Intrua Financial, LLC Wisdomtree U.S. Smallcap Fund Transaction History

Intrua Financial, LLC

  • $585 Million
  • Q2 2023

A detailed history of Intrua Financial, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Intrua Financial, LLC holds 20,003 shares of EES stock, worth $1.01 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
20,003
Previous 19,950 0.27%
Holding current value
$1.01 Million
Previous $862,000 3.94%
% of portfolio
0.15%
Previous 0.17%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Feb 13, 2025
BUY
$40.17 - $45.19 $2,129 - $2,395
53 Added 0.27%
20,003 $896,000
Q1 2023

May 15, 2023
SELL
$41.46 - $49.11 $16,376 - $19,398
-395 Reduced 1.94%
19,950 $862,000
Q4 2022

Jan 20, 2023
SELL
$40.17 - $45.87 $24,463 - $27,934
-609 Reduced 2.91%
20,345 $0
Q3 2022

Nov 14, 2022
SELL
$39.17 - $47.72 $26,518 - $32,306
-677 Reduced 3.13%
20,954 $821,000
Q2 2022

Aug 12, 2022
BUY
$40.36 - $48.23 $1,695 - $2,025
42 Added 0.19%
21,631 $889,000
Q1 2022

May 11, 2022
SELL
$46.51 - $52.43 $27,394 - $30,881
-589 Reduced 2.66%
21,589 $1.04 Million
Q4 2021

Feb 14, 2022
SELL
$49.06 - $53.68 $2,403 - $2,630
-49 Reduced 0.22%
22,178 $1.14 Million
Q3 2021

Oct 28, 2021
BUY
$46.0 - $49.88 $276 - $299
6 Added 0.03%
22,227 $1.1 Million
Q2 2021

Aug 12, 2021
SELL
$46.72 - $51.33 $25,836 - $28,385
-553 Reduced 2.43%
22,221 $1.11 Million
Q1 2021

Apr 30, 2021
BUY
$38.56 - $49.72 $207,722 - $267,841
5,387 Added 30.98%
22,774 $1.1 Million
Q4 2020

Feb 03, 2021
SELL
$30.25 - $39.21 $39,718 - $51,482
-1,313 Reduced 7.02%
17,387 $677,000
Q3 2020

Nov 16, 2020
BUY
$26.86 - $32.12 $52,726 - $63,051
1,963 Added 11.73%
18,700 $643,000
Q2 2020

Aug 14, 2020
BUY
$20.39 - $32.74 $341,267 - $547,969
16,737 New
16,737 $532,000

Others Institutions Holding EES

# of Institutions
165
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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