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

Tyler Stone Wealth Management

$510 Million
Q3 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 17,127 shares of EES stock, worth $923,145. This represents 0.18% of its overall portfolio holdings.

Number of Shares

17,127

Previous 8,899 92.46%

Holding current value

$923,145

Previous $419,000 115.51%

% of portfolio

0.18%

Previous 0.18%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

153

Shares Held

7.2M

Call Options Held

9.7K

Put Options Held

View Full List

About WISDOMTREE U.S. SMALLCAP FUND

Ticker EES
Sector ETFs
Industry ETFs

More about EES

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