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

Tyler Stone Wealth Management

  • $535 Million
  • Q4 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 17,377 shares of EES stock, worth $877,886. This represents 0.18% of its overall portfolio holdings.

Number of Shares
17,377
Previous 17,127 1.46%
Holding current value
$877,886
Previous $903,000 3.77%
% of portfolio
0.18%
Previous 0.18%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$51.33 - $58.78 $12,832 - $14,695
250 Added 1.46%
17,377 $937,000
Q3 2024

Nov 04, 2024
BUY
$46.45 - $53.68 $382,190 - $441,679
8,228 Added 92.46%
17,127 $903,000
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
165
Shares Held
7.89M
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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