Essex Savings Bank Wisdomtree U.S. Smallcap Fund Transaction History

Essex Savings Bank

$398 Million
Q4 2024

A detailed history of Essex Savings Bank transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Essex Savings Bank holds 4,200 shares of EES stock, worth $210,168. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,200

Previous 4,200 -0.0%

Holding current value

$210,168

Previous $221,000 2.26%

% of portfolio

0.06%

Previous 0.06%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	BUY	$46.45 - $53.68 $195,090 - $225,456	4,200 New	4,200 $221,000
Q4 2023 Jan 22, 2024	BUY	$40.06 - $50.69 $168,252 - $212,898	4,200 New	4,200 $209,000
Q2 2022 Jul 19, 2022	SELL	$40.36 - $48.23 $169,512 - $202,566	-4,200 Closed	0 $0
Q2 2021 Jul 29, 2021	BUY	$46.72 - $51.33 $196,224 - $215,586	4,200 New	4,200 $210,000
Q3 2019 Oct 30, 2019	SELL	$35.04 - $36.72 $147,168 - $154,224	-4,200 Closed	0 $0
Q4 2018 Feb 01, 2019	BUY	N/A	4,200 New	4,200 $135,000

Others Institutions Holding EES

# of Institutions

164

Shares Held

7.89M

Call Options Held

Put Options Held

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About WISDOMTREE U.S. SMALLCAP FUND

Ticker EES
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Essex Savings Bank Wisdomtree U.S. Smallcap Fund Transaction History