Arkadios Wealth Advisors Wisdomtree U.S. Smallcap Fund Transaction History

Arkadios Wealth Advisors

  • $3.83 Billion
  • Q3 2025

A detailed history of Arkadios Wealth Advisors transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Arkadios Wealth Advisors holds 125,235 shares of EES stock, worth $6.85 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
125,235
Holding current value
$6.85 Million
% of portfolio
0.18%

Shares

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

Oct 29, 2025
BUY
$50.48 - $57.12 $6.32 Million - $7.15 Million
125,235 New
125,235 $7 Million
Q2 2022

Jul 14, 2022
SELL
$40.36 - $48.23 $56,665 - $67,714
-1,404 Reduced 19.08%
5,953 $245,000
Q1 2022

May 02, 2022
SELL
$46.51 - $52.43 $129,530 - $146,017
-2,785 Reduced 27.46%
7,357 $353,000
Q4 2021

Feb 03, 2022
SELL
$49.06 - $53.68 $215,373 - $235,655
-4,390 Reduced 30.21%
10,142 $521,000
Q3 2021

Oct 19, 2021
SELL
$46.0 - $49.88 $33,396 - $36,212
-726 Reduced 4.76%
14,532 $702,000
Q2 2021

Jul 28, 2021
SELL
$46.72 - $51.33 $1.16 Million - $1.27 Million
-24,755 Reduced 61.87%
15,258 $753,000
Q1 2021

Apr 26, 2021
BUY
$38.56 - $49.72 $177,376 - $228,712
4,600 Added 12.99%
40,013 $1.9 Million
Q4 2020

Feb 09, 2021
BUY
$30.25 - $39.21 $1.06 Million - $1.37 Million
35,029 Added 9122.14%
35,413 $1.38 Million
Q3 2020

Nov 10, 2020
SELL
$26.86 - $32.12 $6,365 - $7,612
-237 Reduced 38.16%
384 $12.5 Million
Q2 2020

Aug 10, 2020
SELL
$20.39 - $32.74 $1,549 - $2,488
-76 Reduced 10.9%
621 $17.4 Million
Q1 2020

May 14, 2020
SELL
$19.73 - $38.37 $12,035 - $23,405
-610 Reduced 46.67%
697 $15.6 Million
Q4 2019

Feb 14, 2020
BUY
$34.15 - $38.59 $44,634 - $50,437
1,307 New
1,307 $0

Others Institutions Holding EES

# of Institutions
159
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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