New Edge Wealth, LLC Wisdomtree U.S. Smallcap Fund Transaction History

New Edge Wealth, LLC

  • $5.59 Billion
  • Q4 2024

A detailed history of New Edge Wealth, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, New Edge Wealth, LLC holds 9,142 shares of EES stock, worth $474,104. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,142
Previous 9,017 1.39%
Holding current value
$474,104
Previous $475,000 3.79%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 04, 2025
BUY
$51.33 - $58.78 $6,416 - $7,347
125 Added 1.39%
9,142 $493,000
Q3 2024

Nov 12, 2024
BUY
$46.45 - $53.68 $418,839 - $484,032
9,017 New
9,017 $475,000

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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