Moller Financial Services Wisdomtree U.S. Smallcap Fund Transaction History

Moller Financial Services

$404 Million
Q1 2025

A detailed history of Moller Financial Services transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Moller Financial Services holds 18,442 shares of EES stock, worth $828,414. This represents 0.22% of its overall portfolio holdings.

Number of Shares

18,442

Previous 18,442 -0.0%

Holding current value

$828,414

Previous $994,000 9.26%

% of portfolio

0.22%

Previous 0.26%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	SELL	$46.45 - $53.68 $2,276 - $2,630	-49 Reduced 0.26%	18,442 $972,000
Q3 2023 Oct 16, 2023	SELL	$42.52 - $48.12 $1,870 - $2,117	-44 Reduced 0.24%	18,491 $800,000
Q3 2022 Oct 20, 2022	SELL	$39.17 - $47.72 $940 - $1,145	-24 Reduced 0.13%	18,535 $726,000
Q3 2021 Oct 20, 2021	SELL	$46.0 - $49.88 $966 - $1,047	-21 Reduced 0.11%	18,559 $897,000
Q3 2020 Oct 19, 2020	SELL	$26.86 - $32.12 $886 - $1,059	-33 Reduced 0.18%	18,580 $555,000
Q3 2019 Oct 18, 2019	SELL	$35.04 - $36.72 $1,121 - $1,175	-32 Reduced 0.17%	18,613 $663,000
Q3 2018 Oct 17, 2018	SELL	N/A	-25 Reduced 0.13%	18,645 $743,000
Q4 2017 Jan 19, 2018	SELL	N/A	-29 Reduced 0.16%	18,670 $676,000
Q3 2017 Oct 26, 2017	BUY	N/A	18,699	18,699 $0

Others Institutions Holding EES

# of Institutions

162

Shares Held

7.85M

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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Moller Financial Services Wisdomtree U.S. Smallcap Fund Transaction History