Stifel Financial Corp Wisdomtree U.S. Smallcap Fund Transaction History

Stifel Financial Corp

$91.8 Billion
Q1 2025

A detailed history of Stifel Financial Corp transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Stifel Financial Corp holds 43,451 shares of EES stock, worth $2.14 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

43,451

Previous 43,632 0.41%

Holding current value

$2.14 Million

Previous $2.35 Million 9.82%

% of portfolio

0.0%

Previous 0.0%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$48.37 - $55.84 $8,754 - $10,107	-181 Reduced 0.41%	43,451 $2.12 Million
Q4 2024 Feb 13, 2025	SELL	$51.33 - $58.78 $8,212 - $9,404	-160 Reduced 0.37%	43,632 $2.35 Million
Q3 2024 Nov 14, 2024	BUY	$46.45 - $53.68 $112,687 - $130,227	2,426 Added 5.86%	43,792 $2.31 Million
Q2 2024 Aug 13, 2024	BUY	$45.98 - $49.63 $99,730 - $107,647	2,169 Added 5.53%	41,366 $1.95 Million
Q1 2024 May 13, 2024	SELL	$46.41 - $50.12 $423,491 - $457,345	-9,125 Reduced 18.88%	39,197 $1.96 Million
Q4 2023 Feb 12, 2024	BUY	$40.06 - $50.69 $59,208 - $74,919	1,478 Added 3.16%	48,322 $2.41 Million
Q3 2023 Nov 13, 2023	BUY	$42.52 - $48.12 $12,756 - $14,436	300 Added 0.64%	46,844 $2.03 Million
Q2 2023 Aug 14, 2023	BUY	$40.17 - $45.19 $49,810 - $56,035	1,240 Added 2.74%	46,544 $2.09 Million
Q1 2023 May 12, 2023	SELL	$41.46 - $49.11 $1,948 - $2,308	-47 Reduced 0.1%	45,304 $1.96 Million
Q4 2022 Feb 13, 2023	BUY	$40.17 - $45.87 $74,917 - $85,547	1,865 Added 4.29%	45,351 $1.93 Million
Q3 2022 Nov 14, 2022	BUY	$39.17 - $47.72 $128,320 - $156,330	3,276 Added 8.15%	43,486 $1.7 Million
Q2 2022 Aug 15, 2022	BUY	$40.36 - $48.23 $3,672 - $4,388	91 Added 0.23%	40,210 $1.65 Million
Q1 2022 May 13, 2022	SELL	$46.51 - $52.43 $488,215 - $550,357	-10,497 Reduced 20.74%	40,119 $1.92 Million
Q4 2021 Feb 14, 2022	SELL	$49.06 - $53.68 $13,148 - $14,386	-268 Reduced 0.53%	50,616 $2.6 Million
Q3 2021 Nov 15, 2021	BUY	$46.0 - $49.88 $128,156 - $138,965	2,786 Added 5.79%	50,884 $2.46 Million
Q2 2021 Aug 13, 2021	BUY	$46.72 - $51.33 $289,991 - $318,605	6,207 Added 14.82%	48,098 $2.38 Million
Q1 2021 May 14, 2021	BUY	$38.56 - $49.72 $1.62 Million - $2.08 Million	41,891 New	41,891 $1.99 Million
Q1 2020 May 14, 2020	SELL	$19.73 - $38.37 $1.16 Million - $2.26 Million	-59,001 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$34.15 - $38.59 $108,084 - $122,137	3,165 Added 5.67%	59,001 $2.27 Million
Q3 2019 Nov 13, 2019	BUY	$35.04 - $36.72 $25,263 - $26,475	721 Added 1.31%	55,836 $1.99 Million
Q2 2019 Aug 14, 2019	BUY	N/A	44,006 Added 396.13%	55,115 $1.98 Million
Q1 2019 May 14, 2019	BUY	N/A	11,109 New	11,109 $400,000

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
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Stifel Financial Corp Wisdomtree U.S. Smallcap Fund Transaction History