Equitable Holdings, Inc. Wisdomtree U.S. Smallcap Fund Transaction History

Equitable Holdings, Inc.

$12.8 Billion
Q3 2025

A detailed history of Equitable Holdings, Inc. transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Equitable Holdings, Inc. holds 4,798 shares of EES stock, worth $262,258. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,798

Previous 4,795 0.06%

Holding current value

$262,258

Previous $244,000 9.84%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$50.48 - $57.12 $151 - $171	3 Added 0.06%	4,798 $268,000
Q2 2025 Aug 15, 2025	BUY	$42.54 - $50.99 $203,979 - $244,497	4,795 New	4,795 $244,000
Q4 2024 Feb 12, 2025	SELL	$51.33 - $58.78 $25,562 - $29,272	-498 Reduced 10.25%	4,360 $235,000
Q3 2024 Nov 14, 2024	SELL	$46.45 - $53.68 $31,539 - $36,448	-679 Reduced 12.26%	4,858 $256,000
Q2 2024 Aug 14, 2024	BUY	$45.98 - $49.63 $15,081 - $16,278	328 Added 6.3%	5,537 $260,000

Q1 2024 May 14, 2024	BUY	$46.41 - $50.12 $241,749 - $261,075	5,209 New	5,209 $261,000

Others Institutions Holding EES

# of Institutions

160

Shares Held

7.09M

Call Options Held

Put Options Held

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About WISDOMTREE U.S. SMALLCAP FUND

Ticker EES
Sector ETFs
Industry ETFs

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Equitable Holdings, Inc. Wisdomtree U.S. Smallcap Fund Transaction History