New Perspectives, Inc Wisdomtree U.S. Smallcap Fund Transaction History

New Perspectives, Inc

  • $186 Million
  • Q4 2024

A detailed history of New Perspectives, Inc transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, New Perspectives, Inc holds 30,940 shares of EES stock, worth $1.6 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
30,940
Previous 31,446 1.61%
Holding current value
$1.6 Million
Previous $1.66 Million 0.6%
% of portfolio
0.9%
Previous 0.89%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$51.33 - $58.78 $25,972 - $29,742
-506 Reduced 1.61%
30,940 $1.67 Million
Q3 2024

Oct 18, 2024
SELL
$46.45 - $53.68 $29,774 - $34,408
-641 Reduced 2.0%
31,446 $1.66 Million
Q2 2024

Jul 17, 2024
SELL
$45.98 - $49.63 $13,058 - $14,094
-284 Reduced 0.88%
32,087 $1.51 Million
Q1 2024

Apr 22, 2024
SELL
$46.41 - $50.12 $33,879 - $36,587
-730 Reduced 2.21%
32,371 $1.62 Million
Q4 2022

Jan 24, 2023
BUY
$40.17 - $45.87 $1.33 Million - $1.52 Million
33,101 New
33,101 $0

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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