69 $1.07 Million - $1.35 Million
26,685 Added 216.44%
39,014 $1.94 Million
Q3 2023

Nov 13, 2023
BUY
$42.52 - $48.12 $60,803 - $68,811
1,430 Added 13.12%
12,329 $533,000
Q2 2023

Aug 14, 2023
SELL
$40.17 - $45.19 $19,321 - $21,736
-481 Reduced 4.23%
10,899 $488,000
Q1 2023

May 15, 2023
BUY
$41.46 - $49.11 $41 - $49
1 Added 0.01%
11,380 $491,000
Q4 2022

Feb 15, 2023
BUY
$40.17 - $45.87 $80 - $91
2 Added 0.02%
11,379 $484,000
Q3 2022

Nov 10, 2022
BUY
$39.17 - $47.72 $78 - $95
2 Added 0.02%
11,377 $446,000
Q2 2022

Aug 04, 2022
BUY
$40.36 - $48.23 $141,340 - $168,901
3,502 Added 44.48%
11,375 $468,000
Q1 2022

May 02, 2022
BUY
$46.51 - $52.43 $4,651 - $5,243
100 Added 1.29%
7,873 $378,000
Q4 2021

Feb 08, 2022
BUY
$49.06 - $53.68 $196 - $214
4 Added 0.05%
7,773 $400,000
Q3 2021

Nov 12, 2021
BUY
$46.0 - $49.88 $110,446 - $119,761
2,401 Added 44.73%
7,769 $375,000
Q2 2021

Aug 13, 2021
SELL
$46.72 - $51.33 $210,099 - $230,831
-4,497 Reduced 45.59%
5,368 $265,000
Q1 2021

May 14, 2021
BUY
$38.56 - $49.72 $177,298 - $228,612
4,598 Added 87.3%
9,865 $0
Q4 2020

Feb 11, 2021
SELL
$30.25 - $39.21 $998 - $1,293
-33 Reduced 0.62%
5,267 $205,000
Q3 2020

Oct 30, 2020
BUY
$26.86 - $32.12 $1,396 - $1,670
52 Added 0.99%
5,300 $158,000
Q2 2020

Aug 06, 2020
SELL
$20.39 - $32.74 $39,760 - $63,843
-1,950 Reduced 27.09%
5,248 $149,000
Q1 2020

Apr 29, 2020
BUY
$19.73 - $38.37 $10,358 - $20,144
525 Added 7.87%
7,198 $160,000
Q4 2019

Jan 17, 2020
BUY
$34.15 - $38.59 $31,588 - $35,695
925 Added 16.09%
6,673 $256,000
Q3 2019

Oct 30, 2019
BUY
$35.04 - $36.72 $142,717 - $149,560
4,073 Added 243.16%
5,748 $204,000
Q2 2019

Jul 25, 2019
BUY
N/A
1,675 New
1,675 $60,000
Q4 2018

Jan 15, 2019
SELL
N/A
-1,100 Closed
0 $0
Q3 2018

Oct 23, 2018
BUY
N/A
1,100 New
1,100 $44,000

Others Institutions Holding EES

# of Institutions
160
Shares Held
7.09M
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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