World Equity Group, Inc. Wisdomtree U.S. Smallcap Fund Transaction History

World Equity Group, Inc.

$441 Billion
Q3 2025

A detailed history of World Equity Group, Inc. transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, World Equity Group, Inc. holds 5,801 shares of EES stock, worth $317,082. This represents 0.07% of its overall portfolio holdings.

Number of Shares

5,801

Previous 5,751 0.87%

Holding current value

$317,082

Previous $293 Million 10.59%

% of portfolio

0.07%

Previous 0.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$50.48 - $57.12 $2,524 - $2,856	50 Added 0.87%	5,801 $324 Million
Q2 2025 Jul 15, 2025	SELL	$42.54 - $50.99 $5,317 - $6,373	-125 Reduced 2.13%	5,751 $293 Million
Q1 2025 Apr 22, 2025	SELL	$48.37 - $55.84 $255,200 - $294,611	-5,276 Reduced 47.31%	5,876 $291 Million
Q4 2024 Feb 04, 2025	BUY	$51.33 - $58.78 $343,962 - $393,884	6,701 Added 150.55%	11,152 $602 Million
Q3 2024 Oct 29, 2024	BUY	$46.45 - $53.68 $206,748 - $238,929	4,451 New	4,451 $235 Million

Q2 2023 Aug 26, 2024	SELL	$40.17 - $45.19 $81,745 - $91,961	-2,035 Closed	0 $0
Q1 2023 Aug 26, 2024	BUY	$41.46 - $49.11 $84,371 - $99,938	2,035 New	2,035 $767 Million
Q2 2022 Sep 06, 2024	SELL	$40.36 - $48.23 $436,937 - $522,137	-10,826 Closed	0 $0
Q1 2022 Sep 06, 2024	BUY	$46.51 - $52.43 $503,517 - $567,607	10,826 New	10,826 $519 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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of World Equity Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on World Equity Group, Inc. with notifications on news.

Account

World Equity Group, Inc. Wisdomtree U.S. Smallcap Fund Transaction History