True Wealth Design, LLC Wisdomtree U.S. Smallcap Fund Transaction History

True Wealth Design, LLC

  • $405 Billion
  • Q2 2024

A detailed history of True Wealth Design, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, True Wealth Design, LLC holds 19,027 shares of EES stock, worth $996,634. This represents 0.22% of its overall portfolio holdings.

Number of Shares
19,027
Previous 19,339 1.61%
Holding current value
$996,634
Previous $969 Million 7.48%
% of portfolio
0.22%
Previous 0.24%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$45.98 - $49.63 $14,345 - $15,484
-312 Reduced 1.61%
19,027 $897 Million
Q1 2024

May 14, 2024
SELL
$46.41 - $50.12 $6,497 - $7,016
-140 Reduced 0.72%
19,339 $969 Million
Q4 2023

Feb 14, 2024
SELL
$40.06 - $50.69 $6,690 - $8,465
-167 Reduced 0.85%
19,479 $970 Million
Q3 2023

Nov 13, 2023
SELL
$42.52 - $48.12 $41,116 - $46,532
-967 Reduced 4.69%
19,646 $850 Million
Q2 2023

Aug 14, 2023
SELL
$40.17 - $45.19 $5,101 - $5,739
-127 Reduced 0.61%
20,613 $924 Million
Q1 2023

May 12, 2023
SELL
$41.46 - $49.11 $8,167 - $9,674
-197 Reduced 0.94%
20,740 $896 Million
Q4 2022

Feb 15, 2023
BUY
$40.17 - $45.87 $841,039 - $960,380
20,937 New
20,937 $892 Million

Others Institutions Holding EES

# of Institutions
148
Shares Held
7.4M
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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