Horizons Wealth Management Wisdomtree U.S. Smallcap Fund Transaction History

Horizons Wealth Management

  • $131 Million
  • Q4 2024

A detailed history of Horizons Wealth Management transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Horizons Wealth Management holds 832 shares of EES stock, worth $41,350. This represents 0.03% of its overall portfolio holdings.

Number of Shares
832
Previous 832 -0.0%
Holding current value
$41,350
Previous $43,000 2.33%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 05, 2024
SELL
$40.06 - $50.69 $6,810 - $8,617
-170 Reduced 16.97%
832 $41,000
Q3 2023

Oct 12, 2023
SELL
$42.52 - $48.12 $26,617 - $30,123
-626 Reduced 38.45%
1,002 $43,000
Q2 2022

Aug 19, 2022
BUY
$40.36 - $48.23 $65,706 - $78,518
1,628 New
1,628 $77,000

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
Track This Portfolio

Track Horizons Wealth Management Portfolio

Follow Horizons Wealth Management 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 Horizons Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Horizons Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email