Stifel Financial Corp Wisdomtree U.S. Smallcap Fund Transaction History

Stifel Financial Corp

$106 Billion
Q3 2025

A detailed history of Stifel Financial Corp transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Stifel Financial Corp holds 49,323 shares of EES stock, worth $2.7 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

49,323

Previous 46,487 6.1%

Holding current value

$2.7 Million

Previous $2.37 Million 16.34%

% of portfolio

0.0%

Previous 0.0%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$50.48 - $57.12 $143,161 - $161,992	2,836 Added 6.1%	49,323 $2.76 Million
Q2 2025 Aug 14, 2025	BUY	$42.54 - $50.99 $129,151 - $154,805	3,036 Added 6.99%	46,487 $2.37 Million
Q1 2025 May 13, 2025	SELL	$48.37 - $55.84 $8,754 - $10,107	-181 Reduced 0.41%	43,451 $2.12 Million
Q4 2024 Feb 13, 2025	SELL	$51.33 - $58.78 $8,212 - $9,404	-160 Reduced 0.37%	43,632 $2.35 Million
Q3 2024 Nov 14, 2024	BUY	$46.45 - $53.68 $112,687 - $130,227	2,426 Added 5.86%	43,792 $2.31 Million

Q2 2024 Aug 13, 2024	BUY	$45.98 - $49.63 $99,730 - $107,647	2,169 Added 5.53%	41,366 $1.95 Million
Q1 2024 May 13, 2024	SELL	$46.41 - $50.12 $423,491 - $457,345	-9,125 Reduced 18.88%	39,197 $1.96 Million
Q4 2023 Feb 12, 2024	BUY	$40.06 - $50.69 $59,208 - $74,919	1,478 Added 3.16%	48,322 $2.41 Million
Q3 2023 Nov 13, 2023	BUY	$42.52 - $48.12 $12,756 - $14,436	300 Added 0.64%	46,844 $2.03 Million
Q2 2023 Aug 14, 2023	BUY	$40.17 - $45.19 $49,810 - $56,035	1,240 Added 2.74%	46,544 $2.09 Million
Q1 2023 May 12, 2023	SELL	$41.46 - $49.11 $1,948 - $2,308	-47 Reduced 0.1%	45,304 $1.96 Million
Q4 2022 Feb 13, 2023	BUY	$40.17 - $45.87 $74,917 - $85,547	1,865 Added 4.29%	45,351 $1.93 Million
Q3 2022 Nov 14, 2022	BUY	$39.17 - $47.72 $128,320 - $156,330	3,276 Added 8.15%	43,486 $1.7 Million
Q2 2022 Aug 15, 2022	BUY	$40.36 - $48.23 $3,672 - $4,388	91 Added 0.23%	40,210 $1.65 Million
Q1 2022 May 13, 2022	SELL	$46.51 - $52.43 $488,215 - $550,357	-10,497 Reduced 20.74%	40,119 $1.92 Million
Q4 2021 Feb 14, 2022	SELL	$49.06 - $53.68 $13,148 - $14,386	-268 Reduced 0.53%	50,616 $2.6 Million
Q3 2021 Nov 15, 2021	BUY	$46.0 - $49.88 $128,156 - $138,965	2,786 Added 5.79%	50,884 $2.46 Million
Q2 2021 Aug 13, 2021	BUY	$46.72 - $51.33 $289,991 - $318,605	6,207 Added 14.82%	48,098 $2.38 Million
Q1 2021 May 14, 2021	BUY	$38.56 - $49.72 $1.62 Million - $2.08 Million	41,891 New	41,891 $1.99 Million
Q1 2020 May 14, 2020	SELL	$19.73 - $38.37 $1.16 Million - $2.26 Million	-59,001 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$34.15 - $38.59 $108,084 - $122,137	3,165 Added 5.67%	59,001 $2.27 Million
Q3 2019 Nov 13, 2019	BUY	$35.04 - $36.72 $25,263 - $26,475	721 Added 1.31%	55,836 $1.99 Million
Q2 2019 Aug 14, 2019	BUY	N/A	44,006 Added 396.13%	55,115 $1.98 Million
Q1 2019 May 14, 2019	BUY	N/A	11,109 New	11,109 $400,000

Others Institutions Holding EES

# of Institutions

160

Shares Held

7.09M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE U.S. SMALLCAP FUND

Ticker EES
Sector ETFs
Industry ETFs

More about EES

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Stifel Financial Corp, based on Form 13F filings with the SEC.

News

Stay updated on Stifel Financial Corp with notifications on news.

Account

Stifel Financial Corp Wisdomtree U.S. Smallcap Fund Transaction History