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 3,807 shares of EES stock, worth $205,197. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,807
Holding current value
$205,197
% of portfolio
0.01%

Shares

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

About WISDOMTREE U.S. SMALLCAP FUND


  • Ticker EES
  • Sector ETFs
  • Industry ETFs
More about EES
Track This Portfolio

Track U.S. Capital Wealth Advisors, LLC Portfolio

Follow U.S. Capital Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of U.S. Capital Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on U.S. Capital Wealth Advisors, LLC with notifications on news.