Defined Financial Planning LLC Wisdomtree U.S. Smallcap Fund Transaction History

Defined Financial Planning LLC

  • $121 Billion
  • Q3 2025

A detailed history of Defined Financial Planning LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Defined Financial Planning LLC holds 51,262 shares of EES stock, worth $2.8 Million. This represents 2.36% of its overall portfolio holdings.

Number of Shares
51,262
Previous 38,586 32.85%
Holding current value
$2.8 Million
Previous $1.99 Billion 42.99%
% of portfolio
2.36%
Previous 1.77%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
$50.48 - $57.12 $639,884 - $724,053
12,676 Added 32.85%
51,262 $2.85 Billion
Q2 2025

Jul 22, 2025
BUY
$42.54 - $50.99 $244,902 - $293,549
5,757 Added 17.54%
38,586 $1.99 Billion
Q1 2025

Apr 15, 2025
BUY
$48.37 - $55.84 $77,392 - $89,344
1,600 Added 5.12%
32,829 $1.61 Billion
Q4 2024

Feb 13, 2025
BUY
$51.33 - $58.78 $1.6 Million - $1.84 Million
31,229 New
31,229 $1.68 Billion

Others Institutions Holding EES

# of Institutions
160
Shares Held
7.09M
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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