Essex Financial Services, Inc.
Position in EES — WisdomTree U.S. SmallCap Fund
CIK 1315785
ESSEX, CT
All Filings in EES
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-06-30 EES | $265,813 | 5,640 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 EES | $282,676 | 5,640 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 EES | $280,984 | 5,640 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 EES | $244,042 | 5,640 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 EES | $252,728 | 5,640 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 EES | $243,760 | 5,640 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 EES | $240,207 | 5,640 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 EES | $244,969 | 6,254 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 EES | $257,164 | 6,254 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 EES | $319,317 | 6,658 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 EES | $289,896 | 5,640 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 EES | $272,581 | 5,640 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 EES | $278,559 | 5,640 | Shares | Sole | 2021-07-30 | |
| No filing history on record for this holder in this stock. | ||||||