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

True Wealth Design, LLC

$256 Billion
Q3 2024

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

153

Shares Held

7.2M

Call Options Held

9.7K

Put Options Held

0

About WISDOMTREE U.S. SMALLCAP FUND

Ticker EES
Sector ETFs
Industry ETFs

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