Tyler Stone Wealth Management Wisdomtree U.S. Smallcap Fund Transaction History

Tyler Stone Wealth Management

  • $237 Million
  • Q2 2024

A detailed history of Tyler Stone Wealth Management transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Tyler Stone Wealth Management holds 8,899 shares of EES stock, worth $466,129. This represents 0.18% of its overall portfolio holdings.

Number of Shares
8,899
Previous 9,543 6.75%
Holding current value
$466,129
Previous $478,000 12.34%
% of portfolio
0.18%
Previous 0.21%

Shares

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

Aug 14, 2024
SELL
$45.98 - $49.63 $29,611 - $31,961
-644 Reduced 6.75%
8,899 $419,000
Q1 2024

May 15, 2024
SELL
$46.41 - $50.12 $15,036 - $16,238
-324 Reduced 3.28%
9,543 $478,000
Q4 2023

Feb 14, 2024
SELL
$40.06 - $50.69 $47,511 - $60,118
-1,186 Reduced 10.73%
9,867 $491,000
Q3 2023

Nov 14, 2023
SELL
$42.52 - $48.12 $60,846 - $68,859
-1,431 Reduced 11.46%
11,053 $478,000
Q2 2023

Aug 14, 2023
SELL
$40.17 - $45.19 $79,496 - $89,431
-1,979 Reduced 13.68%
12,484 $559,000
Q4 2022

Feb 14, 2023
BUY
$40.17 - $45.87 $18,879 - $21,558
470 Added 3.36%
14,463 $616,000
Q3 2022

Nov 14, 2022
SELL
$39.17 - $47.72 $83,314 - $101,500
-2,127 Reduced 13.19%
13,993 $548,000
Q2 2022

Aug 11, 2022
BUY
$40.36 - $48.23 $58,078 - $69,402
1,439 Added 9.8%
16,120 $663,000
Q1 2022

May 12, 2022
BUY
$46.51 - $52.43 $100,229 - $112,986
2,155 Added 17.2%
14,681 $704,000
Q4 2021

Feb 22, 2022
BUY
$49.06 - $53.68 $614,525 - $672,395
12,526 New
12,526 $644,000

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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