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

Wealth Enhancement Advisory Services, LLC

$49.5 Billion
Q4 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 6,703 shares of EES stock, worth $335,418. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,703

Previous 6,411 4.55%

Holding current value

$335,418

Previous $345,000 4.64%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	BUY	$51.33 - $58.78 $14,988 - $17,163	292 Added 4.55%	6,703 $361,000
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

164

Shares Held

7.89M

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 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.

Account

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