Nelson, Van Denburg & Campbell Wealth Management Group, LLC Wisdomtree U.S. Smallcap Fund Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.42 Billion
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 11, 2021	SELL	$38.56 - $49.72 $424 - $546	-11 Closed	0 $0
Q4 2020 Feb 09, 2021	SELL	$30.25 - $39.21 $453 - $588	-15 Reduced 57.69%	11 $0
Q3 2019 Oct 09, 2019	BUY	$35.04 - $36.72 $700 - $734	20 Added 333.33%	26 $0
Q4 2018 Feb 13, 2019	BUY	N/A	6 New	6 $0

Others Institutions Holding EES

# of Institutions

153

Shares Held

7.2M

Call Options Held

9.7K

Put Options Held

Bank Of America Corp Charlotte, NC

890K
Shares

$46.5 Million
0.0% of portfolio
Morgan Stanley New York, NY

774K
Shares

$40.5 Million
0.0% of portfolio
Ubs Group Ag

745K
Shares

$38.9 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

503K
Shares

$26.3 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

392K
Shares

$20.5 Million
0.05% of portfolio

View Full List

About WISDOMTREE U.S. SMALLCAP FUND

Ticker EES
Sector ETFs
Industry ETFs

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