Insight Advisors, LLC Wisdomtree U.S. Smallcap Fund Transaction History

Insight Advisors, LLC

$380 Million
Q4 2024

A detailed history of Insight Advisors, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Insight Advisors, LLC holds 36,692 shares of EES stock, worth $1.82 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

36,692

Previous 36,154 1.49%

Holding current value

$1.82 Million

Previous $1.91 Million 3.78%

% of portfolio

0.52%

Previous 0.51%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$51.33 - $58.78 $27,615 - $31,623	538 Added 1.49%	36,692 $1.98 Million
Q3 2024 Oct 15, 2024	SELL	$46.45 - $53.68 $71,300 - $82,398	-1,535 Reduced 4.07%	36,154 $1.91 Million
Q2 2024 Jul 15, 2024	BUY	$45.98 - $49.63 $301,766 - $325,721	6,563 Added 21.09%	37,689 $1.78 Million
Q1 2024 May 06, 2024	SELL	$46.41 - $50.12 $31,558 - $34,081	-680 Reduced 2.14%	31,126 $1.56 Million
Q4 2023 Jan 23, 2024	SELL	$40.06 - $50.69 $32,729 - $41,413	-817 Reduced 2.5%	31,806 $1.58 Million
Q3 2023 Nov 07, 2023	SELL	$42.52 - $48.12 $37,247 - $42,153	-876 Reduced 2.62%	32,623 $1.41 Million
Q2 2023 Aug 07, 2023	BUY	$40.17 - $45.19 $377,598 - $424,786	9,400 Added 39.01%	33,499 $1.5 Million
Q1 2023 May 03, 2023	BUY	$41.46 - $49.11 $305,311 - $361,646	7,364 Added 44.0%	24,099 $1.04 Million
Q4 2022 Feb 21, 2023	BUY	$40.17 - $45.87 $672,244 - $767,634	16,735 New	16,735 $712,000
Q2 2021 Aug 12, 2021	SELL	$46.72 - $51.33 $215,379 - $236,631	-4,610 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$38.56 - $49.72 $177,761 - $229,209	4,610 New	4,610 $222,000

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
Sector ETFs
Industry ETFs

More about EES

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Insight Advisors, LLC Wisdomtree U.S. Smallcap Fund Transaction History