Sweet Financial Partners, LLC Wisdomtree U.S. Smallcap Fund Transaction History

Sweet Financial Partners, LLC

  • $447 Million
  • Q3 2024

A detailed history of Sweet Financial Partners, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 12,000 shares of EES stock, worth $669,000. This represents 0.14% of its overall portfolio holdings.

Number of Shares
12,000
Previous 12,000 -0.0%
Holding current value
$669,000
Previous $565,000 12.04%
% of portfolio
0.14%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
BUY
$40.06 - $50.69 $40,060 - $50,690
1,000 Added 9.09%
12,000 $597,000
Q4 2022

Jan 19, 2023
BUY
$40.17 - $45.87 $40,170 - $45,870
1,000 Added 10.0%
11,000 $0
Q4 2021

Feb 07, 2022
BUY
$49.06 - $53.68 $490,600 - $536,800
10,000 New
10,000 $514,000

Others Institutions Holding EES

# of Institutions
153
Shares Held
7.2M
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
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