Kathleen S. Wright Associates Inc. EES Holdings History
Kathleen S. Wright Associates Inc.'s WisdomTree U.S. SmallCap Fund Holding Summary
As of 2025-03-31, Kathleen S. Wright Associates Inc. held 137,037.00 shares of WisdomTree U.S. SmallCap Fund(EES), totaling $6.69 Mil. This investment constitutes 2.78% of their stock portfolio, and Kathleen S. Wright Associates Inc. now holds 1.18% of the outstanding WisdomTree U.S. SmallCap Fund(EES) stock.
The initial trade took place in 2021Q4. And since then Kathleen S. Wright Associates Inc. has made 4 purchases of EES, at an average price of $49.84, for a total of 197,276.00 shares. In addition, there have been 9 sales at an average price of $44.63 for 60,239.00 shares. Based on historical transaction data and EES's current price of $52.88, Kathleen S. Wright Associates Inc.'s estimated gain on his EES holdings is $102,167.20, reflecting a 1.04% gain to date.
Kathleen S. Wright Associates Inc. EES ($52.88) Holding Chart
Kathleen S. Wright Associates Inc. EES ($52.88) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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