Harbour Investments, Inc. Wisdomtree U.S. Smallcap Fund Transaction History

Harbour Investments, Inc.

  • $3.26 Billion
  • Q4 2024

A detailed history of Harbour Investments, Inc. transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Harbour Investments, Inc. holds 2,781 shares of EES stock, worth $139,161. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,781
Previous 3,012 7.67%
Holding current value
$139,161
Previous $158,000 5.06%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Feb 10, 2025
SELL
$51.33 - $58.78 $11,857 - $13,578
-231 Reduced 7.67%
2,781 $150,000
Q3 2024

Nov 04, 2024
BUY
$46.45 - $53.68 $16,025 - $18,519
345 Added 12.94%
3,012 $158,000
Q2 2024

Jul 26, 2024
BUY
$45.98 - $49.63 $22,024 - $23,772
479 Added 21.89%
2,667 $125,000
Q1 2024

Jul 22, 2024
BUY
$46.41 - $50.12 $42,604 - $46,010
918 Added 72.28%
2,188 $109,000
Q4 2023

Feb 16, 2024
BUY
$40.06 - $50.69 $36,775 - $46,533
918 Added 260.8%
1,270 $63,000
Q3 2023

Nov 15, 2023
BUY
$42.52 - $48.12 $297 - $336
7 Added 2.03%
352 $15,000
Q2 2023

Aug 14, 2023
BUY
$40.17 - $45.19 $7,029 - $7,908
175 Added 102.94%
345 $15,000
Q1 2023

May 15, 2023
BUY
$41.46 - $49.11 $4,892 - $5,794
118 Added 226.92%
170 $7,000
Q2 2022

Aug 15, 2022
SELL
$40.36 - $48.23 $201 - $241
-5 Reduced 8.77%
52 $2,000
Q4 2021

Feb 16, 2022
SELL
$49.06 - $53.68 $261,293 - $285,899
-5,326 Reduced 98.94%
57 $3,000
Q3 2021

Nov 15, 2021
BUY
$46.0 - $49.88 $184 - $199
4 Added 0.07%
5,383 $260,000
Q2 2021

Aug 16, 2021
BUY
$46.72 - $51.33 $93 - $102
2 Added 0.04%
5,379 $266,000
Q1 2021

Aug 17, 2021
BUY
$38.56 - $49.72 $207,337 - $267,344
5,377 New
5,377 $255,000

Others Institutions Holding EES

# of Institutions
164
Shares Held
7.89M
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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