Wealth Enhancement Advisory Services, LLC Wisdomtree U.S. Smallcap Fund Transaction History

Wealth Enhancement Advisory Services, LLC

  • $44.5 Billion
  • Q3 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 6,411 shares of EES stock, worth $345,552. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,411
Previous 6,301 1.75%
Holding current value
$345,552
Previous $296,000 14.19%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
BUY
$46.45 - $53.68 $5,109 - $5,904
110 Added 1.75%
6,411 $338,000
Q2 2024

Jul 16, 2024
SELL
$45.98 - $49.63 $99,592 - $107,498
-2,166 Reduced 25.58%
6,301 $296,000
Q1 2024

Apr 15, 2024
SELL
$46.41 - $50.12 $112,729 - $121,741
-2,429 Reduced 22.29%
8,467 $424,000
Q4 2023

Jan 30, 2024
SELL
$40.06 - $50.69 $140,610 - $177,921
-3,510 Reduced 24.36%
10,896 $542,000
Q3 2023

Nov 13, 2023
BUY
$42.52 - $48.12 $612,543 - $693,216
14,406 New
14,406 $623,000

Others Institutions Holding EES

# of Institutions
153
Shares Held
7.2M
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
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, 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 Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email