Clear Creek Financial Management, LLC Wisdomtree U.S. Smallcap Fund Transaction History

Clear Creek Financial Management, LLC

$877 Million
Q4 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 27, 2022	SELL	$40.36 - $48.23 $178,714 - $213,562	-4,428 Closed	0 $0
Q1 2022 May 02, 2022	SELL	$46.51 - $52.43 $15,952 - $17,983	-343 Reduced 7.19%	4,428 $212,000
Q4 2021 Jan 21, 2022	SELL	$49.06 - $53.68 $142,372 - $155,779	-2,902 Reduced 37.82%	4,771 $245,000
Q3 2021 Oct 14, 2021	SELL	$46.0 - $49.88 $3,542 - $3,840	-77 Reduced 0.99%	7,673 $371,000
Q2 2021 Jul 30, 2021	BUY	$46.72 - $51.33 $362,080 - $397,807	7,750 New	7,750 $383,000
Q1 2021 Apr 23, 2021	SELL	$38.56 - $49.72 $327,952 - $422,868	-8,505 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$30.25 - $39.21 $257,276 - $333,481	8,505 New	8,505 $331,000
Q3 2020 Nov 10, 2020	SELL	$26.86 - $32.12 $915,952 - $1.1 Million	-34,101 Closed	0 $0
Q2 2020 Jul 16, 2020	SELL	$20.39 - $32.74 $136,082 - $218,506	-6,674 Reduced 16.37%	34,101 $967,000
Q1 2020 Apr 23, 2020	SELL	$19.73 - $38.37 $4.14 Million - $8.04 Million	-209,620 Reduced 83.72%	40,775 $946,000
Q4 2019 Jan 17, 2020	BUY	$34.15 - $38.59 $2.82 Million - $3.18 Million	82,515 Added 49.15%	250,395 $9.49 Million
Q3 2019 Nov 15, 2019	SELL	$35.04 - $36.72 $1.81 Million - $1.9 Million	-51,772 Reduced 23.57%	167,880 $6.28 Million
Q2 2019 Aug 16, 2019	BUY	N/A	219,652 New	219,652 $7.88 Million

Others Institutions Holding EES

# of Institutions

164

Shares Held

7.89M

Call Options Held

0

Put Options Held

0

About WISDOMTREE U.S. SMALLCAP FUND

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