U.S. Capital Wealth Advisors, LLC Wisdomtree U.S. Smallcap Fund Transaction History

U.S. Capital Wealth Advisors, LLC

  • $3.03 Billion
  • Q4 2024

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 4,277 shares of EES stock, worth $236,988. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,277
Previous 3,807 12.35%
Holding current value
$236,988
Previous $200,000 15.0%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 24, 2025
BUY
$51.33 - $58.78 $24,125 - $27,626
470 Added 12.35%
4,277 $230,000
Q3 2024

Oct 22, 2024
BUY
$46.45 - $53.68 $176,835 - $204,359
3,807 New
3,807 $200,000
Q4 2022

Feb 03, 2023
BUY
$40.17 - $45.87 $152,927 - $174,627
3,807 New
3,807 $162,000

Others Institutions Holding EES

# of Institutions
154
Shares Held
7.19M
Call Options Held
9.7K
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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