Essential Planning, Llc. Wisdomtree U.S. Smallcap Fund Transaction History

Essential Planning, Llc.

  • $243 Million
  • Q3 2024

A detailed history of Essential Planning, Llc. transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Essential Planning, Llc. holds 8,912 shares of EES stock, worth $480,356. This represents 0.19% of its overall portfolio holdings.

Number of Shares
8,912
Previous 9,017 1.16%
Holding current value
$480,356
Previous $424,000 10.85%
% of portfolio
0.19%
Previous 0.19%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
SELL
$46.45 - $53.68 $4,877 - $5,636
-105 Reduced 1.16%
8,912 $470,000
Q2 2024

Aug 14, 2024
SELL
$45.98 - $49.63 $78,579 - $84,817
-1,709 Reduced 15.93%
9,017 $424,000
Q4 2023

Feb 13, 2024
SELL
$40.06 - $50.69 $11,897 - $15,054
-297 Reduced 2.69%
10,726 $534,000
Q3 2023

Nov 08, 2023
SELL
$42.52 - $48.12 $34,101 - $38,592
-802 Reduced 6.78%
11,023 $476,000
Q1 2023

May 09, 2023
SELL
$41.46 - $49.11 $370,569 - $438,945
-8,938 Reduced 43.05%
11,825 $511,000
Q4 2022

Feb 14, 2023
BUY
$40.17 - $45.87 $241 - $275
6 Added 0.03%
20,763 $884,000
Q3 2022

Nov 09, 2022
BUY
$39.17 - $47.72 $813,051 - $990,524
20,757 New
20,757 $813,000

Others Institutions Holding EES

# of Institutions
153
Shares Held
7.2M
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
Track This Portfolio

Track Essential Planning, Llc. Portfolio

Follow Essential Planning, Llc. 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 Essential Planning, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Essential Planning, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email