Creative Planning Wisdomtree U.S. Smallcap Fund Transaction History

Creative Planning

  • $129 Billion
  • Q3 2025

A detailed history of Creative Planning transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Creative Planning holds 25,433 shares of EES stock, worth $1.39 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
25,433
Previous 26,177 2.84%
Holding current value
$1.39 Million
Previous $1.33 Million 6.53%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025
SELL
$50.48 - $57.12 $37,557 - $42,497
-744 Reduced 2.84%
25,433 $1.42 Million
Q2 2025

Aug 08, 2025
BUY
$42.54 - $50.99 $4,679 - $5,608
110 Added 0.42%
26,177 $1.33 Million
Q1 2025

May 15, 2025
BUY
$48.37 - $55.84 $54,561 - $62,987
1,128 Added 4.52%
26,067 $1.27 Million
Q4 2023

Feb 14, 2024
BUY
$40.06 - $50.69 $103,074 - $130,425
2,573 Added 11.5%
24,939 $1.24 Million
Q3 2023

Nov 16, 2023
SELL
$42.52 - $48.12 $15,349 - $17,371
-361 Reduced 1.59%
22,366 $967,000
Q1 2023

May 15, 2023
BUY
$41.46 - $49.11 $41 - $49
1 Added 0.0%
22,727 $982,000
Q4 2022

Feb 10, 2023
BUY
$40.17 - $45.87 $40 - $45
1 Added 0.0%
22,726 $967,000
Q2 2022

Aug 15, 2022
SELL
$40.36 - $48.23 $429,390 - $513,118
-10,639 Reduced 31.89%
22,725 $934,000
Q1 2022

May 16, 2022
SELL
$46.51 - $52.43 $81,811 - $92,224
-1,759 Reduced 5.01%
33,364 $1.6 Million
Q4 2021

Feb 11, 2022
SELL
$49.06 - $53.68 $1,030 - $1,127
-21 Reduced 0.06%
35,123 $1.81 Million
Q3 2021

Nov 10, 2021
BUY
$46.0 - $49.88 $554,438 - $601,203
12,053 Added 52.2%
35,144 $1.7 Million
Q2 2021

Aug 04, 2021
SELL
$46.72 - $51.33 $598,156 - $657,177
-12,803 Reduced 35.67%
23,091 $1.14 Million
Q1 2021

Apr 30, 2021
BUY
$38.56 - $49.72 $53,984 - $69,608
1,400 Added 4.06%
35,894 $1.7 Million
Q4 2020

Jan 29, 2021
BUY
$30.25 - $39.21 $27,860 - $36,112
921 Added 2.74%
34,494 $1.34 Million
Q3 2020

Nov 05, 2020
SELL
$26.86 - $32.12 $276,255 - $330,354
-10,285 Reduced 23.45%
33,573 $1 Million
Q2 2020

Jul 23, 2020
BUY
$20.39 - $32.74 $191,258 - $307,101
9,380 Added 27.21%
43,858 $1.25 Million
Q1 2020

May 05, 2020
BUY
$19.73 - $38.37 $680,250 - $1.32 Million
34,478 New
34,478 $770,000
Q1 2019

Apr 24, 2019
SELL
N/A
-8,233 Closed
0 $0
Q4 2018

Feb 01, 2019
BUY
N/A
8,233 New
8,233 $264,000

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
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email