Envestnet Portfolio Solutions, Inc. Wisdomtree U.S. Smallcap Fund Transaction History

Envestnet Portfolio Solutions, Inc.

  • $26.1 Billion
  • Q2 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 4,682 shares of EES stock, worth $248,005. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,682
Previous 4,406 6.26%
Holding current value
$248,005
Previous $220,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024
BUY
$45.98 - $49.63 $12,690 - $13,697
276 Added 6.26%
4,682 $220,000
Q1 2024

May 06, 2024
BUY
$46.41 - $50.12 $16,893 - $18,243
364 Added 9.01%
4,406 $220,000
Q4 2023

Feb 07, 2024
BUY
$40.06 - $50.69 $161,922 - $204,888
4,042 New
4,042 $201,000

Others Institutions Holding EES

# of Institutions
149
Shares Held
7.31M
Call Options Held
9.7K
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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