Institute For Wealth Management, Llc. Wisdomtree U.S. Smallcap Fund Transaction History

Institute For Wealth Management, Llc.

$929 Million
Q3 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 4,290 shares of EES stock, worth $234,491. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,290

Previous 4,290 -0.0%

Holding current value

$234,491

Previous $218,000 9.63%

% of portfolio

0.03%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 31, 2024	BUY	$40.06 - $50.69 $171,857 - $217,460	4,290 New	4,290 $213,000
Q2 2022 Jul 25, 2022	SELL	$40.36 - $48.23 $173,144 - $206,906	-4,290 Closed	0 $0
Q1 2021 May 04, 2021	BUY	$38.56 - $49.72 $165,422 - $213,298	4,290 New	4,290 $203,000
Q1 2020 Apr 29, 2020	SELL	$19.73 - $38.37 $85,332 - $165,950	-4,325 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$34.15 - $38.59 $147,698 - $166,901	4,325 New	4,325 $166,000

Q3 2019 Oct 28, 2019	SELL	$35.04 - $36.72 $322,823 - $338,301	-9,213 Closed	0 $0
Q2 2019 Aug 02, 2019	BUY	N/A	1,949 Added 26.83%	9,213 $331,000
Q1 2019 May 15, 2019	BUY	N/A	7,264 New	7,264 $262,000

Others Institutions Holding EES

# of Institutions

162

Shares Held

7.09M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE U.S. SMALLCAP FUND

Ticker EES
Sector ETFs
Industry ETFs

More about EES

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Institute For Wealth Management, Llc. Wisdomtree U.S. Smallcap Fund Transaction History