Global Retirement Partners, LLC Wisdomtree U.S. Smallcap Fund Transaction History

Global Retirement Partners, LLC

  • $3.4 Billion
  • Q4 2024

A detailed history of Global Retirement Partners, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Global Retirement Partners, LLC holds 272,463 shares of EES stock, worth $15 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
272,463
Previous 246,407 10.57%
Holding current value
$15 Million
Previous $13 Million 13.07%
% of portfolio
0.43%
Previous 0.4%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$51.33 - $58.78 $1.34 Million - $1.53 Million
26,056 Added 10.57%
272,463 $14.7 Million
Q3 2024

Oct 16, 2024
BUY
$46.45 - $53.68 $1.95 Million - $2.26 Million
42,052 Added 20.58%
246,407 $13 Million
Q2 2024

Jul 23, 2024
BUY
$45.98 - $49.63 $3.23 Million - $3.48 Million
70,164 Added 52.29%
204,355 $9.63 Million
Q1 2024

Apr 23, 2024
BUY
$46.41 - $50.12 $1.38 Million - $1.49 Million
29,686 Added 28.41%
134,191 $6.73 Million
Q4 2023

Jan 18, 2024
BUY
$40.06 - $50.69 $914,369 - $1.16 Million
22,825 Added 27.94%
104,505 $5.21 Million
Q3 2023

Oct 13, 2023
BUY
$42.52 - $48.12 $517,808 - $586,005
12,178 Added 17.52%
81,680 $3.53 Million
Q2 2023

Jul 20, 2023
SELL
$40.17 - $45.19 $49,730 - $55,945
-1,238 Reduced 1.75%
69,502 $3.11 Million
Q1 2023

May 05, 2023
BUY
$41.46 - $49.11 $512,528 - $607,097
12,362 Added 21.18%
70,740 $3.06 Million
Q4 2022

Feb 13, 2023
BUY
$40.17 - $45.87 $929,935 - $1.06 Million
23,150 Added 65.71%
58,378 $2.49 Million
Q3 2022

Nov 03, 2022
BUY
$39.17 - $47.72 $230,319 - $280,593
5,880 Added 20.04%
35,228 $1.56 Million
Q2 2022

Jul 15, 2022
BUY
$40.36 - $48.23 $645 - $771
16 Added 0.05%
29,348 $1.21 Million
Q1 2022

Jul 14, 2022
BUY
$46.51 - $52.43 $1.36 Million - $1.54 Million
29,332 New
29,332 $1.26 Million
Q4 2021

Jan 21, 2022
SELL
$49.06 - $53.68 $114,211 - $124,967
-2,328 Closed
0 $0
Q3 2021

Oct 22, 2021
SELL
$46.0 - $49.88 $9,200 - $9,976
-200 Reduced 7.91%
2,328 $113,000
Q2 2021

Jul 15, 2021
BUY
$46.72 - $51.33 $14,716 - $16,168
315 Added 14.23%
2,528 $125,000
Q1 2021

Apr 14, 2021
BUY
$38.56 - $49.72 $10,912 - $14,070
283 Added 14.66%
2,213 $105,000
Q4 2020

Jan 13, 2021
BUY
$30.25 - $39.21 $1,815 - $2,352
60 Added 3.21%
1,930 $75,000
Q3 2020

Oct 09, 2020
SELL
$26.86 - $32.12 $112,812 - $134,904
-4,200 Reduced 69.19%
1,870 $56,000
Q2 2020

Jul 13, 2020
SELL
$20.39 - $32.74 $539,927 - $866,955
-26,480 Reduced 81.35%
6,070 $172,000
Q1 2020

Apr 28, 2020
BUY
$19.73 - $38.37 $45,181 - $87,867
2,290 Added 7.57%
32,550 $727,000
Q4 2019

Jan 23, 2020
SELL
$34.15 - $38.59 $47,810 - $54,026
-1,400 Reduced 4.42%
30,260 $1.16 Million
Q3 2019

Nov 19, 2019
SELL
$35.04 - $36.72 $140,160 - $146,880
-4,000 Reduced 11.22%
31,660 $1.13 Million
Q2 2019

Nov 19, 2019
BUY
N/A
250 Added 0.71%
35,660 $1.28 Million
Q4 2018

Feb 22, 2019
BUY
N/A
1,000 Added 2.91%
35,410 $1.14 Million
Q3 2018

Oct 17, 2018
BUY
N/A
3,000 Added 9.55%
34,410 $1.37 Million
Q2 2018

Aug 13, 2018
BUY
N/A
31,410 New
31,410 $1.22 Million

Others Institutions Holding EES

# of Institutions
155
Shares Held
7.18M
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
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