Team Financial Group, LLC Wisdomtree U.S. Smallcap Fund Transaction History

Team Financial Group, LLC

$216 Billion
Q3 2025

A detailed history of Team Financial Group, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Team Financial Group, LLC holds 2,731 shares of EES stock, worth $149,276. This represents 0.07% of its overall portfolio holdings.

Number of Shares

2,731

Previous 2,769 1.37%

Holding current value

$149,276

Previous $141 Million 8.12%

% of portfolio

0.07%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 06, 2025	SELL	$50.48 - $57.12 $1,918 - $2,170	-38 Reduced 1.37%	2,731 $153 Million
Q2 2025 Jul 21, 2025	BUY	$42.54 - $50.99 $117,793 - $141,191	2,769 New	2,769 $141 Million
Q4 2024 Jan 17, 2025	SELL	$51.33 - $58.78 $12,729 - $14,577	-248 Reduced 6.0%	3,883 $209 Million
Q3 2024 Oct 23, 2024	SELL	$46.45 - $53.68 $71,904 - $83,096	-1,548 Reduced 27.26%	4,131 $218 Million
Q2 2024 Aug 13, 2024	SELL	$45.98 - $49.63 $64,509 - $69,630	-1,403 Reduced 19.81%	5,679 $268 Million

Q1 2024 May 10, 2024	SELL	$46.41 - $50.12 $7,889 - $8,520	-170 Reduced 2.34%	7,082 $355 Million
Q4 2023 Feb 14, 2024	BUY	$40.06 - $50.69 $3,485 - $4,410	87 Added 1.21%	7,252 $361 Million
Q3 2023 Nov 15, 2023	BUY	$42.52 - $48.12 $304,655 - $344,779	7,165 New	7,165 $310 Million

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

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Team Financial Group, LLC Wisdomtree U.S. Smallcap Fund Transaction History